35 customer service advisor jobs found

Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing support to specific producers, and addressing daily client inquiries and issues. The position involves account support for Property & Casualty accounts and might also include support for Specialty business. This role requires a licensed individual, with industry designations preferred (CISR, CIC, or similar).   Why Jewelers Mutual Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Producer to join our growing team!   The Crop Insurance Agent is responsible for building trusted relationships with agricultural producers while driving profitable growth through the sale and service of crop insurance and related risk management solutions. This role serves as a strategic advisor to customers by helping them evaluate risk, protect their operations, and make informed coverage decisions. The ideal candidate is relationship driven, self-motivated, and committed to delivering informed risk management advice and exceptional customer service while contributing to the long-term growth and success of the organization.   How You Will Contribute:     Develop and maintain strong, long-term relationships with current and prospective agricultural producers. Drive profitable growth within an...

Summary: Our Personal Lines Policy Specialist reviews data and correspondence for new submissions and existing policies by verifying information is accurate and complete. Processes changes and updates to the policy according to company policies and procedures. Consistently meets expectations for quality, accuracy, and timeliness.  Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for...

Summary Provides excellent service to policyholders, agents, adjusters, and coworkers over the phone and through written communication. Researches, reviews, prepares initial gathering of information for the Underwriting team to review and determine acceptable risk.  Provides follow-up as necessary.  Consistently meets expectations for quality, accuracy, and timeliness.  Works closely with Personal Lines Underwriters, jewelers, agents and policyholders to fulfill customer and business requests. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products,...

Summary: Customer Care Representatives respond to inquiries from policyholders, prospects, and coworkers through multiple channels of communication.  Uses general insurance and jewelry knowledge gained through education and/or experience to promote personal jewelry insurance to potential policyholders and jewelers. The position involves handling both inbound and outbound customer interactions. Anticipated start date: November 9th, 2026 Post training hours will include Monday 9:30-7, Tuesday-Thursday 10:30-7 and Friday 10:30-6. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven...

Summary: Customer Care Insurance Specialist respond to inquiries from prospective policyholders and provide personal jewelry insurance quotes and coverage over the phone (inbound and outbound calls) in our contact center. Customer Care Agents also use digital communications to correspond with new and prospective policyholders.  Anticipated start date: October 26th, 2026 Post-training hours will include Monday 9:30-7, Tuesday-Thursday 10:30-7 and Friday 10:30-6. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and...

Under the direction of the Director of Sales, the Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service in retaining and servicing Personal Lines Accounts.   This opportunity is for an individual that enjoys networking, has a high level of professionalism, and a passion for providing personalized service to their clients. Essential Duties & Responsibilities Prospect and qualify new personal lines accounts that meet agency standards. Generate new business appointments through networking, referrals, and other sources to attract and retain clients. Identify cross-sell opportunities across departments and expand lines of business on current accounts. Meet or exceed assigned annual new business revenue and retention goals. Proactively manage an assigned book of business using the Epic Agency Management System. Obtain information requested by company...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Division Manager (DM), you will report to a regional Vice President (VP). DM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Territory Managers and Payroll Client Advisors, which are responsible for the direct sell of Auris’s...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our large scale jeweler partners. The Key Account Manager is responsible for developing personalized approaches to drive results across the entire portfolio of jeweler offerings; insurance referral programs, care plan, asset protection, shipping solution, and all other programs. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer the direction of the product(s)/program(s). Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position reports to the Chief Investment Officer and leads TruStage Investment Management’s (“TSIM”) external management program and a portfolio of strategic initiatives that expand the investment capabilities of the general account. A central mandate of the role is to build, scale and expand TSIM's external management platform. This includes significantly growing...

Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives in our Madison, Wisconsin location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. What You'll Do: Learn the business and become a trusted advisor to company leaders. Identify, qualify, and close prospects. Manage and retain your book of business and actively work towards its growth...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Role Overview The Marketing Design Associate brings Filene’s ideas, research and brand to life through thoughtful, engaging visual design. As part of the Marketing team, this role creates high-quality digital and print assets that make complex ideas clear, accessible and compelling for credit union leaders and the broader financial services industry. Working across teams and...

We are adding a    New Business Team Lead to our Texas team!   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities....

Summary The Product Team Intern will assist in a wide variety of projects supporting our Product teams. This individual will work alongside product analysts and regulatory compliance analysts, learn about insurance, data analytics, finance and accounting, regulatory compliance, and the jewelry industry, providing experience that will help prepare them for a career in any of these areas after graduation. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.  As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor...

Summary  As a Data Science Intern at Jewelers Mutual, you will support the Product/Analytics team in analyzing datasets to derive actionable business insights. You will work alongside data scientists and cross-functional stakeholders to understand data needs, assist with analyses, and help translate findings into recommendations that support product and pricing decisions. This internship, based in our Neenah, WI office for Summer 2027, offers hands-on experience applying analytical and statistical methods to real business problems. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.  As a technology focused organization, we embrace cutting-edge tools and data-driven...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position serves as a senior Privacy compliance lead responsible for supporting the continued maturity of TruStage's Privacy program. Working closely with Compliance leadership, this role helps shape and operationalize strategic program priorities, drives complex initiatives and ensures effective integration of privacy and records management requirements across the...

You will have a primary role in assisting corporate areas with staff planning, expense budgeting & tracking, reporting of actual to plan variances, & additional FP&A tasks as assigned. We’re seeking a self-motivated professional with technical and analytical skills to join our Financial Planning and Analysis team as a Senior Financial Analyst. If you’ve got a passion for helping others, our goal is to turn that passion into action. At Sentry, we care about delivering long-term results. Our associates embody this same future-focused approach – meeting challenges head-on and offering solutions and pricing that keeps customers coming back down the line. This position will be located at our office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.   What You'll Do   As a Senior Financial Analyst, you will:  Review financial...

We are adding an Agent Solutions Coordinator !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an experienced Property & Casualty Risk Consultant/ Producer to drive profitable growth through new business development, strategic relationship management, and customized risk advisory solutions. This role is ideal for a proven commercial insurance sales professional who can identify opportunities, advise clients on complex risk needs, and leverage Brown & Brown’s market access, service teams, and national platform to deliver exceptional client outcomes. What You'll Do Generate new business opportunities through prospecting, networking, referrals, centers of influence, and targeted market outreach. Build and maintain trusted relationships with business owners, executives, risk managers, carrier partners, and key decision-makers. Identify client exposures and develop customized insurance and...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an experienced Employee Benefits Consultant/ Producer to drive profitable growth through new business development, strategic relationship management, and customized risk advisory solutions. This role is ideal for a proven benefits insurance sales professional who can identify opportunities, advise clients on complex risk needs, and leverage Brown & Brown’s market access, service teams, and national platform to deliver exceptional client outcomes.   What You'll Do Generate new business opportunities through prospecting, networking, referrals, centers of influence, and targeted market outreach. Build and maintain trusted relationships with business owners, executives, risk managers, carrier partners, and key decision-makers. Identify client exposures and develop customized insurance and risk...