29 personal insurance advisor jobs found

Job Title: Financial Client Advisor - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Financial Advisor – Client Service is responsible for delivering high-quality advisory support and ongoing service to retirement plan clients, plan participants, and associated private wealth relationships. This role focuses on deepening existing client relationships, providing responsive plan-level and participant-level guidance, and supporting incoming church retirement plans through a consultative, service-oriented approach. In addition to servicing retirement plans and participants, this role has the opportunity to build and manage a personal book of private wealth clients, primarily through relationships developed with church leaders, pastors, and plan participants. The Financial Advisor – Client Service serves as a trusted advisor who balances service...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 23,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Why Join Howden Middle Market? At Howden, we’re redefining what it means to be a global insurance broker. Our Middle Market team is at the heart of our U.S. retail platform, serving clients who need both the scale of a global leader and the agility of a local partner. With over 22,000...

Company: Marsh McLennan Agency Description: Client Specialist – Business Insurance National Accounts Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Specialist at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As a Client Specialist on the National Accounts team, you will work...

​ Our Parent Company in   Denver, CO   is growing and looking to add experienced professionals to our Commercial t eam!   This is a hybrid opportunity (3 days/week in our Denver, CO office) to step into a client-facing, strategic role where you’ll have ownership, influence, and the ability to make a meaningful impact.   We are seeking Account Executives at various experience levels , offering the opportunity to grow responsibility and impact based on individual skill set and expertise. For the right individuals, our career opportunities provide the chance to influence client success, build long-term partnerships, and make a meaningful contribution to business growth while taking increasing ownership of a client portfolio over time. Our Commercial Lines Team serves as a trusted advisor to clients, delivering strategic insurance solutions and proactive service support. This role partners closely with Producers and internal teams to manage client relationships,...

Sr PL Field Sales Rep - SD08AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Personal Insurance Sales Rep must embody a culture of high performance in sales, driven by a mindset of excellence. They will rigorously adhere to a structured sales process, consistently executing Sales Excellence Principles. Collaborating with both existing and potential independent agencies, they will cultivate profitable relationships while serving as a trusted advisor. Responsible for crafting and implementing a robust agency management and territory sales plan, the Rep will strive to surpass production and profit targets within their assigned territory. This role requires in-person engagements with travel required across the territory,...

Pinnacol Assurance does just one thing, and does it better than anyone: provide caring workers’ compensation protection to Colorado employers and employees. Although employers are required by law to provide Worker’s Comp insurance, we believe our service is making a meaningful impact in worker’s lives across Colorado in their moments of need. We have big hearts and love big ideas. We’ve been around for over 100 years, but don’t let that fool you. Pinnacol is committed to taking care of Colorado employers and workers in the most innovative of ways! We celebrate continuous improvement, new ideas, compassion, teamwork, integrity and excellence. What you’ll do: Work with team members to strategically and proactively manage claims and claim-related issues to the most expedient, cost effective resolution; provide quality customer service to all stakeholders. Identify claims that need additional management and work with team members to resolve concerns or escalate to the...

Pinnacol Assurance does just one thing, and does it better than anyone: provide caring workers’ compensation protection to Colorado employers and employees. And while we may be a little biased, we believe that our work shapes communities and changes lives. We have big hearts and love big ideas. We’ve been around for more than  100 years, but don’t let that fool you. Pinnacol is committed to taking care of Colorado employers and workers in the most innovative ways. We celebrate continuous improvement, new ideas, compassion, teamwork, integrity and excellence. What you’ll do: Work with team members to strategically and proactively manage claims and claim-related issues to the most expedient, cost effective resolution; provide quality customer service to all stakeholders. Identify claims that need additional management and work with team members to resolve concerns or escalate to the appropriate level.   What you can expect: Contact stakeholders as required...

Description Summary: The Personal Production Assistant position provides administrative support for a sales function or one or more MLOs and is responsible for the day to day activities and interaction between the client and Huntington, in terms of the establishment, documentation, maintenance and servicing of the relationship. Responsible for identifying, researching, analyzing and resolving complex problems with accounts. Makes routine decisions in the absence of an officer. Advises and counsels clients on bank products and services. Assists the sales function or an MLO by processing and maintaining accurate and complete documentation. Compiles information from a variety of sources to prepare various reports. Responsible for file setup, ordering titles and appraisals, analyzing appraisals and title review. Prepares files for underwriting/validation. Validates and sends files to Corporate Underwriting....

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $17.29 - $20 / hour  Freeway Insurance offers paid time off, multiple medical plans to choose from, dental, vision, life insurance, STD/LTD and a 401k with a company match.  Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $17.29 - $20 / hour  Freeway Insurance offers paid time off, multiple medical plans to choose from, dental, vision, life insurance, STD/LTD and a 401k with a company match.  Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $17.29 - $20 / hour  Freeway Insurance offers paid time off, multiple medical plans to choose from, dental, vision, life insurance, STD/LTD and a 401k with a company match.  Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or...

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 Mechanical Warranty Administrator to join our growing team in Westminster, CO!   The Mechanical Technician provides technical support and excellent customer service by assisting consumers and repair shops with automotive repair, roadside, battery, and tire claims. This role requires a solid understanding of mechanical repair processes, accurate claim entry, clear communication of coverage details, and professional claim adjudication. The Technician ensures a positive customer experience through effective inbound and outbound calls, collaboration with repair facilities, and reliable handling of warranty benefits. How You Will Contribute:   Answer incoming phone calls on assigned programs Accurately enter claim information in electronic databases Effectively communicate and understand program...

Our Employee Benefits team is growing, and we’re looking for a Financial Consultant who thrives on turning data-driven insights into strategic client solutions. In this role, you’ll play a key part in supporting our producers and account executives through expert financial analysis, cost management strategies, and innovative funding approaches that drive client success. In this role, you will: Directly assist Producers/Account Executives in selling to new accounts by demonstrating HUB analytics, alternative risk, and cost management expertise Advise Sales Executives and Account Management team as necessary in applying a basic understanding of our capabilities Train and mentor members of the Financial Consulting team Execute marketing efforts focused on sales/retention initiatives – where financial consulting is a key consideration Anticipate and adapt to changing business demands – especially in-tune with the evolving changes in various client cost management...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

Job Title: Retirement Plan Consultant - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Retirement Plan Consultant serves as a key member of the retirement advisory team, supporting the firm’s mission by delivering investment oversight, fiduciary guidance, and operational execution for retirement plans. This role combines investment due diligence, committee meeting participation, sponsor relationship management, and coordination of plan deliverables. The Consultant works closely with the firm’s Investment Committee, TPAs, recordkeepers, and internal teams to ensure plans are monitored prudently and serviced with excellence. This position requires a proactive and detail-oriented professional who can independently manage client relationships, maintain high documentation standards, and effectively communicate complex investment concepts to plan...

Job Title: Operations Manager - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, Colorado)   POSITION SUMMARY The Operations Manager is a key leadership role within Brotherhood Retirement’s home office team, responsible for ensuring the firm operates efficiently, consistently, and in alignment with its mission and values. This role supports the firm’s vision by overseeing day-to-day operational processes and internal workflows, while partnering closely with the Retirement Plan and Private Wealth teams to drive firm-wide alignment and scalability. The Operations Manager also plays a central role in departmental onboarding, training, and supporting team members to ensure a high standard of excellence across the organization. This position requires a proactive, self-directed leader who takes ownership of responsibilities and follows through with precision. The ideal candidate...

Job Title: Client Service Manager FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Client Relations Manager is a leadership role within Brotherhood Retirement responsible for overseeing the daily operations and performance of the Client Relations function. This role ensures consistent, accurate, and timely service delivery to retirement plan participants and plan sponsors while maintaining strong coordination with advisory, operations, and leadership teams. The Client Relations Manager leads and supports a team responsible for processing participant and sponsor service requests, managing workflows, and upholding firm standards for communication, responsiveness, and professionalism. This position also serves as a key liaison between the Client Relations team and firm leadership, helping translate organizational priorities into effective execution and a high-quality client...

Job Title: Client Service Specialist FLSA: Non-Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Client Service Specialist plays a key role in delivering a high-quality service experience to retirement plan participants and plan sponsors. Reporting to the Client Service Manager, this position is responsible for responding to client inquiries, processing service requests, and supporting day-today retirement plan operations with accuracy, professionalism, and care. The Client Service Specialist serves as a primary point of contact for routine participant and sponsor needs, while also assisting with more complex service issues in coordination with senior team members. This role requires strong attention to detail, a client-first mindset, and the ability to navigate retirement plan processes in a regulated environment. Success in this position supports client satisfaction, operational...

Company Details   Berkley Alliance Managers delivers cutting-edge insurance and risk management solutions tailored to meet the needs of our policyholders. We specialize in professional liability insurance for four markets: architects and engineers, construction professionals, miscellaneous service professionals, and accounting professionals. Our mission is to be the people who work relentlessly to protect our policyholders’ work and reputation.   What sets Berkley Alliance Managers apart is our commitment to nurturing a vibrant culture of innovation. We believe the best ideas emerge when collaboration thrives and the status quo is challenged. Our employees are the heart of our organization, equipped with the potential to drive meaningful change at every level. We embrace diverse perspectives, recognizing that they are essential to our success and growth.   We emphasize personal growth and advancement through various learning and educational opportunities,...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role can be based in any of our office in Denver, CO. This is a hybrid role that has a requirement of working at least three days a week in the office. As a  Senior Lead Health & Benefits Consultant , you will manage and advise client accounts for our large market employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will the subject matter expert to our clients and negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients. We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies,...