11 personal lines client advisor jobs found

Who We Are   At HUB International, we are a team of entrepreneurs. We believe in empowering our clients, and we do so by protecting businesses and individuals in our local communities. We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.   HUB is   one of   the   largest global insurance and employee benefits   brokers ,   providing   a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products   and services. With over   20 ,000 employees   in   over   6 0 0 offices throughout North America, HUB has   grown substantially, in   part due to our industry leading success...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Personal Lines High Net Worth Client Advisor to join our growing team.  The Personal Lines High Net Worth Client Advisor is a performance driven individual that delivers “white gloves” service and advisory...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.     In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking an Account Manager to join our growing team. The Account Manager is the primary day-to-day contact for all service needs for both external and internal customers. They are accountable for facilitating team service deliverables and...

  The AI Engineer/Technical Lead is responsible for designing, developing, and leading  intelligent automation solutions using UiPath’s RPA and AI ecosystem. The role  combines hands-on development with technical leadership, ensuring high-quality  delivery of AI-enhanced automation projects.   Key Responsibilities: Lead design and development of UiPath automation solutions, including AI Center and Document Understanding. Build and deploy AI/ML models to enhance automation accuracy and efficiency. Integrate workflows with APIs, databases, cloud services, and enterprise systems. Provide technical leadership, code reviews, and mentorship to RPA developers. Collaborate with business teams to assess processes, define requirements, and deliver scalable solutions. Oversee deployment, monitoring, and optimization through UiPath Orchestrator. Troubleshoot issues, maintain existing automations, and ensure best practices and governance.   Required...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   This is primarily a remote position reporting to an office roughly once every 6 weeks, in addition to any required in-person court appearances. Senior Attorney – AAA/The Auto Club Group Reports to: Supervising Practice Leader                                             Uses advanced specialized knowledge to handle complex to highly complex litigation of cases of unlimited exposure in which the insured or the Company is a defendant. Controls all aspects of litigation, including trial preparation, discovery, negotiation, presentation and appeals from District to Circuit Court.  Exercises discretion and judgment in performing all functions with minimal supervision. To support those duties, we are applying a monthly cap on new case assignments. Primary Duties and Responsibilities (details of the basic job functions): Case Analysis and Preparation...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   After in office training is completed, this position may be required to report to an office 1-2 times per month. Senior Attorney – AAA/The Auto Club Group Reports to: Supervising Practice Leader                                             Uses advanced specialized knowledge to handle complex to highly complex litigation of cases of unlimited exposure in which the insured or the Company is a defendant. Controls all aspects of litigation, including trial preparation, discovery, negotiation, presentation and appeals from District to Circuit Court.  Exercises discretion and judgment in performing all functions with minimal supervision. To support those duties, we are applying a monthly cap on new case assignments. Primary Duties and Responsibilities (details of the basic job functions): Case Analysis and Preparation Analyzes, files, reviews all allegations, and...

Description Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems. Compiles...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. JOB PURPOSE Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.  Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services...

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk? Oswald Companies seeks goal-driven professionals ready to take their career to the next level. Job Summary : Responsible to generate sales opportunities with new clients in a defined market; coordinates personal sales efforts with department team members and other internal staff.  Also collaborates with the team to cross-sell products and services; develops and implements a personal sales plan with direct accountability for annual production goals.  A Day in The Life : Establishes a sales development plan to originate business with new clients; builds and maintains a book of business and incrementally grows the book at plan each year.    Capitalizes on opportunities to cross-sell multiple lines of coverage to existing clients; collaborates with department peers and service staff managing the company's various practices to maximize the sale of services provided.  Maintains a...

Description Summary: The HHFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Duties & Responsibilities: Responsible for personal production goals and customer service objectives for all assigned branches and/or book of business. Provide investment/insurance solutions to customers based on a comprehensive financial planning approach that incorporates all assets, goals, time horizon and risk tolerances. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed. Provide ongoing training and sales support to assigned branches to deliver a great customer experience to all customers and prospective customers. Responsible for partnering with every line of business (Mortgage,...