15 private client advisor jobs found

Sales Executive Department Sales Required Experience: 5-7 years of relevant experience Required Travel: Negligible Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team  HUBRecruiting@hubinternational.com . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Servicing a book of Middle Market clients, this role will serve as a trusted advisor to key client groups by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. Your Impact: Build and maintain constructive relationships with customers by meeting and exceeding expectations Actively service/retain existing accounts and develop new business opportunities Maintain appropriate system records of service, marketing, and policy communications with clients and carriers by documenting and updating electronic files and AMS accordingly Schedule personal client meetings at annual renewal or more frequently to maintain client contact Support Producers through proposals, suspense, follow-up, etc. to assist clients and achieve agency's business goals. Keep Producers apprised of client status Respond to client inquiries, service requests and claims issues within...

We are seeking a dynamic and experienced actuarial professional to assist with the continued development of our actuarial team and enhance RSC’s support for our client’s healthcare initiatives and innovations. The ideal candidate will offer an extensive understanding of the healthcare landscape, including medical, pharmacy, stop loss, contracting and payor operations. This role demands a motivated self-starter with proven leadership skills, capable of thriving in a fast-paced, dynamic environment. The ideal candidate will excel in a matrixed environment, demonstrate creative actuarial and analytical capabilities, exceptional communication, interpersonal and organizational skills, and possess a proactive and resourceful approach to problem-solving. This role will be critical to delivering the RSC value proposition for our clients through innovation, technical expertise and highly effective and efficient execution which will directly impact the clients’ financial strategies and...

The ideal candidate will contribute to the growth of revenue by serving as a trusted advisor and technical specialist supporting captive insurance program development, actuarial analysis, feasibility studies, and ongoing captive operations. This role requires strong knowledge of exposure data collection, loss analysis, actuarial concepts, and captive insurance structures. The ideal candidate is a self-starter with deep experience across Workers’ Compensation (WC), Auto Liability (AL), General Liability (GL), and Professional Liability (PL) risks. Your Impact: Provide Actuarial & Analytical Support Gather and validate exposure data including payroll, sales, mileage, and other key business indicators used in actuarial modeling. Review insurance policies and loss runs, perform trend analysis, and interpret loss payment patterns and loss development consistent with captive feasibility and reserving practices. Contribute to actuarial components of feasibility studies...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

Sign-On Bonus Opportunity of up to $4,000* Pay Range: $45000 - $115000 / year Our Perks & Benefits: Unlimited/uncapped commission – your earning potential is in your hands Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional challenges at no cost Extra Perks – optional plans for disability, hospital indemnity, health...

Step into a role where you’re more than an Account Manager—you’re a trusted advisor, problem‑solver, and go‑to expert for our standard Personal Lines clients. In this role, you’ll deliver proactive, best‑in‑class service while helping clients navigate their coverage with confidence. You’ll partner closely with a supportive, high‑energy team and collaborate with producers across multiple RSC offices to deliver a seamless client experience. And because we’re big on developing our people, you’ll also have the chance to mentor PL Select Assistant Account Specialists, helping them grow their skills while elevating the strength of our team. If you enjoy building relationships, finding smart solutions, and working in an environment where no two days look the same—this role is built for you. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging personal insurance...

Essential Duties and Responsibilities: · Obtain and maintain your State Life & Health Insurance license, and complete the DSI Advisor Training Program · Develop a fundamental and technical understanding of the specialized Disability Income and Life Insurance products DSI offers · Clearly communicate our program options to clients via both phone and email · Be able to answer client questions on products, enrollment instructions, policy comparisons · Cross-sell products by explaining need and value depending on client’s profile · Maintain meticulous records in our CRM system, following the DSI sales process Technical Skills: · Proficiency in Microsoft Office applications (Word, Excel, Outlook) · CRM or similar agency management software experience, preferred Attributes of a Successful Disability Advisors possess: · Professionalism in all communications – both written and verbal · Organized, focus on results, and the ability to prioritize high-value tasks...

The  Client Executive  for Professional Liability is responsible for providing support to the Client Executive team and managing assigned client book(s); responsible for growing satisfied carrier and client relationships, expanding current product offerings, maintaining a profitable book of business, and implementing and integrating expanded products into the clients’ portfolios.   The Client Executive leads communication between assigned clients and the service team members, including administration, sales, customer service, marketing, database management, IT, etc.  This role has an anticipated start date of April 2026. Your Impact:   Sustain and grow revenue by retaining and expanding existing client relationships.  Manage and assume responsibility for customer satisfaction for assigned client(s).  Prepare and conduct client meetings, stewardships, and governing committee meetings; follow up with a post call communication and ensure action items are completed....

The New Business Sales Representative is responsible for promoting and selling assigned Pearl Insurance coverage(s) to prospective clients primarily through phone and email outreach. This role focuses on achieving monthly and annual sales goals while delivering exceptional service and support throughout the client’s first year of policy coverage. The Sales Representative serves as a trusted advisor and first point of contact for American Veterinarian Medical Association members and affiliated clients.   This role has an anticipated start date of March 2026. Your Impact:   Prioritize and manage sales leads from multiple sources, including inbound inquiries, marketing campaigns, CRM data, and internal lead lists (e.g., monthly sales funnel, daily activity report, website leads, etc.).  Conduct a high volume of outbound contact via the phone, email, and other channels to promote, quote, and sell assigned insurance products to new prospects.   Present quotes and...

We are looking for a talented and driven Account Manager to join our growing team. In this pivotal role, you will serve as a trusted advisor to key client groups, delivering strategic and consultative guidance on collaborative initiatives, assessing risk profiles, and preparing proposals for both new business and renewals. If you thrive in a fast-paced environment, have a proven ability to manage and grow key accounts, and take pride in delivering outstanding client service, we invite you to consider joining our team. Your Impact: Build and maintain strong, constructive relationships with internal and external agents, producers, and carrier underwriters. Leverage your commercial P&C insurance expertise to actively service existing accounts and drive new business opportunities. Manage workflow with a high degree of personal accountability, ensuring timely, accurate, and efficient execution of deliverables. Participate in the retention and renewal of...