34 senior client advocate jobs found

Company Details Berkley One is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the W.R. Berkley brand.   Why Join Us? At Berkley One, you’ll be part of a forward-thinking team that’s reimagining personal insurance. We’re building solutions that are as sophisticated and agile as the clients we serve—individuals and families who value innovation, simplicity, and exceptional service. You’ll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry.   What We Value A client-first mindset with a passion for delivering exceptional experiences Curiosity, creativity, and a drive to challenge the...

Summary of Role     Health & Benefits North America (H&BNA) is seeking a MidMarket Specialties Leader to play a pivotal role in driving the strategy, growth, and delivery of specialty capabilities across the MidMarket segment.   The MidMarket (MM) Specialties Leader is a key member of the Health & Benefits Strategy & Specialty leadership team with accountability for the strategy, growth, talent, and delivery of specialty capabilities serving the MidMarket segment. In this role, you will have primary responsibility for holistically advancing performance of the specialty teams (Compliance Audit & MHPAEA, Group Benefits, Health, Equity & Wellbeing, Pharmacy) through revenue growth, talent development, intellectual capital, and consistent, high quality client delivery for the MidMarket.  The MM Specialties Leader is responsible for shaping and executing the mid-market specialty strategy in support of business objectives and in collaboration with...

Position Summary:   The Account Manager position maintains a professional relationship with our clients through exceptional customer service.  Account Managers are assigned a book of business comprised of fully insured and level funded clients in our Select Business Unit. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business.  Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Supervisory Responsibilities:   None Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120...

Senior Brokers are responsible for supporting the placement and broking activities for North American Environmental Practice, including both new and renewal business. The role applies environmental insurance expertise, market knowledge, and analytical skills to help deliver effective risk transfer solutions while supporting producers, brokers, underwriters, and clients. The Senior Broker independently manages assigned activities, develops strong relationships with carriers and internal stakeholders, contributes to placement strategy discussions, and provides guidance to junior colleagues. The role utilizes technology and AI-enabled tools responsibly to enhance efficiency, improve analysis, and support business outcomes while adhering to WTW responsible AI and data governance standards. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.  The Role Supports the placement and servicing of new and renewal...

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  Sr. Financial Consultant  to join our growing team!      The Sr. Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.    How You Will Contribute:     Oversight of monthly financial reports.  Develop reporting requirements and customizations in those...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The Executive Assistant plays a critical role in maximizing the efficiency and effectiveness of the Executive Managing Director by providing high-level administrative, organizational, and communication support, with a strong emphasis on leveraging technology to streamline workflows. Serving as an extension of the Executive Managing Director, this position requires strong judgment, proactive problem-solving, technical fluency across digital tools and platforms, and the ability to manage sensitive information with absolute confidentiality.   How You Will Contribute:   ·         Act as the main point of contact between the Executive Managing Director and internal/external clients and vendors. ·         Support planning, organizing, and facilitating meetings, including setup and troubleshooting of virtual meeting platforms (e.g., Teams)....

Position Summary: The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised of mainly level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Comprehensive knowledge and execution of self-funded accounts Handles or refers all service requests by our clients Initiates and handles marketing of accounts...

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures. Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard. We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good. Please note that we do not offer visa sponsorship for this position. Role Summary This position is part of the Life & Annuity Solutions team, which is responsible for designing, implementing, and managing...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. About the Role: The Account Manager position independently manages assigned client service deliverables and contributes to client strategy through analysis, recommendations, and execution tied to Account Executives’ book of business and works collaboratively with Senior Account Managers and other Account Managers on assigned book of business to execute the strategy deliverables for the client. The position is responsible for internal client documentation, owning responsibility for tasks and deliverables, client inquiries and maintaining all project plans. Essential Duties and Functions : include the following. Other duties may be assigned. • Prepare Requests for Proposal (RFP) and Requests for Information (RFI), including coordination of insurance carrier proposals, preparation of Executive Summaries, timeline monitoring 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 a Senior Benefits Specialist to join our growing team in Plano, TX.    Assists the Senior Benefit Consultant, VP or SVP in servicing the consulting needs of the employee benefit clients.  The Senior Benefits Specialist role is instrumental in supporting the strategic and day‑to‑day servicing needs of clients by managing core account operations, coordinating client deliverables, and ensuring consistent execution of service expectations. How You Will Contribute:    Fee/Commission Submission - Manage and submit fees and commissions upon receipt of signed agreement from the account lead. Internal IO Audit Preparation - Prepare necessary documents and information for audits to ensure compliance and accuracy.  Assist Consultants with Client Deliverables - Prepare content and data...

Position Summary: The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised of mainly level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Comprehensive knowledge and execution of self-funded accounts Handles or refers all service requests by our clients Initiates and handles marketing of accounts...

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client’s insurance and risk management needs.  The ACA has a strong connection to the client’s business with a fundamental understanding of its industry and aids in opportunities to maximize the...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. In assigned sales region, the Regional LTC Consultant networks with benefit brokers and employers to identify employer group prospects interested in worksite LTC solutions for their employees. Essential Duties and Functions: include the following.  Other duties may be assigned. Client Acquisition: Cold calling, lead research, and networking to find potential clients. Product Presentation: Presenting LTC products and services to potential clients. Recommendation: Suggesting suitable LTC solutions tailored to client needs. Education: Educating prospects about LTC insurance. Communication: Engaging with clients via email, phone, video conferencing, and in-person meetings. Relationship Building: Establishing positive relationships with clients. Sales Preparation: Creating own proposals, preparing quotes, sales presentations, and...

Position Summary:   The Account Manager position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our Producers in producing new business and renewing existing business. Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days before the renewal date; Gathers the necessary information regarding...

Overview AmTrust Financial Services, a fast growing commercial insurance company, has a need for a Telephonic Medical Case Manager, RN.   PRIMARY PURPOSE: To provide comprehensive quality telephonic case management to proactively drive a medically appropriate return to work through engagement with the injured employee, provider and employer.  Our nurses will be empathetic informative medical resources for our injured employees and they will partner with our adjusters to develop a personalized holistic approach for each claim.  These responsibilities may include utilization review, pharmacy oversight and care coordination.    This position is remote in Texas. Responsibilities Uses clinical/nursing skills to determine whether all aspects of a patient’s care, at every level, are medically necessary and appropriately delivered. Perform Utilization Review activities prospectively, concurrently or retrospectively in...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Job Description Summary Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle bodily injury, property damage lawsuits, and more, with mediations, arbitrations, and trials. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role!...

Senior Software Engineer - Full Stack Austin, Texas (Hybrid: Four Days in Office) Note: This is a full-time role and we do not offer C2C or C2H employment and are not able to sponsor visas for this position. 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. The Role: As a Senior Software Engineer at Acrisure,...

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   Commercial Lines Account Executive   to join our growing team in   Plano, TX !         The Commercial Lines Account Executive   is responsible for   the retention and growth of an assigned book of business .    The Account Executive builds relationships with clients and prospects to achieve client satisfaction.     How You Will Contribute:       Cultivate relationships with clients, prospects, carrier partners, and teammates to drive retention and new business .   Lead renewal process for assigned   book of business .   Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements .   Identify   gaps in coverage...

Position Summary:   The Account Manager position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our Producers in producing new business and renewing existing business. Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days before the renewal date; Gathers the necessary information regarding...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...