9 senior private client advisor jobs found

Job Summary:   Senior level Account Manager   within the Large Commercial Lines space   performs more routine responsibilities and is the primary point of contact for clients they oversee. Occasionally supports Account Executives with Clients that require extensive administrative service.      Responsibilities:   Perform daily service on assigned task by   Client Advi s ors   and/or Account Executives with the agency’s written procedures including, but not limited to:   Lead day-to-day service and stewardship   of a designated book of large and complex commercial accounts, ensuring all client needs are addressed in alignment with agency procedures and service standards.   Oversee and execute the full renewal lifecycle , including data collection, exposure analysis, marketing strategy development, carrier negotiations, and delivery of comprehensive renewal proposals.   Manage new business marketing...

The Senior Client Manager is responsible for the strategic ownership, retention, and growth of a complex book of public sector clients offering comprehensive employee benefit programs, including group medical, dental, vision, pharmacy management, life, disability, and workplace benefits. This role serves as a primary strategic advisor, escalation point, and single point of accountability for assigned clients. The Senior Client Manager leads high‑impact initiatives, such as multi‑year benefits strategy, complex implementations, renewals, compliance alignment, and open enrollment execution while navigating the regulatory, governance, and political nuances unique to public sector organizations. Success in this role requires deep benefits expertise, strong public sector acumen, executive presence, and the ability to influence decision‑making across diverse stakeholder groups. The Senior Client Manager anticipates client needs, mitigates risk, and drives long‑term value by...

*Please Note: This is remote position but based out of Tampa, FL * The Senior Employee Benefits Analyst serves as a lead analytical resource for public sector clients, responsible for delivering advanced financial analysis, strategic reporting, and data‑driven insights across complex employee benefit programs. Building upon foundational analyst responsibilities, this role provides deeper evaluation of renewal and proposal data, identifies trends and risks, and develops actionable recommendations that support long‑term benefits strategy and cost management. Working under the direction of the Senior Manager, the Senior Analyst manages a portfolio of clients with complex benefit structures, including group medical, dental, vision, pharmacy, life, and disability programs. This individual plays a key role in leading renewal analyses, RFP processes, and carrier evaluations, while partnering closely with Senior Benefit Consultants, Client Services, and external vendors. In...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Senior Underwriting Specialist plays a vital role in bringing our mission to life by transforming complex insurance processes into a seamless, transparent, and highly personalized client experience. As a trusted partner to both advisors and clients, this individual...

Location: Hybrid (Florida) or Remote (Florida- if not within 50 miles of an Acrisure office) 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 Senior Account Manager to join our growing Commercial Lines teams Florida team. The Senior Account...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Directly supervises and leads a high-functioning team of risk placement professionals. Responsible for the overall function of marketing, underwriting, and placement of new business accounts submitted by the Sales Team and the consistent quality output of the Risk Placement...

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 will be hybrid out of Maitland, FL or Boca Raton, FL office.  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,...

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: As an Enterprise Account Executive for Complex Accounts at Acrisure, you play a crucial role in driving Total Client Growth, delivering exceptional client experience, and managing complex, enterprise-level insurance relationships. This...

Job Title: Senior Surety Client Advisor Department: Growth Location: Sanford, FL About Acrisure Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 19,000 entrepreneurial colleagues in 22 countries and has grown from $38 million to $4.8 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Your Next Chapter:   Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a sales professional - giving you cutting-edge tools, entrepreneurial...