80 service advisor jobs found

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Service Advisor to their Independent Registered Investment Team at  Advus Financial Partners in their Winter Park, FL office. Job Summary: The Client Service Advisor (CSA) is responsible for delivering comprehensive financial planning, investment advice, and ongoing relationship management to an assigned book of clients. The CSA serves as the primary advisor for client relationships, providing personalized guidance, portfolio recommendations, retirement planning, tax-efficient wealth management strategies, and financial planning solutions. Unlike traditional advisor roles, this position does not require the advisor to prospect for new business or maintain personal production quotas. Instead, the advisor's primary focus is delivering exceptional advice and service to existing clients. Advisors who wish to pursue business development...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details: This is an onsite position located in our Westshore Car Care Facility.   Position Schedule / Shift: Service center hours are Monday–Friday, 7:30 a.m.–6:00 p.m., and Saturday, 8:00 a.m.–4:00 p.m. Schedule and shift assignments will depend on the position.    Position Summary:    As a Service Advisor, you’ll serve as the primary point of contact for customers throughout the vehicle service process. This role involves assessing customer needs, recommending maintenance and repair services, preparing repair orders, and communicating with both customers and technicians to ensure work is completed accurately and efficiently. Successful candidates have strong customer service, communication, and organizational skills, along with the ability to manage multiple priorities in a fast-paced environment. The Service Advisor plays a key role in delivering a positive...

The FNOL Customer Service Advisor ensures the delivery of exceptional customer support through fast, accurate, and empathetic communication while supporting First Notice of Loss (FNOL) reporting, claims intake, and administrative claim functions. This role serves as the first point of contact for policyholders, branch representatives, managing general agents, and business partners by assisting with claim reporting, customer inquiries, payment processing, documentation handling, and operational claim support activities. This position combines customer service, FNOL documentation, claims administration, and operational support responsibilities in a fast-paced, high-volume environment requiring strong multitasking, attention to detail, professionalism, and the ability to navigate multiple systems simultaneously. Qualifications: High School Diploma or equivalency required. Minimum 3 years of customer service experience required; call center experience preferred....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Disability Representative Sr Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence:   Orlando, FL :   12650 Ingenuity Dr Orlando FL 32826   PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical documentation and the applicable disability plan interpretation including determining benefits due and making timely...

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 transformational and results-oriented Senior Director, Technology Solutions to lead the strategy, delivery, and ongoing management of enterprise platforms supporting our shared services organizations, including Teammate Resources (HR), Finance, Legal, and other corporate functions . Reporting directly to the Chief Information Technology Officer, this leader will be responsible for the technology vision, roadmap, governance, and operational performance of our shared services technology ecosystem. The role will serve as a trusted business partner to the Chief People Officer, Chief Financial Officer, Chief Legal Officer, and their leadership teams , ensuring technology investments enable business growth, operational efficiency, compliance, and an exceptional teammate experience. The ideal...

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 Digital Innovation Leader to join our growing team! The Digital Innovation Leader is a hands‑on builder responsible for identifying, developing, and deploying digital capabilities that accelerate growth, improve placement outcomes, and enhance client experience across the Small Business segment. This role translates business strategy into practical digital solutions — tools, workflows, insights, and automation — that strengthen broker engagement and improve operational efficiency.   This leader works across business units and enterprise digital teams to ensure Small Business leverages the right platforms, avoids duplication, and continuously improves its digital maturity.   How You Will Contribute: Digital Strategy Translation Strategy translation — Convert Small Business strategy into...

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  Director, IT Vendor Management to join our growing team in Daytona Beach, FL or Plano, TX!         The Director of IT Vendor Management within the Office of the Chief Information Officer (OCIO) is responsible for establishing and leading the vendor management strategy, governance, and performance oversight for all technology suppliers. This role ensures that third-party relationships deliver maximum business value, minimize risk, and align with enterprise technology and financial objectives .   The Director will oversee the full vendor lifecycle—from sourcing and contracting through performance management and renewal/exit—while partnering closely with IT, procurement, legal, finance, and business stakeholders.       How You Will...

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.   Your Next Chapter:   We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants...

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.   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...

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.   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...

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.        About The Role   The Commercial   Lines  Account   Manager will have   a primary   responsibility for policy maintenance and service of an assigned   portion   of accounts. Maintain...

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 an Employee Benefits Strategic Account Executive to join our growing team in Ft. Lauderdale, FL!   The Employee Benefits Strategic Account Executive is responsible for account management, sales and customer service support to the sales team using a variety of skills and knowledge of the insurance market, products, and competition.   How You Will Contribute:     Serve as the strategic advisor and primary relationship manager for an assigned book of business, driving client retention, satisfaction, and organic growth through proactive account management and consultative benefit strategies. Lead cross-functional teams to ensure timely and accurate delivery of client service deliverables, including reporting, renewals, employee communications, benefit guides, open enrollment materials, compliance...

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 Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while...

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 Advisor, Private Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying...

Position Summary The Accounts Receivable Employer Advocate serves as the subject matter expert and advisor for all Accounts Receivable processes, driving efficiency, accuracy, and compliance across internal operations and external client partnerships. This role leads process improvement initiatives, supports complex reconciliation and remittance issues, and ensures adherence to government, client, and company guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Serves as the department expert on end-to-end Accounts Receivable workflows from employer submission through internal processing, reconciliation, and financial reporting. Works collaboratively with internal teams and external client employers to establish, communicate, and implement best practices for Accounts Receivable Leads the evaluation, design, and...

We are seeking a hands-on ServiceNow Claims Lead Engineer to serve as the technical subject matter expert (SME)  for a highly customized specialty claims platform built on ServiceNow. This role is focused on architecture, design, and hands-on development , working closely with engineering leadership, product stakeholders, and a Software Integrator (SI) to deliver scalable, high-quality solutions. The platform leverages ServiceNow Customer Service Management (CSM), App Engine, and Integration Hub  with extensive scripted customizations and complex integrations across policy administration, financial systems, and enterprise data platforms . This role is ideal for someone who enjoys building and evolving complex platforms , staying close to the code, and acting as the go-to technical authority  for ServiceNow architecture and implementation.   Key Responsibilities: Platform Architecture & Technical Ownership Serve as the ServiceNow technical authority...

The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service team on the policy sale. Develops prospects by becoming involved in community affiliations, attending insurance company partner hosted seminars, building and maintaining relationships with industry contacts, engaging in networking events and through referrals from current accounts. Develops information and recommendations for...

The Sr Client Relationship Manager (Sr. CRM), Commercial Risk, is the primary relationship manager for a portfolio of mid to high complexity clients, overseeing commercial insurance programs, renewals, retention, strategic partnership, and advanced service needs. This role applies advanced commercial insurance expertise to lead a multi-year renewal strategy, ensure completion of compliance requirements, analyze complex coverage and exposure trends, and provide proactive, strategic guidance that strengthens client relationships, satisfaction, and retention. Operating with a high degree of independence, the Sr. CRM drives day-to-day client delivery, leads pivotal planning in partnership with Advisors, and resolves escalated or highly complex service issues. This role also mentors colleagues, contributes to process improvement initiatives, and ensures the delivery of a consistent "Peace of Mind" client experience. The Sr. CRM collaborates closely with the Client Executive, Client...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Disability Representative Sr Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near one of our centers of excellence:      Orlando, FL :  12650 Ingenuity Dr Orlando FL 32826  PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical documentation and the applicable disability plan interpretation including determining benefits due and making timely payments/approvals...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Disability Representative Sr PRIMARY PURPOSE : Provides disability case management and complex claim determinations based on medical documentation and the applicable disability plan interpretation including determining benefits due and making timely payments/approvals and adjustments, medically managing disability claims including comorbidities, concurrent plans, and complex ADA accommodations; coordinates investigative efforts, thoroughly reviews contested claims,...