41 client advisor jobs found in San Jose, CA

Job Description 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 freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Job Description 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 freedom, and the backing of a $4.8B global fintech leader. We’re seeking a...

Job Description Acrisure West is a collective of entrepreneurial agencies who’ve built one of the fastest-growing platforms in financial services. Today, we’re a global fintech leader using advanced AI, data, and technology to reinvent how insurance and financial services are sold and delivered. We combine the strengths of trusted advisors with powerful digital tools—making growth smarter, faster, and more scalable than ever. Role Overview The Business Development Representative (BDR) role is your entry point into a modern, technology-driven sales career—and your fast track to becoming a full Client Advisor at the world’s fastest-growing brokerage. You’ll receive hands-on mentorship from some of the top producers in the industry while developing the prospecting and sales skills needed to eventually manage your own book of business. If you love tech, move fast, and see yourself becoming a high-earning advisor in the future, this is the launchpad. What You’ll Do...

Company: Marsh McLennan Agency Description: Insurance Associate     Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture   doesn’t   happen overnight.   It’s   a result of   hard work   by extraordinary people. The industry’s brightest talent   drive   our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a n   Insurance Associate   at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).     A day in   the life .    As...

Company: Marsh Description: We are seeking a talented individual to join our Local Government Workcare (LGW) Team at JLT Risk Solutions Pty Ltd (a business of Marsh McLennan) . This role will be based in Brisbane - Newstead office . This is a hybrid role that has a requirement of working at least three days a week in the office. JLT Risk Solutions Pty Ltd is Australia’s trusted expert in the design and delivery of risk solutions for governments and their communities. We’ve been doing this for over 50 years and have the knowledge, expertise and passion for innovation. We’re continuing to change with the times too, so our clients stay protected. Always. JLT Risk Solutions in Queensland operates under a long-term contract with the Local Government Association of Queensland (LGAQ) to manage LGW and provides financial, WH&S, rehabilitation and claims management services to LGW’s 61 member Councils under a group self-insurance licence. This...

Company: Marsh Description: Marsh Valuation Services is continuing to grow both nationally and in QLD and as such are seeking an experienced Property Valuer to join our Brisbane team. This is a unique and exciting opportunity to work on large non mortgage valuation projects for some of the country’s leading organisations in a dynamic team environment. Marsh Valuation Services are specialists in valuations of property, infrastructure, plant and equipment assets throughout the Pacific Region with a strong focus on financial reporting and insurance valuations with no reliance on bank panels or mortgage valuations. The role will see you be an important member of the valuations team while undertaking valuations across QLD and the Pacific region for a range of purposes. This role would suit a driven, growth focused individual open to travel with experience in undertaking valuations across a range of industries. The role offers the opportunity to grow with the business with the...

Company: Marsh Description: Marsh Valuation Services is continuing to grow both nationally and in QLD and as such are seeking an experienced Senior Valuer to join our team in Brisbane. This is a unique and exciting opportunity to work on large non mortgage valuation projects for some of the country’s leading organisations in a dynamic team environment. Marsh Valuation Services are specialists in valuations of property, infrastructure, plant and equipment assets throughout the Pacific Region with a strong focus on financial reporting and insurance valuations with no reliance on bank panels or mortgage valuations. The role will see you be a senior member of the valuations team while undertaking valuations across QLD for a range of purposes. This role would suit a driven, growth focused individual open to travel with experience in undertaking valuations across a range of industries. This role offers the opportunity to grow with the business with the support of a major global...

Objective: Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.   Core Responsibilities Include:  Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients’ financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of...

As a Health and Benefits Director, you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace. The Role Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards  Proactively advising clients and ensuring the delivery of superior client service Leading vendor procurement...

As a Senior Director you will make a valuable difference every day to our high-profile clients and prospects by developing leading edge solutions to address their health and benefits and broader benefits issues.  You will lead large, highly visible client engagements as well as develop and manage active pipelines, grow relationships with current and prospective clients, and demonstrate how our organization’s superior strategic resources and capabilities can address their concerns.  You will serve as a key voice to the marketplace of one of the world’s leading HR consulting firms and have the ability to contribute to the evolution of health care delivery in North America. The Role Serve as the strategic partner and trusted advisor to large, complex clients in the design and management of their health and benefits programs,  Primary accountability for creating and executing a business strategy to penetrate the local and regional market in obtaining completely new Health...

Company: Marsh Description: Marsh USA LLC is seeking candidates for the following full-time position based in the San Francisco, CA office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):                                                 Senior Property Advisor We will count on you to: Use information about market practices, pricing, and underwriting policies to match clients' insurance needs with appropriate carrier coverage. Coordinate with advisors and client executives to evaluate and select the best insurance carrier coverage quotes for clients. Formulate placement strategy by utilizing risk expertise and knowledge of industry and carriers to develop solutions that meet difficult client needs. Devise go-to-market strategy, advocate for the value of placement function, and participate within pricing of services as applicable. Instruct the submission of coverage specifications and...

Company: Mercer Description: We are seeking a talented individual to join our Region Market Development team and manage a portfolio of large/jumbo client accounts at Mercer. This role will be based in our San Francisco office. You will play a critical role in establishing trusted advisor relationships with our Northern California clients, working with top tier consulting talent across Mercer’s Practices and driving revenue growth. This is a hybrid role that has a requirement of working at least three days a week in the office. We will count on you to: Manage a portfolio of large/jumbo client accounts (5,000+ employees), ensuring client satisfaction and addressing escalated issues effectively. Grow client revenue by establishing internal and external networks and channels with key buyers while generating new business opportunities. Develop and maintain process rigor on business development leads, tracking activities, and driving teams toward...

Company: Marsh Description: We are seeking a talented individual to join our Multinational team at Marsh. This role will be based in San Francisco or Los Angeles. This is a hybrid role that has a requirement of working at least three days a week in the office. This is an opportunity for a dynamic and experienced leader to head our West Zone Multinational team. A critical part of the larger US/C Multinational leadership team, you will be responsible for setting the strategic direction of our Multinational client practice. The West Zone team supports over 250 of our largest clients, including some of the world’s fastest-growing companies, with a strong focus on technology, mobility, and the sharing economy sectors. Reporting to the US/C Multinational   leader you will have management responsibility for 20+ colleagues across the West Zone and focus on the following initiatives: Accelerate growth across the West Zone multinational portfolio.  Lead operational...

Job Description Job Description     Job Title :   Carri er   Placement Specialist   Department :   Client Solutions   Location :   West Division       Acrisure’s   West Division   began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed   the individual   strengths and   the extraordinary advantage   at   their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure   West Division   to where it is today, with a culture built on organic partnership.    Acrisure is a fast-growing fintech leader that   operates   a global insurance broker. Acrisure   provides   a broad array of insurance and financial related solutions, including   commercial   property and...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a-kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Manager serves as the primary client-facing representative for existing community association {HOA) clients. This role is responsible for maintaining strong, long term relationships with property managers and board members, ensuring the timely, accurate, and value-driven delivery of renewal proposals. Account Managers handle day-to-day client servicing...

Objective: The Administrative Assistant role will primarily assist the Commercial Lines Manager and Producer(s) with the development and implementation of new business production. In addition, this role will provide general administrative support to the Branch office as necessary. This is a part-time role expected to work approximately 15 hours per week in the office.    Core Responsibilities Include: Coordinate meetings and events for internal staff. Maintain confidentiality of all duties assigned by the Manager and Producer. Manage vendor relations and maintain the branch vendor list and usage. Consolidate resources where possible. Office administrative duties to include: Process incoming/outgoing mail Scanning File assembly Assist with the onboarding of new staff Take meeting notes as necessary Order supplies Maintain birthday and anniversary celebrations for staff Participate in the culture club Office administrative duties to...

Objective: Heffernan Insurance Brokers is seeking a Sales Assistant to join its Commercial Lines team. The primary responsibility of this role is to support Producers in developing and implementing new business research, marketing, and other strategies to increase sales productivity. Heffernan offers a career path with ample opportunities for upward mobility.   Responsibilities Include: Coordinate and maintain appointment calendar. Coordinate meetings and events with external and internal personnel. Maintain confidentiality of all duties assigned by Producer. Submit monthly expense reports for Producers, or as necessary. Maximize the use of Sales and other software platforms as necessary. Prepare claims analysis reports. Gather underwriting information and assist with carrier submissions. Assist in completing new business applications and accords. New business marketing to include: Develop, cross-reference, and research prospect lists Emphasis...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. JOB SUMMARY: The Assistant Account Manager provides a high level of support in obtaining, maintaining, expanding, and servicing commercial lines accounts. This position assists with certificates of insurance, policy changes, gathering renewal information preparing client presentations, general account assistance and other special projects. This position will require meeting daily production standards,...

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our...

Pay Range: $60000 - $160000 / year Sign-On Bonus Opportunity of up to $4,000* 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...