57 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...

Company: Marsh McLennan Agency Description: Private Client Advisor   - HNW Personal Lines Insurance   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   Client Advisor   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...

Company: Marsh Description: We are seeking a talented individual to join our Construction team at Marsh. This role will be based in San Francisco. This is a hybrid role that has a requirement of working at least three days a week in the office. What can you expect? Independently oversees and manages large or complex accounts and brings the entire team together to formulate the procedure and go to market strategy. Works to maintain a near complete understanding of the clients’ business strategic priorities, risk strategies and risk management needs to provide advice accordingly to successfully serve clients. Utilizes expert risk expertise and knowledge of industry and insurance market place to review clients’ exposures and loss experience and develop solutions for complex clients’ needs, including recommending additional products and services as solutions. Develops, presents, and oversees the execution of renewal/placement strategies in conjunction with...

Job Description Job Description: Director, Strategic Initiatives, NAR Location: Hybrid/Costa Mesa, CA (United States) Reporting to: Head of Sales Enablement, North American Retail (NAR) 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 Director, Strategic Initiatives, North America...

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 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...

Company: Marsh Description: We are seeking a talented individual to join our JLT Public Sector team at Marsh. This role will be based in Brisbane. This is a hybrid role that has a requirement of working at least three days a week in the office. A unique consulting opportunity currently exists within our JLT Public Sector business to assist with Safety Management Systems and general WHS advice for the Member Councils of the Local Government Workcare Self-Insurance Scheme (LGW). You will be part of a team delivering health, safety and wellbeing solutions to local government clients across Queensland. We will count on you to: Provide clients with strategic and operational solutions to health, safety and wellbeing Develop and/or review safety management system components for clients Review legislative and best practice requirements and compile awareness/training packages Ensure accuracy and adequacy of information published on the LGW website Work as part of a team...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

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 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...

Job Description About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Senior Product Advisor (SPA) you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current...

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...

Pay Range: $50000 - $110000 / 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 advocate program, universal life, critical illness,...

Job Description About the Acrisure West Platform: Acrisure’s West Platform 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 Platform 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 casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high margin distribution network combines the strength of trusted advisors with growth...

Job Description Job Description   Job Title:   Administrative Assistant   Department:   Administration   Location:   West Division     About   Us:   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 casualty, personal lines and employee benefits...

Pay Range: $50000 - $110000 / 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...

Pay Range: $50000 - $110000 / 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...

Sign-On Bonus Opportunity of up to $3,500* Pay Range: $65000 - $130000 / 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...