43 client advisor jobs found in Wayne, PA

Job Title: Client Advisor - Commercial Lines Agency/Platform: Mid-Atlantic Platform Locations: Wayne, PA - Philadelphia, PA - Pittsburgh, PA, Clearfield, PA - Dubois, PA, Erie, PA - Annapolis, MD - Washington DC - 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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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. Job Summary: As an Acrisure Sales Professional, you will play a lead role in growing revenue and...

Company: Marsh Description: We are seeking a talented individual to join our Casualty team at Marsh. This role will be based in Philadelphia. 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: Acts as lead advisory colleague on medium sized, less complex books of business. Develops an understanding of the clients business strategic priorities, risk strategies and risk management needs and provides advice accordingly to successfully serve clients. Utilizes risk expertise and knowledge of industry and insurance market place to review clients exposures and loss experience and develop solutions for standard client needs. Executes renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions. Assists in presentations to prospective clients and develops/suggests innovative solutions to client and...

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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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. Job Summary: As an Acrisure Sales Professional, you will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving new business acquisition, fostering client relationships, and expanding Acrisure’s footprint within the insurance marketplace as well as...

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 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 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. Job Summary: As an Acrisure Sales Professional, you will play a lead role in growing revenue and maximizing business opportunities with total client selling. Your focus will be on driving new business acquisition, fostering client relationships, and expanding Acrisure’s footprint within the insurance marketplace as well as...

Salary range is: $60,800.00 - $80,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. (CCC) is a leading cloud platform for the multi-trillion-dollar insurance economy , creating intelligent experiences for insurers, repairers, automakers, part suppliers, and more. At CCC, we’re making life just work by empowering more than 35,000 businesses with industry-leading technology to get drivers back on the road and to health quickly and seamlessly. We’re pushing boundaries with innovative AI solutions that simplify and enhance the claims and repair journey. Through purposeful innovation and the strength of its connections, CCC technologies empower the people and industry relied upon to keep lives moving forward when it matters most. Learn more about CCC at www.cccis.com .   The Role We are seeking a motivated and knowledgeable Client Solutions Advisor to drive customer success and product adoption within repair facilities and...

Company: Marsh McLennan Agency Description: Marsh McLennan Agency’s East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. BRIEF DESCRIPTION The Account Manager (AM) is the guardian of the customer relationship and orchestrates the deployment of corporate-wide resources to provide comprehensive products, services and solutions to strategic accounts in our under 100 medical enrolled lives segment (Enterprise). The Enterprise AM will work closely with the Client Advisors on the implementation, retention, development, servicing and expansion of their assigned accounts. ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not...

National Accounts Director - 85SK2E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role:  The Head of Strategic Relationship Management (SRM) is a key member of Hartford Fund’s Sales Leadership team and responsible for developing and cultivating key home office relationships with the firm’s most valuable institutional and intermediary clients.  Leading a team of national account managers, the role will drive revenue growth, client retention and long-term partnerships by aligning client needs with the firm’s investment solutions and services. This role can be based in Philadelphia, New York City or Boston. Responsibilities: Strategic Leadership Develop and execute the overall key account...

Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...

Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...

Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase sales and grow territory...

Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Overview of the role: The Advisor Consultant is responsible for increasing market share and growing assets within an assigned territory. Advisor Consultants drive Hartford Funds’ sales through building deep and long-term relationships with financial advisors, strategic partners, and firms. Hartford Funds’ products include Mutual Funds, ETFs, SMAs and CITs (where available).  Individuals in these roles are expected to leverage existing relationships and build new relationships with financial advisors covering a specific geographical territory and are required to reside in the assigned territory. Responsibilities of the role: Increase...

Internal Sales Consultant - 87SW5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Are you a highly motivated, self-starter with prior sales experience looking to grow their career in financial services? Would you like to use your strong communication skills to help develop and build positive relationships? If so, the Internal Advisor Consultant role at Hartford Funds might be the next best step in your career evolution. As an Internal Advisor Consultant you will be responsible for building and maintaining strong relationships with financial professionals within a specific territory while conducting complex sales calls regarding Hartford Funds products as well as market knowledge through inbound and outbound communications. In this...

Retail Sales Consultant - 87SX5E We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Location:   San Francisco Metro   Position Summary:   As an Advisor Consultant, you will be responsible for driving Hartford Funds sales by building deep relationships with financial advisors, strategic partners, and firms. You will be expected to leverage existing relationships and build new relationships with financial advisors in Wire and Non-Wire Channels covering the San Francisco Metro territory. You will be required to reside in the territory. Responsibilities: - Provide marketing support and customer service to financial advisors in the assigned territory - Present technical product knowledge in an innovative way - Regularly update...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Director of Investment Operations and Administration plays a pivotal role in managing the firm’s investment operations from trade implementation and centralized account management to the operational systems that power the Chief Investment Office. As the central link between the CIO team and advisors, this leader ensures that investment processes run effectively, efficiently, and in compliance with firm-wide policies and procedures. The incumbent will work collaboratively with senior executives, portfolio managers, and service partners. In addition, the Director combines strategic oversight with operational discipline to...

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management (“BMCM”). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will have exposure to business development, client service and relationship building, working with subject matter experts. In addition, this role will be highly focused on generating new business and expanding and retaining the existing client base...

About Legacy Planning Legacy Planning Partners, a HUB International company, is an independent financial planning services company with 3 locations in Southeastern, PA. Legacy Planning is growing and looking to hire a Client Relationship Manager to the Retirement Plans team in the Blue Bell, PA location. Our mission is to make a significant impact in the lives of our clients, their families, and their communities through comprehensive and strategic financial planning.  Position Overview The Client Relationship Manager (CRM) plays a pivotal role in delivering an exceptional retirement plan experience for our clients. This position focuses on proactive client service, strategic plan design, and expert guidance on qualified plan administration. The CRM builds and maintains trusted relationships with plan sponsors, advisors, and partners—serving as their go-to resource for compliance, operations, and plan performance. Key Responsibilities: Client Service &...

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,...

Job Responsibilities and Requirements Provides strategic and hands-on human resources expertise and leadership that engages all levels of employees, effectively addresses needs and issues, and supports the achievement of business results. Strategy-Setting Develops and maintains positive, professional and objective relationships with employees and management. Partners with and influences leadership to create a supportive learning culture that builds employee morale, engagement, and potential while achieving business results. Partners with leadership and the Talent Development team to drive the talent assessment process, and determine talent development needs, including management and development of high potential employees. Works with leadership and the HR team to determine the appropriate reward and recognition programs; helps manage/execute programs as appropriate. Participates in and /or leads various strategic and tactical-level HR initiatives/special...

Company: Guy Carpenter Description: Guy Carpenter (GC) is seeking an SVP Actuarial Advisor who will serve as a strategic partner to brokers and clients, collaboratively identifying and delivering effective solutions to client challenges. The SVP Actuary will work closely with broking teams to ensure optimal use of analytical resources, address client needs, and enhance the value GC Analytics brings to client relationships. As a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge—even in the absence of a full actuarial data review. By partnering with brokers, you will actively contribute to problem-solving discussions, providing insights that extend beyond traditional actuarial analysis to drive meaningful client outcomes. This is a hybrid role (3 days a week in office, 2 days a week remote). SVP, Actuarial Advisor We will count on you to: Act...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team. JOB FUNCTIONS & RESPONSIBILITIES: Serve as a key resource for Producers to identify prospective captive clients within the sales pipeline, focused on qualifying accounts to ensure they meet Graham Company's underwriting and revenue criteria, and supporting efficient pipeline development to contribute to the growth of the Captive Practice. Actively participate in meetings with Producers and prospective captive clients to assess captive suitability throughout the sales lifecycle. Deliver engaging, tailored presentations to prospective and existing clients, clearly articulating complex captive concepts and...