1431 client 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...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Job Description: Title: AVP of Operations - Commercial Lines    Remote       Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations    About the Role: The Director/VP, Commercial Lines serves as a national subject matter expert in Commercial Property & Casualty insurance and agency operations. This role partners with Divisional and Regional Leadership to advance corporate objectives, optimize operational effectiveness, and...

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,...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just...

LOCATION: Hybrid, Southfield, MI Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.   About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role Base Salary: $55,000 annually, with an additional estimated $1,000- $5,000 monthly based on performance. Are you a motivated sales professional who thrives on helping people protect what matters most? Towne Insurance is looking for an Insurance Sales Advisor to join our Personal Lines team and support clients through a consultative, relationship-driven sales process....

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Sr. Institutional Relationship Manager role will cover portions of the Eastern part of the country for our Corporate/Private sector team. Living within the territory and within 50 miles of a major metropolitan airport is strongly preferred. This is a G.SD130 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for mid-market retirement programs is the desire to help individuals retire successfully. Multiple decision-makers are engaged in...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This Sr. Institutional Relationship Manager role will cover portions of the Western part of the country for our Corporate/Private sector team. Candidates can live anywhere West of the Mississippi River extending from Minnesota to Louisiana with the majority of the clients being in the Central time zone. Living within 50 miles of a major metropolitan airport is strongly preferred. This is a G.SD130 band role. #LI-COLE Job Description Summary At the heart of our work with retirement...

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 Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

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 experienced Property & Casualty Producer to join our growing team in Las Vegas, Nevada. The P&C Producer will be responsible for driving profitable growth through new business development, cultivating strategic client relationships, and delivering customized risk management and insurance solutions. Leveraging Brown & Brown's market access, resources, and service teams, this individual will help clients navigate complex risk challenges while building and growing a profitable book of business. How You Will Contribute: Generate new business opportunities through prospecting, networking, referrals, centers of influence, and targeted market outreach. Build and maintain trusted relationships with business owners, executives, risk managers, carrier partners, and key decision-makers....

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Director, Practice Management & Advisor Growth, you will be responsible for developing and executing the strategic framework that enables Financial Advisors to grow their practices, deepen member relationships, improve productivity, and deliver holistic financial advice. This leader will oversee advisor...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Investment Controllership Reporting & Advisory team is looking for a passionate and driven individual to join us as a Investment Accounting Advisor on the Reporting & Advisory team! If you are curious about how Nationwide invests our members’ premiums to generate returns and enjoy working through complex accounting and reporting matters, this could be the ideal role for you. The Investment Controllership Reporting & Advisory team is responsible for providing analysis and communication on complex investment accounting transactions, processes, and financial results. This role is critical in...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. It is our intention to fill this role in Columbus, Ohio, however, on occasion, applications from internal candidates that are working remotely who bring critical industry skills and relevant experience may considered. Associates in this role develop, train, run, and communicate analytical models to business partners and other end users while making connections to larger Nationwide Financial initiatives and goals. They lead financial and operational measurement projects, identifies relevant...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a professional...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Client Services Associate to their LBW team in Winter Park, FL.  *While based in Florida, this role supports West Coast operations and will require a work schedule aligned with Pacific Time hours. Job Summary: LBW Insurance & Financial Services, a Foundation Risk Partners company, is seeking a highly organized and client-focused Client Services Associate to support our Financial Advisors and Clients. This role is responsible for account administration, client service, investment operations support, scheduling, reporting, and maintaining accurate client records. This is an excellent opportunity for an individual looking to grow their career in financial services and wealth management while working in a collaborative, professional environment. Essential Functions: Assist with opening and maintaining client investment...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  We’re actively seeking a talented Eligibility & Member Services Specialist to join our Employer Services Team in Omaha, NE. As a Eligibility and Member Services Specialist, you’ll move Pacific Life, and your career, forward by playing a key role in auditing and resolving discrepancies based on employer’s product configuration & the member level data...