801 client solutions advisor jobs found

Salary range is: $54,635.00 - $72,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. is a leading cloud platform for the multi-trillion-dollar P&C insurance economy creating intelligent experiences for insurers, repairers, automakers, part suppliers, lenders, and more. The CCC Intelligent Experience Cloud, powered by broad AI and an innovative event-based architecture, connects more than 35,000 businesses to power customized applications and platforms for optimal outcomes, and personalized experiences that just work. Through purposeful innovation and the strength of our connections, our 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 The primary objective of a Client Solutions Advisor is to help our customers achieve their business goals. The CSA will do this by providing regular servicing and communication to...

Salary range is: $54,635.00 - $72,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. is a leading cloud platform for the multi-trillion-dollar P&C insurance economy creating intelligent experiences for insurers, repairers, automakers, part suppliers, lenders, and more. The CCC Intelligent Experience Cloud, powered by broad AI and an innovative event-based architecture, connects more than 35,000 businesses to power customized applications and platforms for optimal outcomes, and personalized experiences that just work. Through purposeful innovation and the strength of our connections, our 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 The primary objective of a Client Solutions Advisor is to help our customers achieve their business goals. The CSA will do this by providing regular servicing and communication to...

Salary range is: $54,635.00 - $72,000.00 This position is bonus and/or commission eligible. CCC Intelligent Solutions Inc. is a leading cloud platform for the multi-trillion-dollar P&C insurance economy creating intelligent experiences for insurers, repairers, automakers, part suppliers, lenders, and more. The CCC Intelligent Experience Cloud, powered by broad AI and an innovative event-based architecture, connects more than 35,000 businesses to power customized applications and platforms for optimal outcomes, and personalized experiences that just work. Through purposeful innovation and the strength of our connections, our 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 The primary objective of a Client Solutions Advisor is to help our customers achieve their business goals. The CSA will do this by providing regular servicing and communication to...

The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service. Position Summary: The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service. Principal Responsibilities: Manages all policy activity and stewardship aspects in book of business. Analyzes and reports on relevant claims data for larger accounts, spotting trends and comparing client data to industry benchmarks. Ensures client compliance with respect to benefits and serves as an informed resource to clients on the impact of ACA. Gathers the information needed to present to insurance company marketplace for proposals, presents options and makes appropriate recommendations. Conducts effective enrollment meetings as needed with prepared...

The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Compose professional business correspondence via letter, email, and/or other means Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary. Monitor claims as outlined by agency procedures. Communicate claims information to others in the...

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. Position Summary: The Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service. Principal Responsibilities: Manages all...

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 mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional...

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. POSITION SUMMARY: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients.  This individual...

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. POSITION SUMMARY: A Client Executive's main function is interacting with our clients in a front-line position. The CE will have the experience to handle most client issues and marketing of client's renewals with minimal supervision. The Client Executive's primary...

AHT Insurance and our partner firms have unified as one brand, The Baldwin Group! The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since our founding in 2011, we’ve evolved from a local business into a national firm with a vast network of specializations and industry practices for the benefit of our more than two million clients across the country. In addition, we have built excellent relationships with a wide range of insurance company partners. These relationships, coupled with our entrepreneurial and family-oriented culture, and deep expertise enable us to seamlessly deliver a breadth of innovative solutions to clients. At The Baldwin Group, we help provide the solutions our clients need to have confidence and gain peace of mind as they pursue what’s possible for themselves, their families, and their businesses. Whether they are renting their first apartment or...

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 mission is to be an integral part of the Wrap Up team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients.  This individual develops professional...

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. Position Summary: The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate...

The Towne Insurance Intern Program is a ten-week program for rising seniors attending a 4-year university.  While the program is open to all areas of study, candidates focusing on Risk Management and Insurance through a major or minor program will be preferred. The intern program focuses on the essential roles within an independent insurance agency. Commercial Insurance is the primary focus, yet the Agency’s multiple capabilities also provide exposure to Personal Insurance and Employee Benefits Insurance.  Program Dates: May 19, 2025 - July 25, 2025 Weeks 1-5 develop a skillset reflecting the core operations of an insurance agency. Weeks 6-10 allow the intern to apply the knowledge supporting the agency operations. Skillset Development (Weeks 1-5) ISO Commercial Coverage Forms Agency Management System Key operations including The marketing role includes preparing key elements for a carrier submission and evaluating the programs offered. The Account Manager...

The Sales Enablement Specialist will work with Advisors under the general supervision of the Sales Enablement Manager to assist with prospect warming events and activities, content creation for prospect meetings and assistance in the process of successfully onboarding new clients. PRIMARY RESPONSIBILITIES: Identify new leads that fit the target prospect profile and execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, and social media Create compelling content and execute drip campaigns to targeted companies that fit the firm's "ideal client profile" Coordinate and plan webinars, meetings, sponsorships, and in-person educational events for existing clients and prospects Assist with risk map presentation output and general capabilities presentation content Develop an understanding of the business development model and assist the Partner in execution while generating and executing long-cycle business development...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! 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. This position will support our Retirement Solutions team out of the Columbus, OH location. This is a G2 band role. #LI-COLE Job Description Summary Our team is a versatile group of individuals, working together to meet our customer’s needs. We value plan knowledge, the ability to multi-task and contributing to a stellar team environment. If you thrive in a busy, client facing, highly engaging work environment, where no two days are exactly alike, we want to know more about you! As a Financial Planner, you'll support Registered Representatives and...

Description Summary: The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial guidance. As part of the NAC, the Financial Advisor with the team is responsible for providing investment advice and financial planning for customers in a phone-based environment.   Duties & Responsibilities: Responsible for personal production goals and client service objectives through targeted inbound and outbound telephone interactions. Analyze client financial needs and recommend appropriate products via phone and web-based delivery. Deliver an engaging client experience to effectively take care of our client's financial and service needs. Is proactive with consistent partner communication. Works closely to coach and develop branch partners in...

Objective: Heffernan Financial Services is seeking an experienced, driven, and focused Financial Advisor to join its growing team. The Financial Advisor will work with individuals and businesses to meet long-term investment and financial goals. The Financial Advisor will have a deep understanding of investment markets and an ability for identifying investment solutions to meet client needs. This is a sales role, that will help drive and close new business, while servicing existing client groups.     Core Responsibilities Include: Identify, develop, and close sales opportunities for both new clients, as well as with existing client groups. Expand and help drive Heffernan’s presence in the high-net-worth market, including representation of the business segment at industry events, broker meetings, and other professional networking opportunities. Conduct regular market research and analysis in all investment markets, with a proven ability to identify appropriate...

About the Job MJ Retirement is seeking a dedicated and detailed-oriented Client Advocate to collaborate closely with Account Managers and Client Executives in delivering high level service to our clients. This role involves precise attention to detail reviewing contracts for policy accuracy and provide day-to-day support customer support.  We are seeking a proactive individual with strong problem-solving skills who can accurately address all clients’ needs with effective solutions Essential Functions Other duties may be assigned to meet business needs. Collaborate with the Advisor and Client Executive to service clients Partner with Advisors, Client Executives, and Investment team to prepare meeting materials for Advisors and Client Executives Oversee the delivery of client reporting materials, client scheduling, and client committee membership Assist Advisors and Client Executives in retention of existing clients Develop and maintain productive relationships...

About the Job MJ Retirement is seeking a dedicated and detailed-orientated Client Advocate to collaborate closely with Account Managers and Client Executives in delivering high level service to our clients. This role involves precise attention to detail reviewing contracts for policy accuracy and provide day-to-day support customer support.  We are seeking a proactive individual with strong problem-solving skills who can accurately address all clients’ needs with effective solutions Essential Functions O ther duties may be assigned to meet business needs. Collaborate with the Account Manager, Client Executive, and Advisor to service clients Work with Account Management Team to prepare client reporting materials for review by Client Executives. Work with Account Management Team to deliver client reporting materials to clients and other interested parties. Collaborate with the Account Management Team to schedule client meetings, maintain client committee...

The Sales Leader serves in a dual capacity as an Advisor and a leader of a small team of Advisors.  They are responsible for retaining and sourcing new client relationships in their capacity as an Advisor.    As a leader, they are responsible for their Advisor’s development and sales results.   Position Summary:        The Sales Leader serves in a dual capacity as an Advisor and a leader of a small team of Advisors.   They are responsible for retaining and sourcing new client relationships in their capacity as an Advisor .   As a leader, they are responsible for their Advisor’s development and sales results .            Principal Responsibilities :     Execute the principal Advisor role responsibilities of sourcing and retaining client relationships .     Model the Azimuth to create a team culture that is positive, motivating and performance driven.    Build...