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Reposted 9 Days AgoSaved
In-Office
4 Locations
Junior
Junior
Insurance
The Commercial Risk Advisor sells and renews insurance accounts, builds client relationships, presents proposals, and meets monthly business goals.
Top Skills: ExcelMicrosoft PowerpointMicrosoft PublisherMicrosoft Word
Reposted 9 Days AgoSaved
In-Office
The Villages, FL, USA
Junior
Junior
Insurance
The Insurance Client Support Representative assists clients and advisors by preparing insurance documents, analyzing client data, and managing account changes while looking for opportunities to improve processes.
Top Skills: Insurance Software SystemsMicrosoft Office Suite
Reposted 9 Days AgoSaved
In-Office
5 Locations
Entry level
Entry level
Insurance
The Employee Benefits Advisor sells new and renews existing accounts, builds client relationships, presents proposals, and meets sales goals while adhering to firm policies.
Top Skills: Microsoft Office Suite
Reposted 9 Days AgoSaved
In-Office
6 Locations
Senior level
Senior level
Insurance
As a Senior Advisor, you will manage client relationships, provide comprehensive financial planning, and construct investment portfolios aligned with client goals while adhering to fiduciary standards.
Top Skills: ExcelMs Office - WordOutlookPowerPoint
Reposted 9 Days AgoSaved
In-Office
Tampa, FL, USA
Senior level
Senior level
Insurance
The Commercial Risk Client Executive manages complex commercial accounts, develops client relationships, evaluates coverage options, and leads internal discussions on client renewals, ensuring exceptional service through collaboration and expertise.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSagitta
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Reposted 9 Days AgoSaved
In-Office
8 Locations
Entry level
Entry level
Insurance
The Employee Benefits Advisor sells and renews insurance accounts, builds client relationships, finalizes sales, and communicates effectively with clients and service teams while meeting monthly goals.
Top Skills: Microsoft Office Suite
Reposted 9 Days AgoSaved
In-Office
Holmdel, NJ, USA
90K-100K Annually
Mid level
90K-100K Annually
Mid level
Insurance
Sell and renew commercial insurance accounts for middle market clients. Build and maintain client and insurer relationships, present proposals, finalize sales, collect documentation, and brief service teams. Prospect through networking and partners, meet monthly new business goals, maintain licensing, and ensure accuracy and adherence to firm procedures while supporting process improvements.
Top Skills: ExcelOutlookPowerPointWord
Reposted 9 Days AgoSaved
In-Office
19 Locations
Entry level
Entry level
Insurance
The Private Risk Advisor sells and renews insurance accounts, builds client relationships, communicates effectively, and achieves monthly business goals.
Top Skills: Microsoft Office Suite
Reposted 9 Days AgoSaved
In-Office
Charlotte, NC, USA
42K-42K Annually
Junior
42K-42K Annually
Junior
Insurance
The Insurance Advisor makes and receives calls to assess client insurance needs, suggesting products to close sales, while maintaining accurate client interactions.
Top Skills: CRMMicrosoft Office SuiteSalesforce
Reposted 9 Days AgoSaved
In-Office
5 Locations
Senior level
Senior level
Insurance
The Director of Sales is responsible for executing sales strategies, managing a sales team, and ensuring regulatory compliance to achieve revenue targets.
Top Skills: ExcelMS Office
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