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4 Days AgoSaved
In-Office
Durham, NC, USA
Senior level
Senior level
Fintech • HR Tech • Insurance • Consulting
As a Senior Account Manager, you'll manage client relationships, compliance, and strategic planning for Employee Health & Benefits, focusing on client service and operational advisory.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
4 Days AgoSaved
In-Office
Palm Beach Gardens, FL, USA
Senior level
Senior level
Fintech • HR Tech • Insurance • Consulting
The Senior Private Client Advisor will assess client needs, recommend tailored insurance solutions, and ensure exceptional service while managing high-net-worth client relationships.
Top Skills: Client Relationship ManagementProperty & Casualty Insurance
4 Days AgoSaved
In-Office
3 Locations
68K-126K Annually
Mid level
68K-126K Annually
Mid level
Fintech • HR Tech • Insurance • Consulting
The Sales and Risk Consultant evaluates client coverage needs, negotiates with insurance carriers, and supports business development by guiding the sales process and ensuring regulatory compliance.
Top Skills: Epic Agency Management SystemSalesforce
4 Days AgoSaved
In-Office
Lake Meade, PA, USA
Junior
Junior
Fintech • HR Tech • Insurance • Consulting
As a Private Client Advisor, you will assess client exposures, provide tailored insurance solutions, and manage client relationships. Responsibilities include client service, market data presentation, and negotiating coverage options while ensuring compliance with regulations.
Top Skills: Property & Casualty License
4 Days AgoSaved
In-Office
5 Locations
47K-87K Annually
Junior
47K-87K Annually
Junior
Fintech • HR Tech • Insurance • Consulting
The Sales Insurance Associate supports regional sales teams by managing quoting, risk reporting, and client onboarding, while facilitating day-to-day operations and assisting with projects.
Top Skills: Microsoft Office Suite
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4 Days AgoSaved
In-Office
Lake Meade, PA, USA
Junior
Junior
Fintech • HR Tech • Insurance • Consulting
The Private Client Advisor manages high net worth client accounts, evaluating risks, recommending insurance products, and ensuring exceptional client service for retention and development.
4 Days AgoSaved
In-Office
5 Locations
68K-126K Annually
Mid level
68K-126K Annually
Mid level
Fintech • HR Tech • Insurance • Consulting
As a Sales and Risk Consultant, gather coverage information, prepare risk evaluations, negotiate with insurance carriers, generate referrals, and ensure compliance with regulations.
Top Skills: Epic Agency Management SystemSalesforce
4 Days AgoSaved
In-Office
6 Locations
53K-98K Annually
Junior
53K-98K Annually
Junior
Fintech • HR Tech • Insurance • Consulting
As a Private Client Advisor, you'll provide tailored insurance solutions to high net worth clients, ensuring exceptional service and managing complex risks.
Top Skills: Property & Casualty Insurance
4 Days AgoSaved
In-Office
Meredith, NH, USA
Junior
Junior
Fintech • HR Tech • Insurance • Consulting
The Account Manager I role involves building customer relationships, consulting on products, and managing client needs while ensuring customer satisfaction and retention.
Top Skills: Ms Office Suite
Reposted 4 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • HR Tech • Insurance • Consulting
The Compliance Manager role involves managing incidents and breaches, ensuring compliance with regulatory obligations, conducting data analysis, and reporting to support the organization’s risk management strategy.
Top Skills: Compliance FrameworksData AnalysisRegulatory ReportingWorkflow/Dashboard Tools
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