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Reposted 2 Months AgoSaved
Hybrid
Madison, NY, USA
90K-167K Annually
Senior level
90K-167K Annually
Senior level
Fintech • HR Tech • Insurance • Consulting
As a Senior Private Client Advisor, you'll analyze client needs for insurance solutions, present market data, conduct reviews, and negotiate with carriers to manage risks effectively.
Top Skills: Epic System
Reposted 2 Months AgoSaved
In-Office
5 Locations
135K-195K Annually
Senior level
135K-195K Annually
Senior level
Fintech • HR Tech • Insurance • Consulting
Oliver Wyman seeks a Senior Consultant/Associate for their Private Capital team, focused on private equity clients. Responsibilities include commercial due diligence, industry expertise, and strategic problem solving with a strong emphasis on communication and creativity.
Reposted 2 Months AgoSaved
In-Office
Walnut Creek, CA, USA
65K-120K Annually
Entry level
65K-120K Annually
Entry level
Fintech • HR Tech • Insurance • Consulting
Serve as primary client contact to manage relationships, coordinate service delivery, support renewals and growth, and contribute to performance-based goals. Compensation includes base salary and potential performance incentives; benefits include health, tuition assistance, and retirement programs.
Reposted 2 Months AgoSaved
In-Office
Philadelphia, PA, USA
107K-175K Annually
Mid level
107K-175K Annually
Mid level
Fintech • HR Tech • Insurance • Consulting
Identify and qualify prospective captive insurance clients, support Producers through the sales lifecycle, deliver tailored presentations and proposals, pursue cross-sell opportunities, collaborate with marketing and service teams, support onboarding and relationship management, and provide industry insights to grow the captive book of business.
Reposted 2 Months AgoSaved
In-Office
2 Locations
Junior
Junior
Fintech • HR Tech • Insurance • Consulting
Partner with clients to analyze compensation, rewards, and workforce data; conduct research; develop insights and recommendations; support project teams and presentations.
Top Skills: ExcelMS OfficePowerPoint
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Reposted 2 Months AgoSaved
In-Office
2 Locations
154K-328K Annually
Expert/Leader
154K-328K Annually
Expert/Leader
Fintech • HR Tech • Insurance • Consulting
Advise bank clients on political risk and structured credit solutions, drive portfolio growth, structure and negotiate placements, evaluate carrier quotes, present solutions, and coordinate client deliverables and documentation.
Top Skills: ExcelMS Office
Reposted 2 Months AgoSaved
In-Office
Union Valley, TX, USA
65K-120K Annually
Mid level
65K-120K Annually
Mid level
Fintech • HR Tech • Insurance • Consulting
Manage and grow private client personal-lines insurance accounts to meet monthly and annual production goals. Serve as client advisor, mentor associates, maintain carrier relationships, ensure exceptional customer service, and use advanced Excel and Office skills for account management and reporting.
Top Skills: ExcelMicrosoft Office SuiteWord
Reposted 2 Months AgoSaved
In-Office
Walnut Creek, CA, USA
41K-77K Annually
Mid level
41K-77K Annually
Mid level
Fintech • HR Tech • Insurance • Consulting
Support client service team on renewals and day-to-day benefits administration: gather census and claims data, prepare RFPs, analyze market proposals, maintain client and carrier records, coordinate enrollments and implementations, liaise with carriers to resolve coverage/claim issues, and maintain agency systems and required licenses.
Top Skills: Agency Management SystemImagerightExcelMicrosoft PowerpointMicrosoft Word
Reposted 2 Months AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • HR Tech • Insurance • Consulting
Serve as an Associate solving complex client problems: plan and execute analyses, identify core issues, lead small teams, develop recommendations, and collaborate closely with clients and project teams.
Reposted 2 Months AgoSaved
In-Office
3 Locations
Senior level
Senior level
Fintech • HR Tech • Insurance • Consulting
Drive new business growth and revenue retention for employee benefits by prospecting HR and executive decision-makers, conducting sales conversations, leveraging Salesforce, hosting events, collaborating across MMA, meeting sales targets, and maintaining required insurance licenses and industry knowledge.
Top Skills: ExcelMicrosoft WordSalesforce
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