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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.

The role involves leading Workday Payroll client engagements, resolving payroll-related issues, mentoring consultants, and providing high-level client service in an AMS environment.

Manage the Client Insurance Program, ensuring effective documentation, teamwork, and technical expertise while maintaining positive client relationships and delivering superior service.

Provide on-site and remote Level 1–2 IT support in San Francisco, handling laptop builds, imaging, hardware/software troubleshooting, onboarding/offboarding, asset management, ticketing, incident escalation, and collaboration with engineering teams to maintain security compliance and service-level targets.

Manage small to mid-size commercial insurance accounts: assist with new and renewal processing, prepare proposals, advise clients on coverage, handle renewals and certificates, maintain client files, support agents, negotiate premiums, and attend carrier/broker meetings.

Manage midmarket commercial client insurance programs, serve as producer contact, delegate to account managers, prepare submissions, proposals, binders, certificates, audits, and resolve account/accounting issues while delivering consultative client service.

Entry-level Account Manager Trainee responsible for learning customer-service workflows: routing policy documents, navigating carrier websites, following up on coverage changes and cancellations, reviewing renewals and endorsements for quality, obtaining loss history, and issuing insurance certificates. Includes professional development and on-the-job training in insurance account management.

Support senior consultants on employee benefits strategy projects by gathering and analysing benefits data, preparing client presentations and reports, participating in workshops, and collaborating across teams to deliver Health, Risk, Pensions, Lifestyle, and Culture benefits insights.

Assist senior brokers with client portfolio management, risk and insurance program support, documentation and policy administration, liaise with clients and underwriters, support business development, and maintain basic technical knowledge of insurance classes and services.

Build, configure, test and deploy data-driven, personalised campaigns and communications in Salesforce Marketing Cloud across email, SMS and push. Manage audience segmentation, dynamic content, journey implementation, QA, deliverability monitoring, compliance and stakeholder coordination to operationalise customer engagement strategies.