- HUB International (Wilmington, MA)
- …the United States, Canada and Puerto Rico. We currently have an opportunity for a ** Commercial Insurance Client Advisor - Management Liability ... insurance company underwriters at the direction of Director. **Specific Responsibilities** ** Client / Prospect** Identifies and advises insurance buyers and /… more
- World Insurance Associates, LLC. (Nashville, TN)
- …and delivering " Client Pitch Decks" / presentations. Pay Transparency As a World Insurance Client Advisor , your compensation is tied to your effort and ... to help any client solve any challenge including traditional commercial lines insurance , high net worth / private client , employee benefits, human… more
- World Insurance Associates, LLC. (Alexandria, VA)
- …and delivering " Client Pitch Decks" / presentations. Pay Transparency As a World Insurance Client Advisor , your compensation is tied to your effort and ... any client solve any challenge including traditional commercial lines insurance , high net worth /...be willing to become our clients' trusted risk management advisor and bring the entire World Insurance … more
- World Insurance Associates, LLC. (Des Moines, IA)
- …in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and ... Summary World Insurance Associates is a unique insurance ...position supports the Account Executive with responsibilities related to client management and retention. Essential Duties and Responsibilities Responsible… more
- HUB International (Medford, OR)
- …help support a smooth claims process with carriers for sub $50k revenue accounts Insurance Form Review + Review checklists, forms and policies to identify any gaps ... that could pose risk to insured + Review insured's job contracts and identify gaps and risk Due Diligence Production + Review, assess and advise insured on due diligence production reports + Grow due diligence production throughout HUB NW region Servicing… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …as requested + Recommend commercial insurance program designs to the Client Advisor and/or Account Executive after review with senior staff + Assist with ... in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and… more
- World Insurance Associates, LLC. (San Diego, CA)
- …to enjoy an incredible run with us. State of California Pay Transparency As a World Insurance Client Advisor , your compensation is tied to your effort and ... Then you need to talk to us about our Client Advisor Program where you steadily build...any client solve any challenge including traditional commercial lines insurance , high net worth /… more
- HUB International (Greensboro, NC)
- …Conducting sales, service, and solicitation of all forms of commercial insurance business + Maximizing growth and client retention through superior customer ... HUB INTERNATIONAL:** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property,… more
- PNC (Chicago, IL)
- …and have an opportunity to contribute to the company's success. As a Product Advisor within PNC's Treasury Management - Treasury Solutions Group, you will be based ... technical sales and product management, the ability to lead engagements, understand client needs, and identify creative ways to leverage PNC's Treasury Management… more
- JPMorgan Chase (Oak Park, IL)
- …offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success… more
- World Insurance Associates, LLC. (Irvine, CA)
- …in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and ... Summary World Insurance Associates is a unique insurance ...To learn more about us, please visit https://eb.worldinsurance.com/ Our Client Advisors + Are responsible for identifying, soliciting, and… more
- BlueCross BlueShield of North Carolina (NC)
- …sales team to provide a high level of value and customer satisfactions. As Sr. Client Service Advisor in Commercial Markets, you'll be responsible for ... **Job Description** Synthesize go-to-market strategy and apply client -specific lens, advising sales teams on relevant trends,...able to obtain a North Carolina Health and Life Insurance license within the 60 days of employment in… more
- M&T Bank (New York, NY)
- …for the overall management of team of experts (private bankers, investment advisors, commercial banker, business banker, etc.) supporting the client as well as ... and is responsible for managing Wilmington Trust's largest and most complicated client relationships. Serves as critical element in developing and growing (utilizing… more
- Weichert Co. (Morris Plains, NJ)
- Insurance Advisor -Direct to Consumers Morris Plains, New Jersey, 07950, United States Weichert Insurance Agency is currently hiring Insurance ... Advisors-Direct to Consumers in Morris Plains, NJ. The Insurance Advisor -DTC is responsible for the sale...place new insurance business with the proper insurance carriers, matching client needs with the… more
- Truist (Houston, TX)
- …the following job description:** The International Wealth Management (IWM) Wealth Advisor 3 serves the Non-Resident/Foreign Nationals client segment including ... financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer/ commercial credit, residential… more
- Truist (Miami, FL)
- … client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business ... + More than 5 years of credit experience + Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible… more
- Ally (Sacramento, CA)
- …clients achieve their goals by explaining Ally's process and managing expectations of both the client and Sr. Wealth Advisor , which will lead to a smooth ... client transition. The Wealth Advisor is part of small team partnering with the...* Supporting your Health & Well-being: flexible health and insurance options including dental and vision, pre-tax Health Savings… more
- BankOnBuffalo (Buffalo, NY)
- …business purchasing cards, On-Site Banker, and online banking, etc. Handles sophisticated commercial issues. Serves as a trusted financial advisor to provide ... BankOnBuffalo Treasury Management Advisor Buffalo, NY (http://maps.google.com/maps?q=535+Washington+Street+Buffalo+NY+USA+14203) * Treasury Management Solutions Job… more
- M&T Bank (State College, PA)
- …lead and manage customer relationships to bring the full spectrum of investment and insurance solutions to each client based on their individualized needs. + ... **Overview:** Serves as an advisor to provide an advice-based approach to financial...of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail… more
- Zions Bancorporation (Irvine, CA)
- …as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. ... bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence...We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in… more
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