Client Advisor
Lockton
Responsibilities Supports the management of a dedicated book of global business in partnership with the Global Solutions Client Executive Builds and maintains strong relationships with global clients, developing an understanding of their insurance needs and requirements Stays informed on industry and global economic trends to contribute insights and support client recommendations Assists in the execution and delivery of global service strategies to ensure client needs are met consistently across regions Partners with senior team members to support market engagement and negotiation processes Coordinates and supports the renewal process, ensuring timelines and deliverables are met Collaborates with Client Managers, Analysts, and global servicing teams to ensure seamless account execution Supports communication and coordination across countries, helping to maintain strong local market relationships Assists in monitoring carrier performance and service delivery across the global program Contributes to new business and cross-selling opportunities within existing accounts Qualifications Bachelor’s degree in Business, International Affairs, or equivalent education and/or experience. Minimum of 7 years of experience of Commercial Property and Casualty coverages and services or commensurate insurance industry knowledge through business experience and/or course work; international experience a plus. Flexibility to travel by automobile and aircraft with overnight stays. Proven ability to organize and manage time efficiently to prioritize heavy workloads in order to meet all time-sensitive deadlines. Demonstrated aptitude for understanding and quickly executing oral and written instruction. Demonstrated understanding of when to proceed alone and when to involve the account executive, unit manager, and/or others. Ability to communicate clearly and professionally and develop strong client relationships. Demonstrated professional, tactful negotiation, and persuasion skills to achieve objectives. Firm grasp of the English language with above-average verbal, written, and interpersonal skills to interact with Associates and clients at all levels of responsibility. Working knowledge of Microsoft Word, Excel, and Outlook; and similar applications including use of spreadsheet applications and formula calculations. Knowledge of foreign language(s) and/or experience working/traveling overseas a plus. Ability to work outside of normal business hours as needed. Legally able to work in the United States. #J-18808-Ljbffr Lockton
- ...As a BMW Certified Pre-OwnedClient Advisor, you’ll be at the forefront of the automotive industry, promoting our largest ever model range... ...skills Experience generating and/or building a loyal client base highly regarded Knowledge of current trends and news, plus...SuggestedLocal areaRemote work
- ...EVERGREEN – SENIOR CLIENT ADVISOR Dolce & Gabbana, a global leader in luxury fashion, is building a talent pipeline for our Front of House Sales Team to support current and future openings across our boutiques. ROLE As part of our Front-of-House Sales Team, you will deliver...SuggestedHourly payFlexible hoursAfternoon shift
$23 per hour
...Fendi Italia Srl in Dallas, Texas is seeking an experienced Client Advisor to provide exceptional customer service and achieve sales goals. The role involves building client relationships, assisting with customer inquiries, and maintaining store standards. Candidates...SuggestedHourly pay- ...Overview Marsh McLennan is hiring a Construction Client Advisor based in Texas. The role is hybrid, requiring office presence at least three days per week. Responsibilities Lead advisory on medium‑sized, less complex books of business. Understand clients’ strategic priorities...SuggestedWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week1 day per week
- ...Private Client Advisor Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful...SuggestedLocal areaNight shift
- ...Job Description: This role is responsible for new client acquisition, deepening client relationships and building upon an internal and... ...to achieve business development goals. The Private Client Advisor leads the client management process (CMP) and partners across the...Shift workDay shift
$23 per hour
...LVMH Group is seeking a Client Advisor in Dallas, Texas, responsible for delivering exceptional customer service and achieving sales targets. Candidates should have a minimum of 2 years' experience in luxury retail, excellent communication skills, and the ability to collaborate...Hourly pay$60k - $70k
...time off ~ Profit sharing ~ Vision insurance ~ Wellness resources Position Summary The Personal Lines Client Advisor is responsible for delivering a seamless and proactive client experience while supporting the agency's retention and growth initiatives...$90k - $100k
...citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and... ...about us, let talk about you! As a Private Client Advisor you’ll be an ambassador for H&P by establishing and strengthening...Work at officeFlexible hours- Prada Group, located in Dallas, Texas, is seeking a passionate sales ambassador for its luxury brands. This role focuses on maximizing sales and providing a memorable customer experience. Candidates should have a keen interest in fashion, excellent communication skills...
- Overview Sr. Associate, Client & Advisor Services role at Focus Financial Partners Location: Dallas, TX Position Summary SCS Financial is looking for a Senior Associate to join the Client Advisor Services team. This is an excellent opportunity for candidates who would...Work at office
- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
$60k - $200k
World Insurance As is seeking a Commercial Lines Sales Executive (Client Advisor) in Dallas, Texas. This role involves bringing risk management solutions to clients and focusing on identifying and closing new commercial clients. The ideal candidate will have proven experience...$21 - $25 per hour
...building, and the fast-paced nature of a retail environment. You don't just wait for foot traffic; you proactively cultivate a loyal client base passionate about sustainable luxury. If you are a self-motivated individual who thrives in a fast-paced, metrics-driven, team...Hourly payFull timeShift workAfternoon shift$60.5k - $81.5k
...with Vanguard to connect them with exceptional professionals for this role. Are you ready to help us redefine what exceptional client service looks like? Join our team of “crew” as a Client Service Excellence Center associate! About this Job: At Vanguard, we...Remote work$76k - $82k
...Vanguard to connect them with exceptional professionals for this role. To partner with Financial Advisors in the onboarding and ongoing management of the Personal Advisor client relationships. Job Description: At Vanguard, we have a client-first mentality that we...Hourly pay- ...and to build customer relationships within the community. Responsibilities include providing excellent customer service, educating clients about insurance options, and developing leads. Candidates should have a Property and Casualty license and a Life and Health license...Work at officeFlexible hours
$96.5k - $207.5k
...accountability, and adherence to all policies and procedures while delivering excellent service. Manager, Commercial Loan Client Service Advisors Total Base Pay Range 96,500.00 - 207,500.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees...$23 per hour
Job Responsibilities The FENDI Client Advisor is accountable for providing outstanding customer service and for exceeding their sales goals. Through product knowledge and higher operational savvy, they will craft an outstanding client experience and support the Brand dedication...Hourly payTemporary workFlexible hoursNight shiftWeekend workDay shift$23 - $25 per hour
Louis Vuitton at NorthPark is looking for a motivated Full-Time Client Advisor. In this role, you'll achieve sales goals, provide personalized client advice, and develop lasting relationships within the luxury retail environment. The ideal candidate has a passion for retail...Hourly payFull time- Summary Client Advisor based at Neiman Marcus, Dallas responsible for delivering exceptional, personalized service and building long-term client relationships. You will advise clients across all product categories, learn and master brand and product knowledge, and use...
- A leading financial institution is seeking a Private Client Advisor to deliver personalized investment solutions and support diverse client needs. You will leverage your financial expertise to foster deep client relationships and educate clients on technology for investment...
$120.75k - $189k
The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects...Work experience placementLocal areaFlexible hours- JPMorgan Chase is seeking a Private Client Advisor in Grand Prairie, Texas, to provide comprehensive financial planning and advice to clients. The role emphasizes building client relationships and delivering personalized investment solutions, while ensuring a culture of...
- Anderson Business Advisors in Dallas, TX, seeks an experienced bookkeeper to provide high-quality bookkeeping services for multiple clients each month. You will review transaction coding, maintain accurate records, and support the team with day-to-day bookkeeping tasks...
$23 - $25 per hour
The LVMH Group in Dallas is seeking a motivated Client Advisor to enhance customer experiences and build lasting relationships. This role involves achieving sales goals, mastering brand knowledge, and advising clients on product choices. The ideal candidate should thrive...Hourly pay- A luxury jewelry brand is looking for a Client Advisor in Dallas, Texas. This role is critical in embodying the brand and enhancing client experiences. You'll be responsible for building long-term client relationships, achieving sales targets, and delivering exceptional...
$23 - $25 per hour
Our Louis Vuitton NorthPark location is seeking a motivated, organized, and goal-oriented Full-Time Client Advisor to join its team. As a Client Advisor, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Louis Vuitton promise...Hourly payFull timeTemporary work- DOLCE&GABBANA is seeking a Client Advisor for their Dallas boutique. This role focuses on delivering exceptional client experiences while meeting sales goals and enhancing the brand's image. A successful candidate will possess a strong understanding of luxury retail and...
- JOB PURPOSE To be the “ambassador” who convey and promote the Brand philosophy and Values to the final Clients guiding them into the world of the Brands. As such, to be responsible to maximize the individual and team sales, providing an extraordinary and memorable luxury...
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