Business Insurance Advisor
NACBA
Position Overview Business Insurance Advisors are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Advisors are fiscally responsible for each of their insurance accounts and are sales focused not day‑to‑day service focused. Principal Duties and Responsibilities Involved in the community and business situations in order to become connected with prospective clients through association Work with prospective clients to identify ways in which Marsh Agency can partner with prospects on their insurance needs Partner with internal Account Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect Responsible for retaining existing accounts while meeting new account productions standards each year Responsible for account receivables Responsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to begin Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings Conduct all business in accordance with established policies and procedures Attend onsite and offsite client meetings as necessary Other duties as assigned Knowledge, Skills and Abilities Required: Exceptional customer service and interpersonal skills Active Property & Casualty or Life & Health License, or ability to obtain within 90 days of employment, required Bachelor's Degree, required Strong financial aptitude Proficiency in Microsoft Office 365 #MMAWest
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#J-18808-Ljbffr NACBA$91k - $202.8k
...opportunity to contribute to the company's success. As a Closely Held Business Advisor III within PNC's Private Bank organization, you will be... ..., dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$50.81k - $63k
Under the direction of the Small Business Development Center (SBDC) Director, this position... ...leave days accrued annually Health Insurance and Other Coverage: Coconino Community... ...Preferred Experience as a Business Analyst or Advisor, preferably within a Small Business...SuggestedWork at officeLocal areaNight shift- Coconino Community College in Page or Flagstaff seeks a Small Business Advisor within the SBDC to provide business advising services across the county. This grant-funded role requires traveling throughout Coconino County. Under the SBDC Director, you will analyze data,...Suggested
$34k - $50k
Wiley Insurance Agency is seeking dynamic and results-driven individuals for the Insurance Advisor position in Phoenix, Arizona. The role involves promoting and selling a comprehensive range of insurance products, along with building relationships and providing exceptional...SuggestedFlexible hours- Security National Life in Phoenix seeks a results-driven life insurance sales professional to help families protect against funeral and final-expense costs. You can work face-to-face or via telesales, with daily pay and uncapped commissions. The role emphasizes building...SuggestedDaily paidFlexible hours
$34k - $50k
Wiley Insurance Agency in Phoenix, Arizona, is seeking an Insurance Growth Advisor to expand the client base while maintaining relationships with existing customers. The role combines consultative sales with ongoing account engagement. You'll connect with prospects to...Flexible hours- ...with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that... ...in the country. As an Insurance Advisor within the Shepherd family, you will be... ...Education requirement: College degree in Business, Sales or related field is preferred. Familiar...Work at office
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$55k - $85k
A leading company in pet care is seeking a Pet Insurance Sales Associate to join their team in Phoenix, AZ. The role involves selling pet insurance policies, managing client relationships, and using Fetch's CRM for accurate record-keeping. Candidates should have 3-5 years...- Foster Region - Modern Woodmen of America in Phoenix, AZ seeks an Insurance Agent to assess client needs and recommend coverage as our offices expand across California, Arizona, and Texas. You will deliver exceptional service, network with clients, and participate in ongoing...Remote jobFlexible hours
- COUNTRY Financial® Insurance Agents have autonomy to build a rewarding, financially stable career while helping clients prepare for life... ...lines, and collaborating with COUNTRY Trust Bank Financial Advisors to offer comprehensive financial solutions. #J-18808-Ljbffr COUNTRY...For contractorsFlexible hours
- Legendary Allen Agency is seeking licensed Life and Health Insurance Agents for a remote position. The role focuses on identifying client needs and recommending tailored insurance solutions while developing strong relationships. Candidates should be self-motivated and results...Remote jobFlexible hours
- Foster Region - Modern Woodmen of America is seeking an Insurance Agent to join our expanding team across Arizona, California, and Texas... ..., participate in ongoing training, and work toward defined business development goals. #J-18808-Ljbffr Foster Region - Modern Woodmen...Remote jobFlexible hours
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- A leading financial services company is looking for a self-motivated Insurance Broker & Regional Manager for a 100% remote role. You will engage with clients to provide tailored life insurance solutions, manage your own schedule, and receive support through ongoing training...Remote job
$34k - $50k
...Paid time off Training & development Company Overview A leading provider in the insurance industry is seeking dynamic and results-driven individuals to join our team as an Insurance Advisor. With a commitment to excellence and a focus on customer satisfaction, we...Flexible hours$34k - $50k
...off Training & development Role Description Wiley Insurance Agency is looking for an Insurance Growth Advisor to help expand our client base while maintaining... ...50,000 depending on experience Commission on new business Health, dental, and vision insurance 401(k) retirement...Flexible hours$64.2k - $116.4k
...Finance provides a wide range of services. Our US Pipeline-to-Cash Business Operations (P2C) team is one of our finance teams who is... ...investment decisions. The opportunity In the Engagement Business Advisor (EBA) - Senior Associate role, you will be an experienced,...Contract workWork experience placementSummer holidayWork at officeFlexible hours- Intuit Careers is seeking a TurboTax Retail Expert to deliver full-service tax preparation for consumer and business clients at TurboTax Retail or Flagship locations in the United States. You will act as the primary relationship owner, offering tax strategy and preparation...Local area
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- ...Business Immigration Associate About the Role: A career as a Business Immigration Associate at Fragomen gives you the opportunity to work with a smart, motivated and diverse peer group. Our exclusive focus on immigration means you will practice in an exciting, dynamic...
$139k - $239k
...role:Wells Fargo is seeking a Senior Lead Business Execution Consultant within Small and... ...stakeholders.Act as a Business Execution advisor to leadership to drive performance and initiatives... ...time offDisability benefitsLife insurance, critical illness insurance, and...Full timeWork experience placement$71.2k - $158.2k
...understanding of solutions, industry best practices, multiple business processes or technology designs within a product/technology family... ...which includes the following: 1. Medical, dental, and vision insurance, including expert medical opinion 2. Short term disability and...Temporary workFlexible hours- ...Benefits: ~ Health insurance ~ Paid time off ~401(k) ~401(k) matching ~ Dental insurance FRANCHISE BUSINESS CONSULTANT WHAT A DIFFERENCE At Primrose, our mission - to forge a path that leads to a brighter future for all children...Full timeWork at officeWork from homeFlexible hours
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$102k - $148k
Chubb Commercial Insurance is looking for a motivated, results oriented applicant to fill the position of Core Commercial Property and... ...position will be charged with growing and underwriting a book of business that consists mainly of Manufacturing, Wholesale Distribution,...Work at officeLocal areaHome office- ...CRE (CPU III) is primarily responsible for underwriting more complex financial transactions, including the financing of multiple business endeavors such as: investment real estate, owner-occupied real estate, working capital, equipment, LBOs/acquisitions, healthcare-related...
- ...beneficialDevelop and manage key program and sales opportunities in the territoryCoordinate with a team of other complementary direct Business Dev. ManagersGenerate customer quotations and proposals - working w/ Engineering, Programs and Finance teams as...Shift work
- Business Development Director (SaaS/Healthcare IT) Business Development Director (SaaS/Healthcare IT) 2 days ago Be among the first 2... ...Dental, Vision, HSA/FSA 401K with Company Match Disability & Life Insurance Employee Assistance Program Paid Parental Leave About...Full timeWork experience placementLocal areaRemote workFlexible hours
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