Risk Advisor
4 weeks ago
Position Summary Are you a licensed Property & Casualty (P&C) professional with a passion for helping businesses navigate their insurance needs? Do you thrive in a dynamic, client-focused environment? Our reputable agency is looking for a dedicated Commercial Lines Account Manager / Risk Advisor to join our team in Midland, Michigan In this essential role, you'll be the primary point of contact for our commercial clients, providing exceptional service and strategic advice. You'll go beyond basic support, actively contributing to client success by understanding their unique risks and ensuring they have the right coverage. Essential Duties and Responsibilities Serve as a trusted advisor to commercial clients, building and maintaining strong relationships. Handle diverse customer inquiries, troubleshoot issues, and provide information on policies and services. Accurately quote new policies and process policy endorsements. Assist with billing questions, payments, and other insurance-related needs. Collaborate closely with company underwriters to ensure seamless service delivery. Maintain a positive and professional demeanor in all interactions, primarily over the phone with occasional in-person client meetings. Knowledge, Skills and Abilities Exceptional written and verbal communication skills. A natural ability to build rapport and prioritize tasks effectively. A strong work ethic, dependability, and a genuine customer-centered mentality. Ability to thrive in a collaborative, team-based environment. Education & Experience A valid Property & Casualty (P&C) Insurance License is a MUST. While 1+ year of experience in an insurance agency customer service environment is ideal, we strongly encourage highly motivated candidates with a strong professional background who have recently obtained their P&C license to apply
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Risk Advisor Midland MI
1 week ago
Midland, MI, United States Vensure Employer Solutions Full time****Position Summary Are you a licensed Property & Casualty (P&C) professional with a passion for helping businesses navigate their insurance needs? Do you thrive in a dynamic, client-focused environment? Our reputable agency is looking for a dedicated Commercial Lines Account Manager / Risk Advisor to join our team in Midland, Michigan! In this essential...
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Risk Advisor
1 week ago
Midland, MI, United States Vensure Employer Solutions Full timePosition Summary Are you a licensed Property & Casualty (P&C) professional with a passion for helping businesses navigate their insurance needs? Do you thrive in a dynamic, client-focused environment? Our reputable agency is looking for a dedicated Commercial Lines Account Manager / Risk Advisor to join our team in Midland, Michigan! In this essential...
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Financial Advisor
1 week ago
Midland, United States Transcend Practice Management Full timeFinancial AdvisorLocation: Midland, MICompensation: $110,000 - $125,000 + incentiveStatus: Full time, In officeWe are an employee-owned, holistic financial services firm rooted in Midland, MI, proudly offering a full spectrum of financial planning solutions. Our culture is grounded in meaningful core values and strengthened by a genuine sense of teamwork....
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Senior Financial Advisor
1 day ago
Midland, United States Transcend Practice Management Full timeSenior Financial Advisor Location: Midland, MI Compensation: $160,000 - $180,000 + incentive Status: Full time, In office We are an employee-owned holistic financial services firm based in Midland, MI, offering a wide range of financial planning solutions. The firm’s culture is steeped in core values that are integral to its success. We are a tight knit...
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Senior Financial Advisor
3 days ago
Midland, MI, United States Transcend Practice Management Full timeSenior Financial Advisor Location: Midland, MI Compensation: $160,000 - $180,000 + incentive Status: Full time, In office We are an employee-owned holistic financial services firm based in Midland, MI, offering a wide range of financial planning solutions. The firm’s culture is steeped in core values that are integral to its success. We are a tight knit...
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Financial Advisor
2 weeks ago
Midland, MI, United States PNC Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
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Financial Advisor
6 days ago
Midland, MI, United States PNC Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
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Financial Advisor
2 weeks ago
Midland, MI, United States PNC Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
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Financial Advisor
1 week ago
Midland, MI, United States PNC Full timePosition Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
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Financial Advisor II
1 week ago
Midland, United States Frost Bank Full timeJob Description It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you...