Client Service Advisor
3 weeks ago
Sterling Seacrest Pritchard, Inc is a leading risk advisor and insurance broker dedicated to serving our clients with uniquely tailored solutions.
Job SummaryWe are seeking a highly skilled Client Service Executive to work alongside our Producers, serving as an advisor and consultant to our clients. As a key member of our team, you will be responsible for managing a book of business, developing strategic solutions for client benefit needs, and maintaining carrier relationships.
Key Responsibilities- Manage a portfolio of clients and develop strategic solutions to meet their benefit needs
- Participate in or conduct on-site meetings, annual reviews, marketing/renewals, and open enrollments
- Educate clients on compliance topics, including DOL, ERISA, COBRA, and FMLA
- Maintain relationships with insurance carriers and negotiate rates and benefits
- Lead marketing efforts and plan implementation for new business and renewals
- Prepare and present analysis for renewal and marketing results
- Support the preparation of enrollment materials and presentations
- Prepare case for submission, master applications, and rates and benefit confirmation to carrier
- Provide post-enrollment analysis and support to clients
- Oversee the set up and maintenance of benefit administration systems
- 4-6 years of experience in the insurance industry, with active Life and Health licensing in the resident state
- Complete knowledge of the current marketplace and underwriting methodologies
- Strong time management and workflow prioritization skills
- Proactive problem-solving and independent thinking
We are a selfless and stewardship-focused organization, committed to serving our clients and partners. We value teamwork, innovation, and continuous learning. If you are a motivated and results-driven professional looking for a challenging and rewarding career opportunity, we encourage you to apply.
-
Client Service Executive
3 weeks ago
Tampa, Florida, United States Sterling Seacrest Pritchard, Inc Full timeAbout the OrganizationSterling Seacrest Pritchard, Inc. is a leading risk advisor and insurance broker dedicated to serving our clients with uniquely tailored insurance and consulting solutions.We have a highly skilled team ready to collaborate with your business to position you to reach your goals.As a Client Service Executive, you will work alongside the...
-
Client Service Liaison
3 weeks ago
Tampa, Florida, United States Ameriprise Financial Full timeKey Responsibilities:As a Client Service Specialist at Ameriprise Financial, you will be responsible for new client onboarding and assisting clients with setting up a Client Service. This role involves 50% Business Management, where you will be responsible for managing business operations and ensuring the smooth delivery of services to clients. Your duties...
-
Employee Benefits Client Advisor
3 weeks ago
Tampa, Florida, United States World Insurance Associates, LLC. Full timeJob SummaryWorld Insurance Associates is a leading insurance brokerage firm offering a wide range of products and services to clients across North America. We are seeking a highly motivated and experienced Employee Benefits Client Advisor to join our team.The ideal candidate will have 3-5 years of experience working in an insurance brokerage or carrier and...
-
Client Service Associate
3 weeks ago
Tampa, Florida, United States Cary Street Partners Full timeJob SummaryCary Street Partners is seeking a highly organized and detail-oriented Client Service Associate to provide primary support to the Wealth Management Group. The ideal candidate will possess excellent interpersonal skills and the ability to effectively interact with employees, clients, and vendors.Key ResponsibilitiesMaintain confidential and...
-
Client Service Associate
3 weeks ago
Tampa, Florida, United States Cary Street Partners Full timeJob SummaryCary Street Partners is seeking a highly organized and detail-oriented Client Service Associate to provide primary support to the Wealth Management Group. The ideal candidate will possess excellent interpersonal skills and the ability to effectively interact with employees, clients, and vendors.Key ResponsibilitiesMaintain confidential and...
-
Service Advisor
4 weeks ago
Tampa, Florida, United States Maus Family Auto Full time{"h1": "Service Advisor Job Description", "p": "At Maus Family Automotive, we are seeking a skilled Service Advisor to join our Acura team. As a Service Advisor, you will play a vital role in ensuring our customers receive exceptional service and support throughout the service process.", "ul": [{"li": "Communicate with customers to understand their service...
-
Service Advisor
4 weeks ago
Tampa, Florida, United States Rush Enterprises Full timeJob Title: Service AdvisorAt Rush Truck Centers, we are seeking a highly skilled and experienced Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support for their commercial trucks and equipment.Key Responsibilities:Gather customer complaint details and...
-
Service Advisor
4 weeks ago
Tampa, Florida, United States Maus Family Automotive Full time{"h1": "Service Advisor Opportunity at Maus Family Automotive", "p": "We are seeking a driven and career-minded Service Advisor to join our Acura team at Maus Family Automotive. As a Service Advisor, you will play a vital role in ensuring our customers receive exceptional service and support throughout the service process.", "ul": [{"li": "Communicate with...
-
Service Advisor
4 weeks ago
Tampa, Florida, United States Maus Family Auto Full timeJob DescriptionAt Maus Family Auto, we are seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Assist customers in understanding their vehicle's maintenance and repair options.Provide detailed information about vehicle...
-
Service Advisor
3 weeks ago
Tampa, Florida, United States Maus Family Auto Full timeJob DescriptionAt Maus Family Auto, we are seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a critical role in ensuring our customers receive exceptional service and support.Key Responsibilities:Assist customers in understanding their vehicle's maintenance or repair options.Provide detailed information about the work...
-
Service Advisor
4 weeks ago
Tampa, Florida, United States Maus Family Auto Full timeJob OverviewMaus Family Automotive is seeking a skilled Service Advisor to join our Acura team. As a Service Advisor, you will play a vital role in ensuring our customers receive exceptional service and support.We are a rapidly growing family-owned automotive group serving the greater Tampa Bay area. Our customers travel from hundreds of miles away to find...
-
Service Advisor
4 weeks ago
Tampa, Florida, United States The Auto Club Group Full timeService AdvisorAre you a customer-focused individual with a passion for the automotive industry? Do you enjoy working in a fast-paced environment and providing exceptional service to customers? We are seeking a Service Advisor to join our team at The Auto Club Group!Key Responsibilities:Serve as the liaison between customers and automotive technicians,...
-
Automotive Service Advisor
3 weeks ago
Tampa, Florida, United States Ferman Motor Car Company, Inc. Full timeService Advisor Job DescriptionFerman Mazda Brandon is seeking a skilled Service Advisor to join our team. As a Service Advisor, you will be responsible for providing exceptional customer service, ensuring that our guests have a positive experience from start to finish.Key Responsibilities:Meet and greet guests, delivering a best-in-class service...
-
Tax Advisor
4 weeks ago
Tampa, Florida, United States Advocate Consulting Legal Group PLLC Full timeJob OpportunityWe are seeking a highly skilled Tax Advisor to join our team at Advocate Consulting Legal Group, PLLC, a boutique private aviation law firm with offices in Tampa and Naples, Florida.The successful candidate will work directly with clients, educating them on state and federal tax issues, ensuring compliance with tax implications. They will...
-
Wealth Management Advisor
3 weeks ago
Tampa, Florida, United States Equitable Advisors Full timeA Culture of Growth with Equitable AdvisorsAre you a successful wealth management advisor looking to take your practice to the next level? At Equitable Advisors, we offer a supportive environment that allows you to grow your business and achieve your goals.We provide you with the tools, products, and platform to deliver an outstanding client experience. Our...
-
Automotive Service Advisor
1 month ago
Tampa, Florida, United States Ferman Motor Car Company, Inc. Full timeService Advisor Job DescriptionFerman Mazda Brandon is seeking a skilled Service Advisor to join our team. As a Service Advisor, you will play a critical role in delivering exceptional customer service and ensuring the satisfaction of our guests.Key Responsibilities:Provide a best-in-class guest service experience from initial contact to delivery of the...
-
Automotive Service Advisor
3 weeks ago
Tampa, Florida, United States Greenway Automotive Full timeJob SummaryWe are seeking an experienced Service Advisor to join our team at Greenway Automotive Group in Tampa, FL. As a Service Advisor, you will be responsible for selling, identifying, and documenting service, maintenance, and repair services for customers. You will work closely with customers and technicians to identify required maintenance and advise...
-
Senior Financial Advisor
3 weeks ago
Tampa, Florida, United States Trajan Wealth LLC Full timeUnlock Your Potential as a Senior Financial AdvisorTrajan Wealth LLC, a leading Registered Investment Advisor (RIA) firm, is seeking a seasoned Financial Advisor to join our team in the Tampa area. With over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), we offer a rare and prestigious opportunity for a motivated...
-
Client Liaison
3 weeks ago
Tampa, Florida, United States Burberry Full timeJob OverviewThe Client Advisor role at Burberry is a dynamic position that requires a passion for delivering exceptional customer experiences. As a key member of our sales team, you will be responsible for building strong relationships with our clients, providing personalized service, and driving commercial success.Key Responsibilities• Meet and exceed...
-
Tax Advisor
4 weeks ago
Tampa, Florida, United States Advocate Consulting Legal Group PLLC Full timeJob OpportunityAdvocate Consulting Legal Group, PLLC is a boutique private aviation law firm seeking a skilled Tax Advisor to join our team in Tampa, Florida.The ideal candidate will have a strong background in tax law, with a focus on corporate and aviation taxation. They will work closely with clients to provide expert advice on tax strategies, entity...