Top 1194 client advisor Jobs in morristown, nj

Account Manager, Surety
NFP Corp —Morristown, NJ
- $60,000 - $98,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Mid-level
- Health savings account
- Paid holidays
Quick Apply
Wealth Management Trainee (NJ)
Bankers Life —Parsippany-Troy Hills, NJ
- $50,000 - $80,000 a year
- Full-time
- Entry level
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Senior Insurance Defense Attorney (10 Years Experience)
Fishman McIntyre Levine Samanksy —East Hanover, NJ
- $150,000 - $275,000 a year
- Full-time
- Hybrid work
- In-person
- Senior level
- 10 years
- Health insurance
- 401(k)
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3d
Eminent Domain / Condemnation Associate Attorney
Orion Placement —Roseland, NJ
- $120,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
Wealth Management Associate
Equitable Advisors —Secaucus, NJ
- $32,400 - $125,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Employee stock purchase plan
- Disability insurance
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Eminent Domain / Condemnation Associate Attorney
Orion Placement —Newark, NJ
- $120,000 - $160,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Dental insurance
- Paid time off
Quick Apply
NJ Personal Lines Insurance Customer Service Rep
David M Hundertmark Agency Inc —Pompton Lakes, NJ
- $40,000 - $56,000 a year
- Full-time
- Microsoft Excel
- English
- Mid-level
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Development Security Operations Engineer
Next Level Performance —New Brunswick, NJ
- $45 - $50 an hour
- Part-time
- Hybrid work
- Azure
- 5 years
- DevOps
- Health insurance
- Dental insurance
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Financial Advisor
Northwestern Mutual —Bedminster, NJ
- $101,981 - $118,080 a year
- Choose your own hours
- Background check
- Sales
- Office
- Health insurance
- Dental insurance
Quick Apply
Sales Representative-HVAC
Butler Recruitment Group —Union County, NJ
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
1d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Millburn, NJ
- $75,000 - $125,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Bridgewater, NJ
- $75,000 - $125,000 a year
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Director - Trust & Estate
PKF O'Connor Davies —Cranford, NJ
- $100,000 - $150,000 a year
- Hybrid work
- CPA
- Research
- Office
- Profit sharing
- Health savings account
Quick Apply
Landscape Client Representative
Borst Landscape & Design —Allendale, NJ
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Residential
- 3 years
- Health savings account
- Disability insurance
Quick Apply
Automotive Salesperson
Bridgewater Chevrolet —Bridgewater, NJ
- $75,000 - $200,000 a year
- Full-time
- Dealership
- Mid-level
- In-person
Quick Apply
Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply
Certified Financial Services, LLC —Paramus, NJ
- $2,000 - $4,000 a month
- Full-time
- Sales
- Financial services
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (NJ)
Bankers Life —Parsippany-Troy Hills, NJ
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Advisor - Woodbridge, NJ
Citizens —Woodbridge, NJ
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Financial Advisor
New York Life —Edison, NJ
- $85,000 - $150,000 a year
- Full-time
- Background check
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Sales Arborist
Alpine Tree Service —Morristown, NJ
- From $100,000 a year
- Full-time
- Background check
- Customer service
- Mid-level
- Paid training
- Paid holidays
Quick Apply

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client advisor jobs near morristown, nj

Account Manager, Surety

NFP Corp -
Morristown, NJ

Quick Apply

Job Details

Full-time
$60,000 - $98,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Employee discount
Professional development assistance
Life insurance

Qualifications

Customer communication
Teamwork
Interpersonal skills
Filing
Property & Casualty License
Attention to detail
Client services

Full Job Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary:

The Account Manager is responsible for working with Client Executives and other Account Managers to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications.  You will manage the day-to-day handling of each accounts needs, which include file maintenance, issuance of surety bonds, including, bid, performance & payment, maintenance, transactional and renewal, and prepare materials for presentations and communications, in collaboration with their more senior team members.  Work is completed with a significant amount of independent discretion, but is collaborative in nature with other team members.  While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned.

Essential Duties and Responsibilities:

Works proactively to develop relationships with carrier and client contacts.
Prepare and send the request for proposals to applicable surety carriers and spreadsheets results as they come in.
Takes the lead on reviewing carrier source documents for accuracy in collaboration with the Client Executive. Begins to communicate directly with clients and carriers, with approval from the Client Executive.
Creates and maintains client files in accordance with office procedures. Will be responsible for keeping client policy records in the agency management system.
May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.

Knowledge, Skills, and/or Abilities:

Highly organized with excellent verbal and written communication skills.
Self-confident to make sound independent decisions.
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
Ability to handle situations in a calm, courteous and professional manner.
Customer-focused to establish and maintain effective relationships.
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
Ability to prioritize multiple tasks to meet deadlines.
Sharp attention to detail, decision-making skills, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines and technology.

Education and/or Experience:

More than 3 years of client service and/or industry and commercial or Personal lines product experience. 
Surety experiences ideal, not required-will train as long as currently P&C licensed
Fluency with CRMs, EPIC preferred

Certificates, Licenses, Registration:

P&C Insurance License required upon

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000.00 – $98,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Pay: $60,000.00 - $98,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Tuition reimbursement
Vision insurance

Work Location: Hybrid remote in Morristown, NJ 07960

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Refine Your Search

client advisor jobs in morristown, nj

Account Manager, Surety

Wealth Management Trainee (NJ)

Senior Insurance Defense Attorney (10 Years Experience)

Eminent Domain / Condemnation Associate Attorney

Wealth Management Associate

Eminent Domain / Condemnation Associate Attorney

NJ Personal Lines Insurance Customer Service Rep

Development Security Operations Engineer

Financial Advisor

Sales Representative-HVAC

Wealth Advisor - PNC Wealth Management

Wealth Advisor - PNC Wealth Management

Director - Trust & Estate

Landscape Client Representative

Automotive Salesperson

Financial Representative Career Launch-Must have a graduation date of 2024, 2025, or 2026 to Apply

Financial Services Professional - Hybrid Remote (NJ)

Wealth Advisor - Woodbridge, NJ

Financial Advisor

Sales Arborist

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