Top 225 Insurance advisor Jobs in Rockwall, Tx

Sr. Client Service Specialist, Commercial Risk - IAS, Southwest
The Baldwin Group —Rockwall, TX
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Fiduciary Advisor - Dallas Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Dallas, TX
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
9d
Inside Sales Advisor
USHEALTH DALLAS —Dallas, TX
- $68,000 - $119,000 a year
- Choose your own hours
- Background check
- Sales
- English
- Flexible schedule
Quick Apply
Insurance Agent
Your Health Insurance Guide —Dallas, TX
- $78,000 - $108,000 a year
- Weekends as needed
- Bilingual
- 18 years or older
- Sales
- Health insurance
- Dental insurance
Quick Apply
HOME WARRANTY Inbound Sales Representative
Trinity Home Advisors —Plano, TX
- $75,000 - $125,000 a year
- Full-time
- CRM software
- Background check
- Sales
- Paid training
- 401(k)
Quick Apply
Property and Casualty Insurance Associate – Sales/Telesales (Remote)
Sutherland —Dallas, TX
- $20.00 - $24.61 an hour
- Full-time
- Remote
- Microsoft Outlook
- High school diploma or GED
- 1 year
- Health insurance
- Dental insurance
Quick Apply
14d
Pet Insurance Sales Associate - Dallas, TX
Fetch Pet Insurance —Dallas, TX
- $55,000 - $103,000 a year
- Full-time
- 3 years
- Administrative experience
- Travel
- Tuition reimbursement
- Paid time off
Customer Care Advisor
NCD —Dallas, TX
- $17.50 - $18.50 an hour
- Full-time
- Remote
- Spanish
- Microsoft Outlook
- Typing
- Paid training
- Disability insurance
Quick Apply
10d
Entry-Level Financial Advisor
Texas National Financial Group —Dallas, TX
- $50,000 - $90,000 a year
- Hybrid work
- No experience needed
- US work authorization
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Insurance Sales Advisor - Warm Leads
C1 Insurance Group —Dallas, TX
- From $48,000 a year
- Full-time
- No experience needed
- Office
- Organizational skills
- Paid training
- Paid holidays
Quick Apply
Financial Advisor/Wealth Manager - Dallas, TX
Florida Financial Advisors —Dallas, TX
- From $100,000 a year
- Weekends as needed
- Mid-level
- Office
- US work authorization
- Health insurance
- 401(k)
Quick Apply
Financial Advisor
Cathay Bank —Plano, TX
- $64,480 a year
- Full-time
- English
- Mid-level
- Business development
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor
Lifetime Wealth Management, P.C. —Rockwall, TX
- Full-time
- 5 years
- Business development
- Senior level
- Dental insurance
- Paid time off
Quick Apply
Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region
The Baldwin Group —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Bachelor's degree
Client Executive, Employee Benefits, IAS - Southwest
The Baldwin Group —Rockwall, TX
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
10d
Virtual Financial Advisor - Dallas - Hybrid
Thrivent —Dallas, TX
- $23.80 - $26.45 an hour
- Full-time
- Hybrid work
- Background check
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor – Development Program
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Frisco, TX
- $75,000 - $175,000 a year
- Full-time
- Hybrid work
- Background check
- Military
- Mid-level
- Health savings account
- Health insurance
Quick Apply
20h
Account Manager - Commercial Insurance (Construction/Contractors)
Insurance Office of America, Inc. —Dallas, TX
- $60,000 - $115,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Business development
- Paid holidays
- Health insurance
Quick Apply
3d
Client Success Manager
The Phoenix Insurance —Dallas, TX
- From $65,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
2d
RSVP - W2 Life Insurance Specialist - Remote - Hiring Event
Insurance Supermarket Inc. —Texas
- $38,500 - $180,000 a year
- Full-time
- Computer literacy
- Mid-level
- Communication skills
- Health insurance
- Paid time off

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insurance advisor jobs near rockwall, tx

Sr. Client Service Specialist, Commercial Risk - IAS, Southwest

The Baldwin Group -
Rockwall, TX

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Job Details

Full-time

Qualifications

Insurance needs analysis
Managing customer accounts
Insurance products customer support
Microsoft Excel
Microsoft Outlook
Risk mitigation strategy development
Presentations for conferences or internal meetings
Word embeddings
Mid-level
Property & Casualty License
Client invoicing
Bachelor's degree
Managing clients in a finance role
Client services
Coordinating with insurance clients
Insurance for risk management
2 years
Customer service problem-solving

Full Job Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Sr. Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals.

PRIMARY RESPONSIBILITIES:

Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
Manages all policy activity aspects of assigned accounts including endorsements and invoicing.
Presents new business and renewal risks to the insurance marketplace for quoting.
Maintains a concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims.
Responsible for developing deep understanding of assigned accounts and placement strategy

KNOWLEDGE, SKILLS & ABILITIES:

Exhibits excellent client service and problem-solving skills.
Can comfortably work in a team environment.

EDUCATION & EXPERIENCE:

A Bachelor’s degree is preferred.
At least 2 years’ relevant experience.
Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses
Demonstrates effective presentation skills through verbal and written communications.
Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.

#LI-SB1

#LI-Hybrid

IND1

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

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insurance advisor jobs in rockwall, tx

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Senior Client Executive, Commercial Risk - Insurance Advisory Solutions, SW Region

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Virtual Financial Advisor - Dallas - Hybrid

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Account Manager - Commercial Insurance (Construction/Contractors)

Client Success Manager

RSVP - W2 Life Insurance Specialist - Remote - Hiring Event

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