Top 250 Insurance advisor Jobs in Scottsdale, Az

Client Success Manager
Company Nurse LLC —Phoenix, AZ
- From $80,000 a year
- Full-time
- Remote
- Sales
- Salesforce
- English
- Health insurance
- Dental insurance
Quick Apply
Health Coverage Consultant
MG Health Insurance Advisors —Scottsdale, AZ
- $87,000 - $93,000 a year
- Full-time
- Background check
- High school diploma or GED
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
Entry Level - Financial Advisor
Equitable Advisors —Scottsdale, AZ
- $31,700 - $125,000 a year
- Full-time
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Independent Insurance Advisor (1099)
Legacy Peace of Mind —Phoenix, AZ
- $80,000 - $200,000 a year
- Full-time
- Remote
- Mid-level
- Leadership
- Under 1 year
- Life insurance
Quick Apply
Licensed Insurance Agent - Health and/or Life
Aflac —Tempe, AZ
- $70,000 - $100,000 a year
- Full-time
- Background check
- Business development
- In-person
- On-the-job training
- Employee discount
Quick Apply
Advisor Support Associate
Charles Schwab —Phoenix, AZ
- $25.00 - $27.40 an hour
- Hybrid work
- Bachelor's degree
- Experience equivalent to degree accepted
- Financial services
- Paid parental leave
- Employee stock purchase plan
13d
Associate Family Office Fiduciary Advisor - 80-130K+ total compensation
Trajan Wealth —Scottsdale, AZ
- $80,000 - $130,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Disability insurance
- Relocation assistance
Quick Apply
8d
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Phoenix, AZ
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Concierge - 23 - 26/hr
Trajan Wealth —Scottsdale, AZ
- $23 - $26 an hour
- Full-time
- Office
- Administrative experience
- Organizational skills
- Paid holidays
- Disability insurance
Quick Apply
Business Insurance Advisor
Marsh McLennan Agency —Scottsdale, AZ
- Full-time
- Hybrid work
- Mid-level
- Microsoft Office
- Bachelor's degree
Annuity Hybrid Wholesaler
Annexus Group —Scottsdale, AZ
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Quick Apply
SERIES 7 REQUIRED - Registered Client Service Associate
Pathlight Advisors —Scottsdale, AZ
- $60,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Profit sharing
- Health insurance
Quick Apply
Commercial Account Manager
Premier Choice Insurance —Mesa, AZ
- $65,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Financial Planner
Confidential —Gilbert, AZ
- $80,000 - $95,000 a year
- Full-time
- Research
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
9d
Client Services Associate
Lofy Group Wealth Management —Phoenix, AZ
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
WestPac —Scottsdale, AZ
- Full-time
- Business development
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Tailored Licensed Support Financial Advisor
Edward Jones —Tempe, AZ
- $74,600 - $122,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Health savings account
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Phoenix, AZ
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
1d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Scottsdale, AZ
- $50,000 - $65,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Quick Apply
Financial Advisor
Edward Jones —Mesa, AZ
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
8d

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insurance advisor jobs near scottsdale, az

Client Success Manager

Company Nurse LLC -
Phoenix, AZ

Quick Apply

Job Details

Full-time
From $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
Life insurance

Qualifications

Sales
Salesforce
English
Microsoft Office
High school diploma or GED
Business development
Customer relationship management
Data-driven problem-solving
Workers' compensation

Full Job Description

The Client Success Manager is the lead relationship manager for Company Nurse, responsible for ensuring that strategic Client needs are identified and addressed, ensuring a high level of client satisfaction by being proactive toward achieving Client results as a strategic partner. The CSM role includes identifying benchmarks and goals, providing continuous improvement plans, and stewardship.

Only one company has focused on delivering real nurse triage for workers’ compensation since 1997. That’s Company Nurse. We are a growing company, but you’ll find we still have a small-business feel. Our culture is fun, positive, and collaborative. As a team, we embrace the following core values:

Do the right thing
Go the extra two miles
Driven to find solutions
Compassion for everyone
Work together to work it out

The Awesome Work You’ll Be Doing:

Serve as a trusted advisor and main point of contact for identifying and resolving complex Client challenges.
Provide best-in-class Client service by proactively providing strategic insights.
Demonstrate a clear understanding of the Client’s core structure and business needs and effectively implement plans to meet/exceed those needs.
Demonstrate understanding of Client requirements as well as the ability to articulate such to internal partners for successful implementation.
Work with Client to target program goals and objectives, e.g. claims volume and cost reduction, ER usage, and reporting lag reduction.
Provide marketing communication guidance to the Client as a means to increase program results.
Participate in strategic discussions pertaining to the Company’s goals for profitability and retention of Clients.
Utilizes Injury Summary Report and BI Analytics as consultative tools for guiding and recommending ways to improve results.
Provide detailed stewardship and program performance reviews with the Client at designated intervals.
Monitor key performance metrics in order to provide and implement improvement plans.
Demonstrate ability to build trust, collaboration, and support across the organization through open communication to drive results and achieve success.
Communicate effectively with the assigned Client Operations Specialist to mutually manage the Client program.
Proactively seek additional opportunities for business development and program expansion.
Present partner service opportunities were beneficial to the Client.
Support Sales team efforts and provide feedback to Sales as needed.
Support/participate in continuous process improvement activities as required.
Provide Client coverage for other CSMs as needed.

What We Need from You:

Bachelor’s degree or minimum of five (5) years' experience in Sales, Business Development, or Client Management role or a minimum of three (3) years' experience working as a Client Operations Specialist
Strong communication skills, written and spoken, high emotional intelligence with strong critical thinking skills
Organized, detail-oriented, and flexible to work in a fast-paced environment with changing priorities
Fluent written and oral English skills
Experience working in a team environment
Experience working in healthcare, or insurance preferred
To be a resident of one of the following states: AZ, CO, NV, TX, OR, TN, FL, NC, or VA

The environment you work in

When applicable and appropriate, consideration will be given to reasonable accommodation.

Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem-solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; adaptability to change; and ability to meet deadlines
Physical: Manual and finger dexterity and eye-hand coordination to provide accurate data entry and software navigation for the entire duration of work shift; extensive computer keyboard for extended periods of time; ability to sit for extended periods of time; travel is minimal
Auditory/Visual/Communication: Hearing, visual, and speaking clearly

The statements contained in this document are intended to describe the general nature and level of work being performed by an employee assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Job Type: Full-time

Pay: From $80,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

It is a requirement that applicants live in one of the following states. Please list which one you live in: AZ, CO, NV, TX, OR, TN, FL, NC, VA
Please describe your experience working in a client management role:
What do you feel are the most important characteristics of a Client Success Manager?
Please describe your salary expectations:
Describe your approach and comfort of upselling a client:
What do you feel is the most important trait in a Client Success Manager?

Education:

High school or equivalent (Preferred)

Experience:

Sales: 1 year (Preferred)

Work Location: Remote

Quick Apply

Refine Your Search

insurance advisor jobs in scottsdale, az

Client Success Manager

Health Coverage Consultant

Entry Level - Financial Advisor

Independent Insurance Advisor (1099)

Licensed Insurance Agent - Health and/or Life

Advisor Support Associate

Associate Family Office Fiduciary Advisor - 80-130K+ total compensation

Virtual Personal Banker

Concierge - 23 - 26/hr

Business Insurance Advisor

Annuity Hybrid Wholesaler

SERIES 7 REQUIRED - Registered Client Service Associate

Commercial Account Manager

Financial Planner

Client Services Associate

Financial Advisor

Tailored Licensed Support Financial Advisor

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Wealth Management Associate - Retirement Benefits Group

Financial Advisor

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