Top 697 Client advisor Jobs in Wesley Chapel Fl

Client Relationship Manager, Employee Benefits
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
Client Solutions Advisor
Prosperity Tax Advisors —Tampa, FL
- $100,000 - $200,000 a year
- Full-time
- Remote
- Mid-level
- Continuous improvement
- Under 1 year
- 401(k)
Quick Apply
Financial Advisor - Tampa/St. Petersburg, FL
Thrivent —Tampa, FL
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor - Tampa, FL
Florida Financial Advisors —Tampa, FL
- From $100,000 a year
- Full-time
- Office
- Financial services
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
4d
Licensed Financial Representative
One Team Financial Group, LLC —Tampa, FL
- $50,000 - $80,000 a year
- Choose your own hours
- Social media management
- English
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Independent Insurance Advisor (1099)
Legacy Peace of Mind —Tampa, FL
- $80,000 - $200,000 a year
- Full-time
- Mid-level
- Leadership
- Life insurance
2d
Employee Benefits Advisor (Producer) - Insurance Advisory Solutions
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Organizational skills
Client Executive, Commercial Risk- Middle Market
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Word
- 7 years
- Microsoft Excel
Entry Level Sales Advisor
Freitag Health Insurance —Tampa, FL
- $80,000 - $120,000 a year
- Full-time
- Sales
- Customer service
- Office
- Health insurance
- Dental insurance
Quick Apply
Entry Level Sales Advisor
Parita Health —Tampa, FL
- $95,000 - $110,000 a year
- Full-time
- Office
- In-person
- Communication skills
- On-the-job training
- Flexible schedule
Quick Apply
Tax Professional, Bookkeeper & Investment Assistant
Cardinale Financial Group —Lutz, FL
- $41,600 - $72,800 a year
- Full-time
- CPA
- Customer service
- Research
- 401(k)
- 401(k) matching
Quick Apply
Insurance Advisor (Entry Level)
Almaraz Agency —Tampa, FL
- $92,583.64 - $106,482.98 a year
- Full-time
- Sales
- Customer service
- Computer literacy
- Dental insurance
- Paid time off
Quick Apply
3d
Licensed Health and Life Insurance Broker
Big Agency LLC —Tampa, FL
- $80,000 - $150,000 a year
- Full-time
- Computer literacy
- No experience needed
- Computer skills
- Life insurance
Quick Apply
5d
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Wesley Chapel, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Health Insurance Agent
All Options Health LLC —Tampa, FL
- $75,000 - $100,000 a year
- Full-time
- Serving
- Hospitality
- Customer service
- On-the-job training
- Professional development assistance
Quick Apply
Financial Advisor (Sales- Training Provided)
Northwestern Mutual —Wesley Chapel, FL
- $70,000 - $100,000 a year
- Full-time
- Background check
- Sales
- Military
- Health insurance
- Dental insurance
Quick Apply
Commercial Sales Arborist
SavATree LLC —Tampa, FL
- $130,000 - $250,000 a year
- Mid-level
- Ability to lift 50 pounds
- Outdoor work
- Disability insurance
- Health insurance
Quick Apply
Investment Sales Coordinator
GTE Financial —Tampa, FL
- Full-time
- Hybrid work
- Spanish
- Writing skills
- English
Financial Services Professional - Hybrid Remote (FL)
Bankers Life —Spring Hill, FL
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Client Executive, Commercial Risk-Insurance Advisory Solutions
The Baldwin Group —Tampa, FL
- Full-time
- Microsoft Word
- 7 years
- Microsoft Excel

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client advisor jobs near wesley chapel fl

Client Relationship Manager, Employee Benefits

The Baldwin Group -
Tampa, FL

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Job Details

Full-time

Qualifications

Managing customer accounts
Customer relationship building
Microsoft Outlook
Spreadsheets
Health insurance policy knowledge
Presentations for conferences or internal meetings
Managing clients in a customer support role
Documentation tools
Decision making
Customer relationship management
Data interpretation
Managing projects
Life & Health Insurance License
Cross-functional collaboration
Escalation handling
Technical Proficiency
Project stakeholder communication
Cross-functional communication

Full Job Description

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Position Summary

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Primary Responsibilities

Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.

Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.

Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.

Maintain high standards of accuracy, timeliness, and completeness in all interactions.
Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Required Knowledge & Experience

Strong industry knowledge of benefit programs, preferably in a brokerage firm.
Strong analytical and problem-solving skills.
Ability to manage multiple projects and priorities effectively.
A commitment to providing exceptional client service.
Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
Strong attention to detail when reviewing materials for completeness and accuracy.
Proficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.
Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
Demonstrates firm’s core values with aligned corporate culture. Including reliability, integrity, and follow-through; communicates clearly about status and next steps.
Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
Strong presentation skills, both verbal and written communications.

Qualifications

Bachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred.
Current state License required (Life & Health)
2-4+ years of employee benefits and account management experience.
Excellent verbal and written communication skills to deliver presentations to decision-makers and employees.
Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self‑funded and level‑funded.
Experience coordinating with offshore teams or third‑party partners is preferred.

Skills & Behaviors

Functional/Technical Skills

Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
Systems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms.

Behaviors

Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
Peer Relationships: can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.

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

Refine Your Search

client advisor jobs in wesley chapel fl

Client Relationship Manager, Employee Benefits

Client Solutions Advisor

Financial Advisor - Tampa/St. Petersburg, FL

Financial Advisor - Tampa, FL

Licensed Financial Representative

Independent Insurance Advisor (1099)

Employee Benefits Advisor (Producer) - Insurance Advisory Solutions

Client Executive, Commercial Risk- Middle Market

Entry Level Sales Advisor

Entry Level Sales Advisor

Tax Professional, Bookkeeper & Investment Assistant

Insurance Advisor (Entry Level)

Licensed Health and Life Insurance Broker

Financial Services Professional - Hybrid Remote (FL)

Health Insurance Agent

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Commercial Sales Arborist

Investment Sales Coordinator

Financial Services Professional - Hybrid Remote (FL)

Client Executive, Commercial Risk-Insurance Advisory Solutions

I want to receive the latest job alert for client advisor in wesley chapel fl

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