Position Summary The Senior Client Manager independently serves as the primary service contact for ... Client Advisor. * Creates complete carrier submission and submits * Obtains signed binding and ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Client Advisor. * Creates complete carrier submission and submits * Obtains signed binding and ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Client Advisor. * Creates complete carrier submission and submits * Obtains signed binding and ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Client Advisor. * Creates complete carrier submission and submits * Obtains signed binding and ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Client Advisor. * Creates complete carrier submission and submits * Obtains signed binding and ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Client Advisor. * Creates complete carrier submission and submits * Obtains signed binding and ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Client Advisor. * Creates complete carrier submission and submits * Obtains signed binding and ...
Position Summary The Senior Client Manager independently serves as the primary service contact for ... Client Advisor. * Creates complete carrier submission and submits * Obtains signed binding and ...
We're leading a revolution in our industry-empowering financial advisors to achieve record-breaking ... About the role As a Senior Client Service & Operations Specialist at Triad Wealth Partners, LLC ...
We're leading a revolution in our industry-empowering financial advisors to achieve record-breaking ... About the role As a Senior Client Service & Operations Specialist at Triad Wealth Partners, LLC ...
Sr. Wealth Management Advisor
$100K - $200K/yr
Our client, a growing and well-established wealth management firm in the Kansas City area, is ... This advisor will step into a highly visible role with access to qualified internal referrals and a ...
Quick apply
Sr. Wealth Management Advisor
$100K - $200K/yr
Our client, a growing and well-established wealth management firm in the Kansas City area, is ... This advisor will step into a highly visible role with access to qualified internal referrals and a ...
... client while serving as a true trusted advisor. Drive thought leadership, asset development, and ... As a Senior Manager: Minimum 3 years of strategy consulting experience at a consulting firm.
New
... client while serving as a true trusted advisor. Drive thought leadership, asset development, and ... As a Senior Manager: Minimum 3 years of strategy consulting experience at a consulting firm.
New
Senior Associate - Tax and Accounting
$72K - $90K/yr
Our client is looking for someone who wants to become a trusted advisor. Good Works Talent is ... Senior Tax Accountant who enjoys solving complex tax challenges, building long-term client ...
Quick apply
Senior Associate - Tax and Accounting
$72K - $90K/yr
Our client is looking for someone who wants to become a trusted advisor. Good Works Talent is ... Senior Tax Accountant who enjoys solving complex tax challenges, building long-term client ...
Senior Investment Operations Manager
$85K - $90K/yr
Partner closely with advisors to execute investment strategies and client service needs * Oversee client onboarding to ensure a smooth, high-quality experience * Prepare investment-related materials ...
Quick apply
Senior Investment Operations Manager
$85K - $90K/yr
Partner closely with advisors to execute investment strategies and client service needs * Oversee client onboarding to ensure a smooth, high-quality experience * Prepare investment-related materials ...
Senior Tax Advisor
Wichita, KS · On-site +1
$100K - $150K/yr
Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base ... This is a true advisory role for someone who enjoys both the technical side of tax and the client ...
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Senior Tax Advisor
Wichita, KS · On-site +1
$100K - $150K/yr
Senior Tax Advisor - Dental Practice Specialty Location: Fully Remote Compensation: $110,000+ base ... This is a true advisory role for someone who enjoys both the technical side of tax and the client ...
Supply Chain/Source-to-Pay Senior Manager
Overland Park, KS · On-site
$150K - $151K/yr
Serve as a trusted advisor to client executives, shaping S2P strategy, operating models, and ... Engage senior business and IT stakeholders to drive alignment and decision-making * Navigate and ...
Supply Chain/Source-to-Pay Senior Manager
Overland Park, KS · On-site
$150K - $151K/yr
Serve as a trusted advisor to client executives, shaping S2P strategy, operating models, and ... Engage senior business and IT stakeholders to drive alignment and decision-making * Navigate and ...
Act as a trusted advisor to senior client stakeholders, translating complex technical capabilities into clear business value. * Provide technical and delivery assurance, intervening in complex or ...
Act as a trusted advisor to senior client stakeholders, translating complex technical capabilities into clear business value. * Provide technical and delivery assurance, intervening in complex or ...
Transportation Lead
Overland Park, KS · Hybrid
You are trusted to shape market direction, lead pursuits, and serve as a senior technical and client advisor while maintaining accountability for quality, schedule, and financial performance. What ...
Transportation Lead
Overland Park, KS · Hybrid
You are trusted to shape market direction, lead pursuits, and serve as a senior technical and client advisor while maintaining accountability for quality, schedule, and financial performance. What ...
Transportation Lead
Overland Park, KS · On-site
You are trusted to shape market direction, lead pursuits, and serve as a senior technical and client advisor while maintaining accountability for quality, schedule, and financial performance. What ...
Transportation Lead
Overland Park, KS · On-site
You are trusted to shape market direction, lead pursuits, and serve as a senior technical and client advisor while maintaining accountability for quality, schedule, and financial performance. What ...
$65K - $75K/yr
We currently have a career opportunity for a Senior Advisor Services Associate. This role has ... Acting as the subject matter expert on all day-to-day services for client related inquiries: such ...
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$65K - $75K/yr
We currently have a career opportunity for a Senior Advisor Services Associate. This role has ... Acting as the subject matter expert on all day-to-day services for client related inquiries: such ...
American Senior Benefits is one of the nation's leading retirement planning organizations, helping ... Build and maintain long-term client relationships through exceptional service and follow-up. Grow ...
American Senior Benefits is one of the nation's leading retirement planning organizations, helping ... Build and maintain long-term client relationships through exceptional service and follow-up. Grow ...
KS-Overland Park Senior Insurance Advisor
Overland Park, KS · On-site
$49K/yr
Overview American Senior Benefits is one of the nation's leading retirement planning organizations ... Build and maintain long-term client relationships through exceptional service and follow-up. Grow ...
KS-Overland Park Senior Insurance Advisor
Overland Park, KS · On-site
$49K/yr
Overview American Senior Benefits is one of the nation's leading retirement planning organizations ... Build and maintain long-term client relationships through exceptional service and follow-up. Grow ...
KS-Overland Park Senior Insurance Advisor
Overland Park, KS · On-site
$49K - $200K/yr
Overview American Senior Benefits is one of the nation's leading retirement planning organizations ... Build and maintain long-term client relationships through exceptional service and follow-up. Grow ...
KS-Overland Park Senior Insurance Advisor
Overland Park, KS · On-site
$49K - $200K/yr
Overview American Senior Benefits is one of the nation's leading retirement planning organizations ... Build and maintain long-term client relationships through exceptional service and follow-up. Grow ...
Associate Financial Advisor
Wichita, KS · On-site
$60K - $120K/yr
Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...
Associate Financial Advisor
Wichita, KS · On-site
$60K - $120K/yr
Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models. * Participate in client meetings to assist with administrative follow-ups, case ...
The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery ... Flexibility of schedule to accommodate client meetings occurring prior to or after normal business ...
The Sr. Financial Advisor is accountable to advise affluent clients through multiple delivery ... Flexibility of schedule to accommodate client meetings occurring prior to or after normal business ...
Senior Client Advisor information
See Kansas salary details
$14.32 - $17.79
22% of jobs
$18.14 is the 25th percentile. Wages below this are outliers.
$17.79 - $21.26
27% of jobs
The median wage is $21.45 / hr.
$21.26 - $24.73
19% of jobs
$27.96 is the 75th percentile. Wages above this are outliers.
$24.73 - $28.20
7% of jobs
$28.20 - $31.68
0% of jobs
$31.68 - $35.15
6% of jobs
$35.15 - $38.62
1% of jobs
$38.62 - $42.09
2% of jobs
$42.09 - $45.56
5% of jobs
$45.56 - $49.03
5% of jobs
$49.03 - $52.50
4% of jobs
$14
$27
$52
How much do senior client advisor jobs pay per hour?
How does a Senior Client Advisor typically collaborate with internal teams to address complex client needs?
What are the key skills and qualifications needed to thrive as a Senior Client Advisor, and why are they important?
What is the difference between Senior Client Advisor vs Client Advisor?
| Aspect | Senior Client Advisor | Client Advisor |
|---|---|---|
| Credentials | Relevant certifications, experience in financial advising | Entry to mid-level certifications, basic industry knowledge |
| Work Environment | High-net-worth client interactions, complex financial solutions | Client onboarding, routine account management |
| Employer & Industry Usage | Financial services, wealth management firms | Banking, investment firms, financial institutions |
The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.
What is a Senior Client Advisor?
Full-time
Retirement
Posted 7 days ago
World Insurance Associates rating
7.8
Based on 19 frontline employees who took The Breakroom Quiz
187th of 300 rated insurance
Job description
Description
Company OverviewWorld Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.
Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Position Summary
The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality.
Primary Responsibilities
- Evaluates exposures, obtains quotes, review, negotiate and finalize quotes
- Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations.
- Determines Markets within Core Carrier Strategy
- Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor.
- Creates complete carrier submission and submits
- Obtains signed binding and notifies carriers
- Reviews binding documents for accuracy
- Contract Reviews
- Set up and maintain accurate account details, contacts, and policy information in EPIC
- Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance
- Attach, organize, and name documents in EPIC
- Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc.
- Create activities in EPIC and assign to applicable team member
- Maybe responsible for ordering loss runs, generating proofs and endorsement and audit review.
Work Experience
- 3+ years’ experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Professional Licenses/Certifications
- Must hold state Property & Casualty insurance license
Essential Skills/Competencies
- Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products.
- Able to understand new technology platforms quickly.
- Proficient in agency management systems (EPIC) and carrier sites.
- Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues.
- Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
- Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs.
- Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert.
- Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects.
- Able to solve difficult problems that are not routine, but not overly complex.
- Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them.
- Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service.
Education
- High School Diploma or equivalent experience.
Physical Demands & Working Conditions
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.
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What World Insurance Associates employees say
Pay
Benefits
Hours and flexibility
Workplace
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About World Insurance Associates
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1,001 - 5,000 Employees
Headquarters location
Iselin, NJ, US
Year founded
1934