Source Job

US Unlimited PTO

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Utilizes sales and marketing tools to execute results-oriented activities such as cold calls and prospect presentations.
  • Collaborates with Client Service to analyze renewal business and place new business accounts.

Insurance Sales Microsoft Suite Salesforce Analytics

20 jobs similar to Sr Client Advisor - Commercial Lines

Jobs ranked by similarity.

Europe

  • Expand current Cardiac users across UK/I, Spain and Italy to Total Practice with da Vinci.
  • Identify and validate high potential leads through commitment, unfettered access, volume, executive support, clinical support and directional data in the cardiac space.
  • Build da Vinci Cardiac Reference Centers demonstrating Clinical, Economic, Strategic, and Operational impact.

Intuitive is a pioneer and market leader in robotic-assisted surgery, expanding the potential of physicians to heal without constraints. For more than 25 years, they have worked with hospitals and care teams worldwide, fostering an inclusive culture built around diversity of thought and mutual respect with a global team.

$3,048–$3,048/mo
Europe

  • Research law firms deeply to understand their history, practice areas, and international reach.
  • Write in-depth profiles that explain what makes each firm different.
  • Manage your time effectively and provide clear updates on your progress.

TCLA helps students and graduates understand the differences between law firms. The profiles they write will help thousands of applicants in the next cycle, and coincide with the biggest revamp they've done at TCLA since they started.

$120,000–$160,000/yr
US

  • Collaborates with technical teams to translate business requirements into effective technical strategies.
  • Develops custom SAP solutions across a wide spectrum of object types and technologies.
  • Performs testing and troubleshooting of SAP application issues, ensuring resolution.

C5MI is a high-performance team of SAP and supply chain experts who solve complex, mission critical challenges for organizations that cannot afford failure. At C5MI, initiative, accountability, and continuous growth are rewarded, where expertise is valued and work is meaningful.

US 2w PTO

  • Provide project controls management for independent engineering advisory services, overseeing schedule, cost, earned value, and baseline tracking for energy infrastructure projects.
  • Support the DOE Loan Programs Office with technical due diligence, credit evaluation, lifecycle monitoring, and risk assessment to ensure lender-ready outputs.
  • Coordinate with engineering, finance, legal, and construction stakeholders to produce defensible work products including dashboards, variance reviews, and trend analysis.

ProSidian is a management and operations consulting firm that delivers tailored solutions in risk management, compliance, business process, IT, engineering, environmental, sustainability, and human capital. The firm employs multidisciplinary teams of global professionals serving public and private sector clients.

Mexico

  • Drive data-driven decisions by building dashboards and reports in Tableau and Snowflake.
  • Lead advanced analytics including A/B testing, regression analysis, and forecasting for product and marketing strategy.
  • Collaborate cross-functionally with Engineering, Marketing, and Product to translate complex data into actionable insights.

Tech Holding is a full-service consulting firm that delivers predictable outcomes and high-quality solutions to its clients. The company’s founders and team members have industry experience from startups to Fortune 50 firms, fostering a culture of deep expertise, integrity, transparency, and dependability.

US Canada

  • Own how we talk about TLDR and our individual newsletters — positioning, messaging, and narrative across every customer-facing surface.
  • Own the core sales toolkit — media kit, sales decks, case studies, one-pagers, and talk tracks — and keep it sharp, current, and consistent.
  • Partner closely with Sales, Account Management, and Marketing so positioning actually lands in every advertiser conversation.

TLDR is the largest network of tech newsletters in the world, with over 7 million subscribers covering startups, software engineering, AI, cybersecurity, product, and more. Our 29-person full-time team includes alumni of TikTok, Business Insider, and Morning Brew, and we doubled our revenue from 2024 to 2025.

Canada 4w PTO

  • Evolve product strategy to improve customer delight, retention, referral growth, operational efficiency, and cross-product adoption.
  • Develop a long-term vision for how to make insurance simple for Canadians, from new product discovery to post-sale management.
  • Build and champion a roadmap that balances innovation, operational excellence, and long-term scalability.

PolicyMe is Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast. Founded by a team of insurance experts and technology entrepreneurs, PolicyMe is committed to making insurance simpler and more accessible. They operate with a remote-first culture, attracting top talent from across Canada.

Philippines

  • Coordinate transportation activities including scheduling, communication, and tracking shipments for on-time delivery.
  • Negotiate rates with carriers and troubleshoot delays or emergencies during overnight shifts.
  • Prepare shipment documentation and assist customer support with trailer audits and alarms.

We are a fast-moving, team-driven logistics organization committed to delivering exceptional service to our customers. We value collaboration, problem-solving, and a positive, can-do attitude, fostering a supportive culture.

US Unlimited PTO

  • Use a cutting-edge frontend platform to develop scalable experiences and contribute to the platform itself.
  • Design, develop, and optimize React-based micro front-ends for accessibility, responsiveness, and user-friendliness.
  • Collaborate with backend engineers, designers, and product managers to build and iterate on platform features.

Bestow is a vertical technology platform that unifies the life insurance value chain, enabling carriers to launch products faster using AI and automation. Backed by investors like Goldman Sachs and trusted by major carriers, the team is focused on precision, purpose, and heart.

US

  • Administer and serve as internal expert for Agilix Buzz LMS, managing system functionality, user access, and integrations.
  • Lead large-scale LMS projects, document processes, and surface insights to support organizational decisions.
  • Troubleshoot issues, create analytics reports, and train staff on best practices.

Learning Network is a growing, innovative, and customer-centric educational services company bringing innovative education to thousands of students. They seek creative and tenacious individuals who value service, relationships, and hard work in a supportive community.

$119,000–$173,000/yr
US Canada

  • Own and drive the global paid search strategy across Google Ads, Microsoft Ads, and emerging search platforms.
  • Develop and maintain a paid search roadmap that maps to both Self-Serve and Sales-Assist KPIs simultaneously.
  • Actively leverage AI tools to accelerate and enhance every dimension of the paid search workflow.

1Password is building the foundation for a safe, productive digital future. As one of the most loved brands in cybersecurity, they take a human-centric approach in everything from product strategy to user experience. They have over 180,000 businesses that trust their product.

  • Develop and maintain strong client relationships through onsite field audits, employee training, and regulatory interaction to minimize risk and increase profitability.
  • Complete new hire orientation training, establish relationships with management, and organize a quarterly visit schedule for travel efficiency.
  • Assist with compliance documentation, monitor accident prevention programs, and support environmental management systems to help clients achieve zero lost time injuries.

KPA is a leading provider of Workforce Compliance software and consulting services, helping clients identify, remedy, and prevent workplace safety and compliance problems. Founded in 1986, KPA has been named one of Built In Colorado's Best Places to Work for seven consecutive years.

US

  • Own the full delivery lifecycle of a complex, multi-workstream Salesforce CPQ implementation.
  • Drive stakeholder alignment across Sales, Revenue Operations, and IT leadership.
  • Manage delivery cadence, sprint planning, risk tracking, and escalation resolution.

Bounteous is a premier end-to-end digital transformation consultancy partnering with ambitious brands to create digital solutions. With over 4,000 expert team members across the Americas, APAC, and EMEA, the company fosters a culture of innovation and collaboration.

Europe

  • Review pre-written prompt instructions for tone, grammar, proper name handling, and measurements.
  • Add language-specific grammar or stylistic notes to enhance prompt accuracy.
  • Translate product-specific terms and cross-check against approved glossaries.

Welo Data provides AI services. They focus on AI service general application.

US

  • Content strategy and planning: Own and contribute to the social media content calendar across priority platforms such as Instagram, TikTok, LinkedIn, and YouTube.
  • Content creation and on-camera presence: Conceive, produce, and appear in short-form video content for platforms like TikTok and Instagram Reels, writing compelling copy that reflects the brand voice.
  • Community management and engagement: Monitor and engage with social communities, respond to comments and messages, and surface audience feedback to inform strategy.

Later is an influencer marketing company that uses an AI-powered platform and proprietary data to help brands create effective campaigns. Trusted by enterprise brands like Nike and Wayfair, Later fosters an inclusive culture with an inclusion-first mindset.

Mexico

  • Develop and maintain release and observability systems supporting the development lifecycle.
  • Collaborate with a globally distributed team to design elegant systems.
  • Give back by mentoring other engineers and sharing learned skills.

Yelp is the richest source of local business data and user-generated content in the world, using that data to power websites and mobile apps. The engineering culture is cooperative, values individual authenticity, and encourages creative solutions with support from managers, mentors, and teams.

US 3w PTO

  • Manages a book of 400+ clients in the $2-10MM segment through virtual outbound calling and relationship management.
  • Identifies customer needs and presents the full range of PNC products and services to grow share of wallet.
  • Leverages technology and sales tools to drive new opportunities, manage risk, and maintain accountability in a monitored environment.

PNC is a financial services company offering a range of banking and lending solutions. With nearly 160 years of history, they employ a large workforce and foster an inclusive culture where employees are respected and valued.

US

  • Partner with the Clinical Sales Manager to develop sales strategies driving robot utilization in the West Phoenix territory.
  • Mentor surgical teams through training sessions and OR integration to ensure da Vinci system proficiency.
  • Drive expansion of the user base by working with Key Opinion Leaders and selling instruments and accessories.

Intuitive is a global leader in robotic-assisted surgery and minimally invasive care, with technologies like the da Vinci surgical system that have transformed healthcare for millions worldwide. The company is a team of engineers, clinicians, and innovators united by a purpose to make surgery smarter, safer, and more human, with a culture that values creativity, rigor, and collaboration.

South Africa

  • Provide remote clinical consultations and telephonic triage for patients.
  • Assess physical and psychosocial needs, including mental health concerns.
  • Coordinate care with virtual doctors and refer patients to appropriate services.

Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. They meet the healthcare needs of corporate and retail clients across South Africa with offerings including medical insurance, medical aid, gap insurance, and employee assistance programmes.

US Unlimited PTO 12w maternity 12w paternity

  • Own a portfolio of pharmaceutical accounts, driving retention and expansion through strategic growth plans and quarterly business reviews.
  • Cultivate strong client relationships as a trusted advisor, collaborating on brand objectives and ensuring campaign success.
  • Lead and mentor a team of Client Services Managers, fostering a high-performance culture and collaborating across departments.

Impiricus is the first AI-powered HCP Engagement Engine, transforming how life sciences companies support physicians. Recognized as the #1 fastest growing company in North America by Deloitte, it fosters a culture of ethical, clinically meaningful interactions.