Client Executive - Private Client Services
Advacare2939
About this role
This role involves managing private client insurance accounts, developing new business, providing client service, and supporting the broker's assigned accounts. The position requires coordination of cross-selling opportunities, handling claims, and ensuring compliance with data standards, all while working within the private client and high-net-worth insurance sector.
Skills
Qualifications
About Advacare2939
dayforce.comDayforce is a global, cloud-based human capital management (HCM) platform that unifies payroll, HR, benefits, talent, workforce management and analytics in a single application. It provides continuous payroll calculation and global payroll processing, talent management, workforce planning, and flexible pay solutions such as Dayforce Wallet for on‑demand pay. AI-powered insights and analytics help organizations manage compliance, optimize labor costs, and develop talent at scale; Dayforce serves thousands of customers and supports employees across 200+ countries and territories.
About Advacare2939
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Advacare2939.
Salary
$98k – $134k
per year