Client Solutions Advisor Jobs
Client Solutions Advisor jobs are open across fintech, healthcare, SaaS, and financial services, from entry-level to senior and team-lead roles, with specializations in account growth, onboarding, and enterprise client management. Scan the live roles below and apply to whichever ones fit.
Find Client Solutions Advisor JobsOverview
Showing 5 of 14+ Client Solutions Advisor jobs
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
Lockton Global Solutions is seeking a commercial insurance broker and client advisor to support a sophisticated portfolio of multinational clients.
This is not a traditional Account Manager role focused solely on servicing. The International Client Advisor will work across both client service and brokerage, partnering with Client Executives while taking an active role in renewal strategy, marketing, placement, carrier negotiations and the ongoing execution of complex global insurance programs.
The role sits within Lockton Global Solutions, which supports multinational clients across more than 170 countries through Lockton offices and its international broker network.
We’re looking for someone who enjoys getting deep into the details of an account, understands how coverage and placement decisions come together, and is comfortable working directly with clients, carriers and global partners.
- Manage and service an assigned portfolio of complex commercial and multinational accounts, partnering closely with Client Executives and Producers.
- Take an active role in the marketing and placement of business, including preparing submissions, approaching markets, reviewing quotations and supporting negotiations with carriers.
- Coordinate and execute the renewal process, including exposure collection, renewal strategy, marketing timelines, proposal development, coverage review and client deliverables.
- Develop strong working relationships with domestic and international carriers, underwriters and Lockton's global partner network.
- Work directly with clients to understand their operations, exposures, coverage needs and broader risk-management objectives.
- Coordinate multinational insurance programs across countries, ensuring local policies and program requirements align with the client's broader global insurance strategy.
- Review coverage terms, conditions, quotations, binders, policies and endorsements for accuracy and alignment with client objectives.
- Support RFP activity and new-business opportunities, working collaboratively with Client Executives, Producers and other Lockton resources.
- Help identify coverage gaps, program inefficiencies and opportunities to improve the structure and execution of client insurance programs.
- Manage multiple deadlines, stakeholders and workstreams across sophisticated, high-touch accounts.
- Coordinate internally across coverage specialists, claims, analytics, accounting and other Lockton teams to deliver a seamless client experience.
- Stay current on insurance market conditions, carrier developments and global risk or regulatory issues affecting multinational clients.
- Build the technical and strategic expertise necessary to take increasing ownership of client relationships, negotiations and placement decisions.
- Commercial Property & Casualty insurance experience within a brokerage, carrier, underwriting, risk management or similarly technical insurance environment.
- Brokerage experience with direct exposure to marketing and placing commercial insurance strongly preferred.
- Experience servicing complex or large commercial accounts and working directly with clients and carriers.
- Working knowledge of commercial P&C coverage, policy structure and the insurance renewal lifecycle.
- Experience preparing submissions, evaluating quotes and working with underwriters and insurance markets.
- Exposure to multinational/global programs, large accounts or complex risks is highly preferred, but candidates with strong domestic brokerage experience and the ability to grow into international business will be considered.
- Energy, Natural Resources, Power/Renewables or other complex commercial industry experience is a plus, but not required.
- Strong client-facing communication skills with the confidence to engage with sophisticated clients, underwriters and senior stakeholders.
- Ability to manage significant detail while still understanding the broader strategy behind the insurance program.
- Curious, agile and comfortable operating in a fast-paced environment where priorities may shift.
- Self-directed and willing to take ownership rather than waiting for the next task.
- Strong analytical, organizational and problem-solving skills.
- Bachelor's degree preferred.
- Appropriate Property & Casualty insurance licensing preferred or ability to obtain required licensing.
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
Lockton Global Solutions is seeking a commercial insurance broker and client advisor to support a sophisticated portfolio of multinational clients.
This is not a traditional Account Manager role focused solely on servicing. The International Client Advisor will work across both client service and brokerage, partnering with Client Executives while taking an active role in renewal strategy, marketing, placement, carrier negotiations and the ongoing execution of complex global insurance programs.
The role sits within Lockton Global Solutions, which supports multinational clients across more than 170 countries through Lockton offices and its international broker network.
We’re looking for someone who enjoys getting deep into the details of an account, understands how coverage and placement decisions come together, and is comfortable working directly with clients, carriers and global partners.
- Manage and service an assigned portfolio of complex commercial and multinational accounts, partnering closely with Client Executives and Producers.
- Take an active role in the marketing and placement of business, including preparing submissions, approaching markets, reviewing quotations and supporting negotiations with carriers.
- Coordinate and execute the renewal process, including exposure collection, renewal strategy, marketing timelines, proposal development, coverage review and client deliverables.
- Develop strong working relationships with domestic and international carriers, underwriters and Lockton's global partner network.
- Work directly with clients to understand their operations, exposures, coverage needs and broader risk-management objectives.
- Coordinate multinational insurance programs across countries, ensuring local policies and program requirements align with the client's broader global insurance strategy.
- Review coverage terms, conditions, quotations, binders, policies and endorsements for accuracy and alignment with client objectives.
- Support RFP activity and new-business opportunities, working collaboratively with Client Executives, Producers and other Lockton resources.
- Help identify coverage gaps, program inefficiencies and opportunities to improve the structure and execution of client insurance programs.
- Manage multiple deadlines, stakeholders and workstreams across sophisticated, high-touch accounts.
- Coordinate internally across coverage specialists, claims, analytics, accounting and other Lockton teams to deliver a seamless client experience.
- Stay current on insurance market conditions, carrier developments and global risk or regulatory issues affecting multinational clients.
- Build the technical and strategic expertise necessary to take increasing ownership of client relationships, negotiations and placement decisions.
- Commercial Property & Casualty insurance experience within a brokerage, carrier, underwriting, risk management or similarly technical insurance environment.
- Brokerage experience with direct exposure to marketing and placing commercial insurance strongly preferred.
- Experience servicing complex or large commercial accounts and working directly with clients and carriers.
- Working knowledge of commercial P&C coverage, policy structure and the insurance renewal lifecycle.
- Experience preparing submissions, evaluating quotes and working with underwriters and insurance markets.
- Exposure to multinational/global programs, large accounts or complex risks is highly preferred, but candidates with strong domestic brokerage experience and the ability to grow into international business will be considered.
- Energy, Natural Resources, Power/Renewables or other complex commercial industry experience is a plus, but not required.
- Strong client-facing communication skills with the confidence to engage with sophisticated clients, underwriters and senior stakeholders.
- Ability to manage significant detail while still understanding the broader strategy behind the insurance program.
- Curious, agile and comfortable operating in a fast-paced environment where priorities may shift.
- Self-directed and willing to take ownership rather than waiting for the next task.
- Strong analytical, organizational and problem-solving skills.
- Bachelor's degree preferred.
- Appropriate Property & Casualty insurance licensing preferred or ability to obtain required licensing.
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
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Client Solutions Advisor Jobs by Experience Level
See All 14 Client Solutions Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Client Solutions Advisor JobsClient Solutions Advisor Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in client solutions advisor jobs.
- Two or more years of experience in a customer success, account management, or client-facing advisory role
- Demonstrated ability to manage and grow a portfolio of client accounts
- Proficiency with CRM platforms such as Salesforce or similar tools
- Strong verbal and written communication skills for executive-level client interactions
- Bachelor's degree in business, communications, finance, or a related field
- Experience conducting business reviews and presenting data-driven recommendations to clients
Tips for Your Client Solutions Advisor Job Search
Quantify retention and expansion outcomes
Hiring managers for client solutions advisor roles want to see numbers, not duties. Replace vague bullet points with specific outcomes like renewal rates improved, accounts expanded, or churn reduced. Concrete results tell a clearer story than a list of responsibilities.
Tailor your resume to the product vertical
A client solutions advisor resume for a fintech company reads differently than one for a healthcare SaaS platform. Swap in industry-specific terminology and name relevant tools, platforms, or compliance considerations so your resume signals genuine domain fit from the first scan.
Apply early to roles that fit
Migrate Mate lists client solutions advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Filter by team structure before applying
Client solutions advisor roles vary widely between companies where you own a full book of business and those where you support account executives. Read the job description carefully for language like 'quota-carrying' or 'post-sale only' so you target roles that match how you work best.
Prepare a client scenario for interviews
Most client solutions advisor interviews include a situational question about a difficult client or escalation. Prepare two to three specific examples where you resolved tension, salvaged a renewal, or turned around a dissatisfied account. Walk interviewers through your reasoning, not just the outcome.
Negotiate on scope, not just base pay
When you receive an offer, ask about book-of-business size, renewal targets, and ramp timelines before accepting. A smaller book with a realistic ramp often delivers better earnings in year one than a large portfolio with an aggressive quota attached from day one.
Client Solutions Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most client solutions advisors?
The companies hiring the most client solutions advisors right now include CCC Intelligent Solutions, eDist, and eDist Canada, with the largest share of openings in New York, Florida, and Texas, based on current listings on Migrate Mate as of November 2026. Financial services, healthcare technology, and enterprise SaaS companies consistently represent a large share of total demand for this role.
How many client solutions advisor jobs are remote?
About 71% of client solutions advisor openings are fully remote or hybrid as of November 2026, reflecting broad employer flexibility for experienced candidates. Post-sale and onboarding-focused sub-roles tend to offer the most remote options, while roles tied to on-site enterprise accounts or complex implementations often require more in-person presence.
How do you become a client solutions advisor?
Start by building experience in a client-facing role such as customer success, inside sales, or account coordination. Develop fluency in CRM tools and practice translating data into client recommendations. Move into advisory work by owning renewals or expansion conversations. Many advisors transition from support or onboarding roles once they demonstrate the ability to drive measurable client outcomes.
Can you get a client solutions advisor job with little or no experience?
Yes, some companies hire into entry-level client solutions advisor roles from customer support, inside sales, or coordination backgrounds. Emphasize any experience managing client relationships, handling escalations, or presenting solutions to external stakeholders. Roles at smaller companies or startups are often more open to candidates who show strong communication skills and a clear understanding of the post-sale lifecycle.
What does the client solutions advisor interview process look like?
Most client solutions advisor interview processes include an initial screening call, a competency interview focused on client scenarios and conflict resolution, and a final round with a hiring manager or team lead. Some employers add a presentation exercise where you walk through a mock business review or account health analysis. The process typically moves through three to four stages before an offer.
Where can I find and apply to client solutions advisor jobs?
You can find and apply to client solutions advisor jobs on Migrate Mate, which lists current openings from across the United States. Search the roles available, find the ones that match your experience and preferences, and apply directly to each listing that fits.
See All 14 Client Solutions Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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