Advisor

• Secure new business and cross-sell/up-sell to existing personal lines insurance clients, including high-net-worth clients
• Work directly with clients, account managers, company underwriters, and claims representatives to grow a book of business and sell insurance products
• Service and sell personal insurance products to prospective and existing clients
• Pursue new clients via networking and other promotional methods
• Gather underwriting, pricing, and supporting data for submission preparation
• Generate reports
• Establish and maintain relationships with company sales representatives, service centers, underwriting representatives, and claims representatives
• Provide quality customer service to existing accounts
• Assist in training other employees
• Perform other duties as assigned
• Pursue professional studies and maintain familiarity with industry trends and new insurance products
• Meet annual new sales production goals defined locally

Personal Lines Private Client Advisor

• Lead the definition, development, and implementation of a uniform Labor Management Program across all APLL CLS sites in the Americas region
• Develop and maintain corporate CLS labor management guidelines and labor savings targets
• Lead process design and re-engineering initiatives for new and existing CLS operations
• Define and set labor standards for the APLL CLS network
• Develop and maintain redeployable templates for job functions across the network
• Plan, lead, and manage deployment of Labor Management System solutions for all CLS sites
• Counsel the CLS senior management team through network and site analysis of labor productivity trends
• Develop communication protocols with Directors, General Managers, and Operators to review concerns and provide recommendations
• Champion process improvement initiatives based on LMS reports, operational trends, and site engineering observations
• Coordinate changes to site job functions, activities, and labor standards to ensure adherence to program guidelines
• Manage special projects involving analysts, industrial engineers, software vendors, and other outside contractors
• Share responsibility with the IT product manager for the LMS solution and manage upgrades, improvements, and enhancements
• Serve as the expert on work methods, engineered standards, best practices, performance coaching, and labor management systems
• Develop and maintain training programs for management teams and ensure operations teams use tools to achieve productivity goals and labor savings
• Partner with HR and Legal to ensure Labor Management Systems conform to applicable local laws
• Develop internship projects and support hiring and retention of engineering talent
• Conduct research on market trends, reporting tools, LMS functionalities, and incentive pay programs
• Perform other duties as required and assigned

Labor Management Advisor

• Support state and federal grants and Health Information Exchange offerings at Contexture
• Liaise with community partners to achieve grant deliverables, participant goals, and organizational goals
• Consult in person and virtually with participants, long-term care facilities, and hospitals on quality improvement efforts and EHR workflows
• Prepare, schedule, and facilitate quality improvement meetings using process mapping, fishbone diagrams, and PDSAs
• Plan, schedule, and estimate grant deliverables for assigned participants
• Provide EHR vendor communication, mapping, and workflow support
• Assist participants with EHR selection, adoption, migration, data validation, and workflows
• Support clinical quality measures, registry reports, and MIPS reports
• Assist with telehealth, patient portal communication, and Health Information Exchange product adoption
• Analyze EHR data quality and provide targeted technical assistance to improve data accuracy and completeness
• Support documentation, billing, workflow redesign, effective EHR use, and technology integration
• Serve as a product owner or scrum master when needed
• Guide participants on budgeting for value-based contracts
• Identify business development opportunities and maintain positive participant relationships
• Monitor healthcare legislation, reporting requirements, and the evolving healthcare landscape
• Attend learning collaboratives and webinars related to grants
• Collaborate with community partners and Contexture operations and technical teams
• Perform other related duties as assigned

Quality Improvement Advisor

• Design standardized performance analytics aligned with DS&I priorities and enterprise goals
• Build measurement frameworks, data definitions, and methods to improve reporting consistency and trustworthiness
• Develop and automate Tableau dashboards with clear insights and recommended actions
• Partner with business leaders to define key questions and translate needs into analytical solutions
• Evaluate trends, risks, opportunities, and performance drivers through root-cause, variance, and operational analysis
• Use advanced SQL to validate results, investigate data issues, and analyze multiple data sources
• Apply SAS, Altair, or Python to prepare data, automate work, and solve complex analytical problems
• Resolve reporting, data quality, and measurement issues with IT and cross-functional teams
• Deliver executive-ready reporting covering results, risks, business impact, and next steps
• Create reusable templates and documentation to strengthen quality, accuracy, and team capabilities
• Manage priorities independently while meeting commitments and building stakeholder relationships

Data Measurement & Reporting Advisor

• Design standardized performance analytics aligned with DS&I priorities and enterprise goals
• Build measurement frameworks, data definitions, and methods to improve reporting consistency and trustworthiness
• Develop and automate Tableau dashboards with clear insights and recommended actions
• Partner with business leaders to define key questions and translate needs into analytical solutions
• Measure results and evaluate trends, risks, opportunities, and performance drivers
• Perform root-cause, variance, and operational analysis
• Use advanced SQL to validate results, investigate data issues, and analyze multiple data sources
• Apply SAS, Altair, or Python to prepare data, automate work, and solve complex analytical problems
• Resolve reporting, data quality, and measurement issues with IT and cross-functional teams
• Deliver executive-ready reporting highlighting results, risks, business impact, and next steps
• Create reusable templates and documentation to strengthen quality, accuracy, and team capabilities
• Manage priorities independently while meeting commitments and building stakeholder relationships

• Conduct virtual consultations with warm leads via Zoom
• Build trust and connection through a highly relational and consultative approach
• Assess client goals, challenges, and readiness for change to determine program fit
• Guide prospective clients through high ticket purchasing decisions
• Maintain accurate CRM documentation, pipeline management, and follow up
• Collaborate cross functionally to ensure a positive, white-glove client experience
• Participate in ongoing sales training, team meetings, and performance development

Health Advisor

• Build connections with families and help them care for aging loved ones
• Match families with one or more Brookdale communities or other appropriate resources
• Assist families seeking senior housing or home-based assistance
• Identify communities and resources that fit each family’s needs
• Persuade prospects to visit Brookdale communities and schedule appointments
• Update customer and prospective-customer status and information in databases
• Maintain data quality and compliance requirements
• Nurture leads that are not ready to be forwarded to a community
• Provide information and conduct follow-up conversations to advance leads
• Make outbound calls and send emails to update prospect information
• Schedule follow-up activities and community visits for prospects
• Work closely with community sales and operations associates as an extension of their sales team
• Participate in interactive training, coaching, and department-wide culture-building activities
• Perform other duties assigned by the supervisor

Senior Living Advisor

• Identify opportunities and provide guidance on procedure and process improvements to influence business optimization
• Collaborate with enterprise partners to develop business rules, requirements, and artifacts for business projects, processes, and initiatives
• Define acceptance criteria and requirements, provide artifacts, obtain approvals, and document business decisions
• Coordinate with stakeholders and program/project sponsors to support successful product and initiative implementation
• Coordinate training, communications, job aids, and related activities for new processes, procedures, and product changes
• Conduct periodic testing against key controls and take necessary corrective actions
• Assist with developing and executing operational reporting
• Assist with collecting and documenting business decisions in accordance with enterprise record retention standards
• Ensure business risks are identified, measured, monitored, and controlled according to risk and compliance policies and procedures
• Analyze complex data and processes, identify trends, root causes, risks, and opportunities, and develop recommendations
• Communicate findings to leadership through executive-ready presentations and reporting
• Advance governance, operational readiness, continuous improvement, and transformation efforts
• Lead or support cross-functional initiatives using Agile methodologies, including backlog management, user story development, sprint planning, and acceptance criteria definition
• Translate business needs into clear requirements and foster alignment across business, technology, risk, compliance, and operational partners

Advisor jobs in Arizona

Personal Lines Private Client Advisor

Labor Management Advisor

Quality Improvement Advisor

Data Measurement & Reporting Advisor

Data Measurement & Reporting Advisor

Health Advisor

Senior Living Advisor

Business Advisor I – Complaints Program