- HUB International (Wilmington, MA)
- …. The selected employee will be responsible for servicing assigned high net worth /private client group personal insurance accounts. Account rounding and ... Manager. **Qualifications:** + Five years of related experience with high net worth personal insurance accounts. + Thorough knowledge of personal lines… more
- HUB International (Eugene, OR)
- …currently seeking an Account Executive to provide insurance and risk management consultation for high net worth clients. + Manages an assigned book of ... high - net worth personal insurance clients with personal insurance portfolios of varying size and complexity. + Work to establish and grow substantive… more
- HUB International (Gainesville, FL)
- …support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a ... HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array...account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in… more
- HUB International (Chicago, IL)
- …industry related continuing education training and courses. **Qualifications** + Experience working with high net worth insurance carriers is preferred. ... for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our...lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. +… more
- HUB International (Fort Worth, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including ... HUB International** HUB International is a top 5 global insurance broker providing a broad array of property, casualty,...+ Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree… more
- HUB International (Winter Park, FL)
- The Account Manager manages a book of high net worth insurance business, while acting with a high degree of independent discretion, autonomy, and ... account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in...and other requirements._ + Makes decisions on books of insurance business for which the incumbent is responsible. +… more
- Edward Jones (New River, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth ... ongoing relationship. In addition, the Senior Planner leverages the High Net Worth (HNW) team...(ie- tax, estate, investment management, business owner, executive compensation, insurance ) and external subject matter experts to deliver a… more
- HUB International (Miami, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...conducting sales, service, and solicitation of all forms of insurance business + Knowledge of personal lines insurance… more
- Edward Jones (East Saint Louis, IL)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! This ... our clients desire. The Edward Jones Wealth Management Consultation High Net Worth team provides...preferred + Series 7 and 66 required + State Insurance license required + CFP(R) preferred + 9+ years… more
- HUB International (Encino, CA)
- …Lines Account Manager II provides critical support to clients, manages a book of high net - worth clients, operating with the highest degree of ... North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our...or equivalent combination of education & experience. + Private Client/ High Net - Worth experience required. Experience… more
- Charles Schwab (Phoenix, AZ)
- …helping us "challenge the status quo" and transform the finance industry together. The Ultra High Net Worth (UHNW) Lending Manager on Bank Lending Solutions ... operations in the lending industry + Comprehensive industry and ** high net worth client solution**...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... activity, fraud alerts, and credit score issues + Monitor insurance renewals and claims + Assist with home and...years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within… more
- HUB International (Encino, CA)
- …Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
- WTW (Boston, MA)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... and prospective clients + Develop new relationships with individuals responsible for insurance and risk management decisions + Obtain referral leads from existing… more
- Charles Schwab (Orlando, FL)
- …Schwab Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... planning, investment management, retirement planning, education planning, active trading, banking, insurance , and lending needs. + Manage a practice of primarily… more
- Wipfli LLP (Loveland, CO)
- …and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet ... insurance , ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please… more
- M&T Bank (York, PA)
- …of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business Banking. ... needs of current and potential Bank customers for the high net worth segment, utilizing...by meeting with high net worth clients, offering investment and insurance solutions… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention… more
- Bank of America (Southlake, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...(CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client… more
- World Insurance Associates, LLC. (Columbus, OH)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance , high net worth / private client, employee ... World Insurance Associates ("World") is a unique financial services...2011, World is one of the fastest-growing, Top 25 insurance brokers in the US with nearly 3,000 employees… more