- HUB International (Jupiter, FL)
- …policies, and procedures. This role is focused on growth and retention of the private client book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Makes ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance, because that's...brokers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's… more
- WTW (Houston, TX)
- …sales strategies and develop unique prospect programs + Align with individual client sales strategies + Conduct thorough needs analysis/risk assessment to uncover ... advice in key risk areas + Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and… more
- AON (CA)
- Account Executive / Broker III - Personal Lines Aon Private Risk Management (APRM) designs, implements, and services customized personal risk management ... leader with confirmed peer market relationships and emerging senior client relationships to join our team. The Account Executive...#LI-PR1 #LI-HYBRID 2553827 Account Executive / Broker III - Personal Lines Aon Private Risk… more
- HUB International (Rockville, MD)
- …we are passionate about our talent. We currently have an opportunity for a **Director of Personal Lines ** to join the team. The Director of Personal Lines ... in sales service, and marketing. As the Director of Personal Lines , you're responsible for the strategic...implement long term strategic and operational initiatives within MAT's Private Client Group toward long-term top tier… more
- World Insurance Associates, LLC. (Kingston, NY)
- …challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's ...solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and… more
- HUB International (Encino, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The Personal Lines Account Executive manages an assigned book of business, ... / GED; College degree strongly preferred. + Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment + Must have High… more
- HUB International (Sacramento, CA)
- …work environment with financial security and career satisfaction **THE OPPORTUNITY:** The Personal Lines Account Manager II provides critical support to clients, ... required) or equivalent combination of education & experience + Private Client experience strongly preferred + Currently...preferred + Currently licensed in good standing in required lines and states. **Knowledge / Skills / Abilities** +… more
- HUB International (Davie, FL)
- As a HUB Personal Lines High Net Worth Producer,...and referral opportunities in our High Net Worth - Private Client Practice area. There will be ... superior customer service and will be charged with ensuring client satisfaction. **Responsibilities of the Producer role include:** +...of all forms of insurance business + Knowledge of personal lines insurance with the ability to… more
- HUB International (Myrtle Beach, SC)
- …+ Strong community support and involvement through HUB Gives **SUMMARY:** The Private Client Account Executive leads the overall service, recommendations, and ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...carrier representatives, underwriters, business partners, and HUB colleagues. The Private Client AE is also responsible for… more
- KeyBank (Pottstown, PA)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well...etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client… more
- HUB International (Encino, CA)
- …insurance, paid time off, a generous 401k plan and more! **THE OPPORTUNITY:** The Personal Lines Account Manager II provides critical support to clients, manages ... experience required) or equivalent combination of education & experience. + Private Client /High Net-Worth experience required. Experience within the… more
- Zions Bancorporation (Salt Lake City, UT)
- …the talent; we bring the opportunity. Zions Bank has an exciting opportunity with our Private Banking team for a Premier Client Support Specialist - MLO to join ... complex a client 's financial life becomes, the more they'll appreciate being a Private Bank client . We're dedicated to supporting each of our client 's… more
- HUB International (Ridgeland, MS)
- … Lines Account Manager will manage a book of Personal Lines including High net-worth/ Private Client insurance business, while acting with a ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance, because that's...applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's… more
- CBRE (Ontario, CA)
- Private Client Program - Associate Job ID 199349 Posted 13-Feb-2025 Service line Advisory Segment Role type Full-time Areas of Interest Sales/Brokerage ... - United States of America **About the role:** CBRE's Private Client Program - Associate role offers...You will build a strong network and develop a personal book of business within the self-storage investment sales… more
- HUB International (Chicago, IL)
- …with others **Job Duties** + Manages a book of insurance business, including large personal lines accounts for affluent clients, while acting with a high degree ... and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make...is preferred. + Must be experienced working with large Personal Lines accounts and affluent clients. +… more
- Bank of America (Virginia Beach, VA)
- Private Wealth Client Associate Virginia Beach,...existing clients. + Provide products and services to each client , working with cross line of business ... that is culture driven, resilient, results focused and effective **Position Overview:** The ** Private Wealth Client Associate** role is a sales support position,… more
- HUB International (Bethesda, MD)
- …opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in our **Bethesda, MD** office. The selected individual will be ... responsible for preparing client reviews and providing administrative support to the advisor's...and Student Loan Resources + Vacation, Holiday, Sick, and Personal Time Off + Comprehensive Onboarding + Continuing Education… more
- HUB International (Dallas, TX)
- …career satisfaction. **Job Duties:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree ... service with employees committed to adding value to every client activity. **Why Choose HUB?** Throughout our network of...including Chubb, is preferred + Experienced working with large Personal Lines accounts and affluent clients preferred… more
- HUB International (Chicago, IL)
- …and building success by developing relationships with others We are currently seeking a Private Client Placement Coordinator to join our inside sales team. This ... skills, experience and working location, as well as the specific position's business line , scope and level. HUB International is proud to offer comprehensive benefit… more
- Citigroup (Costa Mesa, CA)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more