- 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
- HUB International (Santa Fe, NM)
- …This role manages a book of business for affluent personal lines clients, handling policy reviews, client meetings, and insurance recommendations. It ... production goals. **Job Responsibilities:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a… more
- WTW (Dallas, 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
- 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. (Califon, NJ)
- …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
- KeyBank (Grove City, OH)
- …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 (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
- 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
- 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
- HUB International (Culver City, CA)
- …our customer's needs and provide them with innovative insurance solutions. The ** Personal Lines Account Manager** provides critical support to clients, manages ... of education & experience. + Mass Affluent experience required, Private Client experience a plus. + You...working location, as well as the specific position's business line , scope and level. HUB International is proud to… more
- UMB Bank (Leawood, KS)
- The ** Private Wealth Management Operations Support team** assists clients and associates in the delivery of wealth management advice and solutions. As the ** ... Client Service Specialist II** , you will be administrating...overall business needs and help identify value-added services that Private Wealth can provide. + You will review activities… 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
- Wells Fargo (Pasadena, CA)
- …and organizational client service and financial goals within the Financial Advisory - Private Client function + Review basic or tactical client goals and ... Fargo Advisors. Learn more about our career areas and lines of business at wellsfargojobs.com. **In this role, you...risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and… 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 (Austin, 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
- Citigroup (New York, NY)
- …**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
- Citigroup (New York, NY)
- …65) **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