- 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 ... data in the agency management system. + Complete annual client reviews for all Private Client... personal insurance accounts. + Thorough knowledge of personal lines coverages and markets with particular… more
- WTW (New York, NY)
- …their respective business area. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice provides personal risk ... necessary to manage their risk as we see fit. A role with Personal Lines Private Client team is suited for individuals who have excellent verbal… more
- WTW (New York, NY)
- …formal performance review process. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice provides personal ... necessary to manage their risk as we see fit. A role with Personal Lines Private Client team is suited for individuals who have excellent verbal… more
- HUB International (Jackson Hole, WY)
- …give, volunteer, engage, and serve their communities. **ABOUT THE OPPORTUNITY:** The ** Private Client Account Manager** will be responsible for servicing, ... retaining and rounding a book of personal lines business consisting of high net...will assist the team by managing a book of personal line accounts, including marketing to carriers,… more
- HUB International (Gainesville, FL)
- …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 (Winter Park, FL)
- …policies, and procedures. This role is focused on growth and retention of the private client book of business. _To perform this job successfully, the employee ... closely with producers, brokers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's best practices and standard… more
- WTW (Boston, MA)
- …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
- World Insurance Associates, LLC. (Columbia, SC)
- …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 (Miami, 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
- Bank of America (New York, NY)
- Merrill Private Wealth Market Client Relationship Manager New York, New York;New York, New York **Job Description:** Merrill Wealth Management is a leading ... is culture driven, resilient, results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager** (PWCRM) is a direct… 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
- TD Bank (Hartford, CT)
- …this role. ** Line of Business:** TD Wealth **Job Description:** The Private Client Investment Advisor partners with Relationship Manager to provide ... book of business. (ie, fiduciary vs. suitability) + Partners closely with Private Client Relationship Managers to ascertain potential investment needs of… 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
- KPMG (Philadelphia, PA)
- **Business Title:** Tax Manager/Senior Manager, Private Client **Requisition Number:** 113215 - 77 **Function:** Tax Services **Area of Interest:** **State:** PA ... KPMG is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services (https://tax.kpmg.us/content/tax/en/index.html) practice.… more
- Bank of America (Boulder, CO)
- Registered Private Wealth Client Associate Boulder, Colorado **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... resilient, results focused and effective **Position Overview:** The **Registered Private Wealth Client Associate** role is a...existing clients. + Provide products and services to each client , working with cross line of business… more
- Insight Global (Duluth, GA)
- …Description Day-Day: Independent Insurance Agency in Johns Creek, GA seeking full-time Personal Lines Insurance Account Manager (Home, Auto, Umbrella, Boat, ... present to clients. Process changes requests from clients. Maintain client files according to agencys policies and procedures in...Experience working in an Independent Insurance Agency as a Personal Lines Account Manager Active Property &… more
- HUB International (Rockville, MD)
- …opportunity for a ** Client Service Associate** to join our Retirement and Private Wealth team in our **Rockville, 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
- Insight Global (Walnut, CA)
- Job Description A client is seeking a REMOTE Insurance Sales Agent for a direct hire opportunity. The client is an insurtech start-up. Our mission is to build ... already use to help them find, compare, and purchase personal insurance, harnessing the power of their personal...more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:… more
- World Insurance Associates, LLC. (Youngstown, OH)
- …challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... human capital management solutions. Insurance Sales Producer - Commercial Lines Position Overview Our Client Advisors bring...solutions, you are also empowered to help with their personal lines insurance needs. In fact, World's… more