- HUB International (Melbourne, 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 (Bozeman, MT)
- …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 (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)
- …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 (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 (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. (Irvine, CA)
- …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 (Riverside, 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 (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
- HUB International (North Charleston, 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 (Metairie, LA)
- … 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
- Citigroup (Jacksonville, FL)
- The Head of US Citigold/Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight of ... investments sales activity and client suitability across Wealth's Citigold/Citi Private Client Retail Branch Network. Candidate is responsible for… more
- Zions Bancorporation (Salt Lake City, UT)
- …meet job requirements. + Insurance licensing required. + Requires 5+ years of personal lines experience + Basic knowledge of insurance underwriting, sales and ... solutions with a focus on customer service. Our insurance professionals help assess client needs, navigate the market, and deliver a custom solution. Become a member… more
- KPMG (Philadelphia, PA)
- **Business Title:** Tax Manager/Senior Manager, Private Client **Requisition Number:** 119442 - 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 (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 (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