- HUB International (Rockville, MD)
- …you.** We currently have an opportunity for an **Assistant** **Account Manager** to join our ** Private Client Personal Lines ** team in our **Rockville, ... experience related to property and casualty account management preferred with focus on complex/ private client risks is preferred. + Proficiency in Epic or other… more
- World Insurance Associates, LLC. (West Warwick, RI)
- …and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World ... advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to… more
- AIG (New York, NY)
- … Private Non-Profit, Financial Lines team. This role underwrites Financial Lines Private Non-Profit Company products which are typically complex risks of ... Join us as an Senior Underwriter, Private Non-Profit, Financial Lines to play...opportunities. + Collaborate with Distribution, Territory Managers, and other line (s) of business underwriters to target desirable accounts and… more
- Grant Thornton (Chicago, IL)
- Grant Thornton is seeking a Private Equity Client Relationship Executive (Director) to join the team in Chicago, IL. About the Role : Private Equity ... clients and prospects in our target markets. This includes Private Equity firms with $500M-20B in assets under management...for Grant Thornton across all industries and all service lines within their assigned set of PE accounts. Key… more
- HUB International (Fort Worth, TX)
- … client activity. **Job Duties** + Manage a sophisticated book of personal lines business for affluent individuals and families, exercising independent ... growth goals. **Qualifications** + 5+ years of experience in Personal Lines Account Management, with at least...with at least 3 years in the high-net-worth or Private Client segment. + Experience with high-net-worth… more
- KeyBank (Toledo, OH)
- …solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private ... efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well...interactions. + Support of branch operations including assisting with client transactions on the Teller line as… more
- KeyBank (Hamden, CT)
- …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 (Wilmington, MA)
- …culture. We currently have an opportunity for a **Account Manager - VIP - Private Client Group** . **Overview** : Responsible for quality service to assigned ... and/or renewal coverage. + Prepare policy quotes based on client 's needs, rates and coverages. + Prepare all transactions...accounts within an insurance agency. + Thorough knowledge of personal lines coverages and markets. + Experience… more
- World Insurance Associates, LLC. (San Antonio, TX)
- …and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client ... solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and...commercial lines insurance, high net worth / private client , employee benefits, human capital and… more
- JPMorgan Chase (Los Angeles, CA)
- …partnerships across all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… 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 (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
- JPMorgan Chase (Columbus, OH)
- …scenarios. FP&A operates in close cooperation with firmwide groups in each line of business to prepare management reports and presentations for the Operating ... and presentations. You must have sound judgment, professional maturity and personal integrity, strong work ethic, proactive and results-oriented, and ability to… more
- HUB International (Culver City, CA)
- …with others **THE OPPORTUNITY:** We are seeking an experienced Account Manager to join our Personal Lines team. Our service team plays a vital role in ensuring ... (college degree strongly preferred) + 5+ years of related personal lines insurance experience within a brokerage...carriers strongly preferred (PURE, Cincinnati, AIG, Chubb/ACE and Nationwide Private Client ) + currently licensed (in good… more
- HUB International (Savannah, GA)
- … 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 (Berkeley Heights, NJ)
- …+ At least 3-7 years of experience in related position + Understanding of the Private Client marketplace & carriers + A Property & Casualty Insurance license + ... include:** + Manages an assigned book of high-net worth personal insurance clients with personal insurance portfolios...with existing & prospective clients to deliver an excellent client experience. + Schedules and conducts face to face… more
- Zions Bancorporation (San Antonio, TX)
- Amegy Bank is seeking top candidates for the role of ** Private Banking Manager** to join our premier community bank in **Downtown San Antonio, Texas** . The ideal ... in attracting new business relationships while deepening and retaining existing private banking relationships. The Private Banking Manager is responsible… 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...the deal, making concessions that are appropriate and in line with the fundamental interests of the Private… more
- Citigroup (Dallas, TX)
- …**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)
- …**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