- HUB International (Metairie, LA)
- …and maintains various office resources. Assist with the insurance placement process for Private Client / Personal Lines department as needed, including ... **Paid Parental Leave** + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance, because that's important for all of… more
- HUB International (Winter Park, 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
- 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 (Culver City, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The Personal Lines Account Executive manages an assigned book of business, ... being a part of the HUB family!" _Clara - Client Service Associate_ **WE'LL TAKE CARE OF YOU.** We...strongly preferred. + Minimum of 5-7 years of related Personal Lines insurance experience (brokage experience preferred)… more
- CIBC (Chicago, IL)
- …to understand activities executed across each business ( Private Banking, Personal Banking, Community Development, Client Support Center, Digital Banking and ... Governance & Controls Advisor, you will support the US Private , Personal and Digital Banking (PP&D) strategy...strategy and self-governance through partnering with first and second lines of defense to enable effective risk management. In… 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
- World Insurance Associates, LLC. (Alexandria, VA)
- …challenge including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... risk of "starting over with nothing." Position Overview Our Client Advisors bring risk management solutions to both businesses...solutions, you are also empowered to help with their personal lines insurance needs. In fact, World's… more
- AON (NY)
- Personal Lines Account Executive / Broker Specialist II Aon Private Risk Management (APRM) designs, implements, and services customized personal risk ... management strategies for High-Net-Worth individuals and families. The Personal Lines Account Executive - Broker Specialist II will be responsible for supporting… more
- HUB International (New York, NY)
- …and servicing all lines of insurance. We are currently seeking an experienced personal lines insurance professional to manage a high net worth private ... and working directly for the Vice President of our Personal Lines group in Connecticut, (with Team...in NYC, NJ & LI) you will be managing Private Client accounts. The job requires a… more
- Bank of America (New York, NY)
- Private Wealth Market Client Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... is culture driven, resilient, results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager** (PWCRM) is a direct… 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 (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
- JPMorgan Chase (Jacksonville, FL)
- …with colleagues and worked as part of a team to achieve business results. As a Senior Private Client Banker in a JP Morgan Branch, you are the main point of ... Job Responsibilities * Shares the value of the new Private Client tiered product suite, relationship program...behalf and has a 360 view of all the client 's product, personal connections, key partners, and… more
- HUB International (Chicago, IL)
- …in part due to our industry leading success in mergers and acquisitions. The **SVP, Private Client Chief Risk and Claims Officer** position is a crucial role ... implements long term strategic and operational initiatives within HUB's Private Client Group (HUB PCG) toward long-term...the carrier management claims strategies for High Net Worth Personal Lines . + Provides SME and best… 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
- 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
- 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
- Citizens (PA)
- …analytical and data driven approach. Examples of scope of responsibilities include: + Manages Private Client and Private Bank pricing and feature roadmap ... including pricing strategies and campaigns go-to-market strategy. Development of Private Client pricing roadmap including the tools and features to drive towards… more