• Private Client Account

    HUB International (Bothell, WA)
    …We are currently seeking an Account Manager to join our growing Private Client Personal Lines Insurance team. You'll be servicing the day to day needs ... and managing the executions of all aspects of the client renewal. Other tasks include: + Manages a book...to clients in response to those changes independent of manager approval + Provides service and cross-sells account more
    HUB International (03/13/24)
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  • Private Client Account

    HUB International (Charlotte, NC)
    …career! + A rewarding career that helps local businesses in the community **SUMMARY** **:** The Private Client Account Manager manages a book of high net ... + Medical/dental/vision/life insurance wand voluntary insurance options + Health Savings Account funding + 401k matching program + Life and Disability Plans… more
    HUB International (04/03/24)
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  • Personal Lines Account Manager

    World Insurance Associates, LLC. (Iselin, NJ)
    *Candidates with experience with High Net Worth clients / Private Client encouraged to apply. Summary World Insurance Associates is a unique insurance ... offices throughout the region. Position Summary + This position supports the Account Executive with responsibilities related to client management and retention… more
    World Insurance Associates, LLC. (03/13/24)
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  • Private Client Account

    HUB International (Chicago, IL)
    …makes appropriate recommendations to clients in response to those changes independent of manager approval + Provides service and cross-sells account products for ... partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations + Handles...policies, and procedures + Makes major decisions independent of manager approval on books of insurance business for which… more
    HUB International (04/16/24)
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  • Private Client Account

    HUB International (Dallas, TX)
    …autonomy, and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make appropriate recommendations ... Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's...preferred + Experience and demonstrated proficiency in an insurance Account Management role. + Excellent oral and written English… more
    HUB International (03/19/24)
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  • Private Client Account

    HUB International (Merrill, WI)
    …education training and courses. **Qualifications** + 3-5 years of personal lines / private client insurance account management experience required. + ... and staff on obtaining new business, building efficiencies and account rounding. + Quote and place new business. +...+ Quote and place new business. + Manages a Private Client book of insurance business, including… more
    HUB International (03/05/24)
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  • Private Client Personal Lines…

    HUB International (Estero, FL)
    …+ **Strong community support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high-net-worth insurance business, while ... and procedures. This role is focused on growth and retention of the private client book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + **Makes… more
    HUB International (04/16/24)
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  • Account Executive - Private

    HUB International (Wilmington, MA)
    …employee will be responsible for servicing assigned high net worth/ private client group personal insurance accounts. Account rounding and the development of ... data in the agency management system. + Complete annual client reviews for all Private Client...to profit objectives. + Other responsibilities as assigned by Manager . **Qualifications:** + Five years of related experience with… more
    HUB International (04/04/24)
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  • Senior Account Manager

    HUB International (Chicago, IL)
    …support our customer's needs and provide them with innovative solutions. The Senior Account Manager manages a book of insurance business, and provides ... Customer Service professionals provide critical support to our customers through account management, claims management, day-to-day client oversight, and… more
    HUB International (03/01/24)
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  • Private Client Manager II

    Bank of America (Coral Gables, FL)
    Private Client Manager II...+ Oral Communications + Referral Management + Underwriting + Account Management + Attention to Detail + Collaboration + ... Grows book balances and Year over Year revenue + Partners with and mentors Private Client Managers on more complex products and client relationships + Acts… more
    Bank of America (04/06/24)
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  • Call Center Client Account

    Mass Markets (Las Cruces, NM)
    POSITION OVERVIEW SENIOR CALL CENTER CLIENT ACCOUNT MANAGER SUPPORTING COMMERCIAL AND PUBLIC SECTOR CLIENTS Looking to add an experienced Call Center ... Client Account Manager II to...Client Account Manager II to support complex business...Services, 561422 Telemarketing Bureaus and Other Contact Centers, 561431 Private Mail Centers, 561440 Collection Agencies, 561499 All Other… more
    Mass Markets (04/24/24)
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  • Client Account Manager

    Jacobs (Boston, MA)
    …work so you can evolve, grow and succeed - today and into tomorrow. As a Client Account Manager , you will have the opportunity to impact strategic business ... in a positive, caring, solutions-oriented approach * Identify, charter, and lead client account teams comprised of regional business leaders, project managers… more
    Jacobs (03/28/24)
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  • Client Administrator II - Private

    M&T Bank (New York, NY)
    …members to participate in. You'll gain experience by: + Supporting the Relationship Manager with oversight of client relationships + Performing daily cash ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
    M&T Bank (03/08/24)
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  • Private Wealth Management Senior Registered…

    Morgan Stanley (Washington, DC)
    …other materials for client meetings * Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor(s) in developing a ... committed to diversifying its workforce. M/F/D/V **Job:** **Wealth Management* **Title:** * Private Wealth Management Senior Registered Client Service Associate*… more
    Morgan Stanley (04/25/24)
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  • Business Manager . Private Label

    Advantage Solutions (St. Louis, MO)
    …** We build people, brands and businesses! We are looking for a dynamic Business Manager to join one of our account teams. Reporting to a Senior Business ... leadership within account team + Demonstrate an understanding of the Private Brand landscape, best practices and where customers currently exist in these arenas… more
    Advantage Solutions (04/03/24)
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  • North Texas Transportation Client

    Jacobs (Fort Worth, TX)
    …settle until we give our best and know that we're making a difference. As a ** Client Account Manager for our Transportation Practice in North Texas,** ** ** ... relationships with key clients to assure Jacobs has sustained client relationships to achieve client satisfaction, and...to serve as a business leader by leading an account team, set a vision and strategy, coach/mentor and… more
    Jacobs (01/29/24)
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  • Client Account Manager (CAM):…

    Jacobs (Columbus, OH)
    …energy solutions, and business strategies. Reporting to the Navy Portfolio Sales Director, this Client Account Manager (CAM) position has the principal focus ... & Places Solutions Line of Business has global reach to serve its diverse client base with specialized project delivery. We create and deliver solutions in the… more
    Jacobs (04/24/24)
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  • Client Account Manager

    Jacobs (Honolulu, HI)
    …solutions, and business strategies. Reporting to the Army/Air Force Portfolio Sales Director, this Client Account Manager (CAM) position will be based in our ... & Places Solutions Line of Business has global reach to serve its diverse client base with specialized project delivery. We create and deliver solutions in the… more
    Jacobs (03/26/24)
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  • Private Wealth Relationship Manager

    Bank of America (New York, NY)
    Private Wealth Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... with the power to make a difference. Join us! **Job Description:** FOR PRIVATE WEALTH MANAGEMENT ONLY. The Relationship Manager supports the Financial Advisor… more
    Bank of America (04/03/24)
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  • Relationship Manager II - Private

    M&T Bank (New York, NY)
    …agreements and various other structured finance documentation + Responsible for managing client onboarding including account opening process, KYC procedures and ... attributes. Join our dynamic experienced team focused on enhancing overall client experience through technology and continuous process improvement. Candidates who… more
    M&T Bank (04/23/24)
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