- HUB International (Merrill, WI)
- …related continuing education training and courses. **Qualifications** + 3-5 years of personal lines /private client insurance account management experience ... and staff on obtaining new business, building efficiencies and account rounding. + Quote and place new business. +...Client book of insurance business, including large personal lines accounts for affluent clients, while… more
- AON (MN)
- …who is responsible for the day-to-day account management and broking of complex personal insurance programs for affluent clients and families. The ... the day-to-day account management and broking of complex personal insurance programs for affluent clients and families. The Account Executive works… more
- HUB International (Dallas, TX)
- …our business **Job Duties:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree of ... including Chubb, is preferred + Experienced working with large Personal Lines accounts and affluent clients preferred...clients preferred + Experience and demonstrated proficiency in an insurance Account Management role. + Excellent oral… more
- HUB International (Bothell, WA)
- …excellent verbal and written communications. You should also have at least 5 years personal insurance account management experience in the high net worth ... currently seeking an Account Manager to join our growing Private Client Personal Lines Insurance team. You'll be servicing the day to day needs of our High… more
- PNC (Sewickley, PA)
- …a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial ... branch. **Job Description** + Acquires and expands share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue.… more
- Citigroup (Chicago, IL)
- …individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and ... which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The… more
- Regions Bank (Coral Gables, FL)
- …range of wealth products and services including; financial planning, asset management, personal trust and estate planning, insurance and risk management ... maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased,...+ Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave… more
- Citigroup (New York, NY)
- …facilities money movement from consumer depository accounts for segments spanning mass affluent , Citi Gold, Citi Private Client, CPB and Retail Business Banking. ... Retail Payments. ACH services from consumer depository accounts facilitate the account funding at account onboarding, inter-institutional transfers, and… more
- Truist (Charlotte, NC)
- …routine transactions 5. Enter and maintain appropriate client records including personal trust account administration activities, monitor client transactions and ... the following job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of … more
- Commerce Bank (Dallas, TX)
- …benefits: employer sponsored health, dental, and vision insurance , 401(k), life insurance , paid vacation, and paid personal time. In addition, we offer ... is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit growth, revenue generation,… more
- Aimbridge Hospitality (Indianapolis, IN)
- …outstanding guest service during their stay and settling the guest's account upon completion of their stay. Primary responsibilities include: registering guests ... friendly service oriented manner. + Maintain high standards of personal appearance and grooming which include wearing the proper...accommodations and a prime location in the city's most affluent area, Keystone at the Crossing. Situated in the… more