- HUB International (Estero, 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 (Bothell, WA)
- …where you come in:** We are currently seeking an Account Manager to join our growing Private Client Personal Lines Insurance team. You'll be servicing ... and managing the executions of all aspects of the client renewal. Other tasks include: + Manages a book...communications. You should also have at least 5 years personal insurance account management experience in the high net… more
- HUB International (Portland, OR)
- …**Here's where you come in:** We are currently seeking an Advisor to join our growing Private Client Personal Lines Insurance team. You'll be servicing ... and managing the executions of all aspects of the client renewal. Other tasks include assisting in claim conflicts,...selection of benefits that are customizable to fit your personal needs - a portfolio of both comprehensive and… 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
- HUB International (Chicago, IL)
- …cross-selling opportunities when appropriate + Manages, organizes, and conducts client meetings when necessary + Appropriately documents conversations with clients ... preferred + Currently licensed in good standing in required lines and states + Current with all necessary CE...+ Current with all necessary CE credits in required lines and states + Excellent written and verbal communications… more
- 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 ... Essential Duties and Responsibilities + Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed… more
- WTW (Dallas, 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 (Chicago, IL)
- Account Executive/Broker Specialist II - Personal Lines Aon Private Risk Management (APRM) designs, implements, and services customized personal risk ... + Assists in leading appropriate resources to address the client /prospective client 's risk needs, thereby assisting in...#LI-PR1 #LI-HYBRID #LI-REMOTE 2541126 Account Executive/Broker Specialist II - Personal Lines Aon Private Risk… more
- CIBC (Chicago, IL)
- …addition, CIBC US also offers a full suite of solutions to clients in the Private , Personal and Digital Banking space. **Our Strategic Priorities** + Add new ... client relationships + Increase referral activity across all lines of business + Lead, Adhere and Exceed all...(1A) processes, procedures and policies are addressed consistently across Private , Personal & Digital Banking in accordance… more
- HUB International (Fort Myers, 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
- Bank of America (Albany, NY)
- Private Client Manager Albany, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... relationships by offering basic banking and credit products (ie, personal credit lines , mortgages) + Partners with... team members and receives coaching and development from Private Client Managers **Required skills:** * Excellent… more
- Bank of America (Dallas, TX)
- Registered Private Wealth Client Associate Dallas, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... through investment advice and guidance. Merrill's Financial Advisors and Private Wealth Client Associates help clients pursue...existing clients. + Provide products and services to each client , working with cross line of business… more
- AIG (Farmington, CT)
- …providing oversight and support for a $1.5b GWP / 200,000 policy personal lines portfolio distributed by Private Client Services (PCS). PCS was formed ... Program Management Business Executive - Product Management Oversight & SupportAIG Programs The AIG Personal Lines Programs Unit is responsible for… more
- HUB International (Long Beach, CA)
- …our customer's needs and provide them with innovative insurance solutions. The Personal Lines Account Manager provides critical support to clients, manages ... required) or equivalent combination of education & experience. + Private Client experience preferred, but not required....working location, as well as the specific position's business line , scope and level. HUB International is proud to… more
- HUB International (Dallas, TX)
- …of our business **Job Duties:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree of ... and decision-making. + Prepares annual review reports and conducts client meetings to review the insurance program and make...including Chubb, is preferred + Experienced working with large Personal Lines accounts and affluent clients preferred… more
- City National Bank (Wilmington, DE)
- …analysis performed by the product group; solutions developed as the result of client needs; suggestions from the line or Product Review Committee (PRC) ... **PRODUCT MANAGER III - SMALL BUSINESS & PRIVATE BANKING DEPOSITS** **WHAT IS THE OPPORTUNITY?** The...of all activities for a specific product or product line from conception to marketplace; performs economic and market… more
- AON (New York, NY)
- …this role, you will serve as the project and strategic lead for our Private Equity clients' portfolio companies. Working with junior team members, you will help ... activities. A typical day will include reviewing reports and client presentations, facilitating and participating in client ...Aon colleagues support each other across geographies and solution lines . Aon has the tools plus depth and breadth… more
- PNC (Atlanta, GA)
- …drive the growth of the Asset Management Group (AMG) division, inclusive of Private Bank and Institutional and Asset Management businesses. We are seeking a highly ... the company's success. Position Summary: As the Head of Private Bank and Asset Management Marketing, you will lead...while driving new acquisitions and growth of the existing client base. This role interfaces directly with senior leadership… more
- Commerce Bank (Dallas, TX)
- …growth. This will be achieved by being the single point of contact for Private Banking clients; providing concierge level personal service and providing a full ... main purpose of this job is to develop, manage, retain and expand client relationships within the affluent market segment with responsibility for loan and deposit… more
- KPMG (Harrisburg, PA)
- **Business Title:** Senior Manager, Business Tax Services - Private Company **Requisition Number:** 112097 - 76 **Function:** Tax Services **Area of Interest:** ... high quality tax service and play a key role in growing KPMG's Private Enterprise Group, which focuses on early, middle, and late-stage growth companies backed… more