- Vault (New York, NY)
- …Vault's proprietary technology allows for enhanced capabilities, speed, and efficiency. Leading high - net - worth insurance provider with a foundation ... and profitability targets. Evaluate and underwrite complex personal excess liability risks associated with high net worth and ultra- high net … more
- The Jonus Group (Plano, TX)
- …with High - Net - Worth experience. In this role, you'll manage high - net - worth individuals' insurance needs, collaborating with producers to ... of relevant insurance industry experience preferred. Previous experience handling high - net - worth clients and accounts is required. Above average computer… more
- Dahl Consulting (St. Paul, MN)
- …Client Insurance Account Manager: Manage and service a portfolio of high - net worth clients, ensuring insurance coverage aligns with the evolving ... team culture? Dahl Consulting is currently partnering with a leader in the insurance industry. We work one-on-one with great candidates to help connect them with… more
- Gpac (Allen Park, MI)
- …Property & Casualty Insurance License (required) Proficiency with complex or high - net - worth commercial insurance products Professional designations ... Manage and retain a portfolio of commercial lines accounts, ensuring high -quality service and responsiveness. Partner with producers and underwriting to execute… more
- World Insurance Associates LLC (Tampa, FL)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance , high net worth / private client, employee ... World Insurance Associates ("World") is a unique financial services...2011, World is one of the fastest-growing, Top 25 insurance brokers in the US with nearly 3,000 employees… more
- Citizens Bank (Woburn, MA)
- …banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses ... , you will engage directly with our affluent and high - net - worth clients to exceed their...65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a… more
- Citigroup, Inc. (Boston, MA)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Clark Asset Management (Boston, MA)
- …we're having a lot of fun. So, do you believe what we believe? RESPONSIBILITIES Manage 70+ high net worth relationships . The buck stops with you. You are ... 5+ years of personal financial planning 3+ years running high net worth relationships 10+...can confidently test multiple scenarios, create custom reports, conduct insurance needs analysis, evaluate tax planning strategies, and more… more
- The Jonus Group (Herndon, VA)
- …a personal lines account manager to their team. Responsibilities include: Handling High - Net - Worth /Standard accounts Client presentations and ability to ... Personal Lines Insurance Account Manager Established agency seeking to add...sales questions Ability to handle all types of personal insurance Order and process renewal & change requests Advise… more
- Novatae Risk Group (Dallas, TX)
- …tasks Participate, as necessary, on special committees and projects Requirements: Must have " high net worth " personal lines experience for both the ... producer/client management and service. Qualifications: Evaluate submissions from retail insurance brokers; identifies exposures and coverage required Identify appropriate… more
- American International Group, Inc. (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... each colleague - empowering our people to grow as insurance professionals and add more value to our customers...succeed An undergraduate degree Minimum 5+ years of Commercial Insurance Company, Agency, or Brokerage experience Proven ability to… more
- Frost Bank (Southlake, TX)
- …you'll do: Develop, manage, retain and expand client relationships within the affluent to high net worth markets (clients with $1.5-5 million in investable ... collaborating with other Frost lines of business, especially investments, insurance , and the customer's other advisors, like attorneys and...supervision Experience in managing a portfolio of affluent and high net worth clients Demonstrated… more
- Neuberger Berman Group LLC (New York, NY)
- …globally. Position Overview: NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... directly impacting overall investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment… more
- Goldman Sachs, Inc. (New York, NY)
- …Investors include public pensions, corporate pensions, financial institutions, endowments, foundations, and high net worth individuals. This diverse and ... hedge fund investors and have benefited from Goldman Sachs' strong relationships with ultra- high net worth individuals. Within hedge funds, our history… more
- Consultative Search Group (Encino, CA)
- …7+ years of related experience in the Business Management field and/or working with high - net - worth individuals Many of our job openings can be viewed ... knowledge, the ability to communicate with, and provide sound financial advice to, high -level clients, communicate with Partners, as well as manage a team of people.… more
- Northern Trust (Los Angeles, CA)
- …strategy and approach for your targeted new client base. You'll work with ultra high net worth (UHNW) individuals, families and businesses as you cultivate ... a strong network of Centers of Influence (COIs) for ultra- high net worth individuals and...time off, parental and caregiver leave, life & accident insurance , and other voluntary and well-being benefits. Northern Trust… more
- American International Group, Inc. (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... each colleague - empowering our people to grow as insurance professionals and add more value to our customers...What you'll need to succeed 5+ years of Commercial Insurance Company, Agency or Brokerage experience. Bachelor's degree from… more
- Marsh & McLennan Companies, Inc. (Conyers, GA)
- …are a plus, but not required to apply: Advanced degree Experience working with high net - worth accounts. Certification or designation Experience with Requests ... McGriff , a division of Marsh McLennan Agency (MMA). MMA provides business insurance , employee health & benefits, retirement, and private client insurance … more
- Texas Capital Bank (Richardson, TX)
- …Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and ... disability insurance , retirement savings plans with a generous 401K match,...(PTO). Headquartered in Dallas with offices in Austin, Fort Worth , Houston, Richardson, Plano and San Antonio, Texas Capital… more
- Citigroup, Inc. (Bronxville, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
