• Chubb (Simsbury, CT)
    …seeking a motivated Entry-Level Underwriter to join our dynamic team in the Private /Not-for-Profit, Financial Lines organization. In this role, you will play a ... analyzing risk factors and determining appropriate coverage options to meet client needs. *Maintain accurate records and documentation to support underwriting… more
    Upward (07/23/25)
    - Save Job - Related Jobs - Block Source
  • Burns & Wilcox (Charlotte, NC)
    …and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, ... of education and experience Minimum 3 years of commercial lines underwriting experience required, excess & surplus experience required...worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned… more
    Upward (07/23/25)
    - Save Job - Related Jobs - Block Source
  • EisnerAmper LLP (San Diego County, CA)
    …reach your goals. EisnerAmper is seeking an Outsourced Accounting Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic ... characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper...future. As one of the largest and fastest-growing service lines at our firm, we try to make a… more
    Upward (07/16/25)
    - Save Job - Related Jobs - Block Source
  • The Baldwin Group (The Villages, FL)
    …takes a holistic and tailored approach to insurance and risk management. The Client Relations Analyst works with advisors and line -of-business specialists to ... firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration,… more
    Upward (07/04/25)
    - Save Job - Related Jobs - Block Source
  • Citigroup, Inc. (New York, NY)
    …and capabilities. Education: Bachelor's/University degree, Master's degree preferred Job Family Group: Private Client Coverage Job Family: Private Banker ... families that cross generations to establish long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and… more
    Upward (07/11/25)
    - Save Job - Related Jobs - Block Source
  • World Insurance Associates LLC (Hamden, CT)
    …challenge, including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and payroll outsourcing, and ... payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's ...solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and… more
    Upward (07/06/25)
    - Save Job - Related Jobs - Block Source
  • Chubb (Los Angeles, CA)
    …fill the position of Commercial Property and Casualty Production Underwriter for Private Equity clients. Commercial Insurance writes companies with revenues up to ... position will also consist of marketing all Chubb's products to assigned private equity-focused agents/brokers. The position will work closely with all Commercial… more
    Upward (07/10/25)
    - Save Job - Related Jobs - Block Source
  • Citigroup, Inc. (Miami, FL)
    …Series 66 (or 63 + 65) required (or obtained within 120 days) Job Family Group: Private Client Coverage Job Family: Private Banker Time Type: Full time ... families that cross generations to establish long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and… more
    Upward (07/03/25)
    - Save Job - Related Jobs - Block Source
  • Marsh & McLennan Companies, Inc. (Columbus, GA)
    …day. Learn more about what makes us different and how you can thrive as a Private Client Services Client Manager at Marsh McLennan Agency (MMA). MMA provides ... business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless… more
    Upward (07/03/25)
    - Save Job - Related Jobs - Block Source
  • BNY Mellon (New York, NY)
    …Will work with Line of Business colleagues in developing and broadening client relationships. Serves in a consultative role to the client , advising on ... We're seeking future team member for our Vice President, Private Banking II role located in New York, NY....and implement the strategic plan for managing and growing client banking relationships with a focus on revenue growth… more
    Upward (06/30/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (Milpitas, CA)
    …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
    Upward (07/23/25)
    - Save Job - Related Jobs - Block Source
  • Risk Strategies (Vero Beach, FL)
    …of outstanding items. Qualified candidates will possess: 1 - 3 years' experience of Personal Lines client management experience Valid STATE P&C brokers' ... responding to client /carrier communications as assigned Leverage Personal Line insurance knowledge and expertise to...AMS 360, Work Smart and EPIC preferred Knowledge of Personal Lines underwriting, coverage, procedures Risk Strategies… more
    Upward (07/15/25)
    - Save Job - Related Jobs - Block Source
  • JPMorgan Chase & Co. (Nashua, NH)
    …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in JP Morgan Wealth Management, you will offer comprehensive ... by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and… more
    Upward (07/20/25)
    - Save Job - Related Jobs - Block Source
  • NFP (New York, NY)
    …At least 8 years of Personal Lines industry and product line experience with extensive High Net Worth Account/ Client Management experience. This must ... To learn more, please visit: https://www.NFP.com. Job Summary: P&C Private Client Group (PCG/affluent lines )...Qualifications: P&C license required upon hire Personal Lines with High Net Worth Account/ Client Management… more
    Upward (07/04/25)
    - Save Job - Related Jobs - Block Source
  • PNC Financial Services Group, Inc. (Atlanta, GA)
    …to contribute to the company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in Atlanta, GA. The position is ... remotely, at the manager's discretion. Job Description Leads or supports client management activities with clients and prospective clients. Responsible for the… more
    Upward (06/26/25)
    - Save Job - Related Jobs - Block Source
  • EisnerAmper LLP (Elgin, IL)
    …autonomy to reach your goals. EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual ... characteristics under federal, state, or local law About our Private Client Services (PCS) Team: The EisnerAmper...future. As one of the largest and fastest-growing service lines at our firm, we try to make a… more
    Upward (07/12/25)
    - Save Job - Related Jobs - Block Source
  • Marsh & McLennan Companies, Inc. (Birmingham, AL)
    …(MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking ... services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Service Specialist on the McGriff Commercial Lines team, you'll support the… more
    Upward (07/20/25)
    - Save Job - Related Jobs - Block Source
  • Frost Bank (Midland, TX)
    …market clients, supporting moderately complex financial circumstances, and providing exceptional personal financial advice? At Frost, it's about more than a job. ... providing unparalleled banking services. Who you are: As a Private Banking Officer I , you will help customers...them. They do so by collaborating with other Frost lines of business, especially investments, insurance, and the customer's… more
    Upward (07/17/25)
    - Save Job - Related Jobs - Block Source
  • Alvarez & Marsal (Washington, DC)
    Description Alvarez & Marsal Private Equity Performance Improvement Associate, CFO Services - (Digital Finance) OVERVIEW: A&M's Private Equity Performance ... Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for… more
    Upward (07/24/25)
    - Save Job - Related Jobs - Block Source
  • Alvarez & Marsal (San Francisco, CA)
    Description Alvarez & Marsal Private Equity Performance Improvement Associate: Operations & Manufacturing (OPEN TO ALL US LOCATIONS) About Alvarez & Marsal Alvarez & ... engaging work-guided by A&M's core values of Integrity, Quality, Objectivity, Fun, Personal Reward, and Inclusive Diversity-are why our people love working at A&M.… more
    Upward (07/21/25)
    - Save Job - Related Jobs - Block Source