- AON (CA)
- …process changes, retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal ... retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal insurance… more
- AON (CA)
- …and clients succeed. What the day will look like: + Leads an assigned book of high - net - worth personal insurance clients with personal insurance ... insurance and risk management. + Experience working with High - Net - Worth clients. + Solid negotiation...will look like: + Leads an assigned book of high - net - worth personal insurance … more
- AON (NY)
- …completed or in process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + ... in process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's… more
- AON (IL)
- …and Casualty license or must obtain upon hire + 5-7 years' experience in the High - Net - Worth personal insurance property risk management field + CPCU, ... Casualty license or must obtain upon hire + 5-7 years' experience in the High - Net - Worth personal insurance property risk management field + CPCU, CIC,… more
- HUB International (Berkeley Heights, NJ)
- …net - worth clients. **Specific responsibilities include:** + Manages an assigned book of high - net worth personal insurance clients with personal ... HUB International Limited ("HUB") is the 5th largest global insurance broker, providing a broad array of property, casualty,...is currently seeking a **Senior Account Executive** to provide insurance and risk management consultation for high -… more
- HUB International (Plano, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including ... HUB International** HUB International is a top 5 global insurance broker providing a broad array of property, casualty,...+ Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree… more
- HUB International (San Antonio, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including ... **About Us:** HUB is the 5th largest global insurance and employee benefits broker, providing a broad...+ Ability to work in a team environment. + High School diploma or equivalent; college degree preferred. +… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …Proven experience in personal lines insurance , with a strong focus on high - net - worth /private client solutions. + Deep understanding of affluent clientele ... your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized… more
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… more
- AIG (New York, NY)
- The High Net Worth business is a key portfolio within Global Personal Insurance , writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager ... responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including...succeed + 5+ years of financial experience in the insurance industry. + Highly motivated and results-oriented + Excellent… more
- Edward Jones (Dallas, TX)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... management offering tailored to meet the unique needs of high net worth clients and...(ie- tax, estate, investment management, business owner, executive compensation, insurance ) and external subject matter experts to deliver a… more
- Robert Half Legal (Minneapolis, MN)
- Description High Net Worth Divorce Paralegal Are you a skilled paralegal and do you already have a passion for family law or think you'd be interested in ... Legal Practice is supporting a well-respected law firm in downtown Minneapolis, MN seeking a High Net Worth Divorce Paralegal to join their dynamic team.… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …servicing experience including remarketing and new business placement. + Demonstrated experience in High - Net Worth . + Strong functional knowledge of Excel ... Summary World Insurance Associates is a unique insurance ...in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail. +… more
- Edward Jones (Tempe, AZ)
- …due to the volume of applicants. **Team Overview:** Do you have experience working directly with High Net Worth clients? Do you have Expertise in banking? If ... management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we...and 66 required within 6 months of hire + Insurance license required 6 months of hire + CFP(R)… more
- HUB International (Winter Park, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... HUB INTERNATIONAL:** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property,… more
- Wipfli LLP (Naperville, IL)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet … more
- Wipfli LLP (Loveland, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet … more
- WTW (Boston, MA)
- …+ Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and face to face with clients + ... and prospective clients + Develop new relationships with individuals responsible for insurance and risk management decisions + Obtain referral leads from existing… more
- Charles Schwab (Westlake, TX)
- …Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context ... planning, investment management, retirement planning, education planning, active trading, banking, insurance , and lending needs. + Manage a practice of primarily… more
- Wipfli LLP (Denver, CO)
- …and travel rewards. Voluntary benefit offerings include critical illness & accident insurance , hospital indemnity insurance , legal, long-term care, pet ... insurance , ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Job LocationsUS-CO-Denver | US-CO-Loveland Job ID 2024-5893 Category Tax Remote… more