- WTW (Boston, MA)
- …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 (CA)
- Aon's Private Risk Management group(APRM) is hiring for an...required. + 5 to 10 years of experience in personal lines insurance and risk management. + ... Account Executive/Broker III. Aon Private Risk Management (APRM) designs,...required. + 5 to 10 years of experience in personal lines insurance and risk management. +… more
- HUB International (Rockville, MD)
- …we are passionate about our talent. We currently have an opportunity for a **Director of Personal Lines ** to join the team. The Director of Personal Lines ... in sales service, and marketing. As the Director of Personal Lines , you're responsible for the strategic...implement long term strategic and operational initiatives within MAT's Private Client Group toward long-term top tier… more
- KeyBank (Hilliard, OH)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well...etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client… more
- HUB International (Bluffton, SC)
- …+ Strong community support and involvement through HUB Gives **SUMMARY:** The Private Client Account Executive leads the overall service, recommendations, and ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...carrier representatives, underwriters, business partners, and HUB colleagues. The Private Client AE is also responsible for… more
- HUB International (Napa, CA)
- …work environment with financial security and career satisfaction. **THE OPPORTUNITY:** The Personal Lines Account Manager II provides critical support to ... required) or equivalent combination of education & experience * Private Client experience strongly preferred * Currently...preferred) + Have at least 3+ years of related personal lines experience within a brokerage environment… more
- Bank of America (Melville, NY)
- Private Client Manager I Melville, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... 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 Qualifications:** * Series… more
- CBRE (Ontario, CA)
- Private Client Program - Associate Broker Job ID 199349 Posted 31-Mar-2025 Service line Advisory Segment Role type Full-time Areas of Interest ... - United States of America **About the role:** CBRE's Private Client Program - Associate role offers...You will build a strong network and develop a personal book of business within the self-storage investment sales… more
- HUB International (Ridgeland, MS)
- … Lines Account Manager will manage a book of Personal Lines including High net-worth/ Private Client insurance business, while acting with a ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance, because that's...applicable) and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB's… more
- HUB International (Culver City, CA)
- …our customer's needs and provide them with innovative insurance solutions. The ** Personal Lines Account Manager** provides critical support to clients, manages ... of education & experience. + Mass Affluent experience required, Private Client experience a plus. + You...working location, as well as the specific position's business line , scope and level. HUB International is proud to… more
- HUB International (Waco, TX)
- …career satisfaction. **Job Duties:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree ... service with employees committed to adding value to every client activity. **Why Choose HUB?** Throughout our network of...including Chubb, is preferred + Experienced working with large Personal Lines accounts and affluent clients preferred… more
- HUB International (Jacksonville, FL)
- …policies, 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
- AON (Chicago, IL)
- Senior Broker, Financial Services Group, Private Non-Profit As part of an industry-leading team, you will help empower results for our clients by delivering ... innovative and effective Management Liability solutions for Private Companies and Non-Profit Organizations as part of our Financial Services business group within… more
- Zions Bancorporation (San Antonio, TX)
- Amegy Bank is seeking top candidates for the role of Private Banking Manager to join our premier community bank in San Antonio, Texas. The ideal candidate will ... in attracting new business relationships while deepening and retaining existing private banking relationships. The Private Banking Manager is responsible… more
- CIBC (Newport Beach, CA)
- …business (commercial, capital markets) to orchestrate a cohesive value proposition to a client or prospect. **How you'll succeed** The Private Banking Advisor's ... + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth...+ Identify opportunities for relationship expansion across all CIBC lines of business through referral opportunities to the appropriate… more
- AON (NC)
- …results for our clients by delivering innovative and effective claims solutions across all personal lines of business. The Private Risk Claims Advocacy ... as a resource, provide support and collaborate with the client facing Account Executive team on large/complex claim efforts...by delivering innovative and effective claims solutions across all personal lines of business. The Private… more
- World Insurance Associates, LLC. (Lake Charles, LA)
- …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
- Citigroup (New York, NY)
- …65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- Citigroup (Greenwich, CT)
- …**Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... cross generations to establish long-term connections to the Citi Private Bank. + Effectively manage client expectations...line with the fundamental interests of the Citi Private Bank. + Help team members acquire the experience… more
- AON (New York, NY)
- Health Solutions Analyst Private Equity Aon's Health Solutions team helps clients strategically develop, implement, and manage their employee health & welfare ... you will help support the team's activities for our Private Equity clients' portfolio companies. Working with other team...A typical day will include analyzing benefits, participating in client meetings, responding to client inquiries, and… more