- Rotech Healthcare Inc. (Denton, TX)
- …staff to reduce internal work-flow issues and errors that impact processing time- lines and patient care. Is proficient at managing varying expectations per each ... patients/clients and referral sources both verbally and in writing to ensure patient/ client questions and concerns are processed in a timely manner Complies with… more
- 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 III - Personal Lines Aon Private Risk Management (APRM) designs, implements, and services customized personal risk management ... client service experience + Insurance industry experience in personal lines working with High Net Worth...#LI-HYBRID #LI-PR1 2544012 Account Executive / Broker III - Personal Lines Aon Private Risk… 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 (San Diego, CA)
- Private Client Manager I San Diego,...relationships by offering basic banking and credit products (ie, personal credit lines , mortgages) + Partners with ... client team members and receives coaching and development from Private Client Managers **Required skills:** * Excellent ability to work in team environment… more
- Wells Fargo (Canonsburg, PA)
- **About this role:** Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo ... Participate in Wells Fargo Advisors training program for meeting personal , professional, and organizational client service and...service and financial goals within the Financial Advisory - Private Client function + Review basic or… more
- PNC (Houston, TX)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC's Private Bank organization, you will be based ... in Houston, TX. The Client Service Associate serves as the primary point of...requests by initiating or completing activities across all PNC Private Bank products and services (Banking, Investment and Fiduciary).… more
- Bank of America (Boulder, CO)
- Registered Private Wealth Client Associate Boulder, Colorado **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... resilient, results focused and effective **Position Overview:** The **Registered Private Wealth Client Associate** role is a...existing clients. + Provide products and services to each client , working with cross line of business… 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 (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
- CIBC (New York, NY)
- …business (commercial, capital markets) to orchestrate a cohesive value proposition to a client or prospect. The Private Banking Advisor's specific focus is ... learn more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Private Banking Advisor's primary purpose is identifying, cultivating and… 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 (Charlotte, NC)
- …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
- Comerica (Fort Lauderdale, FL)
- …Regional Manager has management responsibility for brokerage, investment management, private banking, trust and insurance business lines . Responsible ... Private Wealth Regional Director This position will be...providing for growth and profitability of all WM business lines . This position will oversee pipeline management, sales efforts… more
