- Truist (Mclean, VA)
- …in applicable business field or equivalent education and related experience 2. Appropriate insurance licenses 3. Three years of insurance industry or other ... offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts, and… 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 ... country. Essential Duties and Responsibilities + Effectively managing a high volume book of Personal Lines Insurance ...work experience, preferred + 3-7 years minimum Personal Lines High Net Worth Account Management… more
- AON (MN)
- …service, pricing, consultation, and reporting. Job Responsibilities + Manages an assigned book of high - net worth personal insurance clients with personal ... pricing, consultation, and reporting. Job Responsibilities + Manages an assigned book of high - net worth personal insurance clients with personal … more
- AON (Chicago, IL)
- …hire date + Personal lines insurance experience + 3 years' experience with high - net - worth personal lines insurance preferred + Proficiency in ... date + Personal lines insurance experience + 3 years' experience with high - net - worth personal lines insurance preferred + Proficiency in applying… more
- HUB International (Portland, OR)
- …currently seeking an Account Executive to provide insurance and risk management consultation for high net worth clients. + Manages an assigned book of ... high - net worth personal insurance clients with personal insurance portfolios of varying size and complexity. + Work to establish and grow substantive… 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 ... Manager. **Qualifications:** + Five years of related experience with high net worth personal insurance accounts. + Thorough knowledge of personal lines… more
- HUB International (Charlotte, NC)
- …businesses in the community **SUMMARY** **:** The Private Client Account Manager manages a book of high net worth insurance business, while acting with a ... HUB INTERNATIONAL:** HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array of property,… more
- HUB International (Estero, FL)
- …support and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a ... HUB International Limited ("HUB") is the 5th largest global insurance and employee benefits broker, providing a broad array...account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in… more
- HUB International (Dallas, TX)
- …follows-up on cross-selling opportunities when appropriate. **Qualifications:** + Experience working with high net worth insurance carriers, including ... for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our...+ Ability to work in a team environment. + High School diploma or equivalent; AA and/or college degree… more
- HUB International (Merrill, WI)
- …client insurance account management experience required. + Experience working with high - net - worth insurance carriers is preferred. + National ... for the unexpected. As one of the world's largest insurance brokers, our focus is dedicated to providing our...lines accounts for affluent clients, while acting with a high degree of independent discretion, autonomy, and decision-making. +… more
- HUB International (Fort Myers, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...conducting sales, service, and solicitation of all forms of insurance business + Knowledge of personal lines insurance… more
- Guardian Life (New York, NY)
- …Wholesaler is an integral part of Park Avenue Securities (PAS). Reporting to the Senior High Net Worth Consultant, this person will be responsible for ... to Guardian's traditional portfolio of individual life and annuity insurance products. Park Avenue Securities is Guardian's broker-dealer and...growing sales of Park Avenue Securities High Net Worth solutions by… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX Remote Eligible: All US states ... large local firm) + Experience providing tax consulting and compliance services to high net - worth individuals and families including personal, estate/gift &… more
- Gelfand Rennert & Feldman (Austin, TX)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... activity, fraud alerts, and credit score issues + Monitor insurance renewals and claims + Assist with home and...years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within… more
- Truist (Savannah, GA)
- …Certification in field of endeavor 3. Experience with Excess and Surplus lines 4. High Net Worth coastal experience **General Description of Available ... education and related training 2. Five years of relevant insurance industry experience 3. Appropriate insurance license...of relevant insurance industry experience 3. Appropriate insurance license - Property & Casualty 4. Strong client… more
- Sutherland Global Services (Columbus, OH)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become one of ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …independent investment advisory firm with offices in Seattle and Menlo Park. They serve ultra- high - net - worth families and have over $4.0 billion in assets ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- WTW (Dallas, TX)
- …+ 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
- 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. Wipfli offers flexibility for many positions to be performed remotely; please… more
- M&T Bank (Williamsport, PA)
- …of business. Actively solicits new and existing investments and insurance from high net worth customer segment, primarily Retail and Business Banking. ... needs of current and potential Bank customers for the high net worth segment, utilizing...by meeting with high net worth clients, offering investment and insurance solutions… more