Senior Account Executive - Private Client Group (HNW Personal Lines)
$56k - $132kNFP Corp
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their Supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages. Essential Duties and Responsibilities: Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. Sr. level facilitates requests and needs of the carriers on behalf of NFP's clients. Works with the Claims Department on relevant claims for assigned clients. Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages. Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests. May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives. Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Knowledge, Skills, and/or Abilities: Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information. Self‑confident to make sound independent decisions. Ability to successfully interact with a variety of people/personalities. Strong leadership skills. Must be able to read, analyze and reconcile financial reports. Possess technical expertise plus good analytical and problem‑solving skills. Ability to handle situations in a calm, courteous and professional manner. Education and/or Experience: BA/BS preferred. Typically more than 8 years industry and product line experience. Certificates, Licenses, Registration: Property & Casualty Broker's License required. CIC, CPCU or other P&C designation preferred. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr NFP Corp
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- ...agency is seeking a seasoned Personal Lines High Net Worth professional to... ...business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience... ...knowledge of Private Client underwriting. J-18808-Ljbffr The Demarco GroupPrivate clientHigh net worthRemote job
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...Senior Account Executive NFP, an Aon company, is a multiple Best Places to... ...Account Executive interacts with clients on a day-to-day basis while... ...net worth and affluent personal insurance clients. This individual... ...Supervisor on difficult lines. This role requires the...SeniorPrivate clientHigh net worthRemote job$90k - $110k
...role in supporting our clients with day-to-day account management, claims management... ...solutions. The Personal Lines Account Executive manages an assigned... ...and delivers effective group presentations using various... ...have High Net-Worth/Private Client experience. Experience...Private clientHigh net worthHourly payWork at officeLocal area$70k - $110k
...hybrid remote CA Personal Lines High Net Worth... ...entertainment clients and business... ...existing accounts to mitigate client... ...timelines Execute coverage analysis... ...experience in Private Client... ...underwriters Seniority level Mid-Senior... ...The Demarco Group by 2x. #J-18...Private clientHigh net worthFull timeRemote work- ...A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses...SeniorPrivate clientHigh net worth
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...law firm in Pasadena, CA who is seeking a Senior Associate Attorney or Senior Counsel... ...of experience in Trusts & Estates and Private Client matters to join its growing practice. The... ...leadership responsibilities within the practice group. The position also offers the...SeniorPrivate clientHigh net worthRemote workFlexible hours- PNC is seeking a Senior Banking Advisor based in Los Angeles, California. In this role, you will provide credit and cash management solutions for high-net-worth clients and lead a supportive culture within the banking team. The ideal candidate has over 8 years of relevant...SeniorPrivate clientHigh net worth
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...consulting services to industry specific clients: Be a valued tax business advisor, lead... ...in corporate and flow‑through taxation, accounting methods, and ASC740. Research various tax... ...our website or to Baker Tilly Advisory Group, LP, employee e‑mail accounts are considered...SeniorPrivate clientHigh net worthLocal area- ...Account Manager In a rapidly changing world, HUB advises businesses... ...solutions that put our clients in control. Our growing team... ...Account Manager to join our Personal Lines team. Our service team plays... ..., Chubb/ACE and Nationwide Private Client) ~ Currently licensed...Private clientHigh net worthWork at officeLocal areaFlexible hours
$40 - $49.94 per hour
...Account Manager In a rapidly changing world, HUB advises businesses... ...solutions that put our clients in control. Our growing team... ...Account Manager to join our Personal Lines team. Our service team plays... ..., Chubb/ACE and Nationwide Private Client) ~ currently licensed...Private clientHigh net worthHourly payWork at officeLocal area- ...largest and fastest growing accounting and advisory firms in the industry... ...* Numerous Employee Resource Groups (ERGs) to support our... ...Supervise a team, foster strong client relationships, prospect and contribute... ...sector, such as hedge funds, private equity, and other investment-...SeniorPrivate clientHigh net worthPrivate practiceWork at officeLocal area
$40 - $49.94 per hour
...tailored insurance solutions that put our clients in control. Our growing team of... ...: We are seeking an experienced Account Manager to join our Personal Lines team. Our service team plays a... ...Cincinnati, AIG, Chubb/ACE and Nationwide Private Client) ~ currently licensed (in...Private clientHigh net worthHourly payWork at officeLocal area- ...tailored insurance solutions that put our clients in control. Our growing team of... ...We are seeking an experienced Account Manager to join our Personal Lines team. Our service team plays a vital... ...Cincinnati, AIG, Chubb/ACE and Nationwide Private Client) ~ currently licensed (in...Private clientHigh net worthWork at officeLocal areaFlexible hours
- ...reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds... ...a growing environment and providing clients with exceptional services. What...SeniorPrivate clientHigh net worthLocal area
- ...tailored insurance solutions that put our clients in control. Our growing team of... ...community. THE OPPORTUNITY: The Personal Lines Account Manager I provides critical support to... ...combination of education & experience. ~ Private Client/High Net-Worth experience...Private clientHigh net worthWork at officeLocal areaFlexible hours
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS)... ...fastest growing accounting and advisory firms... ...Employee Resource Groups (ERGs) to support our... ...-growing service lines at our firm, we try... ...unique operational and personal dynamics. About...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
$146k - $200k
Tax Senior Manager, Private Client Services Job Description Job... ...taxation related to personal income, estate... ...by the business line Involves firm... ...Bachelor’s degree in Accounting, required... ...independently or within a group environment... ...relationships Executive presence and...SeniorPrivate clientHigh net worthWork at office$70k
...The Senior Wealth Advisor is a senior strategic... ...high Net Worth client base in the United States. Manage accounts of high net worth investors... ...with the Private Bankers. Conduct sophisticated... ...by referral or personal contact with an... ...required for CGMI. Group 1 insurance This position...SeniorPrivate clientHigh net worthFull timeWork at office$70k - $80k
...cooperatively with Producers, if assigned on accounts, serve as the HUB’s primary contact to the client. Provides professional,... ...of education & experience. Private Client/High Net-Worth experience... ...the specific position’s business line, scope and level. HUB International...Private clientHigh net worthWork at officeLocal area- ...A leading accounting firm in Los Angeles is seeking a Senior Tax Manager. This role involves providing tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate should have a CPA and at least 7 years of experience...SeniorPrivate clientHigh net worth
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BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorPrivate clientHigh net worth$80k - $105k
...Account Executive, Personal Lines This role blends the sales position and responsibilities with those... ...focus is to enhance relationships with clients, staff, and carriers. The Account... ...clients, including Managers training for private client coverage and carrier...Private clientWork experience placementWork at officeNight shift- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues....SeniorPrivate clientHigh net worth
- ...Personal Lines Account Executive In a rapidly changing world, HUB advises businesses and individuals on... ...tailored insurance solutions that put our clients in control. Our growing team of... ...accounting. Designs and delivers effective group presentations using various media,...High net worthWork at officeLocal areaFlexible hours
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