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
$90k - $135k
Howden is a collective - a group of talented and passionate... ...quality service we offer our clients, and our continued growth,... ...to-day contact for assigned private client accounts, building strong and... ...experience in private client, personal lines, or high-net-worth insurance...SeniorPrivate clientHigh net worthWork at office- A leading consulting firm in Los Angeles is seeking a Senior Account Executive to manage client relationships and negotiate complex insurance terms. The candidate will lead initiatives with carriers and clients, and their ability to analyze financial reports is crucial....SeniorHigh net worth
- ...A leading insurance agency is seeking a seasoned Personal Lines High Net Worth professional to manage a book of business focused on entertainment clients. This fully remote role requires at least 2 years of Private Client insurance experience and a valid P&C license. Responsibilities...Private clientHigh net worthRemote work
$90k - $110k
Account Executive, Personal Lines (High-Net-Worth) Join to apply for the Account... ...in supporting our clients with day-to-day... ...delivers effective group presentations using... ...have High Net-Worth/Private Client experience. Experience... ...of applications. Seniority level Seniority...Private clientHigh net worthHourly payFull timeWork at officeLocal area$70k - $110k
...hybrid remote CA Personal Lines High Net Worth... ...entertainment clients and business... ...existing accounts to mitigate client... ...established timelines Execute coverage... ...experience in Private Client... ...underwriters Seniority level Mid-Senior... ...at The Demarco Group by 2x. #J-1880...Private clientHigh net worthFull timeRemote work$56k - $132k
...more, please visit: Summary The Senior Account Executive interacts with clients on a day-to-day basis while developing... ...high net worth and affluent personal insurance clients. This individual... ...from their Supervisor on difficult lines. This role requires the employee to...SeniorHigh net worth$136k - $165k
...USA, LLP is seeking a Tax Experienced Manager in Glendale, CA, to provide tax compliance and consulting services to high net-worth clients. The ideal candidate will possess a Bachelor's degree, a CPA credential, and have six or more years of related experience. Responsibilities...SeniorPrivate clientHigh net worth- 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
- ...A leading insurance firm in California is seeking a Senior Personal Lines Account Manager to manage high net-worth clients and deliver exceptional service. The ideal candidate should have a minimum of 5 years of experience in Personal Lines Insurance and a strong knowledge...SeniorHigh net worthRemote work
$84k - $110k
...leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns... ...clients. Candidates must have a bachelor's degree in accounting or finance and at least two years of tax experience. A CPA...SeniorPrivate clientHigh net worth- Description SENIOR ACCOUNT MANAGER DEPARTMENT: PERSONAL LINES STATUS: NON-EXEMPT EMPLOYEE TYPE: FULL TIME Our not-... ...health & benefits insurance, and private client insurance solutions to... ...designated accounts managed by Account Executives/Sr. Account Executives/Producers...SeniorPrivate clientFull timeContract workLocal areaImmediate startNight shift
- ...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- ...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
$100k - $125k
...This is a vital hiring role, working with high net‑worth clients to deliver best‑in‑class customer service. Why join us Competitive... ...opportunity Job Details We are seeking a highly motivated Senior Personal Lines Account Manager to join our dynamic team in the Insurance industry...SeniorHigh net worthRemote work- ...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
- The CurEnt Group (TCG) is redefining luxury entertainment... ..., we partner with private clients and businesses to get... ...to ensure seamless execution Qualifications 1 -... ...simultaneously In-person full-time position... ...respect, teamwork, and accountability Opportunities for professional...Private clientHigh net worthFull timeWork at officeWeekend workAfternoon shift
$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$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...SeniorPrivate clientHigh net worthRemote work$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- ...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 officeFlexible hours
$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- 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
- A leading financial services firm in Los Angeles seeks a Private Client Relationship Manager to develop and maintain high-net-worth client relationships. The role requires a minimum of five years of experience in financial services and a strong ability to drive sales growth...SeniorPrivate clientHigh net worth
$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services to review complex tax returns and provide income tax planning for high-net-worth individuals. The role is remote within the United States, requiring a minimum of 8 years of experience...SeniorPrivate clientHigh net worthRemote jobHourly paySeasonal work- ...tailored insurance solutions that put our clients in control. Our growing team of... ...community. THE OPPORTUNITY: The Personal Lines Account Executive manages an assigned book of business,... ...accounting. Designs and delivers effective group presentations using various media,...High net worthWork at officeLocal areaFlexible hours
$66k - $123.1k
Mercer France in Los Angeles is looking for a Private Client Advisor to deliver tailored insurance solutions for high net worth clients... ...service. With a requirement of at least 2 years' experience in personal lines and a valid P&C License, this position offers hybrid work...Private clientHigh net worth$130k
Senior Associate - Transaction Advisory/Financial Due... ...expertise to help our clients get the answers they... ...done. You will assist in private equity and corporate... ...sell side financial accounting due diligence. How You... ...respect to day‑to‑day execution matters. Be actively...SeniorPrivate clientFlexible hours- ...clientele. Our members include executives, celebrities, and Ultra High... ...individuals seeking highly personalized service and seamless travel... ..., and cultural depth — from private aviation and five-star... ...handling complex itineraries, VIP client relations, and high‑touch...SeniorPrivate clientHigh net worthWorldwide
- PNC Financial Services Group, Inc. is seeking a candidate to provide guidance and advice on credit and cash management solutions for high-net worth clients in Los Angeles. The role includes managing complex credit requests, building relationships with clients and internal...SeniorHigh net worth
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