Senior Account Executive - Private Client Group (HNW Personal Lines)
$56k - $132kNFP
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
$56k - $132k
...more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while... ...from their Supervisor on difficult lines. This role requires the employee... ...interact with a variety of people/personalities. Strong leadership skills. Must...SeniorPrivate clientHigh net worth$56k - $132k
...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... ...Supervisor on difficult lines. This role requires the... ...interact with a variety of people/personalities Strong leadership skills...SeniorPrivate clientHigh net worth- ...leading insurance consultancy in Seattle is looking for a Senior Account Executive to interact with clients daily and maintain relationships. This role involves... ...The position requires significant expertise in multi-line accounts and the ability to negotiate effectively....SeniorHigh net worth
$28.85 - $40.86 per hour
...Personal Insurance Account Manager Built on meritocracy, our unique company culture rewards self-... ...growing team in Seattle, WA! The Private Client Account Manager will manage and grow... ...~3+ years' high net worth Personal Lines experience ~ Experience with Surplus...Private clientHigh net worthHourly payWork at office$109.3k - $180.2k
...Commercial Accounts Account Executive Officer Taking care of our customers, our... ...partners by regularly meeting in person with agents and brokers to... ...(MD) to develop region/group sales plans. May assist in... ...with experience in commercial lines. Deep knowledge of commercial...SeniorLocal area$120 - $150 per hour
...Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role focuses on tax compliance and planning for high-net-worth individuals and partnerships. Responsibilities include reviewing tax returns and managing compliance for private...SeniorPrivate clientHigh net worthHourly paySeasonal workRemote work- JPMorganChase in Bellevue, WA is seeking a Relationship Manager to build and maintain high-net-worth client relationships. You will provide tailored advice and exceptional service while collaborating with various business partners. The ideal candidate has a minimum of...SeniorPrivate clientHigh net worth
$91.9k - $142.4k
...individual tax returns, provide insightful tax planning for high net worth clients, and collaborate with a team of specialists across various tax domains. You should have a bachelor's degree in Accounting, progress towards CPA or similar, and at least 3 years of experience...SeniorPrivate clientHigh net worth- ...Our client is seeking a Senior Client Relationship Manager, Vice President to join... ...advisors incorporate private markets and other alternative... ...wealth channel partnerships. Execute a consultative sales process... ...onboarding, product education, account support, and ongoing...SeniorPrivate clientHigh net worth
$120 - $150 per hour
...Seasonal Tax Senior Manager – Private Client Services Location: Anywhere in Country Private Client Services... ...Experience with federal and state personal and trust income tax A thorough... ...must have Valid US Certified Public Accountant (CPA) license or active state bar membership...SeniorPrivate clientHigh net worthHourly paySeasonal workRemote workFlexible hours$109.3k
...Imagine loving what you do and where you do it. Job Summary The Account Executive Officer (AEO), Commercial Accounts will partner with agents... ...years of relevant underwriting experience in commercial lines. Deep knowledge of commercial lines products, the regulatory...SeniorLocal area$60k - $200k
...the U.K. World specializes in personal and commercial insurance,... ...fidelity bonding, employee and executive benefits, investment... ...Insurance Sales Producer - Personal Lines Client Advisor Position Overview... ...focusing on High- Net worth and Private Clientaccounts, including...Private clientHigh net worthBase plus commissionImmediate start$75k - $100k
...relationships with leaders in private-sector and purpose-driven... ...Is excited about connecting client-side changemakers with the right... ..., you may be a fit for the Account Executive role we’re building at... ...with a talented and dedicated group of individuals that share a...Private clientImmediate start$76k - $125.3k
...for a wide range of clients and colleagues.... ...designed with your own personal skills and... ...handling hedge fund and Private equity K-1s... ...bachelor's degree in Accounting, supported by significant... ...to challenge senior colleagues and stakeholders... ...backgrounds, from executives and entrepreneurs...SeniorPrivate clientHigh net worthWork experience placementSummer holidayLocal areaFlexible hours$65k - $75k
...Join The Partners Group Find your place at The Partners Group, a... ...means to be a partner for our clients and teammates. Are you ready... ...insurance professional to join our Personal Lines team in Portland, OR (or Renton, WA) as an Account Manager. How you will make...High net worthWork at officeLocal area1 day per week- ...DIRECT CONNECT GROUP DCG LLC in Seattle is looking for a Senior Account Executive to aggressively grow sales and promote the DCG ONE brand. This role involves managing accounts, delivering exceptional customer service, and actively participating in market strategies....Senior
$130k - $150k
...Senior Director Financial Planning Oppenheimer &... ...delivering an industry-leading client experience on all... ...presentations, sometimes to large groups on various financial... ...engaging with affluent/HNW and UHNW clients,... ...in business, finance, accounting or related field...SeniorHigh net worthWork at office- ...International Tax Senior Manager Withum is a place... ...Withum's Tax Services Group is made up of a... ...as International and Private Client services This International... ...Withum Way, promoting personal and professional... ...Bachelor's degree in accounting and CPA license or Masters...SeniorPrivate clientWork at officeLocal area
$10,000 per month
...skilled individual for our Account Manager position for our branch operations group located at our Bellevue... ...o Develop and execute territory and account plans... ...to accommodate account/client needs • Ability... ...applicants regardless of a person's race, color, religion...Full timeFor contractorsWork experience placementFlexible hoursNight shift$95.05k - $152.08k
...company where you matter.Your ImpactAs a Senior Enterprise Account Executive, Outpost, you will own and close... ...(e.g., retail, healthcare, private security, casinos, critical infrastructure... ...Mental Wellness supportEmployee Resource Groups (ERGs)And yes, we have snacks in our...SeniorWork experience placementRemote work$101.2k - $136.9k
...Senior Account Executive – Washington (Renton, WA) Hybrid opportunity. Build a career... ...purpose. Join our cause to create a person‑focused and economically... ...Regence's largest and most complex groups in the ASO and Fully Insured Large Group line of business. Your expertise...Senior- ...invite you to help clients unlock their... ...the lookout for a Senior Tax Manager to be... ...on Form 1065 for private equity operating partnerships... ...2 years of public accounting experience. CPA... ...staff. Possess executive presence to represent... ...Aprio Advisory Group, LLC operate under...SeniorPrivate clientRemote workFlexible hours
$85k - $125k
H.W. Kaufman Group is looking for a Private Client Underwriter to manage agency relationships and build a profitable... ...degree and a minimum of 3 years in personal insurance underwriting.... ...providing exceptional client service and executing a national marketing strategy....Private clientFlexible hours$50k
...Senior Account Executive | Franchise Equipment Finance Altius Search Group is recruiting for a Senior Account Executive position for one of our clients in the Franchise Equipment Finance Industry. A successful... .... Provide front-line sales and support for financial...Senior- ...renowned Tax Services Group, you will be among... ...—you will help clients develop effective tax... ...International and Private Client services. In this Senior Manager role, you will... ...the Withum Way of personal and professional... ...Bachelor's degree in accounting and CPA license or...SeniorPrivate clientLocal area
- ...experience. ABOUT THE ROLE The Senior Account Executive aggressively grows sales,... ...of committees and working groups. Develop and maintain... ...ABILITIES Results Driven Customer/Client Focus Communication... ...opportunity to all qualified persons without regard to race, color...SeniorWork at officeLocal area
$177.69k
...Senior Account Executive Seattle, WA About the Opportunity This isn't a... ...developing your market, your client relationships, and working to... ...involves a blend of in-person community engagement and work... ...) was $177,692. Within this group, the median was $160,913, the...SeniorLocal areaWork from homeHome officeFlexible hours$89.8k - $148.3k
...for small and mid-size businesses. The Account Executive (AE), Ocean Marine will partner with agents... ...partners by regularly meeting in person with agents and brokers to market and sell... ...agency sales plans. Execute region/group sales plans. Perform other duties as...Local area$75k - $125k
...is seeking Financial Analysts to support Private Wealth Management. You will collaborate with Private Wealth Advisors, monitor client portfolios, and develop asset allocation proposals... ..., plus potential bonuses for eligible employees. #J-18808-Ljbffr Goldman Sachs Group, Inc.Private clientHigh net worth$95.05k - $150.08k
...matter. Your Impact As a Senior Enterprise Account Executive, Air, you will be a key leader... ...(DFR) - adapted for private sector use cases. This role... ...programs Employee Resource Groups (ERGs) And yes, we have snacks... ...environment. We collect personal information from...SeniorWork experience placementRemote work
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