Elite Personal Lines Account Exec - High-Net-Worth Clients
SolomonEdwards
SolomonEdwardsGroup, LLC is seeking a Personal Lines Insurance Account Executive, High-Net-Worth in Florida. The role focuses on managing a sophisticated portfolio of affluent clients, delivering consultative risk management and exceptional service. Hybrid work with in-office presence is required. You will work with top carriers like Chubb, Zurich, and Cincinnati, prepare coverage reviews, and guide clients through complex policies, including high-value homes, jewelry, art, yachts, and cyber #J-18808-Ljbffr SolomonEdwards
- ...Personal Lines Account Manager - Private Client HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker... ...Account Manager - Private Client manages a book of high-net-worth insurance business, while acting with a high degree...AccountsHigh net worthFull timeTemporary workWork at officeLocal area
- Willis Towers Watson is seeking a Senior Client Manager for the Personal Lines Department, focused on High Net Worth clients. You will handle placement, service, and ongoing... ...environment, ensuring timely, professional account service to achieve high standards. The role...AccountsHigh net worth
- ...leader in innovations and personalized client experience and, with more than... ...a strategic book of Ultra High Net Worth (UHNW) and High Net Worth (... ...individual leverages an elite suite of traditional banking... ...opportunity identification through account funding, including owning...AccountsHigh net worthWork at officeLocal area
- Title: Personal Lines Insurance Account Executive, High-Net-Worth Location: State of Florida *Must live in the state of FLORIDA to be considered for this position... ...you will not be considered for this position* Our client, an established Top 50 P&C insurance broker is...AccountsHigh net worthLive inWork at office
- Silver Air Private Jets in Miami is seeking a Sales Advisor to develop relationships with ultra-high-net-worth clients through their private jet membership program. This role involves prospecting, representing Flight Club at luxury events, and managing the HubSpot CRM...High net worthBase plus commission
- ...process. VP Private Client Group Banker Full Time... ...leader in innovations and personalized client experience and,... ...book of Ultra High Net Worth (UHNW) and High Net Worth... ...individual leverages an elite suite of traditional banking... ...through account funding, including owning...AccountsHigh net worthFull timeWork at officeLocal areaAfternoon shift
- Seacoast Bank in Miami seeks a Global Banking Client Advisor to support a team serving high-net-worth clients with a focus on international banking. The role... ...and interpersonal skills, experience with complex account structures, and proficiency in English and Spanish....AccountsHigh net worth
$130k - $175k
...growing demand for Blackstone products from high-net worth investors. Partnering with many of the... ...capability to these firms and their clients as well as providing ongoing education,... ...advisors with problem resolution of account opening, maintenance items ,and other inquiries...AccountsHigh net worthFull timeLocal area- ...solutions company that helps clients around the world turn risk... ...service of clients for the Personal Lines Department. This role is client... ..., with an emphasis on High Net Worth clientele. Responsible for providing... ...timely, professional account service to clients in order...AccountsHigh net worthTemporary workWork at officeLocal areaRemote workFlexible hours
$110k - $215k
...is responsible for expanding client relationships by identifying... ...business across all product lines with a strong emphasis on Investment... ...managing relationships with high‑net‑worth clients or equivalent... ...Referral Management Underwriting Account Management Attention to...AccountsHigh net worthShift workDay shift- LVH Global seeks a Client Relations Director to build and nurture relationships with direct clients and partners, collaborating across... ..., and staffing. It offers competitive compensation and a supportive environment for high-net-worth engagements. #J-18808-Ljbffr LVH GlobalHigh net worth
- HUB International is seeking a Personal Lines Service Account Manager to manage a book of insurance business with a focus on service quality, client satisfaction, and retention. You will collaborate... ...systems, and occasional travel. A high school education is acceptable with...Accounts
- Unlock your potential as a Client Associate at J.P. Morgan Advisors... ...services to ultra-high net worth clients. Join our dynamic and... ...Financial Advisors, providing personalized solutions and building lasting... ...Own the client onboarding and account maintenance for new and...AccountsHigh net worthLocal area
- ...America and the U.K. World specializes in personal and commercial insurance, surety and... ...to provide support to lead service and/or Client Advisors, by following established workflows... ...Responsibilities Setup and maintain accurate account details, contacts, and policy information...AccountsWork experience placement
- Job Description Job Duties: Associate, Client Relationship Management with Goldman Sachs... ...as key relationship contact for ultra-high net worth clients in the United States. Assess and... ...reconciliation, private banking services, and new account onboarding processes; assisting on...AccountsHigh net worth
- ...operationally minded Director of Client Delivery to lead the delivery... ...excellence, consistency, and accountability.Reporting directly to the... ...oversight for our most complex and high-profile engagements.This role... ...companies, as well as high net worth individuals, family offices,...AccountsHigh net worthFull timeContract workLocal area
- Unlock your potential as a Client Associate at J.P. Morgan Advisors... ...services to ultra-high net worth clients. Join our dynamic and... ...Financial Advisors, providing personalized solutions and building lasting... ...Own the client onboarding and account maintenance for new and...AccountsHigh net worthLocal area
- ...VP Private Client Group Banker The VP Private Client Group Banker is responsible for... ...substantially expanding a strategic book of Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients.... ...advisor, the individual leverages an elite suite of traditional banking, custom...High net worthLocal area
- ...Miami seeks an Insurance Administrative Support Specialist to assist lead service and Client Advisors, following established workflows in EPIC. Responsibilities include setting up accounts, processing renewals, endorsements, and proofs, attaching documents, and generating...Accounts
- Unlock your potential as a Client Associate at J.P. Morgan Advisors... ...services to ultra-high net worth clients. Join our dynamic and... ...Financial Advisors, providing personalized solutions and building lasting... ...Own the client onboarding and account maintenance for new and...AccountsHigh net worthLocal area
- The Associate Client Advisor role is an exciting opportunity... ...Bessemer's ultra-high net worth clients. This... ...actively managing client accounts and the coordinated delivery... ...client accounts in line with clients' goals... ...services, and highly personalized client service. Established...AccountsHigh net worthTemporary workWork at officeRemote work
$75k - $85k
...chartering service for the world’s elite, bringing together a collective of... ...As a member of the Sales Team, Client Relations Director plays a crucial... ...in travel, real estate, or another high-value product targeted to high-net-worth individuals ~ Proven track record...High net worthFull timeFlexible hours- Marsh McLennan Agency in Florida is seeking a Private Client Advisor to deepen relationships with high-net-worth clients. You’ll analyze exposures, recommend tailored coverages, and present market data to help clients make informed decisions. You’ll manage renewals, draft...High net worth
- ...business plan while underwriting War & Terror business. You will mentor junior team members, develop opportunities in the USA, and engage with brokers and clients to strengthen relationships and represent the company at meetings. #J-18808-Ljbffr Hamilton Insurance Group, Ltd.Work at officeRemote work
- ...Client Advisor Our not-so-secret sauce. Award-winning, inclusive... ...North America, we combine the personalized service model of a local consultant... ...skills: ~3 plus years’ personal lines insurance experience with High-Net-Worth clientele ~ Property & Casualty...High net worthLocal areaNight shift
- ...Description Job Summary: The NewEdge Wealth Client Service Associate plays a key role in... ..., and marketing support to ultra-high-net-worth (UHNW) clients in Miami, Florida. In... ...Management Provide clients and their accountants with account statements, tax documents,...AccountsHigh net worthWork at office
- ...you can make your mark as a Client Advisor at MMA.MMA.Marsh McLennan... ...America, we combine the personalized service model of a local consultant... ...client retention of existing accounts Communication/Client Service... ...Our future colleague. High school diploma or equivalent...AccountsWork at officeLocal areaNight shift
- ...Associate Development Program (ADP). You will partner with Financial Advisors to deliver portfolio analysis, client service, and wealth planning support for high-net-worth clients. The program offers in-depth training across trusts, estates, investment management, and client...High net worth
$110k - $215k
...in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing... ...ideal candidate will have over 7 years of experience managing high-net-worth clients, with expertise in investment products and a strong...High net worth- ...Director to join the Private Client Services (PCS)... ...largest and fastest growing accounting and advisory firms in... ...the largest service line within the firm,... ...employees to grow, both personally and professionally. With... ...companies, as well as high net worth individuals, family offices...High net worthFull timeWork experience placementPrivate practiceLocal areaRemote work
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