Senior Personal Lines Account Executive - High Net Worth
001 Brown & Brown, Inc
001 Brown & Brown, Inc is seeking a Personal Lines Account Executive in Houston, TX. The role involves managing high‑net‑worth client relationships, evaluating insurance programs, and providing tailored coverage recommendations. The ideal candidate will have a minimum of 10 years of experience, along with an active P&C license. The position offers several benefits including medical, dental, vision, and retirement plans, fostering an inclusive environment for all candidates. #J-18808-Ljbffr 001 Brown & Brown, Inc
- Brown & Brown is looking for a Personal Lines Account Executive to join our Houston team. This role involves serving as the primary relationship manager for high-net-worth clients, delivering concierge-level service and tailored insurance strategies. The ideal candidate...SeniorHigh net worth
- ...committed to doing what is best for our customers. Position Overview Brown & Brown is seeking a Senior Personal Lines Account Manager / Account Executive (High Net Worth) to join our growing team in Houston, TX. This role is designed for a seasoned HNW...SeniorHigh net worth
- Brown & Brown, Inc. is seeking a Personal Lines Account Executive in Houston, TX. This role involves managing relationships for high-net-worth clients and developing tailored personal insurance strategies. Key responsibilities include evaluating clients’ insurance needs...High net worth
- ...Personal Lines Account Executive Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing... ...as the primary relationship manager for a portfolio of high-net-worth clients, delivering a proactive, high-touch and concierge...High net worth
- Job Overview Personal Lines Account Executive - Houston, TX. The role collaborates with producers to write new business and retain existing clients... ...Primary relationship manager for a portfolio of high‑net‑worth clients. Act as a trusted risk advisor; evaluate evolving...High net worth
- ...Private Client Division in Houston, Texas. The role demands a high level of organizational skills and client management, providing... ...Prospective candidates should possess at least 5 years in high net worth client services and have a solid understanding of Florida's insurance...SeniorHigh net worth
$109.3k - $180.2k
...consultative services to contractors. The Account Executive Officer (AEO) will partner with agents... ...primarily comprised of moderately to highly complex accounts. Underwrite and... ...external partners by regularly meeting in person with agents and brokers to market and...SeniorFor contractorsLocal area$139.4k - $230k
...for small and mid-size businesses. The Account Executive Director (AED), Ocean Marine will partner... ...partners by regularly meeting in person with agents and brokers to market and sell... ...experience with experience in commercial lines. Expert level knowledge of Ocean...SeniorLocal area- ...Senior Director, Principal Gifts About the Company Philanthropic organization supporting Indigenous culture & individuals... ..., and a proven track record in fundraising, particularly with high net-worth donors. The ideal candidate will have 8-12+ years' of progressive...SeniorHigh net worth
- Benchmark Insurance Group & Rise Group in Houston, Texas, is seeking a Personal Lines Account Manager to oversee an established book of business. The ideal candidate will focus on delivering exceptional customer service while managing new and existing client needs. Responsibilities...Senior
- ...Job Description Job Description Senior Tax Manager Public Accounting | Leadership Opportunity | Hybrid Flexibility A growing public accounting... ...opportunity to work with a strong middle-market and high-net-worth client base while playing a key role in mentoring staff...SeniorHigh net worth
- ...diverse team helping high-profile clients... ...currently seeking a Senior Manager to join... ...Advise clients and be accountable for delivering... ...focuses on ultra-high net-worth individual, trust... ...practice/service line, your recruiter... ...a robust suite of personal well-being benefits...SeniorHigh net worthFull timePrivate practiceWork at officeLocal area
$139.4k - $230k
The Travelers Indemnity Company is seeking an Account Executive Director (AED) for Ocean Marine in Houston, Texas. This role involves managing a complex book of business, working closely with agents to drive growth through expert underwriting of marine products. The ideal...Senior- ...Tax Senior Manager – Private Client Services We're Hiring: Tax Senior Manager – Private... ...chance to become a trusted advisor to high-net-worth individuals, family offices, and their... ...~8+ years in private client or public accounting ~ Deep expertise in flow-through...SeniorHigh net worthWork at officeFlexible hours
- ...retention. Candidates should have 10+ years of complex financial services experience and the ability to drive business development for high-net-worth clients. A strong skill set in client solutions and leadership is essential, with licenses required within 90 days if not...SeniorHigh net worth
- ...Job Description Job Description Personal Lines Account Manager Location: Houston, TX (Hybrid after training) Regional agency with a great culture is seeking an experienced Personal Lines Account Manager to deliver exceptional service and manage both new and...High net worth
- ...Private Client Relationship Manager to provide business depository, treasury management, and lending solutions while advising high net worth individuals. This role requires over ten years of experience in Private Banking or Financial Services, along with a Bachelor's...SeniorHigh net worthLocal area
- ...Senior Tax Associate Focus will be on individual, trusts and gift tax returns. Develop... ...for wealth preservation among high-net-worth families. Manage compliance deadlines.... ...Demonstrate proficiency in estate and trust accounting, advising on both administrative and compliance...SeniorHigh net worth
$120 - $150 per hour
Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services in Texas. This role involves reviewing complex... ..., income tax planning, and partnership tax compliance for high-net-worth clients. Qualified candidates will have at least 8 years in tax...SeniorHigh net worthRemote jobHourly paySeasonal workFlexible hours- ...Responsibilities: - Must be a CPA with at least 6 years of recent public accounting experience. - Minimum of 1 year in a supervisory role in a... ...and individual tax returns for middle market businesses and high net worth individuals. - Ability to provide tax compliance and...SeniorHigh net worthFlexible hours
- Firsthorizon is seeking a Senior Private Client Relationship Manager in Houston, Texas.... ...relationships. Responsibilities include advising high net worth individuals on wealth management solutions and connecting them across business lines. Ideal candidates will have a Bachelor’s...SeniorHigh net worth
- ...planning team in Houston, TX. The role involves preparing and reviewing tax returns and developing advanced tax strategies for high-net-worth clients. Ideal candidates will have several years of tax experience, strong technical skills, and the ability to communicate clearly...SeniorHigh net worthFull time
- ...diverse team helping high-profile clients... ...seeking a Tax Manager / Senior Manager Family... ...for ultra-high net-worth individuals and families... ...experience in an accounting firm, organization... ...practice/service line, your recruiter... ...a robust suite of personal well-being benefits...SeniorHigh net worthFull timeWork at officeLocal area
- ...professional with a minimum of 10 years of banking experience, ideally in private banking. The successful candidate will manage ultra-high net-worth client relationships, deliver tailored investment strategies, and participate actively in business development. The role...SeniorHigh net worth
- ...degree in taxation and a CPA license with over 6 years of public accounting experience. Responsibilities include managing client... ...preferred. ABGI Canada offers an opportunity to engage with high-net-worth individuals and businesses in a dynamic environment. #J-18808...SeniorHigh net worth
- ...Houston, TX. This role involves providing exceptional client service and operational support while working directly with ultra-high net worth clients. Responsibilities include managing client relationships, overseeing asset management, and identifying opportunities for...SeniorHigh net worth
- ...Houston to provide comprehensive wealth management solutions to high net worth clients. The ideal candidate will leverage their networking... ...a focus on client retention and financial strategy execution. This role demands a high level of interpersonal expertise and...SeniorHigh net worth
- Goodwin Recruiting is seeking a Senior Technical Tax Manager to oversee complex tax matters for closely‑held businesses and high‑net‑worth individuals. This position allows you to serve as the firm’s technical expert while mentoring team members and ensuring compliance...SeniorHigh net worthRemote jobFlexible hours
- ...Description Tax Associate / Senior Tax Associate Location:... ...balance offerings in the public accounting market today. Why... ...partnerships, corporations, high-net-worth individuals, and other complex... ...professional excellence and personal well-being. If you're seeking...SeniorHigh net worthWork at officeLocal areaFlexible hours3 days per week
- Fifth Third Bank is seeking a Wealth Planning expert in Houston, Texas, to serve high net worth clients with complex financial planning needs. This role involves developing customized wealth strategies and coordinating closely with the Private Bank team to enhance client...SeniorHigh net worthBank staff
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