Account Executive for Private Client Services with Wholesale Insurance Company
Novatae Risk Group
Account Executive for Private Client Services with Wholesale Insurance Company We are seeking a highly motivated individual to join our Private Client Solutions team as an Account Executive. Utilising your exceptional skills and talents, you will help manage market placement of new and renewal business. You will contribute to the achievement of department goals relating to growth, profit, renewal retention, and producer/client management and service. Responsibilities Evaluate submissions from retail insurance brokers; identify exposures and coverage required Identify appropriate markets including in-house programs to request quotes based on coverage requirements Manage new and renewal books of business Request additional underwriting information needed to quote Evaluate quotes and contract provisions offered by insurance markets Maintain cooperative and dependable relationships with retail agencies and brokerages Demonstrate broad pricing, contract language and necessary details on quotes to retail insurance brokers and discuss any questions and binding of quote with an agent Work with minimum supervision in completing tasks Participate, as necessary, on special committees and projects Requirements Must have “high net worth” personal lines experience for both the admitted and non-admitted market 5+ years of relevant experience in a personal line’s insurance brokerage or underwriting environment Wholesale brokerage experience preferred Must be licensed by appropriate state or be able to obtain insurance license within 90 days Proficient in Microsoft Office including Word, Outlook, and Excel AIM/Imageright experience a plus Equal Employment Opportunity At Novatae Risk Group, we celebrate and support our differences. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. We provide reasonable accommodations to known physical or mental limitations unless the accommodation would impose an undue hardship on the operation of our business. #J-18808-Ljbffr Novatae Risk Group
- A leading insurance firm located in Tampa, Florida, is looking for an Account Executive for their Private Client Services team. The role requires at least 5 years of relevant experience and expertise in high net worth personal lines. Candidates must be proficient in Microsoft...Private clientWork at office
- A leading wholesale insurance firm in Tampa is seeking an Account Manager for their Private Client Services team. The ideal candidate will manage market placements, ensure client retention, and evaluate submissions from retail brokers. A minimum of 5 years in personal lines...Private client
- ...High Net Worth PCS Account Manager for Wholesale Company We are seeking a... ...individual to join our Private Client Solutions team.... ...underwriting, and support services to Senior Producers... ...personal lines insurance accounts.... ...dependable relationships with retail agencies and...Private clientFull timeContract workWork at officeRemote work
- A leading insurance firm in Tampa is seeking an experienced Account Manager to join their Private Client Solutions team. This role involves managing market placements for new and... ...for someone looking to grow in the wholesale insurance sector. #J-18808-Ljbffr Novatae...Private client
- ...risk management firm in Tampa is seeking a highly motivated High Net Worth PCS Account Manager to join their Private Client Solutions team. The ideal candidate will manage personal lines insurance accounts, maintain broker relationships, and evaluate insurance submissions....Private clientWork at officeRemote work
$60k - $200k
...Lines Sales Executive (Client Advisor) World Insurance Associates ("... ...unique financial services organization with a global... ...prospect any company of any size to... ...on commercial accounts Engage in... ...net worth / private client, employee... ...Plans, Wholesale, and Payroll...Private clientBase plus commissionImmediate start$85k - $130k
Overview Associate Account Executive - Private Equity Group.... ...delivering tailored insurance solutions to... ...their portfolio companies. You’ll be instrumental... ...in managing client relationships,... ...of client service plans, including... ...assessments. Collaborate with producers,...Private clientLive inWork at officeWork from homeFlexible hours- ...Private Banking Officer Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer,... ...products, and providing unparalleled client service. This role is ideal for a seasoned...Private client
$55k - $119.6k
...contribute to the company's success. As an Account Manager within... ...comprehensive suite of services designed to... ...existing client relationships, driving... ...work directly with clients to design... ...manufacturing, healthcare, wholesale, or general... .../child life insurance; short and long-...Full timeContract workTemporary workPart timeWork experience placementWork at office- ...Personal Lines Account Manager - Private Client HUB International Limited ("HUB... ...one of the largest global insurance and employee benefits broker... ...management products and services. With over 21,000 employees in... ...01k matching program ~ Company paid Life and Short-Term...Private clientFull timeTemporary workWork at officeLocal area
$96.8k
Responsibilities Providing full-range fund accounting and administration services to private equity clients, including NAV preparation and... ...of the NAV process. Working with banks, auditors, brokers, and... ...distributions wires, ensuring execution as instructed by clients and...Private clientWork at officeLocal area- ...one of the largest private equity firms in... ...equity—across our Wholesale, Correspondent,... ...outside Wholesale Account Executives to expand our geographic... ...build a business with a leadership team... ...deliver optimal service levels and foster... ...conditions. The Company reserves the...Full timeSelf employmentRemote work
- ...Mortgage Wholesale Account Executive Location: Remote Region based About Newfi... ..., one of the largest private-equity firms in the world.... ...reach and build a business with a leadership team that has... ...support team to deliver optimal service levels and foster account relationships...Self employmentRemote work
- Mortgage Wholesale Account Executive Location: Remote Region based The Opportunity Newfi has successfully... ...geographic reach and build a business with a leadership team that has a proven... ...internal support team to deliver optimal service levels and foster account...Remote work
$144.97k - $180.97k
Our highly trained Account Executives present specialized commercial insurance, 401K, and life insurance products... ...a sales career filled with success and purpose,... ...line of products and services Total currently... ...What You’ll Receive Company car with gas card Comprehensive...Work experience placementImmediate startRemote workHome office- ...leading lender in the mortgage industry is seeking a Mortgage Wholesale Account Executive to build and manage a national account base. This role... ...Responsibilities include utilizing business data for trends, partnering with an internal support team, and maintaining knowledge of...
- ...Description Title: Account Executive - Commercial Lines Work Mode: Remote with Occasional Travel/Southeastern... ...in accordance with company policy, individuals... ...and execution of client marketing, servicing, risk management,... ...knowledge of insurance brokerage and client...Remote job
- A leading lending institution is seeking experienced professionals for the role of Wholesale Account Executive in Remote Tampa, FL. This full-time position involves building a national account base, managing partnerships, and leveraging data to optimize performance. Candidates...Remote jobFull time
- ...Account Executive Real Floors, Inc. has been... ...the leading wholesale flooring providers... ...installation services to the multi-... ...professional with a strong background... ...long-term client relationships.... ..., free life insurance, free AD&D insurance... ...a generous company match, fitness...Work at officeRemote work
$60k - $90k
...experience — talk with your recruiter... ...Position: Account Executive Location: Tampa... ...office About: Company is a leading... ...solutions, offering services such as cell... ...enterprise clients. Whether the challenge... ...Industries Wholesale Referrals... ...this job Medical insurance Vision...Full timeWork at officeFlexible hoursAfternoon shift2 days per week$90 - $120 per hour
Ernst & Young Oman is hiring a Seasonal Tax Manager for Private Client Services, focusing on reviewing complex individual tax returns and income... ...clients. This role offers remote flexibility within the US, with a competitive hourly rate ranging from $90 to $120. Ideal candidates...Private clientRemote jobHourly paySeasonal work- ...start focusing on what matters—your clients. Our client is hiring... ...first, fee-only investment model with a clear separation between sales and client service—so you can do the work you were... ...relationship manager for U.S.-based private clients, partnering with internal...Private clientVisa sponsorship
- ...2026 at 7:00 AM At Alliant Insurance Services, we thrive on creating employee... ...dedicated to solving our clients' health and welfare... ...join a dynamic, expanding company with prospects for individual and... ...agent of Producer assigned accounts, including servicing and/or...Work experience placementWork at officeImmediate start
$2,929.34 per month
...mortgage loans with speed, ease,... ...Description Job Title: Account Executive Job Type:... ..., or wholesale) 2+ years of... ...player with a service-first mindset... ...engage potential clients through outbound... ...outreach in the company CRM Build and... ...Comprehensive insurance: Choice of premium...Remote jobFull timeWork at office$90 - $120 per hour
EY is seeking a Seasonal Tax Manager for its Private Client Services team. This role involves reviewing complex individual tax returns, income tax... ...and a Bachelor’s degree in a related field, along with a minimum of 4 years of experience. The position offers remote...Private clientRemote jobHourly paySeasonal work$70k
...We are seeking an experienced Account Executive with a strong recruiting and client expansion background for a direct... ...in the staffing and employment services industry. This hybrid role is ideal... ...qualified candidates to client companies. - Partner with clients to understand...Temporary workLocal areaRemote work$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services in the United States. This role focuses on reviewing complex... ...hourly pay ranging from $120 to $150 and allows remote work with no travel required. #J-18808-Ljbffr Ernst & Young OmanPrivate clientRemote jobHourly paySeasonal work- ...Commercial Lines Account Executive HUB International Limited... ...the largest global insurance and employee benefits... ...products and services. With over 18,000 employees... ...matching program ~ Company paid Life and Short-Term... ...services to assigned clients. You have the primary...Temporary workWork at officeLocal area
$96.8k
MUFG Investor Services is hiring for a fund accounting role in Tampa, Florida. The position entails providing comprehensive fund accounting and administration services to private equity clients, along with managing a team of Fund Accountants. The ideal applicant should...Private client$10k
...Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a...Private clientWork experience placementWork at officeWork from home
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