High Net Worth Personal Lines Placement Pro
Acrisure
Acrisure is seeking a Personal Lines High Net Worth Placement Specialist to manage new business and renewal processes, including exposure analysis, quote specs, and coverage proposals. You will collaborate with Client Advisors, Account Service Teams, and carriers to ensure high-quality service and timely submissions. The role requires a Property & Casualty license, 3–5 years in personal lines marketing, and proficiency with MS Office and insurance systems. #J-18808-Ljbffr Acrisure
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the High Net Worth Personal Lines Placement Pro in Mahwah, NJ vacancy
$80k - $110k
..., and collaboration, we equip our teams to work at the highest levels possible. Job Summary Acrisure is seeking a Personal Lines High Net Worth Placement Specialist to join our growing team. This role will be responsible for managing and executing key components of the...High net worthWork at officeImmediate startFlexible hours$80k - $120k
...Job Title Personal Lines Private Client Account Executive Job Description A global... ...communication skills. Detail oriented, highly organized and ability to meet deadlines... ...estimate at the time of this posting. Placement within the range will be based on a variety...High net worthWork at officeImmediate startFlexible hoursAcrisure LLC
Mahwah, NJ23 hours ago$100k - $150k
...Job Description Job Description Seeking : Personal Lines High Net Worth Account Executive Schedule : Fully Remote Salary : $100K - $150K Independent Retail Insurance Agency is seeking a dynamic and experienced High Net Worth Personal Insurance Account...High net worthRemote job$85k - $120k
Motor Cargo MGA UnderwriterSouth Jersey / Philadelphia Area$85K-$120K+ Base Salary | Bonus | HybridA long-standing regional MGA and wholesale brokerage in the South Jersey/Philadelphia area is seeking a Motor Cargo MGA Underwriter to support its growing motor cargo platform...SuggestedWork at office- ...leadership while delivering comprehensive tax and advisory services to closely held businesses, partnerships, corporations, and high-net-worth individual clients. **Key Responsibilities:** - Oversee and review tax engagements for businesses, partnerships,...High net worthFull timeWork at office
77 consultants
Ramsey, NJa month ago $50k - $65k
...Personal Lines Underwriter Essential Duties and Responsibilities: Learn and develop an understanding of the personal lines marketplace. Under supervision, analyze and underwrite new business for a select group of agents and senior underwriters. Rate policies...Jimcor
Passaic, NJ23 hours ago- ...partnership, and individual tax engagements, ensuring compliance and high-quality deliverables. Advise proactively. Deliver strategic tax... ...guidance for closely held businesses, partnerships, and high-net-worth clients. Develop new business. Proactively identify and pursue...High net worth
Crossroads Staffing
Ramsey, NJ4 days ago $50k - $63k
...America and the U.K. World specializes in personal and commercial insurance, surety and... ...information and use it for improvements in placements and services. ~ Has an... ...environment with some instruction and a high degree of accuracy and attention to detail...Work experience placementWorld Insurance Associates LLC
Wayne, NJ23 hours ago$100k - $150k
...balancing speed and sound credit judgment in a high-velocity specialty finance environment.... ...Issue underwriting recommendations in line with established credit standards.... ...teams. ~ Strong ownership mindset and high personal accountability. Nice to Haves:...Full timeCraft Recruiting
Ridgewood, NJ4 days ago- ...- **Strategic Tax Planning**: Deliver advanced tax structuring and planning advice to closely held entities, partnerships, and high-net-worth individuals. - **Client Relationship Building**: Cultivate trusted, long-term relationships with existing clientele and identify...High net worthFull time
77 consultants
Ramsey, NJa month ago $85k - $100k
...Jersey. This role focuses on managing client engagements, providing high-quality tax compliance and advisory services, and mentoring... ...and advisory services for closely held businesses and high-net-worth clients. Team Leadership: Supervise, train, and develop senior...High net worthFull timeMBC Talent Connections
Ramsey, NJ2 days ago- ...grow with us. We are a modern, fast-growing boutique CPA firm providing high-level tax, accounting, and advisory services to small and mid-sized businesses, as well as high-net-worth individuals. Our team is built around professionalism, collaboration, flexibility...High net worthInterim roleCasual workWork at office
The Marchese Group LLC
Ramsey, NJa month ago - Allstate Insurance Agency - Louis Bouchard in Franklin Lakes, NJ, is offering an exciting sales opportunity where you can achieve personal growth while helping the community. You will generate new business, assist existing customers, and educate them on important insurance...Base plus commission
- ...involved in the review and appraisal of applications for insurance placement . Uses knowledge and independent judgment to determine... ...Companies and Brokers via telephone, e-mail, regular mail and personal contact. Essential Duties and Responsibilities: Reviews...
- PKF O’Connor Davies seeks an experienced tax professional to lead and manage tax engagements for high-net-worth individuals and family offices. You will review complex returns and develop advanced planning strategies, while serving as the primary client contact and driving...High net worth
- ...approximately $12 billion in assets, Kemper provides personalized coverage options designed to meet diverse... ...targets while delivering consistent, high‑quality customer service and maintaining... ...and detail. Prior experience in personal lines or life insurance is preferred; bilingual...Full timeWork at office
Kemper
Clifton, NJ23 hours ago $85k - $105k
...(most of their team came from top 10 firms) Work with ultra-high net worth clients and major businesses (some over $300M revenue) Get the... ...candidate : Currently at a larger firm and want something more personal. Tired of the corporate machine. Ready to do meaningful work...High net worthFull time$44k - $80k
...Greater New Jersey area as occasional in-person participation with your peers is an... ...focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to... ...is $44,000-80,000 USD per year. Placement in the range will vary based on job responsibilities...High net worthFull timeRemote workFidelity Investments
Wayne, NJ1 day ago$170.5k - $284.1k
...opportunities with prospects.Maintain appropriate levels of personal interaction with clients. Educate clients on emerging issues,... ...Financial Planner) certificationProven experience working with high net worth clients and complex client relationships#LI-LA1...High net worthFull timeWork experience placementWork at office$85k - $100k
...Tax Manager will work closely with firm leadership to deliver high-quality tax compliance and advisory services to closely held businesses... ...and advisory services for closely held businesses and high-net-worth individuals. Build and maintain strong client relationships...High net worthHourly payPermanent employmentTemporary workLocal areaAdvatix, Inc.
Ramsey, NJ1 day ago$100k - $150k
...we have built our reputation on deep industry expertise, a personalized approach, and a commitment to delivering real value to our clients... ...tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses. The ideal...High net worthFull timePrivate practiceLocal area3 days per week$55k
...agent to join their growing insurance agency in Paramus, NJ. This is an excellent opportunity for an insurance professional with personal lines experience who enjoys helping clients, building long-term relationships, and contributing to agency growth through exceptional...- ...to step out from behind the returns and take true ownership of high-level client advisory? Kaav Inc., a premier strategic talent delivery... ...highly visible leadership role. If you thrive on complex High-Net-Worth (HNW) tax strategy and want a platform that offers the robust...High net worthLocal area
$200k - $300k
...extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-... ...provides federal tax compliance and planning services to high-net-worth individual clients and privately held businesses. A Weaver...High net worthImmediate startFlexible hoursWeaver
Little Falls, NJ2 days ago$60k - $70k
...Job Description Personal Lines Account Manager - Hybrid Job Summary: A well-established independent insurance agency is seeking an experienced and motivated Personal Lines Account Manager to join its growing team. This position is ideal for an individual with...Work at officeFlexible hoursThe Jonus Group
Paterson, NJ23 hours ago- ...support. The role is well suited for someone who is detail oriented, thrives in a collaborative environment, and enjoys serving high-net-worth individuals, privately held businesses, and fiduciary entities.Responsibilities:• Direct and review complex tax engagements for...High net worth
- ...and advice to individuals and families, from early savers to high‑net‑worth clients. You will provide an exceptional investor experience... ...culture of diversity. Build a book of business and deliver personalized investment solutions to clients, focusing on relationship...High net worth
- Unlock Potential 360 is seeking an Insurance Sales Representative to work remotely with individuals and families exploring coverage options. You will help clients understand their protection needs and guide them to suitable plans. The role emphasizes client-facing outreach...Remote job
$70k - $110k
...A college degree and an applicable insurance license are preferred. The role involves collaboration with various teams and targets high-quality service delivery. The salary range is competitive, between $70,000 and $110,000, reflecting skills and experience. #J-18808-...$80k - $90k
...Development Program in Paramus, NJ. This role focuses on developing client relationships and delivering investment recommendations to high-net-worth individuals. Successful candidates will have strong interpersonal skills and the ability to engage and influence others, with a...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Personal Lines Placement Pro. Be the first to apply!
