Senior Private Client Insurance Strategist
World Insurance As
World Insurance As is looking for an experienced professional to lead client strategy and service for complex clients. The role involves facilitating strategy meetings, analyzing coverage gaps, and maintaining effective relationships with clients. A minimum of 5 years' experience in Personal Property & Casualty is required, along with a state Property & Casualty Insurance License. Strong knowledge of MS Office and interpersonal skills are crucial. This position is based in Scottsdale, Arizona. #J-18808-Ljbffr World Insurance As
- World Insurance Associates, LLC. is looking for a professional to independently lead client strategy and service on complex accounts. The role involves preparing strategy meetings, conducting coverage reviews, and overseeing policy confirmations. Candidates should have...SeniorPrivate client
- Insurancecenterinc seeks a Personal Lines Private Client Account Executive in Scottsdale, AZ. The candidate will independently manage client strategy and service for complex insurance cases. Key qualifications include 5+ years of experience in Personal Property & Casualty...SeniorPrivate clientFull time
- World Insurance Associates LLC is seeking a candidate in Scottsdale, AZ to lead client strategy for its most complex accounts. This role requires at least 5 years of experience in Personal Property & Casualty and a state Property & Casualty Insurance License. Responsibilities...SeniorPrivate client
- AmeriLife Group, LLC is seeking a Senior Insurance Strategist to sell life, long-term care, and disability income insurance. This remote position involves consulting with clients, managing sales activities, and understanding complex insurance products. Candidates should...SeniorRemote job
- ## Senior Insurance StrategistApplyremote type: Remotelocations: Remote, PA: Remote, TX: Remote... ...role of the Senior Internal Insurance Strategist is to discuss needs with and sell life,... ...and disability income insurance to the clients and advisors of accounts supported by Crumps...SeniorWork at officeLocal areaRemote work
$56k - $70k
...Description Personal Lines Senior Account Manager We are LP Insurance LP Insurance Services is an established... ...We invest in our employees, clients and communities. That’s the LP Difference... ...The Job: Supporting the Private Client Group that includes the company...SeniorPrivate clientFull timeTemporary workLocal area$94.9k - $130.5k
...Become a part of our caring community The CenterWell Senior Strategy Consultant provides data-based strategic direction to support... ...and caregiver leave), short-term and long-term disability, life insurance and many other opportunities. Application Deadline: 07-17-20...SeniorFull timeTemporary workApprenticeshipRemote work- A leading accounting firm in Phoenix, Arizona is seeking a Tax Experienced Manager for its Private Client Services. The successful candidate will manage tax compliance and consulting engagements, supervise staff, and develop client relationships. A Bachelor's degree and...SeniorPrivate client
$150k - $225k
...firm is seeking a Director of Supply Chain for their team. This role focuses on optimizing distribution and logistics for Private Equity clients. Candidates must have 10-15 years of consulting and industry experience, expertise in inventory planning, and strong leadership...SeniorPrivate client$200k
A leading financial services organization in Scottsdale, Arizona, is seeking an Insurance Sales Producer. This role involves identifying and prospecting new commercial clients while providing risk management solutions. Successful candidates will have a proven background...Private client$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager to support private client services from anywhere in the United States. This role involves reviewing individual tax returns, planning for high-net-worth clients, and ensuring compliance with tax laws. Qualified...SeniorPrivate clientRemote jobHourly paySeasonal work- A leading global financial services firm is seeking a Private Banker to provide holistic wealth management solutions to clients. The role involves managing client relationships, advising on balance sheet aspects including investments and financial strategies, and generating...SeniorPrivate client
- ...experience and expertise in portfolio management. You will develop and implement tailored investment strategies, collaborating with a broad client service team. The company values a flexible and collaborative work culture, fully committed to sustainable practices and inclusive...SeniorFlexible hours
- A leading financial services company is seeking an experienced banking professional to lead client acquisition and deepen relationships. In this role, you will manage client processes to identify opportunities, advocate for client needs, and ensure retention. The ideal...SeniorPrivate client
- IBM Computing is seeking a Business Transformation Consultant to specialize in the insurance sector. This role involves guiding insurance institutions through strategic transformations, optimizing operations, and integrating third-party services to enhance customer engagement...SeniorRemote job
$91.8k - $171k
...customized advice and specialized planning for high-net-worth clients. Responsibilities include engaging clients in goal-based discovery... ...$91,800 to $171,000 and includes various benefits like health insurance and retirement savings plans. #J-18808-Ljbffr Hispanic Alliance...Senior$135k - $160k
Osaic is looking for a Senior Financial Planning Strategist in Scottsdale, AZ, focused on high-net-worth planning services. This full-time role offers... ...peers, and delivering presentations. Benefits include health insurance and a 401(k) plan. #J-18808-Ljbffr OsaicSeniorFull time- Stryker Corporation is looking for a Major Gifts and Donor Engagement Contractor to work remotely in Arizona. The role involves driving major donor cultivation and engaging high-net-worth individuals for revenue growth. Candidates must have a strong background in fundraising...SeniorRemote jobContract workFor contractors
- A leading infrastructure firm in Arizona seeks a Senior Project Engineer for Heavy Civil Projects. The role involves oversight of... ...pivotal in delivering high-quality projects for government and private clients, promoting a culture of safety and excellence. #J-18808-...SeniorPrivate client
$90k - $125k
BDO USA is seeking a Tax Manager for its Private Client & Family Office Services in Phoenix, Arizona. The role involves managing finance and accounting outsource engagements, providing client relationship management, and delivering tax expertise. Ideal candidates should...SeniorPrivate clientWork at office- A leading consulting technology firm is seeking a Principal Workfront Consultant to ensure client success with Adobe Workfront. Responsibilities include developing comprehensive success plans, guiding technical integration, and producing necessary documentation. The ideal...Senior
- ...Task-Based Helpers for Seniors in Scottsdale, Arizona Scottsdale, Arizona About this... ...We are seeking helpers and caregivers for private, non-medical senior care in Scottsdale,... ...looking for private helpers/caregivers for clients on Herewith, a free online platform that...SeniorPrivate clientFull timeTemporary workPart timeFlexible hours
- PNC is seeking a Relationship Strategist III in Phoenix, AZ, to lead client management activities and drive business growth. The role emphasizes developing... ...offers a comprehensive benefits package including medical insurance, 401(k), and paid time off. #J-18808-Ljbffr PNCSenior
$60k - $200k
...World Insurance Associates (“World”) is a unique financial services organization with a global... .... Commercial Lines Sales Executive (Client Advisor) Position Overview World’s... ...lines insurance, high net worth / private client, employee benefits, human capital...Private clientBase plus commissionImmediate start- Fresenius Medical Care is hiring for an HR specialist in Phoenix, AZ to advise on employee relations, handling investigations, and managing performance issues. The role requires a Bachelor's degree with 8-12 years of experience in employee relations, or 6+ years with a...Senior
$91.8k - $171k
...Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term... ...and Relationship Managers (Private Bankers, Investment Counsellors... ...as a specialist resource to senior leaders and stakeholders.... ...rewards. BMO also offers health insurance, tuition reimbursement, accident...SeniorPart timeLocal areaShift work- ...person) and our office is located in Phoenix, Arizona. Role Overview The Senior Account Strategist plays a critical role in driving the performance and strategic direction of client marketing programs. This position is responsible for owning the development and...SeniorWork at officeRemote workShift work
- Job Responsibilities Lead and manage a caseload within a specialty practice area (e.g., personal injury, trust & estates, private client services, or business-related matters). Provide strategic, solutions-oriented legal counsel to clients, with a strong emphasis on client...SeniorPrivate client
- A leading insurance brokerage firm in Phoenix is seeking a candidate responsible for evaluating and placing new business for high net worth clients. The role requires over 8 years of experience in Personal Risk Property & Casualty insurance, strong communication, and organizational...Senior
- ...Company Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and... ...& HR solutions. Position Summary Independently leads client strategy and service on the largest and most complex WPGC clients...Private clientWork experience placement
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