Account Manager - Private Client Services
Hylant
The Opportunity: The Captive Account Manager will support management of a portfolio of captive clients and work in unison with other members of the Global Captive Solutions Team. The ideal candidate would have a bachelor’s degree in Business, Risk Management or Accounting, excellent communication skills, be a team player, or demonstrate initiative with strong analytical abilities. Previous experience in an internship within the captive industry or a CPA firm is a plus. This position can be hybrid from any of the Hylant office locations or 100% remote. In This Role You Will Execute On: Timely and accurate billing for management and consulting Timely and accurate premium tracking for clients Effective communication with clients and other service providers to ensure the captive insurance entity remains compliant with regulatory requirements Strong time management skills demonstrated by an ability to manage a portfolio of captive clients with competing deadlines Ability to work well with others and aid other captive professionals RFP and Client Prospect presentations team support Collaboration and Communication Internal Training and Communications In This Role You Will Need: Good communication skills, including listening, speaking and writing Represent Hylant core values and follow protocols Ability to organize, plan, and prioritize with effective results Proficient in Word, Excel, PowerPoint and Outlook Team player Open to constructive criticism and ideas Be willing to share observations and insights that could positively enhance clients and team member experience Be an active problem solver, asking questions that lead to resolution Possess a willingness to investigate and learn more about the property/casualty industry Adherence to Best Practices Why Hylant? Since 1935, Hylant has been a family‑owned insurance brokerage built on relationships, trust, and a people‑first mindset. We believe great work is rooted in understanding people — our clients, our communities, and each other — and delivering thoughtful solutions that rise above the expected. Anything But Typical. Everything for You. isn’t just a message; it’s how we show up. It reflects a culture where people come first, careers are supported with purpose, and going above and beyond is the standard, not the exception. At Hylant, you’re more than an employee, you’re part of a team that treats one another like family and works together to make a meaningful impact.
$150k - $210k
...one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to... ...treaty based positionsCollaborate with the Private Client Services and Trust & Estate groups on cross-...Private clientFull timeFixed term contractLocal area$110k - $140k
...autonomy to reach your goals.EisnerAmper is seeking a Tax Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...to be part of one of the largest and fastest growing accounting and advisory firms in the industryYou will have the flexibility...Private clientFull timeTemporary workPrivate practiceWork at officeLocal area- ...reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the...Private clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
$90k - $132k
...campaigns at the enterprise level, both online and offline. Our clients are household names that span multiple industries,... ...retail, healthcare, education, CPG, and hospitality.The Account Manager, Client Services role at Ovative Group offers the right candidate the opportunity...SuggestedFull timeWork at officeRemote workVisa sponsorshipWork visa- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...life insurance planning.A Tax Senior Manager, Private Client Services (PCS) is responsible... ...:Bachelors degree required; major in Accounting, Finance, Economics or Statistics,...Private clientPrivate practiceWork at office
- ...experienced Personal Lines Account Manager to support a portfolio of personal... ...for high net worth clients. Location: 100% remote within... ...years of insurance experience servicing personal lines policies (home... ...and auto) with knowledge of private client programs and marketing...Private clientRemote work
$103.95k - $127.05k
...are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to... ...regulations. Acting as a trusted financial services partner and primary point of... ...service needs and day-to-day account management to ensure a seamless...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...firm, partnering with clients to solve the world’s most... ...worldwide, our services are in great demand. We... ...program and construction managers and other professionals... ...experienced Client Account Manager/Senior Project... ...opportunities in the public and private sectors.Leverage an...Private clientContract workWork at officeLocal areaWorldwideFlexible hours
$90k - $115k
...application process. Director of Client Services Full Time Falcon Heights,... ...clarity to structure, accountability to teams, and continuous improvement... ...teams. Aligning account management resources to client... ...serving High-Net-Worth (HNW) or Private Client customers....Private clientFull timeLocal area$100k - $225k
...Onsite | $100K–$225K One of my top clients — a well-established, rapidly growing... ...choose from (or a blend of both): Private Client Services (PCS) — Work directly with ultra-high... ...want long-term job security, public accounting is genuinely one of the strongest paths...Private clientImmediate startRemote workFlexible hours- ...Administrator- Account Brand: Walman Location: Minnetonka, MN, US... ...quality eyewear and unmatched service for an exceptional patient experience... ...GENERAL FUNCTION The role manages a portfolio of approximately 45 private practice eye care clients, serving as the primary...Private clientMinimum wageFull timePrivate practiceLocal area
$160k - $200k
...reach your goals.EisnerAmper is seeking a Tax Senior Manager to join our Private Client Services Trust & Estate / High-Net-Worth team in Minneapolis,... ...to be part of one of the largest and fastest growing accounting and advisory firms in the industryYou will have the flexibility...Private clientFull timeLocal area- ...the leading independent technology and service platform powering savings plans... ...existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful...Full timeSecond jobWork at office
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high... ...as well as their communication, time management, leadership, technical, business development... ...:Education:Bachelor’s degree in Accounting, Finance, Economics, or Statistics,...Private clientPrivate practiceWork at office
$105.38k - $215.38k
...transfer? If so, this Tax Manager opportunity within... ...supporting our Individual Tax Services - High Net Worth group... ...needed.Build strong client relationships through... ...focused on accountability, quality, and growth.Delivery... ...-worth individuals or private clients.Strong client...Private clientWork at officeLocal area- ...Account Manager-Verification Services Who We Are: At Lumelight, we're helping employers, brokers, and third-party administrators navigate the increasingly... ...deliver solutions that make a meaningful impact on our clients. We're looking for an experienced Account Manager,...Work at officeRemote workMonday to FridayFlexible hoursWeekend work
- ...OpportunityWSP is initiating a search for an Account Manager, Rail and Environmental to support one of our strategic freight rail clients. This leadership role will be responsible... ...delivery of comprehensive environmental services within the transportation and rail infrastructure...Local areaFlexible hours
$52.6k - $98k
...McLennan Agency Description: Client Manager – Business Insurance Our not... ...& benefits, retirement, and private client insurance solutions... ...we combine the personalized service model of a local consultant... ...for managing client accounts, ensuring timely service delivery...Private clientMinimum wageFull timeWork at officeLocal areaRemote workNight shift- ...The Opportunity: The Captive Account Manager is responsible for managing a portfolio of captive insurance clients while working collaboratively with members of the Global... ...compliance, and provide exceptional client service. This position can be hybrid from any of...Full timeWork at officeRemote work
- ...Position Summary The Commercial Lines Account Manager is responsible for supporting the servicing and management of commercial insurance accounts. This role requires... ...with producers, account executives, and clients to deliver exceptional service and maintain high client...Full timeWork at office
- ...Job Description Job Description Key Responsibilities: * Provide exceptional customer service by answering phone calls, emails and walk-in inquiries * Assist customers with policy information, billing questions, endorsements, and document requests * Process policy...
$70k - $105k
...SKILLS, WHILE DISPLAYING A TEAM AND GROWTHMIND SET TO JOIN OUR GROWING PRINTING BUSINESS! Job Title: Senior Account Manager Department: Client Services Reports To: Manager, Client Services FLSA Status: Exempt Shift: Hybrid Wage Range: $70,000-$105...Temporary workWork experience placementSeasonal workLocal areaShift work$50k - $85k
...provider with one core purpose: helping clients achieve their financial goals. We are... ...Thing :: One Alerus ABOUT THE ROLE: Account Managers (AMs) are responsible for providing day... ...-day client support, ensuring seamless service and addressing immediate needs. Serving...Live inWork at officeImmediate startRemote workFlexible hours$25 - $30 per hour
...care company in Duluth, MN seeking an Account Manager to drive long-term residential and commercial... ...existing residential and commercial clients while actively developing new business... ...~ Construction, facilities services, snow, property services/management, or...Full timeSeasonal workLocal areaMonday to FridayFlexible hoursShift workDay shift$112.88k - $179.48k
...career. Let’s see what we can achieve. Together.SummaryThe Manager, Client Accounts, working in collaboration with and in support of the firm’s... ...to support timely resolution.Tracks team metrics, analyzes service-level trends, and implements solutions to maintain exceptional...Full timeWork at officeRemote workRelocationVisa sponsorshipRelocation package$64.7k - $120.4k
...Client Executive Business Insurance National Accounts Award-winning, inclusive, Top Workplace culture... ..., retirement, and private client insurance solutions... ...combine the personalized service model of a local consultant... ...includes the ability to manage workload by processing...Private clientLocal areaNight shift- ...experience, ability to efficiently manage your time, excellent customer... ...business or growing existing accounts, you'll consult with... ...\n Drive sales, increase service revenue and manage relationships... ...of both. \n ~ Engage your clients with Verizon's Velocity Selling...Temporary workPart timeWork experience placementRelocation packageShift work
- ...American Security & Investigations (ASI), a Marsden Company, is seeking an experienced, service-focused Account Manager to lead security operations for a premier, multi-site client in the Twin Cities Metro Area. This highly visible leadership role is responsible for...Full timeContract workWork at officeMonday to FridayAfternoon shift
- ...Commercial Account Executive Maverick Drone Systems is growing... ...Responsibilities Generate, qualify, and manage leads through inbound and... ...strong relationships with clients to establish trust,... ...discretion when working with private or sensitive clients Stay...Private clientRemote workFlexible hours
- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth and success... ...client-focused environment. In their Private Wealth Management division, significant investments are being made to expand...Private client
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