Private Client Insurance Advisor for High Net Worth
Gallagher
Gallagher is seeking a Private Client Producer in Hanover Township, NJ, responsible for managing personal insurance programs for High Net Worth individuals. This role requires a bachelor's degree and appropriate insurance licensing. The position involves acquiring new business revenue, providing tailored insurance solutions, and building trusted relationships with clients. You'll also support junior staff in sales situations and implement business plans to ensure client needs are met accurately. Gallagher offers a competitive salary and comprehensive benefits package, including medical, dental, and life insurance from day one. #J-18808-Ljbffr
- Associated Insurance and Risk Management Advisors is looking for a Private Client Support Specialist in Lombard, Illinois. The role involves collaborating with Private Client Advisors to manage high-net-worth client accounts, preparing applications and proposals, and ensuring...Private clientHigh net worth
- About the Role The Private Client Support Specialist plays a key... ...supporting our Private Client Advisors by delivering high-quality service. This... ...support the management of high-net-worth client accounts Prepare... ...net-worth personal lines insurance experience Active...Private clientHigh net worth
- A leading insurance firm in Schaumburg, IL is seeking a Strategic Relationship Manager... ...personal insurance experience focusing on high-net-worth clients. This role requires exceptional... ...hybrid work model offered. #J-18808-Ljbffr Private Client Select Insurance Services LLCPrivate clientHigh net worth
- Introduction At Gallagher, we help clients face risk with confidence because we believe... ...clients and delivering tailored insurance solutions? As a Private Client Producer at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their personal...Private clientHigh net worthFull timeInternshipLive outWork at officeLocal areaFlexible hours
$180k - $250k
...Tax Director - Private Client Services (PCS) Location: Elgin, IL | Hybrid Our... ...and is passionate about delivering high-touch service to high-net-worth individuals and closely held... ...Serve as a proactive, trusted advisor to clients Basic Qualifications...Private clientHigh net worthPrivate practiceLocal area- ...About The Company: Private Client Select Insurance Services (PCSIS), is an independent managing general... ...and comprehensive coverage to preserve high-value assets. We understand their passions... ...& Casualty products for high net-worth individuals in the US. Key Responsibilities...Private clientHigh net worthRemote work
$90k - $135k
...State & Local tax, R&D Tax Credit, as well as International and Private Client services. This Tax Supervisor role will be based out of our... ...S corp. and partnership income tax returns Prepar ing high net worth individual returns Review ing mid-level multistate complexity...Private clientHigh net worthFor contractorsWork at officeLocal areaWork visa- EisnerAmper LLP is seeking a Tax Senior Manager to join their Private Client Services practice in Elgin, Illinois. The role requires... ...client relationships and ensuring quality tax planning for high net worth individuals. The ideal candidate will have a Bachelor's degree...Private clientHigh net worthPrivate practice
$180k - $250k
...are seeking a Tax Director to join the Private Client Services (PCS) practice in Elgin, IL. We... ...billing and engagement economics Highly proactive approach to serving clients... ...owned, closely held businesses and high net worth individuals with the solutions they need...Private clientHigh net worthTemporary workPrivate practiceLocal area- ...Group (RESIG), the largest real estate private equity fund administrator by funds administered... ...in a growing environment and providing clients with exceptional services. What it... ...middle-market companies, as well as high net worth individuals, family offices,not-for-...Private clientHigh net worthLocal area
$110k - $180k
...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice in Elgin, IL.. We are looking for a... ...overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on...Private clientHigh net worthTemporary workPrivate practiceWork at officeLocal area- ...is seeking a Tax Manager to join our Private Client Services (PCS) practice. They are looking... ...and compliance functions for ultra-high net worth individuals and their families, with a... ...dental, vision, life, and disability insurance ~401(k) Retirement Plan ~ Flexible...Private clientHigh net worthFull timeTemporary workPrivate practiceWork at officeLocal areaFlexible hours
- JPMorgan Chase is seeking a Private Client Advisor to provide comprehensive financial planning and advice. The ideal candidate will have at least 2 years of experience in a financial advisor role and a strong commitment to client relationships. This position involves building...Private client
- ...Intelligence (BI) Developer PCS is one of the largest high net worth managing general underwriters in the market... ...$5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. Private Client Select offers property and casualty personal...Private clientHigh net worthWork at officeRemote work
- ...Jobs > Strategic Relationship Manager About Private Client Select Insurance Services, LLC (PCS): PCS is one of the largest high net worth managing general underwriters in the... ...professional referral sources. Act as a trusted advisor by providing consultative guidance and...Private clientHigh net worthWork at officeRemote work
- Private Client Select Insurance Services is seeking a Strategic Relationship Manager to enhance HNW market growth. This role involves managing client relationships, driving new business, and delivering tailored insurance solutions. Applicants should have over 5 years of...Private clientHigh net worthRemote job
- ...enthusiasm for helping our clients, taking care of our employees... ...their financial needs. As a Private Client Advisor in Chase Wealth Management,... ..., Health and Long Term Care Insurance license is required or must... ...opportunity employer and place a high value on diversity and...Private client
$38k - $55k
A local insurance agency in Schaumburg, IL is looking for a Customer Relations Representative. This role focuses on providing exceptional client experiences while managing customer inquiries and anticipating community needs. Ideal candidates are dedicated to customer service...Part timeLocal area- An insurance agency in Schaumburg is seeking a Financial Account Representative to support insurance agents and enhance client relationships. The ideal candidate should possess a dedication to customer service and previous sales experience. Responsibilities include establishing...
- A leading financial services firm seeks a Private Client Investment Associate to deliver exceptional client service in Wealth Management. The role involves supporting Advisors with operational requests such as account opening and investment trades while fostering client...Private client
- All Jobs > Strategic Relationship Manager Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority... ...solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed...Private clientHigh net worthRemote work
$34.1k - $62.2k
...Client Service Representative About Marsh McLennan Agency's Midwest Region:... ...service brokerage providing business insurance, employee benefits, private client insurance, and retirement services... ...-winning culture that fosters a highly productive and results-driven...Private clientMinimum wageWork at officeWork from home$34.65k - $64.58k
...Client Service Representative About Marsh McLennan Agency's Midwest Region:... ...service brokerage providing business insurance, employee benefits, private client insurance, and retirement services... ...-winning culture that fosters a highly productive and results-driven...Private clientWork from home- ...At Gallagher, we help clients face risk with confidence because we believe... ...prestigious clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, you’ll be the trusted advisor for High Net Worth individuals, managing their...Private clientHigh net worthFull timeLive outWork at officeLocal areaFlexible hours
$41.2k - $76.8k
...Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace... ...Horton, a Marsh business. Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and...Private clientMinimum wageContract workWork at officeLocal areaNight shift- ...local tax returns for corporations, partnerships and high-net-worth individuals Meet with clients to discuss tax planning, returns and situations... ...Compensation Commensurate with Experience ~ Full Health Insurance with Dental and Vision ~401K Retirement Program...High net worthLocal area
- ...has been in business since 1995, providing civil engineering, landscape architecture and environmental sciences to public and private clients across the country. The applicant should possess a good working knowledge of AutoCAD and the ability to communicate with other...Private clientInternshipSummer internship
$85k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW & Affluent).... ...Provide technical expertise (knowledge of insurance coverage and products, staying abreast on... ...summaries of insurance, as needed. Maintain a high degree of accuracy in agency management...High net worthTemporary workLocal areaFlexible hours- Hybrid Join one of the largest High-Net-Worth MGUs in the market as a Underwriter - Senior Underwriter in the Personal Lines High-Net-Worth... ...high-value, complex personal lines risks for high-net-worth clients. Evaluate and prioritize submissions for completeness, risk...High net worthWork at office
$20 - $23 per hour
...follow-through is what keeps a high-performing team moving? Do... ...You will work directly with clients and prospects on scheduling,... ...Groupe is a Top 100 independent insurance advisory firm, backed by our... ...Insurance, Employee Benefits, Private Client, and Retirement Services...Private clientHourly payFull timeZero hours contractWork at officeWorldwideMonday to FridayShift work
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