Senior Account Executive - Private Client Group (HNW Personal Lines)
$56k - $132kNFP Corp
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their Supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages. Essential Duties and Responsibilities: Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. Sr. level facilitates requests and needs of the carriers on behalf of NFP's clients. Works with the Claims Department on relevant claims for assigned clients. Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages. Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests. May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives. Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Knowledge, Skills, and/or Abilities: Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information. Self‑confident to make sound independent decisions. Ability to successfully interact with a variety of people/personalities. Strong leadership skills. Must be able to read, analyze and reconcile financial reports. Possess technical expertise plus good analytical and problem‑solving skills. Ability to handle situations in a calm, courteous and professional manner. Education and/or Experience: BA/BS preferred. Typically more than 8 years industry and product line experience. Certificates, Licenses, Registration: Property & Casualty Broker's License required. CIC, CPCU or other P&C designation preferred. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr NFP Corp
$56k - $132k
...Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing... ...from their Supervisor on difficult lines. This role requires the employee... ...interact with a variety of people/personalities Strong leadership skills...SeniorPrivate clientHigh net worth$56k - $132k
A leading insurance company in San Francisco is seeking a Senior Account Executive to interact with clients and maintain relationships. The role involves negotiating terms with carriers and preparing marketing strategies for clients. Candidates should have over 8 years...SeniorHigh net worth$86k - $107k
...Tax Senior BPM is where caring... ...helping our clients and our... ...our growing Private Client Services... ...tax strategy execution Review... ...s degree in Accounting or related field... ...with PCS (HNW/UHNW, trusts... ...arrangements to personalized benefit... ...Colleague Resource Groups (CRGs) that...SeniorPrivate clientHigh net worthSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week- ...Tax Senior Associate At EisnerAmper,... ...Associate to join our Private Client Services (PCS)... ...fastest growing accounting and advisory firms... ...Employee Resource Groups (ERGs) to support... ...-growing service lines at our firm, we... ...operational and personal dynamics. About...SeniorPrivate clientHigh net worthTemporary workPrivate practiceLocal area
- ...reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds... ...a growing environment and providing clients with exceptional services. What...SeniorPrivate clientHigh net worthLocal area
- ...EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS)... ...fastest growing accounting and advisory firms... ...Employee Resource Groups (ERGs) to support our... ...-growing service lines at our firm, we try... ...unique operational and personal dynamics. About...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
- Our client, a CPA firm established in 1989, is based... ..., as well as private clients, entrepreneurs... ...are seeking an on-site Senior Tax Accountant , capable of rapid advancement... ..., partnership and personal returns and tax... ...requirements. #J-18808-Ljbffr RES Consultant GroupSeniorPrivate clientHigh net worthFull timeWork at officeWorldwide
$120.4k - $198.7k
...Opportunity? National Accounts provides casualty solutions for clients with significant risk... ...Liability. The Account Executive Officer (AEO), National... ...by regularly meeting in person with agents, brokers, and... ...(MD) to develop region/group sales plans. May assist...SeniorLocal area$70k - $200k
...an Ultra high Net Worth client base in the United States.* Manage accounts of high net worth investors... ...strategies with the Private Bankers.* Conduct sophisticated... ...only by referral or personal contact with an... ...-----------**Job Family Group:**Private Client Coverage...SeniorPrivate clientHigh net worthFull time$109.3k - $180.2k
...Openings: 1 Opportunity The Account Executive Officer (AEO), Technology will... ...partners by regularly meeting in person with agents and brokers to... ...(MD) to develop region/group sales plans. May assist in the... ...with experience in commercial lines. Deep knowledge of commercial...SeniorLocal area$70k - $120k
...to apply for the Senior Wealth Advisor role... ...continuum of wealth clients. The unified... ...offices through Citi Private Bank, operates in... ...investments, managed account solutions, best-in... ...clients in Citi Personal Wealth Management... ...and 65) licenses Group 1 Insurance License...SeniorPrivate clientHigh net worthFull timeWork at office$80k - $105k
...Account Executive, Personal Lines This role blends the sales position and responsibilities with those... ...focus is to enhance relationships with clients, staff, and carriers. The Account... ...clients, including Managers training for private client coverage and carrier...Private clientWork experience placementWork at officeNight shift$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...SeniorPrivate clientHigh net worthWork at office- Travelers Canada is seeking an Account Executive Officer (AEO) to manage and grow a book of business in Walnut Creek, California. This role demands strong underwriting and negotiation skills, as well as the ability to build relationships with both internal and external...Senior
- ...plans, and ultra-high net worth private clients implement and manage custom... ...expertise. • Develop and execute client engagement strategies,... ...development activities; reporting lines for Associates may vary. •... ...• Provide regular updates to senior leadership on client...SeniorPrivate clientHigh net worthWork at officeLocal areaWorldwide
$200k - $250k
...business work for high-net-worth clients. This Jobot Job is... ...A bit about us: Our Private Client Services group is expanding and looking to add an experienced Senior Associate (ideally 6+ years... ..., including court filings, accountings, asset collection, and distributions...SeniorPrivate clientHigh net worthLocal area$200k - $300k
...management solutions, personalized advice, and access to... ...professionals and executives. Job Summary We are seeking... ...and highly motivated Private Banker to join our... ...new high-net-worth (HNW) clients. This role requires a... ...preferred. Job Family Group Private Client...Private clientHigh net worthFull time- Crowe is seeking a Private Client Service Tax Manager in San Francisco, California, responsible for initiating tax planning and compliance... ...-net-worth individuals. Key qualifications include a BS in Accounting, CPA or EA certification, and a minimum of five years of experience...Private clientHigh net worth
- ...GTM organization. We're hiring A-player Account Executives who are obsessed with winning, thrive... ...figure deals with multi-stakeholder buying groups across HR, TA, Operations, IT,... ...6-figure SaaS deals and presenting to senior leaders. A clear, confident communicator...Senior
$135k - $250k
...ICP Tax Senior Manager Withum is a place where... ...Withum's Tax Services Group is made up of a brilliant... ...as International and Private Client services This Senior... ...Withum Way, promoting personal and professional... ...Bachelor's degree in accounting and CPA license or Masters...SeniorPrivate clientWork at officeLocal area$136k - $165k
BDO USA is looking for an experienced Tax Manager for their Private Client Services in San Francisco. The role requires expertise in tax... ...skills. The ideal candidate will have a Bachelor’s degree in Accounting or similar, with six or more years of experience in the field...Private clientHigh net worth$70k - $90k
...Senior Account Executive, Public Relations Inkhouse is part of Orchestra, a strategic... ...stories that stick to help clients build lasting influence. The... ..., Civitas Public Affairs Group, Derris, Glen Echo Group,... ...of key account teams. This person will be the lead media relations...SeniorWork at office3 days per week- ...Corporate Account Executive ABC Industries was founded in 1962 and is one of the leading providers... ...development representative to the most senior manager can have an enormous impact. We... ...relationships with cross functional groups within Lever including Marketing and...SeniorLocal area
- Gilder Search Group is seeking an experienced enterprise sales professional for a high-growth organization in the AIOps space. This role requires over 10 years of enterprise sales experience, ability to navigate complex sales cycles, and a strong focus on generating pipeline...Senior
$135k - $250k
...Emerging Growth Tax Senior Manager... ...Tax Services Group is made up of... ...International and Private Client services.... ...Way, promoting personal and professional... ...industry, service line engagement... ...Bachelor's Degree in Accounting from an... ...meetings with senior executives Strong...SeniorPrivate clientWork at officeLocal area- ...technology. Job Description Senior Account Executive Alternative Investments... ...sales organization targets Private Equity, Real Estate,... ...that help our Fund Manager clients improve their investor communication... ...to speak publicly to groups required. ~ Participate...SeniorOngoing contractTemporary work
$177.69k
...developing your market, your client relationships, and working... ...Position Summary We're seeking a Senior Account Executive (known to N2 as Area... ...position involves a blend of in-person community engagement and... ...) was $177,692. Within this group, the median was $160,913, the...SeniorLocal areaWork from homeHome officeFlexible hours$70k - $90k
...Description Bodewell Group is seeking a full-time Senior Account Executive to join our Bay Area team... ...senior management and client vision, including drafting... ...with public and private sector leaders to build... ...includes significant in-person outreach responsibilities...SeniorFull timeLocal areaFlexible hoursWeekend workAfternoon shift3 days per weekEarly shift$250k
...Senior Enterprise Account Executive CreatorIQ is looking for a Senior Enterprise Account... ...complex buying groups Anticipate and prepare... ...way businesses operate, how private and public companies make... ...selling to the C-suite (all lines of business) at Enterprise...SeniorContract workWork at officeRemote workWork from homeHome office$250k - $300k
...Los Angeles, Orange County, and San Francisco, CA Practice Group: Taxation, Trusts & Estates Direct Counsel is seeking a seasoned... ...of 10 years in Trusts & Estates, with a focus on high-net-worth clients. Technical Skills: Comprehensive knowledge of trust...SeniorHigh net worth
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