Elite HNW Personal Lines Account Manager
Acrisure
The Personal Lines Account Manager for High-Net Worth at Acrisure is responsible for annual client reviews, risk assessments, carrier negotiations, and stewardship of risk management solutions. You will discuss potential changes, update coverages, and provide ongoing service to align with client needs. You will manage a book of business, review exposures, collaborate with producers on plans, and ensure timely updates and accurate endorsements in the EPIC system. #J-18808-Ljbffr Acrisure
$90k - $110k
...stewardship-driven Residential Landscape Account Manager role focuses on creating and... ...organization is recognized for delivering an elite level of service and horticultural excellence... ...Exhibit a polished, confident, and personable presence capable of building rapid...High net worthSeasonal work- BCG Attorney Search seeks a Trusts and Estates Attorney for a Florham Park, NJ role, joining a dynamic team focused on high-net-worth estate planning. Applicants should have at least 2 years of trusts and estates experience, excellent drafting and communication skills, ...High net worth
- Acrisure is seeking a Personal Lines High Net Worth Placement Specialist to join our team. You will manage new business and renewal processes, coordinate with Client Advisors and carrier partners, and present coverage proposals with precise analysis. Responsibilities include...High net worth
$70k - $90k
...Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary The Personal Lines Account Manager for High-Net Worth is responsible to conduct annual reviews of...High net worthWork at officeImmediate startFlexible hours- ...connecting top professionals with elite opportunities across all... ...private-capital-backed public accounting firm in Clifton, NJ. We are seeking... ..., client-facing Senior Tax Manager / Tax Director to step into a... ...thrive on complex High-Net-Worth (HNW) tax strategy and want a...High net worthLocal area
- ...coverage for small and mid-size businesses. The Account Executive (AE), Ocean Marine will partner... ...success of Travelers.What Will You Do?Manage the profitability, growth, and retention... ...partners by regularly meeting in person with agents and brokers to market and sell...Full timeLocal area
- DescriptionHybrid role available! Tax Manager opportunity with a growing public accounting and advisory firm offering a... ...succession-driven opening where the right person can transition into an existing... ...held businesses, business owners, HNW individuals, partnerships, S-Corps...High net worthLocal areaRemote work
$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 hours- ...international families. The responsibilities include providing strategic advice on tax matters, developing estate planning solutions, and managing planning matters independently. The position offers a hybrid work environment with options for remote work. #J-18808-Ljbffr...High net worthRemote work
- ...with Crossover, offering a lucrative compensation model and a mission-driven path to scale a pioneering school experience. You will manage the full enrollment lifecycle, collaborate with school leadership, and build the foundation for a multi-city program. #J-18808-...High net worthFor contractors
- .... Financial Advisor/Sr. Planner to partner with the CEO and drive comprehensive wealth management for a premier high-net-worth client base. You will act as a co-advisor, manage elite client relationships, and orchestrate sophisticated planning strategies. This role requires...High net worth
- Berkley One in Morristown, NJ seeks a High Net Worth Personal Lines Underwriter to drive new business and maintain strong agency relationships. You will underwrite daily, collaborate with risk management, and work with Distribution and Marketing to grow profitability while...High net worthWork at officeRemote work
$200k
...Building a powerful network inside luxury, sports, and entertainment communities Developing the credibility and reputation that attracts elite clientele over time You are the right fit if you are: Licensed or actively working toward your real estate license Ambitious,...High net worthFull timePart timeWork at officeImmediate startRemote work$110k - $215k
...Jersey. The position focuses on advising clients on their financial needs, emphasizing investment products, and executing the Client Management Process. Ideal candidates will have over 7 years of experience managing relationships with high-net-worth clients, along with...High net worth- ...transportation, fine art, and renewable energy. The Account Executive Officer (AEO), Inland Marine... ...success of Travelers.What Will You Do?Manage the profitability, growth, and retention... ...partners by regularly meeting in person with agents and brokers to market and sell...Full timeLocal area
$150k - $200k
The Mortgage Talent Network is seeking an Inside Sales - Account Manager based in Newark, New Jersey. The role requires recent sales experience and involves managing leads, assessing loan eligibility, and building relationships with brokers and investors. With a competitive...Base plus commission$105.38k - $215.38k
...to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services... ...for a portfolio of High Net Worth (HNW) individual compliance... ...Qualifications Required Bachelor’s Degree in Accounting, Finance, Business Administration...High net worthWork at officeLocal area- Join a Team That Values Relationships as Much as Results A respected, locally rooted insurance agency is seeking a Personal Lines Account Manager to join its growing team in Madison, Alabama. This role is ideal for an insurance professional who enjoys building lasting...Work at officeFlexible hours
- A locally rooted insurance agency in Madison, Alabama is seeking a Personal Lines Account Manager to join its growing team. You will own an established book of business, deliver proactive service, and be a trusted advisor to clients throughout their insurance journey....
- ...Description The Client Relationship Manager provides primary support to the Wealth Management... ...responsibilities in maintaining client accounts. Position Responsibilities and Essential... ...Makes recommendations to clients that are in-line with their existing strategies, including...High net worthWork at office
$135k - $230k
...Private Client services. This Tax Senior Manager role will be based out of one of our... ...continue to live the Withum Way, promoting personal and professional growth for all team... ...staff, fostering technical development, accountability, and a collaborative team...High net worthFull timeLocal area- ...sophisticated estate planning and tax-efficient restructuring solutions. Manage complex international planning matters independently.... ...Proficiency in planning for U.S. real estate investments by non-U.S. persons. Understanding of tax compliance and reporting obligations for...High net worthRemote work
$95k - $160k
...continue to live the Withum Way, promoting personal and professional growth for all team... ...as a trusted advisor, managing client relationships through proactive... ...staff, fostering technical development, accountability, and a collaborative team cultureCollaborating...High net worthFull timeLocal area- ...become part of our success story; you help shape the future and continue our rich legacy that started back in 1874.Join us as aCategory Manager System Management and Card Services Your main responsibilitiesManages the category strategy and procurement activities related to...
- ...part of our success story; you help shape the future and continue our rich legacy that started back in 1874.Join us as aSr Category Manager - Electric/Electronics Products & Components Your main responsibilitiesThe Senior Category Manager leads the E&E (Electric/...
$130k - $175k
...regional mid-size CPA firm in Parsippany, NJ is seeking a Tax Manager. There is a track to becoming a Partner.Responsibilities include... ...culture, year-end bonus and Summer Fridays!Requirements* Accounting degree or similar* CPA* 6 + years of public accounting tax experience...High net worthSummer work$90k - $115k
DescriptionKforce's client, a regional public accounting firm in Parsippany, NJ seeks a Senior Tax Accountant. This firm offers a good work life balance, great training & benefits, opportunity to advance, and a great culture.Responsibilities include, but are not limited...High net worth- Job DescriptionADP is hiring a Major Accounts Hunter District Manager, Mid-Market.ADP Major Accounts supports mid to large market, complex organizations (typically 50-999 employees) by delivering scalable, enterprise grade HCM solutions across payroll, HR, benefits, time...
- ...you will drive the strategic delivery of comprehensive wealth management solutions for the firm’s premier high-net-worth client base. This... ...traditional support; you will serve as a co-advisor, managing elite client relationships, orchestrating sophisticated financial planning...High net worth
- ...you'll make an impactPrimarily accountable for retaining and expanding... ...clients identified by local management, typically working on behalf... ...scope, specialized skill set, lines of business/practice area, supply... ....Gallagher believes that all persons are entitled to equal...Full timeLive outWork at officeLocal areaFlexible hours
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