High Net Worth Personal Lines Senior Client Manager
$125k - $165kThe Misch Group
Overview High-Net Worth Senior Account Executive We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Required Experience 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG Familiar with AMS 360 or EPIC agency management systems Strong interpersonal skills and written and oral communication skills Demonstrate ability to work in a team environment Salary range $125k - $165K #J-18808-Ljbffr
$89.5k - $166.9k
...NACBA is seeking a Senior Private Client Advisor in New York. In this hybrid position, you will... ...tailored insurance solutions for high-net-worth clients, managing their risk intelligently. Your extensive knowledge of personal lines insurance and proactive service will...SeniorHigh net worth$125k - $165k
...An insurance brokerage firm is seeking a High-Net Worth Senior Account Executive in New York. The role requires 10-15 years of experience with High-Net Worth clients, managing a book of business, and strong relationships with leading underwriters such as Chubb and AIG...SeniorHigh net worth- ...Oliver James Associates Ltd. is seeking a Senior Underwriter to focus on High Net Worth (HNW) and Ultra High Net Worth (UHNW) business across Asia. This role involves performing complex underwriting and assessing cross-border cases within a specialist environment. The...SeniorHigh net worth
$75k - $95k
...PURE Insurance in New York City seeks a Senior Underwriter to manage the underwriting process for high-net-worth clients. This role involves building broker relationships and overseeing underwriting decisions to ensure business growth. The ideal candidate has at least...SeniorHigh net worth$132.1k - $301.6k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, and Real... ...with your own personal skills and experience.... ...business acumen. As a Senior Manager in Private Tax... ...provide tax advice on High Net Worth Individuals’ personal...SeniorHigh net worthWork experience placementSummer holidayLocal areaImmediate startFlexible hours$75k - $95k
...About the Role The Senior Underwriter is a key member of the... ...to the Regional Underwriting Manager. The primary goal of this position... ...the organization. This person will plan and budget for the... ...underwriting, preferably in the high net worth space and you are comfortable...SeniorHigh net worthFull time$89.5k - $166.9k
...Senior Private Client Advisor Hybrid to our NY Metro office... ...America, we combine the personalized service model of a local... ...information about their risk management needs and financial... ...plus years' personal lines insurance experience with High-Net-Worth clientele ~ Property...SeniorHigh net worthMinimum wageWork at officeLocal areaNight shift$89k - $101k
...property, casualty, risk management, life and health, employee... ...an opportunity for an Senior Account Executive . Specific... ...an assigned book of high-net worth personal insurance clients with personal insurance... ...specific position's business line, scope, and level. HUB...SeniorHigh net worthWork experience placementWork at officeLocal area- ...underwriting new and existing clients in partnership with a... ...include independently managing transactions or portfolios of moderate to high complexity, completing... ...requirements. The Senior Credit Underwriter is aligned... ...approval of ultra-high-net-worth clients (individuals,...SeniorHigh net worthBank staff
$146k - $178k
...Senior Underwriter, Political Violence page... ...Health, Financial Lines, Cyber, Alternative... ...by AIG’s Private Client Group, covering Homeowners... ...Clients, and High Net Worth individuals. We... ...help customers to manage risk, transforming... ...with the terms of personal underwriting authority...SeniorHigh net worthWork at office- ...Senior Credit Underwriter-Global Wealth and Investment Management Charlotte, North Carolina;New York, New York... ...delivering for our clients, teammates, communities... ...portfolios of moderate to high complexity, completing... ...of ultra-high-net-worth clients (individuals,...SeniorHigh net worthBank staffWork at officeShift workDay shift
$150k - $200k
...Senior Executive Underwriter, Excess Casualty Join... ...including Financial Lines, Property, Casualty,... ...Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining... ...we help customers to manage risk, transforming... ...At AIG, we value in-person collaboration as a...SeniorHigh net worthWork at officeFlexible hours- ...endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance... ...in CRM Dynamics. Provide regular updates to senior leadership on client retention, new business won, and...SeniorHigh net worthWork at officeLocal areaWorldwide
- ...decisions to improve their risk management outcomes, modernize their... ...U.K. World specializes in personal and commercial insurance, surety... ...Summary Independently leads client strategy and service on the... ...sites. Has knowledge of High Net Worth or loss sensitive program design...High net worthWork experience placement
- ...Job Description Job Description Senior Tax Attorney or Partner Trusts and Estates... ...with a proven track record of serving high net worth clients. This role involves providing... ...wealth transfer and estate planning. Manage complex estate and trust administration...SeniorHigh net worthOngoing contractLocal area
- ...EisnerAmper LLP in New York is seeking a Tax Senior Manager to oversee multiple client engagements while fostering strong relationships and guiding... ...experience to deliver innovative solutions for ultra-high net worth individuals. The ideal candidate will have a Bachelor...SeniorHigh net worth
- ...experienced tax consultant to lead compliance services for high-net-worth clients and families. The role requires a strong background in tax... ...should demonstrate leadership abilities, client relationship management, and a commitment to quality and ethical service. This...SeniorHigh net worth
- ...LLC in New York is seeking a Relationship Manager to enhance client relationships and manage financial operations for ultra-high-net-worth families. The ideal candidate will... ...This position offers growth potential to senior management roles and is crucial for maintaining...High net worth
$88.4k - $132.6k
...Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience... ...communication abilities. You will build relationships with high-net-worth clients, provide comprehensive financial solutions, and ensure...SeniorHigh net worth- ...A financial services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth clients. This role involves managing investment functions, developing portfolio strategies, and contributing to due diligence...SeniorHigh net worth
- ...financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over... ...and business development. Responsibilities include personalizing client experiences, engaging deeply with clients to...SeniorHigh net worth
- ...Ernst & Young Oman is looking for a Seasonal Tax Senior Manager in the United States to join the Private Client Services team. This role involves reviewing... ...individual tax returns and providing tax planning for high-net-worth individuals. Candidates must have a CPA license...SeniorHigh net worthHourly paySeasonal workRemote workFlexible hours
- ...Tax Senior Manager, Private Client Group A well-established accounting and advisory firm is seeking a highly experienced Senior Tax Manager or Director to join its Private Client Group... ..., and advisory services to high-net-worth individuals, family offices, and privately...SeniorHigh net worth
- ...A leading recruitment firm is seeking a Senior Tax Associate to support federal and state corporate tax compliance... ...requires residence in Texas and involves assisting clients in private equity and with high-net-worth individuals. The ideal candidate will have strong knowledge...SeniorHigh net worthRemote work
$230k - $260k
...support for the University of the Andes. This strategic role involves executing a comprehensive advancement strategy, engaging high-net-worth donors, and aligning philanthropic goals with the university's mission. The Executive Director will strengthen the Foundation's...SeniorHigh net worth$210k - $280k
...A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include...SeniorHigh net worth- ...A leading nonprofit organization in New York is seeking a Senior Philanthropy Officer to enhance major gift fundraising efforts. This role involves managing high-net-worth donor portfolios, collaborating with senior leadership, and executing strategic donor engagements...SeniorHigh net worth
- ...A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully...SeniorHigh net worth
$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorHigh net worthFull time$250k
...provide comprehensive tax, accounting, and consulting advice to high-net-worth families. Candidates should have a Bachelor’s degree in law,... ...10 years of relevant experience. This role involves advising clients on tax-efficient strategies, charitable giving, and ensuring...SeniorHigh net worth
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