Senior Private Client Insurance Strategist
Marsh McLennan Agency
Marsh & McLennan Agency in Houston, TX, seeks a Senior Private Client Account Executive to manage and enhance the client insurance program. You will serve as the primary contact for Producers and Clients, handle new business placement, renewal preparation, and coordinated communication with carriers and markets to ensure optimal coverage. The role emphasizes detailed documentation, cross-functional teamwork, and adherence to compliance standards; a Texas P&C license and a bachelor’s degree are #J-18808-Ljbffr Marsh McLennan Agency
- IAT Insurance Group seeks a Claims Counsel in the Management Liability Claims Unit. This hybrid role handles complex claims across EPL, D&O, Fiduciary, and Crime for private and non-profit clients nationwide. Preference for onsite in an IAT office; remote arrangements...SeniorPrivate clientRemote jobWork at office
- CNA Insurance in the United States is seeking a seasoned commercial claims professional to manage complex claims with large exposures. You will verify policy coverage, conduct investigations, develop resolution strategies and authorize disbursements within authority limits...Senior
- Join to apply for the Senior Paid Media Investment Strategist role at Jobright.ai 2 days ago Be among the first 25 applicants Join to apply for the Senior... ...2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified when a new job is...SeniorFull timeRemote work
- Prosperity Bank is seeking a Principal Commercial Underwriter to perform detailed credit analysis and underwriting for commercial loan requests in Houston, TX. You will collaborate with lending officers, structure loans to mitigate risk, and prepare presentations for loan...Senior
$74.6k - $139.1k
...Senior Operations Specialist Award-winning, inclusive, Top Workplace culture doesn't happen overnight... ...Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...SeniorPrivate clientMinimum wageWork at officeLocal areaNight shift$115.8k - $202.7k
...what makes us different and how you can make your mark as a Senior Enterprise Architect at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals...SeniorPrivate clientMinimum wageLocal areaRemote workNight shift$41.2k - $76.8k
...Senior Risk Analyst Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn... ...McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and...SeniorPrivate clientMinimum wageWork experience placementWork at officeLocal areaNight shift- ...A banking institution is seeking a Private Wealth Management Advisor in Houston, Texas. This role involves developing and managing client relationships for affluent and high net worth individuals. Responsibilities include collaborating with internal partners on wealth...SeniorPrivate client
- BDO USA is seeking a Tax Senior for Private Client Services in Houston, TX. You will leverage your tax expertise and client‑facing skills to deliver compliance and consulting to high net‑worth individuals, families, and related entities. You will prepare complex returns...SeniorPrivate client
$65k - $95k
...Job Description Private Client Insurance Account Manager Job Summary Seeking a dedicated and experienced Private Client Insurance Account Manager to join a team. This role involves managing high-net-worth (HNW) accounts and providing exceptional service to...Private clientWork at office- ...Houston-based CPA firm, is seeking a high-performing Private Client Services Tax Manager/Senior Manager. Responsibilities include overseeing tax compliance... ..., alongside generous benefits such as health insurance, a 401(k), and a sustainable work-life balance. #J-18...SeniorPrivate clientFlexible hours
- Job Summary:The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass through entities and to their business owners. Job Duties... ...tax experience and/or public accounting, private industry accounting or consulting/...SeniorPrivate clientWork at office
- BDO USA, LLP’s Private Client Services practice in Houston is seeking a Tax Senior to deliver tax compliance and consulting for high net-worth individuals and their families. The role involves preparing complex returns (individual, trust, estate, S‑Corp, partnership), researching...SeniorPrivate clientPrivate practice
$157.2k
...General information Name Director, Wealth Strategist Posting Title Director, Wealth Strategist Ref # 2236714 Date... ...Working time Full Time Description & Requirements The Private Client team helps high-net-worth individuals and multigenerational families...Private clientHourly payFull timeWork at officeFlexible hours- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with...SeniorPrivate clientTemporary workLocal area
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who thrives in a growing environment and providing clients with...SeniorPrivate clientTemporary workLocal area
- PKF Texas in Houston is seeking a Tax Senior Associate to manage client tax engagements from start to finish. The role involves tax planning and compliance for public and private clients, providing leadership and mentorship to staff. The ideal candidate will possess a...SeniorPrivate client
- ...and Nichols, Inc. in Houston, TX seeks a Senior Coastal Engineer to lead coastal and navigation... ...project delivery, mentor staff, build client relationships, and guide growth across federal, state, local, port, NGO, and private clients. Open locations include Houston, Pearland...SeniorPrivate clientLocal area
$126.1k - $253k
...confidence in a world of change, empowering our clients and people to realize their full... ...to achieve our clients’ goals. As a Tax Senior Manager, you will be responsible for the... ...in public accounting with an emphasis on private client taxation including working with ultra...SeniorPrivate clientFull timeWork experience placementInternshipLocal area- PwC Private is seeking a Senior Manager to lead large-scale projects and deliver sustained outcomes for private companies. You will interact with senior clients, drive efficiency, and innovate processes while leveraging your experience in tax advisory, partnerships, and...SeniorPrivate client
- ...Houston is seeking an experienced professional for transaction advisory services, focusing on financial due diligence for private equity and corporate clients. The role requires leading high-profile engagements, developing analytical insights, and advising C-suite executives...SeniorPrivate client
- J.P. Morgan in Houston is seeking a Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have over six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. Responsibilities include managing...SeniorPrivate client
- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive... ...compensation; and cash-flow, retirement, and life insurance planning.A Tax Senior Manager, Private Client Services (PCS) is responsible...SeniorPrivate clientPrivate practiceWork at office
- Alvarez & Marsal seeks a Senior Director of Operations & Manufacturing to lead manufacturing and supply chain performance improvements for private equity clients. The role emphasizes cross-functional engagement, value realization, and post-acquisition execution across...SeniorPrivate client
- ...Job Function / Summary Private Banker 4 coordinates the integrated... ...and services to high net worth clients for investments, borrowing &... ..., risk management & insurance, estate planning & trust services... ...and makes recommendations to Senior Lenders/Credit Concurrence Officers...Private clientLocal area
- ...planning for a diverse group of public and private sector clients. We believe great design grows from a... ...a place to thrive and grow.We seek a Senior Billing Specialist with at least 5... ...invoicing schematics, reporting, issuing insurance certificates, and implementation of...SeniorPrivate clientContract workFor contractorsLocal areaFlexible hours
- ...plans and specifications. Coordinated with other discipline leads, clients, consultants, and agencies in management and implementation of... ..., water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex ... #J-1880...SeniorPrivate client
- EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) team. The role focuses on coordinating engagements, tax planning, and compliance for individuals, trusts, estates, and entities. Preferred qualifications include a Master’s in Taxation...SeniorPrivate clientFull timeFlexible hours
- Alvarez & Marsal seeks a Senior Associate for Transaction Advisory/Financial Due Diligence to support private equity and corporate clients on buy-side and sell-side analyses. You will evaluate earnings quality, cash flows, and working capital, providing insights to drive...SeniorPrivate client
- Alvarez & Marsal (A&M) is a global consulting firm seeking a Senior Associate in Transformation Services within the PEPI Practice. The role supports large engagements for private-equity clients, designing and implementing creative operating-improvement solutions across...SeniorPrivate client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client Insurance Strategist. Be the first to apply!
- design strategist Houston, TX
- communications strategist Houston, TX
- senior strategy consultant Houston, TX
- account strategist Houston, TX
- media strategist Houston, TX
- digital strategist Houston, TX
- strategy consultant Houston, TX
- investment strategist Houston, TX
- strategist Houston, TX
- business strategist Houston, TX

