High Net Worth Personal Lines Senior Client Manager
$125k - $165kThe Misch Group
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 The Misch Group
- Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve...SeniorHigh net worth
- The Misch Group is seeking a High-Net Worth Manager to join our team in New York. The role focuses on managing a book of High-Net Worth Personal Lines, servicing clients, and coordinating with underwriters to place renewals and new business. You will leverage deep product...SeniorHigh net worth
- Posted 2 days agoPersonal Lines Insurance Coverage Senior Account Executive... ...book of business, includes High Net Worth Clients; mentors the team; maintain... ...understanding of Personal Lines underwriting and coverages... ...in training & managing co-workers or leading projects...SeniorHigh net worthWork at officeWork from home
$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- The Misch Group, a premier independent brokerage in New York, seeks a High-Net Worth Senior Account Executive to lead our HNW Personal Lines book. You will work directly with clients and underwriting companies to market, renew, and place new business, while delivering...SeniorHigh net worth
$146k - $178k
Join us as a Senior Underwriter to grow your... ...Health, Financial Lines, Cyber,... ...by AIG’s Private Client Group, covering Homeowners... ...Multinational Clients, and High Net Worth individuals. We... ...help customers to manage risk, transforming... ...AIG, we value in-person collaboration as a...SeniorHigh net worthFull timeWork at office- ...advisory firm is looking to add a Private Client Tax Partner to its New York Metro... ...open to accomplished Tax Senior Managers and Tax Directors who are ready to make... ...who has built a strong career advising high-net-worth individuals, families, entrepreneurs and...SeniorHigh net worthFull timeFor contractorsPrivate practice
$110k - $135k
...way we help customers to manage risk. Join us as a Senior Underwriter, National... ...areas including Financial Lines, Property, Casualty, Specialty... ..., Cyber, Multinational Clients, and High Net Worth individuals. We are... ...-AIGAt AIG, we value in-person collaboration as a vital...SeniorHigh net worthFull timeWork at office$105k - $135k
...way we help customers to manage risk. Join us as a Senior Underwriter, Fronting/... ...areas including Financial Lines, Property, Casualty,... ...Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are... ...#GroupCaptivesUnderwriting At AIG, we value in-person collaboration as a vital...SeniorHigh net worthFull timeWork at officeFlexible hours$90k - $150k
...human support together, we connect clients with customized solutions across a range... ...levels possible.Job SummaryThe Senior Personal Lines High Net Worth Account Executive would be responsible... ...and claims resources appropriately.Manage the renewal process to ensure maximum...SeniorHigh net worthFull timeWork at officeImmediate startFlexible hours$90k - $110k
...way we help customers to manage risk. Join us as a Senior Underwriter to play your... ...including Financial Lines, Property, Casualty, Specialty... ..., Cyber, Multinational Clients, and High Net Worth individuals. We are... ...you.At AIG, we value in-person collaboration as a vital...SeniorHigh net worthFull timeWork at officeFlexible hours$60k - $85k
...decisions to improve their risk management outcomes, modernize their... ...the U.K. World specializes in personal and commercial insurance, surety... ...Summary Independently leads client service including ALL primary... ...is consistent andaccurate.Highly detailed and organized.Able to...SeniorContract workTemporary workWork experience placement$127.9k - $291.9k
...side with a range of clients from our most venerable... ...Markets, Wealth and Asset Management, Insurance, Real... ...the unique needs of the high-net worth tax industry. The team... ...designed with your own personal skills and experience.... ...key responsibilitiesA Senior Services Manager in...SeniorHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...ID: 82236Category: Client Service... ...SUMMARYWe seek a Senior Director, Client Service... ...Relationship & Escalation Management• Serve as the... ...presence; comfortable in high-level meetings and... ...managing high-net-worth or institutional... ...health, foster your personal resilience, and...SeniorHigh net worthFull timeWork experience placementImmediate startWorldwideFlexible hours
- We seek a Senior High Net Worth Account Executive for an established boutique agency in Suffolk... ...responsibilities• Access to premier Private Client carriers including Chubb, PURE,... ...7-10+ years of direct High-Net-Worth Personal Lines Account Executive experience, a Property...SeniorHigh net worth
- ...Tax Senior Associate – Private Client Tax New York Metro | Hybrid If you're working... .... Supporting high-net-worth individuals, families and... ...Working alongside experienced Managers, Senior Managers and... ...understanding of how business and personal taxation interact. ~...SeniorHigh net worthPrivate practice
- ...Tax Senior – Private Client Services Location: New York, NY (Hybrid) A top-ranking CPA firm is seeking an experienced Tax Senior... ...strategic tax planning, compliance, and advisory services to high-net-worth individuals and families, helping them achieve their...SeniorHigh net worthLocal area
$165k - $250k
...partnering with a well-established accounting and advisory firm looking to add a Senior Manager to its Family Office practice. This is a highly client-facing position supporting high-net-worth and ultra-high-net-worth individuals, families, trusts, and closely held...SeniorHigh net worthFull timeWork at office- ...Our client, a leading national accounting and advisory firm, is seeking a Tax Manager to join their Private Client Services practice, with a focus on tax services for... ...accounting tax experience, with a focus on high-net-worth individuals, family offices, and flow-through...SeniorHigh net worthFull timePrivate practiceSeasonal work
$85k - $120k
DescriptionKforce has a client that is seeking to hire Tax Seniors - High Net Worth in New York City, New York (NY).Summary:Our client, a New York based very successful Tax Boutique firm is seeking an ambitious Tax professional with complex Individual Tax compliance experience...SeniorHigh net worth$385k
...Recruiting Company by Top Echelon. Private Client Services Associate or Counsel Attorney... ...for an attorney to work with high-net-worth individuals on complex trust and estate... ...with the ability to work independently and manage client contact. ~ Supervisory skills to...SeniorHigh net worthPrivate practiceWork at office- ...Senior Wealth Advisor | Growing Wealth Management Practice I’m partnering with a highly respected national public accounting and advisory firm... ...professional who enjoys advising high-net-worth and ultra-high-net-worth... ...point of contact for key client relationships • Work...SeniorHigh net worthFull time
$110k - $120k
...Small CPA firm ( 25 professionals) in Midtown is looking for a staff/senior tax accountant to Prepare individual, closely held corporate and partnership tax returns with an emphasis on high net worth individual returns with many k-1's and multi state. You should have 2...SeniorHigh net worthFull time$150k - $210k
...have the flexibility to manage your days in support... ...positionsCollaborate with the Private Client Services and Trust &... ...the largest service line within the firm,... ...to grow, both personally and professionally. With... ...companies, as well as high net worth individuals, family offices...SeniorHigh net worthFull timeFixed term contractLocal area- ...About the Opportunity A leading multi-family office is seeking a Senior Tax Associate to join its tax team. This is a client-facing role focused on compliance and planning for ultra-high-net-worth families, with a strong emphasis on trusts and estates. Responsibilities...SeniorHigh net worthFull timeWork at office
- Posted 2 days agoINSURANCE ONLY PERSONAL LINES ACCOUNT EXECUTIVE- Suffolk County. Great opportunity for an experienced Personal line account Executive to train up to handle High Net Worth Accounts. Superior written and verbal communication skills required as well as excellent...High net worth
- ...Our client is an established wealth management firm in Midtown Manhattan seeking a Senior Client Service Associate to support advisors and deliver a high level of service to high-net-worth clients. They’re looking for an experienced client service professional who can...SeniorHigh net worthFull time
- ...Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen client relationships among affluent and High Net Worth clients, offering holistic financial planning and investment guidance with...SeniorHigh net worth
- Jobot, a highly regarded law firm in New York, seeks an experienced Trusts & Estates Attorney to join its New York office... ...estate administration, tax matters, and related private-client work with high-net-worth clients and seasoned attorneys. Requirements include a J....SeniorHigh net worthWork at office
$250k
...Tax Senior Manager | $200,000–$250,000 | NYC An established and growing financial and tax... ...Senior Manager to take ownership of key client relationships, lead complex tax... ...entrepreneurial businesses, business owners and high-net-worth clients , providing a combination of...SeniorHigh net worthFull timeRemote workFlexible hours
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