HNW Personal Lines Account Manager - Elite Client Steward
Acrisure, LLC
Acrisure is seeking a Personal Lines High Net Worth Account Manager to oversee annual reviews and steward risk management for affluent clients in the New York area. You will negotiate with carriers, assess lifestyle changes affecting coverage, and propose updates to align with client needs. You will maintain a book of business, review exposures, collaborate with producers, provide proactive service, keep clients informed of market changes, and ensure accurate, timely endorsements and policy #J-18808-Ljbffr Acrisure, LLC
- ...Job Description Personal Lines Account Manager - Standard & High Net Worth Location: Westchester County, NY Industry: Property & Casualty Insurance Position Overview Our client, an established independent insurance agency in Westchester County,...High net worth
$50k - $90k
Job Summary The Personal Lines High Net Worth Account Manager is responsible to conduct annual reviews of clients’ insurance program, stay current on changes in clients' lifestyle that... ...required; working with High Net Worth (HNW)/Private Clientele highly preferred. Property...High net worthWork at officeImmediate startFlexible hours- ...Associate Vice President, Account Executive About the Company Vibrant financial technology... ...1001-5000 Categories Asset Management Banking Financial Services FinTech... ...Brokerage Investing Specialties hnw fundraising platform alternative investments...High net worth
$70k - $130k
...Job Title Personal Lines Ultra High Net Worth Account Executive Job Description A global fintech leader,... ...human support together, we connect clients with customized solutions across a... ...claims resources appropriately. Manage the renewal process to ensure maximum...High net worthWork at officeImmediate startFlexible hours- ...Westchester Country Club - JobID: 200-787881 [Busser / Porter / Cleaner] As a Steward at Westchester Country Club, you'll: Perform heavy cleaning of kitchen area; Wash dishes and pots; Remove and dispose of trash; Perform proper procedures in operating, cleaning and changing...SuggestedSeasonal workImmediate start
- ...Steward Opportunity At Westchester Country ClubSince 1922, Westchester Country Club is an exclusive family-oriented private club located... ...additional responsibilities may be assigned, as required, by management.What You'll NeedA minimum of 6 months Kitchen Stewarding...Hourly payFull timeFlexible hoursShift workNight shiftWeekend work
- ...Tax Manager – Private Client Services Location: Stamford, CT Work Arrangement... ...clients across both their personal and business interests.... ...Personal investments and other HNW interests. The team... ...For ~5+ years of public accounting tax experience. ~ Previous...High net worthFull timeFor contractorsInterim rolePrivate practiceWork at office3 days per week
$150k - $185k
...Join a high-impact Private Client Tax team where you'll advise ultra-high-net-worth investors... ...year A bit about us: A premier accounting, tax, and advisory organization... ...professionals. Work closely with fund CFOs and management companies regarding tax planning and...High net worthLocal areaFlexible hours$100k - $135k
...Connor Davies is a top-ranked accounting, tax, and advisory firm with... ...deep industry expertise, a personalized approach, and a commitment... ...delivering real value to our clients. Our mission is to provide... ...We are seeking a Tax Manager to join our growing Private...High net worthFull timePrivate practiceLocal areaFlexible hours3 days per week- ## Personal Lines Account ManagerApplylocations: US - CT - Riversidetime type: Full timeposted on: Posted 30+ Days Agojob... ...need your talent and expertise.****Cross Private Client- Greenwich Personal Lines Account manager**Account Manager Position overview: Account Managers...Work at officeLocal area
$70k - $90k
...Agencies welcomes you. We need your talent and expertise. Personal Lines Account Manager Account Managers are primarily responsible for... ...Knowledge of Insurance Coverages & Products to advise clients with very little direction of Account Executive • Visit...Work at office- ...leader in innovative wealth management, asset servicing, asset management... ..., and to provide to our clients and the communities we serve... ...potential (Tier IV) high net worth (HNW) and ultra-high new worth (... ...knowledge of personal financial planning.10-15 years...High net worthFull timeH1bWorldwideFlexible hours
- ...established Connecticut based wealth management firm is hiring a Wealth... ...primary advisor for assigned client relationships; deliver comprehensive... ...investment policy updates in line with firm procedures.Monitor... ...wealth planner working with HNW clients.Strong planning background...High net worthWork at office
- ...Employees 1001-5000 Categories Asset Management Banking Financial Services... ...Brokerage Investing Specialties hnw fundraising platform alternative investments... ...readiness program and advance technical accounting, financial reporting, and governance...High net worth
- ...Vice President, National Accounts About the Company Vibrant... ...1-5000 Categories Asset Management Banking Financial Services... ...Investing Specialties hnw fundraising platform alternative... ...developing and executing client business plans, monitoring...High net worth
$75k - $85k
...Account Specialist The Cross Family of Agencies welcomes you... ...and courteous service to our clients, as well as maintain a positive... ...with insurance agency management systems, have a flair for client... ...assigned portfolio of personal lines insurance accounts for clients...Work experience placement- ...Personal Lines Account Manager Seeking a dedicated and motivated professional to join a team. This is an exciting opportunity to contribute to a dynamic and forward-thinking organization. The ideal candidate will bring a strong work ethic, a commitment to excellence...
- ...Employees 1001-5000 Categories Asset Management Banking Financial Services... ...Brokerage Investing Specialties hnw fundraising platform alternative investments... ...to support private equity fund accounting and administration. Responsibilities include...High net worth
- ...in the business of helping clients with their financial goals -... ...fastest-growing private wealth management practices, serving high-net-... ..., and the development of an elite advisory team.We’re looking... ...objectivesDevelop KPIs and accountability across the organizationLead...High net worthFull timePrivate practice
$140k - $300k
...Title: Sales Manager- Elite Dermatology Territory: Northeast Company : Pioneering dermatology manufacturer, providing first-of... ...plans to grow customer base, increase order volume, and maximize account performance. Conduct regular performance reviews, ride-...Full time- ...027-10-30Job Summary:Private Client Services at BDO is a boutique... ...life insurance planning.A Tax Manager, Private Client Services is... ...s degree, required; major in Accounting, Finance, Economics, or Statistics... ...and other business lines to increase cross service opportunitiesPeople...High net worthPrivate practiceWork at office
- Brown & Brown in Rye Brook, NY is seeking an Assistant Account Executive to support the Account Executive team in managing client accounts and delivering efficient service in the insurance brokerage field. The role emphasizes policy renewals, endorsements, and claims processing...
$24.12 per hour
...Range: $24.12 - $24.12 Hourly Tipped/Service Charge Eligible? No Discretionary Performance Bonus Eligible? No Overview Assist Stewarding Supervisor and Restaurant Outlets in the cleaning and organizing of the Food and Beverage Outlets. Essential Duties and...Hourly payTemporary workLocal areaFlexible hoursWeekend work$80k - $90k
...0 - $90,000 per year A bit about us: Our client is a boutique New York law firm that has... ...with significant client contact. The right person will take work off the Partners plate,... ...smoothly. Job Details Responsibilities: Manage and triage the Partners email inbox, flag...High net worthPrivate practiceWork at officeLocal area$115k - $155k
...Make an Impact as a Personal Lines Client Executive This is a standout opportunity for a... ...Executive, you will go beyond day-to-day account management to lead strategy, influence client... ...Citizen Awards – Best Corporate Steward finalist Inc. Magazine Best Workplaces...Temporary workInternshipLocal areaFlexible hours- Brown & Brown, Inc. in Rye Brook, NY seeks an Assistant Account Executive to support the Account Executive team in managing client accounts and delivering excellent service. You will help with renewals, endorsements, and claims processing, and prepare applications and...
- ...Job Description Job Description CPA firm seeking a Tax Manager to join our growing Private Client Services practice. This role will focus on providing tax compliance, planning, and consulting services to high-net-worth individuals, families, and closely held businesses...High net worthPrivate practice
- Sr. Tax Accountant - CPA Firm. 1/2-day Fridays. Our client a high-quality CPA firm with 250 + professionals is adding to... ...their people and helping them to manage /grow their careers with internal... ...firm is large enough to have Mutiple lines of business: Tax, Audit,...High net worthWork at office
- ...Job Description Tax Senior Manager – Private Client Services / UHNW \n Location: New York Metro... ...Offices whose tax affairs span personal wealth, trusts, investments, partnerships... ...of tax experience within public accounting. \n ~ Bachelor's degree in Accounting...High net worthPrivate practiceWork at office3 days per week
$47.8k - $94.9k
...businesses in your community? Spectrum Business is seeking an Account Executive to connect small and medium-sized businesses with essential... ...and execute a Territory Plan under the guidance of the Sales Manager to strategically expand Spectrum Business’ customer base...Full timeWork at officeLocal areaVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HNW Personal Lines Account Manager - Elite Client Steward. Be the first to apply!
- public sector account manager Rye, NY
- oncology account manager Rye, NY
- government account manager Rye, NY
- landscape account manager Rye, NY
- customer accounts manager Rye, NY
- account director Rye, NY
- amazon account manager Rye, NY
- client accounting manager Rye, NY
- hvac account manager Rye, NY
- account manager Rye, NY





