HNW Personal Lines Account Manager | Luxury Risk & Client Service
Mogi I/O : OTT/Podcast/Short Video Apps for you
A leading financial services firm based in the Cleveland area is seeking a Personal Lines Insurance Specialist to manage a portfolio of high-net-worth clients. The ideal candidate will ensure exceptional client service while navigating complex insurance needs, including property and casualty coverage. Candidates should possess strong communication skills, a valid insurance license, and experience in managing affluent accounts. This role offers a hybrid work model and competitive compensation. #J-18808-Ljbffr Mogi I/O : OTT/Podcast/Short Video Apps for you
$75k - $90k
...Personal Lines Insurance Specialist – Client Servicing Location: Cleveland, Ohio (Hybrid/Remote... ...Seeking a High Net Worth (HNW) Personal Lines Account Manager to manage and... ...high-value property, luxury vehicles, fine art,... ...to navigate complex risk exposures and provide...LuxuryHigh net worthPermanent employmentFull timeWork at officeRemote work$75k - $90k
A financial services company is seeking a High Net Worth Personal Lines Account Manager in Cleveland, Ohio. This role requires managing a portfolio of affluent clients, ensuring exceptional client service, and... ...high-value property and luxury vehicles. The position is...LuxuryHigh net worthRemote jobFull time- A financial services firm in Cleveland is seeking a Personal Risk Advisor for Luxury & High-Value Portfolios to manage affluent clients' property and casualty accounts. The role requires thorough knowledge of high-value insurance needs and excellent client service skills...LuxuryHigh net worth
- ...a highly polished and service-focused professional to... ...trip coordination to personalized service touches, the Owner... ...understanding of luxury service, exceptional attention... ...Owner preferences. Manage and resolve last-... ...for high-value clients. Perform additional...LuxuryHigh net worthFull timeWork at officeWeekend workAfternoon shift
- A leading luxury service company in Cleveland is seeking a Front Desk Coordinator. In this key role, you will greet and assist clients through various channels while ensuring exceptional service. The ideal candidate will have an Associate's degree, strong interpersonal...LuxuryWork at office
- ...professional and unparalleled service to our carrier partners. As a... ...for independently managing and completing on-site High Value... ...the phone, via email and in-person with homeowners and insurance... ...management, real estate appraisal, or luxury home building is highly...LuxuryHigh net worthExtra incomeFor contractorsLocal area
- ...professional and unparalleled service to our carrier partners. As a... ...for independently managing and completing on-site High Value... ...the phone, via email and in-person with homeowners and insurance... ...management, real estate appraisal, or luxury home building is highly...LuxuryHigh net worthExtra incomeFor contractorsLocal area
$105.38k - $215.38k
...you bring strong risk and quality controls... ...to interact with clients on their personal tax matters? If so... ...this Tax Delivery Manager role in Global Employer Services (GES) Delivery may... ...of High Net Worth (HNW) individual... ...Bachelor’s Degree in Accounting, Finance, Business...High net worthWork at officeLocal area- ...Hardware in Cleveland is seeking a Client Services Associate to provide luxury service and assess client needs in... ...gallery. You will assist clients in person, by phone, and by email while collaborating... ...to detail, with the ability to manage multiple priorities in a fast-paced...Luxury
- RH is seeking a Client Services Associate in Cleveland, Ohio. This role is essential for delivering luxury service and effectively addressing client needs. If you have a passion for high-end design and exceptional customer service, we want you! As a Client Services Associate...Luxury
- ...OverviewBernstein Private Wealth Management is a premier... ...ultra-high-net-worth clients. As an industry leader... ...Associates are client service professionals who exhibit... ...portfolio analysis, account creation and... ...strengths and aspirations, personalizing a roadmap with the success...High net worthFull timeFlexible hours
$150k - $180k
...the role Are you someone who focuses on client service and tax advisory for a range of... ...seasoned professionals delivers strategic, personalized financial guidance tailored to each client... ...with firm leadership to structure and manage a variety of client engagements Lead client...High net worthLocal areaRemote work- ...Overview Bernstein Private Wealth Management is a premier investment... ...worth and ultra-high-net-worth clients. As an industry leader, we... ...Wealth Associates are client service professionals who exhibit drive... ...such as portfolio analysis, account creation and maintenance, and...High net worth
$153k - $180k
...Description SummaryThe Account Director is a key role... ...responsibility to manage the client relationship while providing... ...exceptional client service and delivering on all... ...across one or more service lines below: 1. Integrated... ...• Assist with risk mitigation and dispute...Minimum wageFull timeContract workLocal areaFlexible hours- Client Services Associates play an integral role in providing luxury service and assessing the needs of our clients. This is the... ...an innovator with a sense of personal style, polished appearance, refined... ...Strong organizational and time management skills #J-18808-Ljbffr RHLuxury
$93k - $100k
...Position Summary As an SPM Client Services Account Manager at STERIS, you are tasked with providing... ...mitigation of Customer issues and for at-risk Customers throughout the region. •... ...opportunity to ensure that persons are recruited, hired, trained, transferred...Temporary workFor contractorsLocal areaFlexible hours$76.5k - $127.5k
...’s success. As an Account Manager II within PNC's Financial... ...suite of services designed to support... ...deepening existing client relationships, driving... ....Managing Risk - Assessing and effectively... ...” in the subject line title and be sure... ...to qualified persons regardless of race...Full timeContract workTemporary workPart timeWork experience placementWork at office$135k - $155k
...BonusRequirements: 4-12+ years of public accounting + CPA Tax ManagerFIRM... ...on a simple belief: great client service starts with a great place to... ..., outdated technology, poor management, and feeling like there's... ...help clients achieve their personal and business goals.Oversee engagement...High net worthLocal area- ...Office Supervisor to lead daily front desk operations and guest services in Cleveland, OH. The role emphasizes seamless communication... ...candidate will have 1+ year experience in hotel front desk or luxury hotel settings, excellent communication skills, and a customer-...Luxury
$102.8k - $176k
...provider of professional services to the middle... ..., empowering our clients and people to... ...you to thrive both personally and professionally... ...to add a Strategic Account Manager to our Enterprise... ...cybersecurity and risk consulting practice... ...report on service line penetration within...Full timeContract workWork experience placementInternshipWork at officeLocal area- Summary Client Services Associate provides luxury service and assesses client needs in the Cleveland gallery. The role supports clients in person, by phone, and by email while partnering with Gallery... ...organizational and time management skills Strong verbal and written...LuxuryWork at office
$90.1k - $167.9k
...Senior Account Manager About Marsh McLennan Agency's Midwest Region: Marsh... ...'s Midwest Region is a full-service brokerage providing business... ..., employee benefits, private client insurance, and retirement... ...Providing coverage analysis and risk management recommendations, completing...Work at officeWork from home$120k - $140k
...Private Client Services Tax Manager Private Client Services at BDO is a boutique practice within our... ...'s degree, required; major in Accounting, Finance, Economics, or Statistics, preferred... ...firm specialists and other business lines to increase cross service...High net worthPrivate practiceWork at office- ...in Cleveland, OH seeks a Boutique Manager to lead our retail team,... ...class experiences and building loyal client relationships. You will balance sales and service by putting the right people in the... ...experience within our brand’s Everyday Luxury culture. #J-18808-Ljbffr AritziaLuxury
$93k - $98k
...Private Client Services Tax Senior Private Client Services at BDO is a boutique practice... ...as well as their communication, time management, leadership, technical, business development... ...Education: Bachelor's degree in Accounting, Finance, Economics, or Statistics,...High net worthPrivate practiceWork at office- ...Description Job Description: Title: Account Manager – Employee Benefits Work Mode:... ...for childcare, elder care, or other personal responsibilities during working hours.... ...direction. Responsibilities include client service and communication, team leadership,...Remote work
- ...Life Responsible for servicing an assigned book of... ...which varies based upon client needs, account complexity, and... ...documentation into the agency management system. Prepares and... ...email, phone or in person with or without the... ...above the Personal Risk agency standard. Performs...
$215k - $270k
Overview Private Client Services at BDO is a boutique practice within our... .... Job Summary A Tax Managing Director, Private Client Services... ...established by the business line Other duties as required Supervisory... ...degree, required; major in Accounting, Finance, Economics, or...High net worthWork at office- ...and smart devices. The Account Executive Officer (AEO)... ...independently assess complex risk and sell our products... ....What Will You Do?Manage the profitability, growth... ...regularly meeting in person with agents and brokers... ...professional counseling services, health coaching and other...Full timeLocal area
- ...the world's most distinctive luxury brands. CORE RESPONSIBILITIES... ...philanthropic fundraising initiatives Manage event logistics, including... ...Provide world-class service throughout every interaction... ...the creation of thoughtful, personalized experiences that strengthen relationships...LuxuryHigh net worthWork at officeWeekend workAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HNW Personal Lines Account Manager | Luxury Risk & Client Service. Be the first to apply!
- inventory accounting manager Cleveland, OH
- major account manager Cleveland, OH
- outsourced accounting manager Cleveland, OH
- senior account manager Cleveland, OH
- industrial account manager Cleveland, OH
- lease accounting manager Cleveland, OH
- non profit accounting manager Cleveland, OH
- federal account manager Cleveland, OH
- new account manager Cleveland, OH
- global account manager Cleveland, OH

