HNW Personal Lines Account Manager | Luxury Risk & Client Service
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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
- The Jonus Group is seeking a highly motivated Personal Lines Account Manager for a fully remote position. Ideal candidates will have experience... ...with high-net-worth accounts, and a strong commitment to client service. You will manage insurance policies, handle new...High net worthRemote job
- 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
$50k
...Job Description Personal Lines Account Manager Job Summary Seeking a dedicated and detail-oriented Personal... ...role is integral to maintaining and enhancing client relationships by providing exceptional service and support. The ideal candidate will have a strong...Suggested- ...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
$70k - $120k
...professional dating service celebrating 30+... ...Just Lunch, the #1 personalized dating service, our... ...working with UHNW/HNW individuals... ...while caring about client success. Responsibilities... ...quotas and KPI Manage clients dating... ...Intangible or luxury product sales experience...LuxuryHigh net worthWork experience placementWork at officeLocal areaRemote workHome officeFlexible hours$50k
The Jonus Group is seeking a Personal Lines Account Manager in Rocky River, Ohio. This role is crucial for maintaining and enhancing client relationships through exceptional service. The ideal candidate should possess a strong background in personal lines insurance and...- Insurance Office of America is seeking a Personal Lines Account Manager. Fully remote for CST/EST time zones with consideration for hybrid onsite needs within 50 miles of a branch. You will oversee client service, renewals, invoicing, and policy reviews while mentoring...Remote jobWork at office
- Jonus Group is seeking a dedicated Personal Lines Account Manager to enhance client relationships through exceptional service. This role involves managing approximately 400-500 accounts totaling $2.5 million in premium, providing client service including rating and policy...
- 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
$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$75k - $90k
Personal Risk Advisor - Luxury & High-Value Portfolios Pay: $75,000 - $90,000 per year. Location: Cleveland... ...Overview Seeking a High Net Worth (HNW) Personal Lines Account Manager to manage and service a portfolio of affluent clients’ property and casualty accounts across...LuxuryHigh net worthPermanent employmentFull timeWork at officeRemote work- ...Cleveland is seeking an Owner Concierge to deliver exceptional, personalized service for high-net-worth clients. The role includes trip coordination, managing client preferences, and maintaining high standards of luxury service. Ideal candidates have a background in luxury...LuxuryHigh net worth
- 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
$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$25k
...Relationship Manager, Private Aviation Partnership... ...for five-star service, thrive in fast-... ...and love being the person everyone trusts to... ...with 35 years in luxury hospitality, premium... ...of experience in account management,... ...or high-net-worth clients. ~ Internal candidates...LuxuryHigh net worthHourly payFull timeTemporary workLocal areaShift workWeekend work- 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
$97.62k - $181.85k
...Account Executive About Marsh McLennan Agency... ...Region is a full-service brokerage providing... ...benefits, private client insurance, and retirement... ...of business risks and financial implications... ...to effectively manage and expand your... ...insurance products/lines ~ Utilizing detailed...Work at officeLocal areaWork from homeLong distance- ...Principal to play a leadership role within its Private Client Services practice. This is an exceptional opportunity for an... ...counsel, and proactive planning. Collaborate with accountants, financial advisors, wealth managers, family office professionals, and other advisors to...High net worthPrivate practiceWork at officeLocal area
- ...the world's most distinctive luxury brands. Serving as a steward... ...of care, sophistication, and service our Owners and guests have come... ...fundraising initiatives. Manage event logistics, including venue... ...the creation of thoughtful, personalized experiences that strengthen relationships...LuxuryHigh net worthWork at officeWeekend workAfternoon shift
- ...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
- ...Account Manager Cenveo is a leading North American manufacturer of envelopes with over 100... ...The Account Manager acts as the primary service contact responsible for managing the customer... ...Owner of Key Accounts, including client relationships and selling/upselling....Work at office
$50k - $55k
...Summary This position is responsible for managing new and existing client relations and driving engagement... ...customization and integration of services to ensure a successful program, relationship... ...Overall responsibility for the account, works with sales, brokers,...Temporary workWork at officeFlexible hours$190k - $300k
...Tax Managing Director, Private Client Services Private Client Services at BDO is a boutique practice within our... ...'s) as established by the business line Other duties as required... ...Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics,...High net worthPrivate practiceWork at office$130k
...Required Degree 4 Year Degree Manage Others No Contact... ...broad range of institutional clients and to high-net-worth clients... ...Life Insurance Health Savings Accounts Requirements The Fund Accounting... ...requests. Education, Skills, Personal Characteristics and Work Experience...High net worthWork experience placement- ...Account Executive We are seeking a high-performing... ...Advisory and Governance, Risk & Compliance (GRC)... ...meaningful outcomes for clients. You will work closely... ...regulatory requirements, manage cyber risk, and improve... ...expert-led advisory services to companies of all sizes...Work at officeShift work
- ...RH Client Services Associate RH at its core is about taste, and we believe... ...compelling collection of luxury home furnishings in the... ...an innovator with a sense of personal style, polished appearance,... ...Strong organizational and time management skills Strong verbal and...LuxuryWork at officeLocal area
$52.5k - $87.5k
...Account Manager I At PNC, our people are our greatest... ...Officer with client presentations.... ...Provide sales/service support to select... ...solutions. 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$72.8k - $130k
...Senior Account Manager Optum is a global organization that delivers... ...a subject matter expert in Client Service operations. This position strives... ...: Analyze risk pool and/or provider group performance... ...Develop business strategies in line with company strategic initiatives...Minimum wageFull timeTemporary workWork experience placementWork at officeLocal areaRemote workMonday to Friday- ...As an Account Manager, you will be responsible for managing client relationships while driving customer acquisition and sales growth. This role focuses on delivering... ...Drive sales by presenting client products and services to new customers Identify opportunities for account...
$104k - $171.7k
...and smart devices. The Account Executive Officer (AEO)... ...independently assess complex risk and sell our products... ...Will You Do? Manage the profitability,... ...by regularly meeting in person with agents and brokers... ...professional counseling services, health coaching and other...Local area
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