Premier Personal Lines Advisor - Retention & Risk
USI Insurance Services
USI Insurance Services in Overland Park, KS is seeking an experienced insurance professional to independently manage Premier Client Tiers 2 and 3 (HNW & Affluent). You will lead renewal marketing, respond to client questions, and conduct annual risk assessments to improve coverage and minimize losses. The role requires 8 years of P&C experience, active state license, and industry designations. Strong communication and teamwork are essential, with a focus on accuracy and proactive client service. #J-18808-Ljbffr USI Insurance Services
$85k - $100k
...proactively managing of assigned Premier in Client Tiers 2 and 3 (HNW... ...client review with thorough risk assessment of current and... ...Responsibilities Maintain a minimum of 95% retention of Client Accounts by... ...8 years’ experience in Personal Lines Property & Casualty Insurance...RiskTemporary workLocal areaFlexible hours- ...Head Of Enterprise Risk Management The head of enterprise risk management (ERM) is responsible for designing, implementing, and leading the enterprise-wide risk management program for a large engineering, procurement, and construction (EPC). This executive role partners...RiskFlexible hours
- PNC is seeking an Asset Manager based in Overland Park, KS. This role involves overseeing portfolios and managing complex financial reports for various clients in the commercial real estate market. The successful candidate will have strong organizational skills, the ability...Risk
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...redefining landlord insurance. We are the market leader in tech-enabled coverage for real estate investors and we are bringing catastrophe risk modeling fully in house. This is not a maintenance role. This is a build-it role. At Steadily, pricing sophistication is not...RiskFull timeWork at officeRelocation package$140k - $180k
...for a portfolio of Medium and/or Large clientsDrives revenue growth through client sales of additional actuarial, financial, and/or risk solutionsProvides consulting quality reviews and client delivery for all types of financial/actuarial deliverablesGuides team (regional...RiskTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours- ...clients align their financial goals with comprehensive planning and risk management. You will guide clients through planning for major... ...while building lasting relationships. The role emphasizes personalized strategies, clear communication, and a client-centric approach...Risk
- TreviPay is seeking a Senior Credit Underwriter to join our global risk team. You will analyze and support credit decisions for larger businesses across industries and geographies, ensuring decisions align with risk appetite and regulatory compliance. This role requires...Risk
$140k - $180k
...a portfolio of Medium and/or Large clients Drives revenue growth through client sales of additional actuarial, financial, and/or risk solutions Provides consulting quality reviews and client delivery for all types of financial/actuarial deliverables Guides team...RiskTemporary workWork at officeLocal areaVisa sponsorshipWork visaFlexible hours$115k - $160k
...all aspects of benefit plan design, underwriting/funding and post-retirement/employment concepts Guides teams on cost avoidance, risk and funding strategies and deliverables based on client need Provides leadership to more junior colleagues on FAA concepts, strategies...RiskTemporary workLocal areaFlexible hours$115k - $160k
...in all aspects of benefit plan design, underwriting/funding and post-retirement/employment conceptsGuides teams on cost avoidance, risk and funding strategies and deliverables based on client needProvides leadership to more junior colleagues on FAA concepts, strategies...RiskTemporary workLocal areaFlexible hours$139.23k - $163.8k
...bring our shared ambition to life, and each person is unique in their potential. A career... ...The Healthcare Treasury and Revenue Cycle Advisor reports to the Payments, Merchant &... ...market intelligence, and solution ideation Risk & Compliance ~ Actively ensures...RiskFull timeTemporary workWork at officeLocal areaRemote workFlexible hours3 days per week- ...is an independent Registered Investment Advisor (RIA) wholly focused on going further for... .... As a trusted guide, you will provide personalized financial strategies, investment advice,... ...align with the client's specific needs, risk tolerance, and financial goals, taking into...RiskTemporary work
$67.51k - $98.23k
Join to apply for the Risk & Compliance Manager role at IKEA 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. WHAT YOU'LL NEED TO HAVE At least 3-years of previous retail Safety & Security Management experience,...RiskPermanent employmentFull timePart timeWork experience placementLocal area- ...families. You will collaborate with attorneys, CPAs and other professionals to craft comprehensive plans addressing taxes, estate, risk, cash flow, and education planning. You’ll participate in planning strategy, supervise with a team of planning and operations professionals...Risk
- ...with clients and carriers. This on-site, full-time role requires risk expertise and market insights to deliver tailored insurance... ...will interface with executives and underwriters, support client retention, and collaborate across internal teams to ensure service delivery...RiskFull time
- ...planning, insurance solutions, investment strategies, risk management, and wealth accumulation. Become a trusted advisor clients can count on through every stage of life.... ...of your clients and your community. The Bottom Line If you're looking for a career where your work...Risk
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...driving business sales, retention and growing existing... ...Employee Benefits. ~ Personable, highly motivated, and... ...distinguishes USI as a premier insurance brokerage and... ...clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE...RiskTemporary workLocal areaFlexible hours$80k
...Description: Outside Commercial Lines sales position.... ...new business sales and retention for small business... ...Casualty insurance. • Personable, highly motivated, and... ...distinguishes USI as a premier insurance brokerage and... ...clients a robust set of risk management and benefit...RiskTemporary workLocal areaFlexible hours- ...to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs... ...clients and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the...RiskWork at officeLocal area
$175k
...Outside Commercial Lines Sales Position Outside... ...driving business sales, retention and growing existing client... ...insurance. ~ Personable, highly motivated, and... ...distinguishes USI as a premier insurance brokerage and... ...clients a robust set of risk management and benefit...RiskTemporary workLocal areaFlexible hours- ...Financial Advisor First Command Financial Advisors coach military families in their pursuit... ...installations. What You’ll Do As the personal coach to our Nation’s military families,... ...Investments/Wealth Management Insurance/Risk Management Training and Licensing Support...RiskHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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...Financial Advisor at CAPTRUSTJoin Our Team as a Financial Advisor at CAPTRUST!Who Are We... ...planning, investment management solutions, and risk management to retirement plan... ...team surrounding you with opportunities for personal growth.Our Employee Benefits Package shows...RiskTemporary workLocal areaFlexible hours$15 - $25 per hour
...Customer Retention Specialist At Josie Polk State Farm Agency, we're here to help people... ...'re helping someone navigate a claim or personalize a plan, we believe in doing meaningful... ...Our mission is to help people manage the risks of everyday life, recover from the unexpected...RiskHourly payFor contractorsWork at office- ...Personal Banker Kansas City - Overland Park, KS 66211 Overview Position Type Full Time Education Level High School Category Customer... ...up to confirm resolution and restore trust; escalate high-risk or high-value concerns appropriately, with complete documentation...RiskFull time
- ...Our Mission: Using creative business and personal planning, we help our clients achieve financial... ...will work directly with the Financial Advisor to assist with all aspects of their daily... ...Portfolio Accumulation Systems (MAPS) risk tolerance for clients. Compile, sort, and...RiskFull timeWork at officeShift work
- ...financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established...RiskWork at officeFlexible hoursShift workWeekend workDay shift
- ...to:Regional Director - Performance Improvement Estimated Compensation Range:Min: $77,272.00K to Max: $114,400.00K The Director of Risk Management is responsible for planning, developing, and implementing the Risk Management Program across multiple locations in the...RiskFull timeLocal areaShift work
$80k - $95k
Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their... .... Reviews client information, including financial statements, risk investment profile and cash availability. Working in a team environment...RiskWork experience placementWork at office$1,000 per month
...recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities Qualifications Are...RiskFull timeInternshipLocal area- ...s success. As a Wealth Advisor in PNC Wealth Management... ...solutions. Managing Risk - Assessing and effectively... ...Management., Customer Retention, Effective... ...request' in the subject line title and be sure to include... ...opportunity to qualified persons regardless of race, color...RiskFull timeTemporary workPart timeWork experience placementWork at office
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