HNW Risk Placement Specialist
Relation Insurance, Inc.
Relation Insurance, Inc. seeks a Risk Placement Specialist for High Net Worth Personal Lines to support new business and renewals with tailored, competitively priced solutions. You will collaborate with sales and service teams to optimize placements and utilize strong carrier relationships for favorable terms. Ideal candidates have a P&C license, 5+ years in UHNW risk placement, a four-year degree preferred, and MS Office proficiency. #J-18808-Ljbffr Relation Insurance, Inc.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the HNW Risk Placement Specialist in Irvine, CA vacancy
$44k - $115k
...Risk Placement Specialist Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering... ...referrals to assess alignment with High Net Worth (HNW) and Ultra High Net Worth (UHNW) criteria and facilities appropriate...High net worthWork at officeLocal area$225k - $275k
...profitability, and strategic direction of Acrisure’s HNW Personal Lines book. This leader will... ...partner closely with sales, operations, placement, carrier, marketing, digital, and... ...executive leadership with clear insights, risks, actions, and decisions needed. Market &...High net worthImmediate startFlexible hours$259.93k - $351.67k
...strategies across standard Personal Lines, HNW, and mass affluent segments • Develop... ...Standardization** • Partner with operations and placement teams to ensure strong execution, service... ...in Business Administration, Finance, Risk Management, or related field • 15+ years...High net worthLocal areaImmediate startFlexible hours$80k - $105k
...Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross-selling, as a primary focus for business development, this role is also expected...High net worthTemporary workWork at officeLocal areaFlexible hoursAfternoon shift- ...personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new... ...Five (5) or more years of Experience with insurance procurement, placement or insurance risk management. Five (5) or more years of Strong...SuggestedContract workWork at officeLocal area
- ...regional CPA firm with a lot of growth opportunity.Responsibilities:Tax Manager will review tax returns (Pass-through entities, C Corps, HNW Individuals)Manage an experienced team of Tax & Accounting professionalsProvide superb customer service.Identify and implement...High net worth
COPE Staffing
Irvine, CA3 days ago $205k - $255k
...page! Job details: Remote Senior Family Law Attorney - Complex HNW Asset Division! This job is hosted by: Jacob Vane. Are you a... ...complex and high-net-worth family law cases. Certified Family Law Specialist by the State Bar of California Board of Legal Specialization (...High net worthPermanent employmentRemote workJobot
Irvine, CA2 days ago$135k - $205k
...Overview Family Law Associate boutique firm representing HNW clients in Orange County. This Jobot Job is hosted by Jacob Vane. Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume. Salary $135,000 - $205,000 per year A Bit About...High net worthLocal areaFlexible hoursJobot
Irvine, CA2 days ago- ...Mesa, CA seeks a National Leader, High-Net-Worth Personal Lines to own national performance, growth, retention and profitability of the HNW Personal Lines book. You will define growth strategy and partner with sales, operations, carrier, marketing and digital teams to...High net worth
$105.38k - $215.38k
...leader who thrives on individual tax compliance? Do you bring strong risk and quality controls, operational rigor, and the ability to... ...will Own end-to-end delivery for a portfolio of High Net Worth (HNW) individual compliance engagements (planning through post-filing)...High net worthWork at officeLocal area- ...to evaluate how a company identifies and manages their inherent risk factors. Additionally they are expected to differentiate the... ...productive relationships with Underwriting, Claim, Risk Control Specialists, and Brokers to service customers as a unified team.Complete all...Full timeFor contractorsLocal areaLong distanceNight shift
$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...High net worth- ...managers, supervisors, and staff through technical training, performance development, and knowledge sharing.Oversee engagement quality, risk management, billing, and client service to ensure exceptional delivery across multiple engagements.Contribute to thought leadership...High net worthPrivate practiceLocal area
Talnt LLC
Irvine, CA3 days ago - M&T Bank Corporation in Costa Mesa, California, seeks a skilled professional to assist with Global Capital Markets trust administration for high-net-worth clients. You will oversee client relationships, help account representatives in revenue activities, and manage client...High net worth
$250k
...classes, markets and jurisdictions Engage and advise clients on brokerage activity and execute trades seamlessly. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its...High net worthFull timeLocal area$140k - $180k
...professional development and growth Job Details Responsibilities: 1. Manage the preparation and review of complex tax returns for HNW and UHNW individuals, including federal and multi-state returns, estate and gift tax returns, trust returns, and corporate returns...High net worthWork at officeLocal areaRemote workFlexible hours2 days per weekJobot
Irvine, CA4 days ago$95k - $160k
...Withum Plus You - that’s the Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes...High net worthFull timeLocal area- ...Responsibilities Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial... ...optimization Retirement income and accumulation planning Risk management and insurance review Estate planning fundamentals...High net worthWork from home
Full Bloom Wealth
Irvine, CA5 days ago $150k - $230k
...gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.Assesses client's source of wealth, growth of business, lending needs and creative financing to further grow and expand...High net worthFull time$185k - $250k
...experience ~ Proven experience managing complex tax engagements and client relationships ~ Strong background in pass-through entities, HNW individuals, and/or closely held businesses ~ Leadership experience with the ability to mentor and develop teams ~ Business...High net worthFull timeWork at officeLocal areaImmediate startFlexible hoursBancroft Staffing Partners
Irvine, CA5 days ago$83.92k - $125.88k
...and tools based on client profiling.With the support of product specialists, intuitively recognize and understand a client's banking,... ...clients have a positive in-branch experience.Appropriately assess risk when business decisions are made, demonstrating consideration for...High net worthFull timeWork at office$124.36k - $146.3k
...your career. Try new things, learn new skills and discover what you excel at—all from Day One.Job DescriptionEnvironmental and Seismic Risk Officer position within the U.S. Bank Real Estate Technical Services Environmental Team requiring a high degree of specialized...Full timeWork at officeLocal areaFlexible hours3 days per week$126.1k - $253k
...helping our business owners protect and grow their biggest asset, the business. We collaborate with our clients, industry experts, and specialists throughout RSM to reach these goals.Our impact reaches business owners through business and tax planning at all stages of the...High net worthFull timeWork experience placementInternshipPrivate practiceLocal area- Talnt is seeking a Tax Associate in Irvine, California to support tax planning and compliance for high net worth individuals and businesses. This role involves preparing complex tax returns, conducting research, and collaborating with experienced tax professionals. The ...High net worth
Talnt
Irvine, CA2 days ago - Crowe is seeking a Tax Manager in Costa Mesa to deliver high-level tax consulting and compliance for ultra-high-net-worth clients. This role requires a CPA or JD and at least 5 years of relevant experience in public accounting or law. The candidate will manage multiple...High net worth
Crowe
Costa Mesa, CA2 days ago $80.05k - $165k
...Corporate Bkg 3rd & Seneca Full time JR101905 About the Role: Responsible for leading Cybersecurity and IT governance, risk, and compliance efforts, including the establishment and maintenance of IT operating model and facilitating the development of technology...Full timeWork at officeLocal areaColumbia Bank (WA, OR & ID)
Irvine, CA5 days ago- ...Risk Adjustment Coding Specialist We are currently seeking a highly motivated Risk Adjustment Coding Specialist. This role will report to a Sr. Manager - Risk Adjustment and enable us to continue to scale in the healthcare industry. The staff is required to frequently...
$70k - $85k
...Job Description Job Description Description We are currently seeking a highly motivated Risk Adjustment Coding Specialist. This role will report to a Sr. Manager - Risk Adjustment and enable us to continue to scale in the healthcare industry. The staff is required...Work at officeRemote workWork from homeHome officeAstrana Health, Inc.
Orange, CA5 days ago$95.4k - $180.4k
..., we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcingOur... ...planning and execution of client tax engagementsCollaborate with RSM specialists regarding estate and gift planning and taxation, state and...High net worthFull timeWork experience placementInternshipWork at officeLocal area$72k - $85k
...Job Description Job Description Description We are currently seeking a highly motivated Risk Adjustment Coding Specialist to support our Orange County market. In this role, you will support risk adjustment efforts by conducting high-volume chart reviews to identify...Work at officeAstrana Health, Inc.
Orange, CA5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HNW Risk Placement Specialist. Be the first to apply!
Related searches