Private Client Insurance Assistant Personal Lines Support
$85kEerstelijnszorg Zoetermeer
Eerstelijnszorg Zoetermeer in Hauppauge is seeking an enthusiastic professional to provide processing support to the Private Client Advisor team for personal insurance transactions. The ideal candidate will have at least 2 years of experience and a valid Property & Casualty Insurance License. This role offers several benefits including health, dental, and vision insurance, a 401K with match, bonus opportunities, and a supportive work environment. Salary is up to $85k depending on experience. #J-18808-Ljbffr
$120k
Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing submissions and conducting client reviews while collaborating with team members. The ideal candidate...Private client$85k
Responsibilities Provide processing support to the Private Client Advisor team for all lines of personal insurance; ensure that policy transactions are processed and accurate... ...necessary to complete transactions; assist client Advisor team in managing workflow of assigned...Private clientWork at office$120k
Personal Lines Insurance Private Client Advisor (High Net Worth Personal Lines) Location: Hauppauge, Long Island, NY. Responsibilities Manage and service... ...renewal reviews when needed. Act as a team player by supporting colleagues and providing backup support to other...Private client$95k - $130k
...Our client is a well-established boutique insurance agency operating exclusively in... ...the High Net Worth personal lines space. With a strong... ...a seasoned Private Client Account Executive... ...reviews to support retention and coverage... ...tools including AI‑assisted technologies Genuine...Private clientWork at office- ...Private Client Account Executive (High-Net-Worth Personal Lines) Hauppauge, NY | Full-Time A well-established... ...-Worth personal lines insurance agency is seeking an... ...renewal reviews to support retention and identify... ...and provide backup assistance to fellow Private Client...Private clientFull timeWork at office
- ...Title: Personal Lines Insurance Account Executive, High-Net-Worth (x2) Location: Melville, NY Salary... ...0k (DOE)+ excellent benefits! Our client, an established Top 50 P&C insurance... ...carriers such as Chubb, PURE, AIG Private Client Group, Berkley One, Cincinnati,...Private clientWork at office
- Morgan-Stanley in Islip, NY, is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. This role requires strong organizational skills and the ability to assist clients with everyday needs. Responsibilities include...Private client
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...Private client
- As a Private Client Advisor in Chase Wealth Management, you will offer... ...families. Your expertise supports a wide range of clients, from... ...of business and deliver personalized investment solutions to your... ...Health and Long Term Care Insurance license is required or must...Private client
$85k - $95k
...Account Executive - Personal... ...than just an insurance brokerage firm... ...Whether you're supporting a local business... ...helping a national client navigate complex... ...our **Personal Lines** team**.** **... ...Overview**HUB Private Client is... ...Executives and Assistant Account Executives...Private clientWork experience placementLocal area$125k - $153k
...inclusion means respecting personal beliefs and... ...exceptional service to our clients, foster a positive impact... ...for approval. Assist in ensuring the loan processing... ..., including providing support, training, and... ...Medical, Dental, and Vision insurance (with HSA, FSA, and...Full timeTemporary workWork at officeLocal area- ...DGA Careers USA Inc is seeking a Private Client Account Executive to join their expanding team in Brentwood, New... ...least 5 years of experience in High Net Worth personal lines and hold a valid Property & Casualty Insurance License in New York. The position offers a salary...Private client
- ...INSURANCE ONLY PERSONAL LINES ACCOUNT EXECUTIVE - Suffolk County Great opportunity for an experienced Personal line account Executive to train up to handle High Net Worth Accounts. Superior written and verbal communication skills required as well as excellent common sense...
- ...enthusiasm for helping our clients, taking care of... ...needs. As a Private Client Advisor in... ...Your expertise will support a wide range of... ...business and deliver personalized investment... ...and Long Term Care Insurance license is required... ...aspirations down the line. But our long‑term...Private client
$85k - $115k
...Epic Insurance in New York is looking for a Relationship Manager to provide exceptional service and guidance to private clients. The role requires 5+ years of client management experience and a P&C Insurance License. This full-time position offers a salary range of $8...Private clientFull time- JPMorganChase is seeking a Private Client Advisor to provide financial planning and advice at their Hauppauge location. This role involves offering personalized investment solutions while building strong relationships with clients. The ideal candidate will have at least...Private client
- ...Job Description Job Description Personal Lines Account Executive! Independent Retail Insurance Agency in Long Island, NY is seeking a dynamic and experienced... ...insurance accounts, providing exceptional service to clients, and ensuring their insurance needs are met with...
- J.P. Morgan Chase in Selden, New York is seeking a Financial Advisor to champion client relationships and deliver tailored investment solutions. The ideal candidate will have at least 2 years of experience, a valid Series 7 license, and a commitment to goals-based financial...Private client
- J.P. Morgan Chase in Selden, NY is seeking a Financial Advisor to deliver personalized investment solutions and foster client relationships. The ideal candidate will have at least 2 years of experience in financial services and possess necessary licenses such as Series...Private client
$107.46k - $140.54k
...Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a... ...products and services designed to help our clients establish, maintain, and grow their... ...hospitality, providing thoughtful, proactive, and personalized service in every interaction...$10,000 per month
...Free food & snacks Health insurance Opportunity for... ...Do you currently hold a NY Personal Lines Insurance Licensed or are willing... ...live lead transfers, marketing support, and fresh leads daily. Agency... ...-focused agency that values client relationships and team...Base plus commissionFor contractorsLocal area- ...J.P. Morgan Chase is seeking a Private Client Advisor to provide comprehensive financial advice and build client relationships in Commack, New York. The role requires at least 2 years of financial advising experience, with strong skills in relationship management and...Private client
$25k - $40k
...State Farm agents market only State Farm insurance and financial service products.... ...commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth... ...(must have currently) Personal Lines Licenses (must be able to obtain) Personal...For contractorsWork at officeImmediate start$42k - $62k
...Insurance Account Representative As Insurance Account Representative - State Farm Agent... ...insurance products and services. Assist customers with policy applications and... ...York Property & Casualty License or NY Personal Lines License (must be able to obtain). New...For contractorsFlexible hours- ...passionate about helping our clients, taking care of our... ...Responsibilities Champion and support your teammates' success and... ...book of business and deliver personalized investment solutions to your... ..., Health and Long Term Care Insurance license is required or must...Private client
- JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate...Private client
$107.46k - $140.54k
...using sound judgment to solve problems and deliver results. Deliver white‑glove hospitality , providing thoughtful, proactive, and personalized service in every interaction. Qualifications Bachelor’s degree in business, finance or accounting or equivalent experience....- ...coverage for new and renewal business, focusing on profitability and client relationships. Ideal candidates will have a Bachelor’s degree,... ...a competitive salary, comprehensive benefits including health insurance and 401(k) matching, and opportunities for professional growth....
- JPMorgan Chase & Co. is looking for a Private Client Advisor in Commack, NY. In this role, you will provide comprehensive financial planning... ...Your focus will be on building relationships and delivering personalized investment solutions, ensuring an exceptional investor...Private client
$25 - $35 per hour
...individualized attention through Private One‑on‑One Training and Small... ...Group Training: Deliver personalized one‑on‑one and small group sessions... ...activities as needed to support all fitness levels. Build Positive... ..., session feedback, and client notes to the Fitness Program...Private clientHourly payFlexible hours
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