Senior HNW Personal Lines Account Manager | Hybrid
Cross Insurance
Cross Insurance in Westport, CT is seeking a High Net Worth Personal Lines Account Manager to retain, upsell, and cross-sell a book of HNW clients with carriers like CHUBB, Berkley One, AIG and more. The role supports hybrid work with potential full remote depending on distance. Primary duties include quoting, risk analysis, policy issuance, and servicing to ensure client satisfaction. Ideal candidates will have 5+ years in Personal Lines, P&C license, and proficiency in EPIC and MS Office, with #J-18808-Ljbffr Cross Insurance
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior HNW Personal Lines Account Manager | Hybrid in Brooklyn, NY vacancy
- Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive financial... ...expert. The role is based in Providence with hybrid opportunities. You will work with internal partners...SeniorHigh net worth
- EisnerAmper is seeking a Tax Senior Manager to lead Private Client Services (PCS). The role emphasizes... ...development. The position supports a hybrid work model with offices in multiple... ...EA or JD is preferred and prior public accounting experience is required. #J-18808-...SeniorHigh net worth
- EisnerAmper in Owings Mills, MD is seeking a Tax Senior Manager to lead the Private Client Services... ...to business development in a hybrid work environment with frequent client travel... ...requires strong leadership, public accounting background, and CPA or Enrolled Agent credentials...SeniorHigh net worthPrivate practice
$85k - $100k
## High Net Worth Personal Lines Account ManagerApplyremote type: Hybrid - Onsite / 3 Days Remotelocations: US - CT - Westporttime... ...selling of an assigned book of HNW Personal Lines clients comprised... ...executing all aspects of account management and servicing, handling client...High net worthWork at officeRemote work- ICA Fund, a nonprofit accelerator, seeks an Accounting Manager who will lead day-to-day accounting operations, month-end close, financial reporting... ...records, and support audits and funder reporting in a hybrid Oakland-based role. The ideal candidate brings extensive nonprofit...Senior
- ...SVA’s HNW/Trust & Estates Managers partner with business owners, families, and their advisors from around the US to consultatively optimize estate... ...for full/part time or seasonal roles, with remote or hybrid options and offices in select locations. #J-18808-Ljbffr...SeniorHigh net worthFull timePart timeSeasonal workRemote workFlexible hours
SVA Inc
Brooklyn, NY1 day ago - ...meaningful impact. Learn more at purchasingpower.com We are hiring a Senior Account Manager that will serve as the trusted advisor and primary liaison... ...of assigned accounts and broker partnerships. This is a hybrid role that requires in‑office presence in Atlanta, Georgia....SeniorContract workWork at officeLocal area3 days per week
- ...You will conduct deep discovery, present comprehensive plans, and mentor junior advisors while ensuring compliance and staying current with tax and estate planning developments. This role supports a hybrid office/work-from-home arrangement. #J-18808-Ljbffr HuntingtonSeniorHigh net worthWork at officeWork from home
- Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience, ...SeniorHigh net worth
- Alera Group in Hanover, PA is seeking a Personal Lines Account Manager to deliver exceptional service, build trusted client relationships, and guide... ...with carriers and colleagues. The position offers a hybrid work arrangement with opportunities for professional development...
- ...Insurance Group in Naperville/Rolling Meadows, IL, is seeking a Senior Underwriter for its Management Liability team. This role partners with wholesalers to... ...and will be based in Naperville or Rolling Meadows with hybrid schedule. The ideal candidate has at least five years of...Senior
$230k - $265k
...strategies for high-net-worth (HNW) & ultra-high-net-worth... ...and understanding Manages the team to ensure... ...advisors and sales team in person and via webinars... ...key thought partner to senior leadership and external... ...Fitness Reimbursement Hybrid Work Schedule As an Equal...SeniorHigh net worthRemote workFlexible hoursAssetMark
Brooklyn, NY3 days ago- Great American Insurance Group seeks a Senior Underwriter for the New York City region. This salaried role supports Fidelity/Crime with hybrid work from the NYC office, focusing on risk assessment, pricing, and profitable book development across NYC, Long Island, Lower...SeniorWork at office
- Huntington Bank is seeking an Accounting Group Manager to lead a team of accounting/finance managers. You will review complex reconciliations, perform research and analysis of accounting data, and assist with reviewing general ledger journal entries. The role involves...SeniorRemote job
$82k - $125k
...firm, GRF, is seeking a Senior Tax Staff Accountant with ideally entertainment business management experience to join... ...flexibility to work a hybrid schedule. The hybrid... ...preferably entertainment and HNW individuals Bachelor'... ...expertise with personalized client service. Focus...SeniorHigh net worthWork at officeLocal area3 days per weekFocus Partners Wealth
Brooklyn, NY3 days ago- ...San Francisco, CA seeks a Sr. Analyst for Wealth Relationship Management. This role applies in-depth financial discipline to develop new... ...collaboration with product partners to address complex financial needs of HNW clients. #J-18808-Ljbffr Citibank (Switzerland) AGSeniorHigh net worth
$110k - $135k
...skilled and client-focused Senior Financial Planner to join our Wealth Management team. In this role, you... ...our High Net Worth (HNW) and Ultra High Net... ...in Providence, RI, with hybrid opportunities. Key Responsibilities... ...data and present personalized planning strategies....SeniorHigh net worthTemporary workWork at office- Augeo is seeking an Account Director to lead high-impact client relationships and drive innovative event solutions that bring brands to life. You’ll own relationships with key corporate clients, guiding strategy and ensuring strong delivery across every touchpoint in a...Senior
- ...team delivers value in budgeting, scheduling, site logistics, and materials, emphasizing safety and efficiency. The role focuses on financial oversight of large projects, partnering with Project Managers and Operational Leaders. #J-18808-Ljbffr Starlite Building ServicesSenior
- ...Bank of America in Chicago is seeking a Senior Credit Underwriter to perform risk assessment, financial analysis, and loan structure recommendations for ultra‑high‑net‑worth clients. You will document credit analyses, evaluate borrower information, and monitor portfolio...SeniorHigh net worth
International Association of Insurance Professionals
Brooklyn, NY4 days ago - ...regional CPA firm seeks a Tax Senior to add to their growing staff... ...’ tax returns. May work hybrid or primarily remote. If remote... ...budgeted time. Delegates and manages tax research projects to achieve... ...training of Semi-seniors and Staff accountants. Must be familiar with the...SeniorHigh net worthWork at officeRemote work
H. T. PROF Group
Brooklyn, NY4 days ago $150k - $175k
## Senior Client Relationship Manager - Hybrid (Walnut Creek, CA)Applylocations: San Francisco, CAtime type: Full timeposted on: Posted Todayjob requisition... ...life after they stop working. We also provide personalized financial planning and investment services to help families...SeniorLocal area- ...Switzerland) AG in Palm Springs is seeking a Sr. Analyst for Wealth Relationship Management under the SAFE Act. You will identify and deepen client relationships within the affluent and HNW segments, offering holistic financial planning and a broad suite of banking and...SeniorHigh net worth
- Cherry Bekaert LLP in Boston, MA is seeking a Senior Tax Manager on a hybrid schedule (average 2-3 days in office). You will manage the client’s... ...professional staff. Candidates should have a bachelor’s degree in accounting (Master’s preferred) and must hold a CPA #J-18808-Ljbffr...SeniorWork at office
$65k - $75k
...Hilb Group is currently seeking a motivated and ambitious Personal Lines Account Manager to join our team. This position will report to our agency... ...prioritize, and able to work well with a team. This is a hybrid or remote position. Responsibilities Manage all aspects of...High net worthTemporary workWork at officeLocal areaRemote workThe Hilb Group LLC
Brooklyn, NY4 days ago- CAPTRUST in Lake Success, NY is seeking a Senior Financial Advisor to lead deep client relationships for high-net-worth families. You will serve as the quarterback of clients' financial lives, delivering sophisticated planning and investment guidance with a client-first...SeniorHigh net worth
$70k - $75k
...Senior Account Executive, Premium Sales The Brooklyn Sports & Entertainment Premium Sales team... ..., Premium Sales reports to the Senior Manager, Premium Sales. What You Will Do Contact... ..., schedule, and conduct virtual, in-person and phone presentations with appropriate...SeniorHigh net worthWork at officeLocal areaFlexible hoursNight shiftWeekend work$43.4k - $80.8k
...what makes us different and how you can make your mark as a Personal Lines Account Manager at Marsh & McLennan Agency LLC (MMA) Company. Marsh... ...Disability/Vet/Sexual Orientation/Gender Identity employers. #LI-hybrid #LI-PCS The applicable base salary range for this role is...Minimum wageWork at officeLocal areaNight shiftNACBA
Brooklyn, NY5 days ago- ...QVC, Inc. is seeking a Senior Financial Analyst to support the Cornerstone Brands team. This hybrid role involves analyzing business trends, performing financial reports, and forecasting results. The ideal candidate will have a Bachelor's degree in finance or business...Senior
QVC
Brooklyn, NY3 days ago - ...At CORDA Investment Management, we believe our people are our greatest asset. We foster a... ...Employment Type Full time Location Type Hybrid Company Overview CORDA Investment Management... ...a dedicated process to help move client accounts efficiently, minimize downtime, and get...SeniorHigh net worthPermanent employmentFull timeWork at office
CORDA Investment Management
Brooklyn, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior HNW Personal Lines Account Manager | Hybrid. Be the first to apply!
Related searches
- remote account manager Brooklyn, NY
- non profit accounting manager Brooklyn, NY
- operations account manager Brooklyn, NY
- inside account manager Brooklyn, NY
- dedicated account manager Brooklyn, NY
- senior strategic account manager Brooklyn, NY
- account manager Brooklyn, NY
- real estate accounting manager Brooklyn, NY
- senior marketing account manager Brooklyn, NY
- saas account manager Brooklyn, NY