Elite HNW Personal Lines Account Manager
$43k - $101kRelation Insurance Services
Relation Insurance Services is seeking a High Net Worth Personal Lines Account Manager in Pleasant Hill, CA. The role involves managing insurance portfolios for affluent clients, ensuring they receive tailored coverage and exceptional service. Candidates should have at least five years of experience and strong expertise in personal insurance products. The position offers a competitive salary ranging from $43,000 to $101,000, with comprehensive benefits and opportunities for career advancement. #J-18808-Ljbffr Relation Insurance Services
- Relation Insurance, Inc. is looking for an Account Manager for High Net Worth Personal Lines in Pleasant Hill, CA. This role involves managing insurance portfolios for affluent clients and providing customized coverage plans. The ideal candidate will have at least 5 years...High net worth
- ...throughout the insurance community. THE OPPORTUNITY: The Personal Lines Account Manager I provides critical support to clients, manages a book of... ...in good standing in required lines and states. ~ HNW, E&S, Agency Bill, broad marketing/carrier knowledge and experience...High net worthWork at officeLocal areaFlexible hours
- ...We provide a great team environment and an opportunity for personal and professional growth. In addition, we offer an outstanding... ...plan with company match. Job Details The Personal Lines Account Manager is responsible for managing and servicing a portfolio of...SuggestedWork at officeLocal area
$80k - $90k
...Job Description Personal Lines Account Manager Job Summary Seeking a highly motivated and experienced Personal Lines Account Manager to join a dynamic team. This role involves managing a mid-market book of business, focusing on standard personal lines such...Suggested$43k - $101k
Responsibilities Manages and maintains relationships with high‑net‑worth clients, serving... ...as their primary point of contact for all personal insurance needs. Assesses clients’ unique... ...Minimum 5 years’ experience in personal lines insurance with a focus on high‑net‑worth...High net worthWork at officeLocal area- The Jonus Group in Walnut Creek, CA is seeking a Personal Lines Account Manager to join a dynamic team. You will manage a mid‑market book focusing on home, auto, and umbrella lines, with emphasis on renewals and client service. Candidates should hold an active P&C license...
- Jobot in Walnut Creek, CA, is seeking a Personal Lines Account Manager to service a portfolio of homeowners, auto and other personal lines, delivering excellent customer service. You will prepare quotes, review renewals, process endorsements, and collaborate with carriers...
- Australia-Employment is hiring a Personal Lines Account Manager based in Walnut Creek, CA. This role entails managing a portfolio of personal insurance clients, ensuring exceptional customer service and policy accuracy. The ideal candidate will have 2-5 years of experience...
- Destination Wealth Management is looking for a Tax Manager to join their tax department, focusing on tax planning and income tax preparation for high-net-worth clients. Responsibilities include preparing and reviewing tax returns, mentoring junior staff, and advising clients...High net worth
- A wealth management firm in Walnut Creek is seeking a Financial Planning Manager to lead and standardize the financial planning function for high-net-worth clients. Responsibilities include overseeing financial planning deliverables, mentoring financial planners, and ensuring...High net worth
$43k - $101k
...Services, Inc. - RISI is seeking a highly skilled individual to manage and maintain relationships with high-net-worth clients in... ...possess a Property and Casualty License, a strong background in personal lines insurance, and excellent communication and analytical skills....High net worth- ...as needed basis. Will be focused on assisting the accounting team with preparing both complex Corporate and Individual (HNW) Tax returns. This firm has a strong track record of promoting from within and manager level roles are also available. Candidates with a desire...High net worthFull timePart timeSeasonal workRemote work
- A reputable insurance company is seeking an Account Manager for Personal Lines to oversee client service and communication. This fully remote position is ideal for candidates in California or Nevada. Responsibilities include managing insurance policies, ensuring client...Remote jobWork at office
- ...Minimum 5+ years of experience in Commercial Lines Insurance • Current California Insurance... ...knowledge required for all sized accounts • Strong customer service skills is mandatory... ...paperless desk • Proven experience with Personal Lines carriers websites for billing, endorsements...
$130k - $160k
...of senior production and early management. It's well-suited to a Senior CPA who's been in public accounting for at least 5 years... ...for junior staff and the first line of review before Partner sign... ...franchise tax, S‑corp elections) and HNW individual experience are a plus...High net worthFull timeWork at office- ...Description We are seeking a Tax Manager to join the tax department of a growing Registered Investment Adviser serving high-net-worth clients. This role will focus on tax planning, income tax preparation and review, projections, and advisor support. The ideal candidate...High net worthPrivate practiceWork at office
- ...Description Financial Planning Manager (High-Net-Worth Clients) Department: Financial Planning... ...deliverables for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients... ...planners Establish clear expectations, accountability standards, and performance metrics Conduct...High net worth
$1,200 - $4,800 per month
An urban oasis surrounded by unspoiled hillsides, Walnut Creek is embraced for its mild Mediterranean climate and picture-perfect setting at the foot of Mount Diablo. Walnut Creek offers a blend of urban flair, suburban grace, and peaceful wilderness. With its central Bay...High net worthHourly payContract workFor contractorsFlexible hours2 days per week$150k
Doctor of Medicine | Internal Medicine - General/Other Location: Walnut Creek, CA Employer: CompHealth Pay: $150,000 to $650,000 per year Shift Information: Days - 5 days Start Date: ASAP About the Position An urban oasis surrounded by unspoiled...High net worthHourly payFull timeContract workFor contractorsImmediate startFlexible hoursShift work2 days per week$75k - $100k
...About the job In partnership with the Private Equity team, the Account Manager is responsible for supporting risk assessment, ensuring the... ...or Experience BA/BS preferred 2+ years of industry and product line experience Certificates, Licenses, Registration P&C Insurance...Work at office- ...and to help develop new business from inbound leads. You will collaborate with a team of professionals across advisory, portfolio management and operations to prepare client meetings and monitor ongoing service workflows, ensuring regulatory compliance and high-quality...High net worth
$109.3k - $180.2k
...Is the Opportunity? Commercial Accounts offers a wide array of... ...Travelers. What Will You Do? Manage the profitability, growth, and... ...partners by regularly meeting in person with agents and brokers to market... ...with experience in commercial lines. Deep knowledge of commercial...Local area$85k - $110k
...prep individual and corporate tax returns Work directly with clients Tax Senior Qualifications: ~ Bachelor's Degree in Accounting ~ CPA preferred ~3+ years of experience in public accounting ~ High Net Worth Individual experience required...High net worth$55k - $105k
...Account Manager II NFP, an Aon company, is a multiple Best Places to Work award winner in Business... ...discretion. While in this role, this person should be developing relationships with... ...client service and/or industry and product line experience Certificates, Licenses,...- ...Overview Senior Account Managers provide service to and manage the largest and most complex accounts... ...or scope, specialized skill set, lines of business/practice area, supply/demand... ...communities. Gallagher believes that all persons are entitled to equal employment...Full timeContract workWork at officeLocal areaFlexible hours
$100k
Description Senior Account Executive Toshiba America Business... ...solutions for our client's print management needs; we help cut costs,... ...accountable for selling our full line of office solutions,... ...schedule, paid vacation & sick/personal business/volunteer days....Work experience placementWork at office- ...Requirements The Team You Will Join As a Regional Markets account executive, you’ll play a critical role in supporting MetLife’s... ...insurance that works for them Lead and assist in account management and creation Build lasting relationships with local consultants...Temporary workWork at officeLocal area3 days per week
$85.79k - $159.32k
...Senior Account Manager The Senior Account Manager works to develop existing accounts within a defined territory for ABM which includes... ...simultaneously. ~ Motivated to grow professionally, personally, and financially. ~ Proficiency in Microsoft Office Suite,...Full timeLive inWork at officeLocal area$210k - $230k
...Tax Manager LHH is partnering with a local CPA firm on a search for a Tax Manager/Tax Director who will work hybrid for their office... ...federal and state tax returns Delegate work effectively to accounting and administrative staff Qualifications ~ Active CPA...High net worthWork at officeLocal area$71.7k - $129.5k
...Account Executive, Business Sales At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big... ...through prospecting, cold calling, and networking under sales manager supervision. Customer Needs: Identify customer needs and use...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours
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