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
- ...Personal Lines Account Manager I In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one... ...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
- ...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...Suggested
$80k - $90k
...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 as home, auto, and umbrella insurance. The ideal candidate...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$43k - $101k
...individuals to join our team and contribute to our ongoing growth and success. What We’re Looking For The High Net Worth Personal Lines Account Manager is responsible for managing the insurance portfolios of high‑net‑worth clients. The individual in this position must...High net worthWork at officeLocal area$44k - $115k
...alignment with High Net Worth (HNW) and Ultra High Net Worth (... ...routing to Private Client or Personal Lines as needed. Develops and implements... ...to client risk profiles. Manages end‑to‑end new business... ...range for this role takes into account the wide range of factors that...High net worthWork at officeLocal area- ...delivering marketing support, evaluating referrals for HNW/UHNW criteria, and routing to Private Client or Personal Lines as needed. You will develop renewal strategies, analyze markets and carrier options, manage end-to-end placements, negotiate favorable terms with carriers...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
$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- 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
- ...Is the Opportunity?Commercial Accounts offers a wide array of guaranteed... ...of Travelers.What Will You Do?Manage the profitability, growth, and... ...by regularly meeting in person with agents and brokers to market... ...with experience in commercial lines.Deep knowledge of commercial lines...Full timeLocal area
- ...Client in Walnut Creek seeks a seasoned Relationship Manager to cultivate and deepen client relationships,... ...role emphasizes proactive business development, in-person consultations, and collaboration across business lines while maintaining stringent risk and compliance standards...High net worth
- HUB International is seeking a Personal Lines Account Manager II to support a book of business with high degree of independence. You will cultivate strong client relationships, coordinate with producers, and help retain accounts while identifying cross-selling opportunities...
- 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
$140k - $200k
Morgan Stanley Wealth Management provides holistic financial solutions to individuals... ...to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW)... ...Dental, Vision, Health Savings Account, Dependent Day Care Savings...High net worthTemporary workLocal area- ...Overview 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
$150k
...unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will... ...collaboration with partners across various business lines. With an entrepreneurial spirit, you... ...they receive an exceptional and personalized experience that exceeds expectations.Collaborate...High net worthTemporary workWork at officeImmediate start- ...Overview We are seeking a knowledgeable and detail-oriented Tax Manager to oversee tax compliance and planning for a diverse range of... ...The ideal candidate will have extensive experience in public accounting and a strong understanding of various tax structures, including...High net worth
$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$115k - $125k
...distribution.Prepare and review estate planning documents and fiduciary accountings.Advise clients on federal and state estate, gift, and... ...legal research, writing, and communication skills.Ability to manage multiple client matters effectively and independently.Experience...High net worth$75k - $100k
...most significant risk, workforce, wealth management and retirement challenges through custom... ...partnership with the Private Equity team, the Account Manager is responsible for supporting... ...preferred 2+ years of industry and product line experience Certificates, Licenses,...Work at office$97.5k - $140.83k
...team to drive sales by focusing on acquisition, development and management of strategic prospective clients in designated territories.... ...of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically...Full timeWork at officeLocal areaNight shiftWeekend work$174.48k - $223.47k
...is looking for a Key Client Account Director (Electric Utility) to... ...coordination across operations, service lines, and support functions.... ...require significant account management experience, where you will... ...drivers.Build a strong personal presence with senior client stakeholders...Full timeFixed term contractCasual workFlexible hours- The Enterprise Senior IoT Account Executive is a IoT sales professional that actively prospects and cultivates new Enterprise business... ...opportunity and account planning to identify new IoT opportunities, managing their sales funnel, accurately forecasting their business, and...Contract workLocal area
$150k - $180k
...Responsibilities: Prepare High Net Worth (HNW) financial plans for... ..., asset protection, and risk management needs Highly skilled with... ...on accuracy, timeliness, and accountability for the client's future Use... ...present both virtually and in person Ethical conduct and commitment...High net worthWork at officeFlexible hours- DescriptionFor additional information or questions about this opportunity, feel free to reach out to Jennifer Fukumae via email or LinkedIn.Tax Manager | Established RIA Firm| East Bay; 1 day onsite/4 remote | Friday Flex Days! Robert Half is partnering with an established and...High net worthRemote workFlexible hours
$65k - $75k
...brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Pinnacle Brokers Small Business Unit team in... ...professional, and courteous support by phone, email, and in person while maintaining a strong focus on client satisfaction and...Full time$50k
...touchpoints into meaningful moments of impact.Job DescriptionThe Senior Account Executive is the principal representative who is responsible... ...by: Providing valued, comprehensive and strategic account management; Ensuring tactical and flawless implementation of products,...Work at officeShift work$101.55k - $146.32k
...at Comcast.Job SummaryResponsible for providing strategic account management and financial sales leadership for an assigned portfolio of... ...of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically...Full timeLocal areaNight shiftWeekend work
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