Account Executive for Private Client Services with Wholesale Insurance Company
Novatae Risk Group
Overview We are seeking a highly motivated individual to join our Private Client Solutions team as an Account Executive. Utilizing your exceptional skills and talents, we will rely on you to help manage market placement of new and renewal business. You will contribute to the achievement of department goals relating to growth, profit, renewal retention, and producer/client management and service. Responsibilities Evaluate submissions from retail insurance brokers; identify exposures and coverage required Identify appropriate markets including in-house program to request quotes from based on coverage requirements Manage new and renewal books of business Identify and ask for additional underwriting information needed to quote Evaluate quotes and contract provisions offered by insurance markets Maintain cooperative and dependable relationships with retail agencies and brokerages Demonstrate broad pricing, contract language and necessary details on quotes to retail insurance brokers and discuss any questions and binding of quote with an agent Work with minimum supervision in completing tasks Participate, as necessary, on special committees and projects Requirements Must have “high net worth” personal lines experience for both the admitted and non-admitted market 5+ years of relevant experience in a personal line’s insurance brokerage or underwriting environment Wholesale brokerage experience preferred Must be licensed by appropriate state or be able to obtain insurance license within 90 days Proficient in Microsoft Office including Word, Outlook, and Excel AIM/Imageright experience a plus Equal Employment Opportunity At Novatae Risk Group, we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. Novatae is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, Novatae makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. Seniority level Mid-Senior level Employment type Full-time Job function Information Technology Industries Wireless Services, Telecommunications, and Communications Equipment Manufacturing #J-18808-Ljbffr Novatae Risk Group
- A leading insurance firm in Florida seeks an experienced Account Executive to manage market placements for new and renewal business... ...Office is needed, and wholesale brokerage experience is preferred... ...-time role supports growth and client management efforts. #J-18808-Ljbffr...Private clientFull timeWork at office
$42k
...and that starts with celebrating our... ...and earn! Account Executives are tasked with... ...as health care insurance, 401(k) retirement... ...with potential clients to uncover prospect... ...in which the company has facilities.... ...Executive for Private Client Services with Wholesale Insurance Company...Private clientFull timeContract workWork at officeLocal areaRemote workWorldwideFlexible hours$37 - $43 per hour
...experience — talk with your recruiter... ...talent solutions company that helps... ...looking to hire an Account Manager for a major... ...company. Our client, a leading creative... ..., and Vision Insurance Life Insurance 4... ...Account Manager, Private Client Services for Wholesale Insurance Strategic...Private clientFull timeContract workRemote work- ...apply for the Account Manager... .... Company Overview Unirac... ...products and services because we... ...it right. With over 1,500... ...and execution. Job Summary... ...existing clients, ensuring... ...provided life insurance program Employee... ...Manager, Private Client Services for Wholesale Insurance...Private clientFull timeWork at officeRemote work3 days per week
$81.9k - $143.4k
...MMA) provides business insurance, employee health &... ...benefits, retirement, and private client insurance solutions to... ...possibilities. With offices across North America... ...combine the personalized service model of a local... ...industry or Insurance company capacity or equivalent...Private clientMinimum wageLocal areaNight shift- ...Personal Lines Account Manager - Private Client HUB International Limited ("HUB... ...one of the largest global insurance and employee benefits broker... ...management products and services. With over 21,000 employees in... ...01k matching program ~ Company paid Life and Short-Term...Private clientFull timeTemporary workWork at officeLocal area
- ...Private Banking Officer Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer,... ...products, and providing unparalleled client service. This role is ideal for a seasoned...Private client
$75k - $80k
...Job Description The HELOC Wholesale Account Executive is responsible for managing... ...long-term partnerships with mortgage brokers, ensuring... ...management regarding quality of service issues. Develop, refine,... .... Communicate with clients and bank staff via e‑mail,...Bank staffLocal areaRemote workMonday to Friday$30k - $300k
...the job Mortgage Account Executive- Florida Our client has become a... ...mortgage lender, with product... ...excellent customer service and a strong culture... ...offered by the Company Must have a... ...role in a Wholesale lending channel... ...Florida Health insurance Vision insurance...Local areaRemote workMonday to Friday$55k - $119.6k
...contribute to the company's success. As an Account Manager within... ...comprehensive suite of services designed to... ...existing client relationships, driving... ...work directly with clients to design... ...manufacturing, healthcare, wholesale, or general... .../child life insurance; short and long-...Full timeContract workTemporary workPart timeWork experience placementWork at office- ...and retaining B2B accounts? Do you have experience... ...this opportunity with City Wide! City... ...The Facility Services Manager (FSM) is responsible... ...of multiple client contracted... ...Notify Sales Executives of potential accounts... ...Holidays & 2 weeks PTO Company laptop...Contract workFor contractorsWork at office
- ...M and $7M. The role involves executing account plans for retention and growth while collaborating with internal teams to enhance customer... ...in building materials and wholesale distribution. The position... ...01(k) with employer match and medical insurance. #J-18808-Ljbffr QXO
- Job Description Title: Account Executive - Commercial Lines Work Mode... ...or hybrid, in accordance with company policy, individuals... ...coordination and execution of client marketing, servicing, risk management, and/or... ...experience Thorough knowledge of insurance brokerage and client...Work at officeRemote work
- ...is the fastest growing company in the $800 billion... ...development. Develop and execute account plans focused on... ...escalations. Partner closely with branch operations,... ...materials, construction, or wholesale distribution strongly... ..., dental, and vision insurance PTO, company holidays...
- ...the fastest growing company in the $800 billion... ...growth. Develop and execute comprehensive account plans focused on long... ...business reviews with key decision-makers.... ...materials, construction, or wholesale distribution... ...dental, and vision insurance PTO, company holidays...
$90 - $120 per hour
...Young Oman is looking for a Seasonal Tax Manager to join their Private Client Services team. This role focuses on tax compliance for high-net-worth... ...reviewing complex tax returns and partnership compliance, with a requirement of at least 4 years of relevant tax experience...Private clientRemote jobHourly paySeasonal work- Commercial Lines Account Executive page is loaded## Commercial... ...the largest global insurance and employee benefits... ...management products and services. With over 18,000 employees... ...k matching program + Company paid Life and Short-... ...services to assigned clients. You have the primary...Temporary workWork at officeLocal area
- ..., Florida, seeks a seasoned tax professional specializing in ultra-high net-worth clients to lead engagement teams. You'll manage client relationships and ensure high-quality tax services. The ideal candidate has a bachelor's degree, 5+ years of relevant tax experience,...Private clientWork at office
- EY is seeking a Seasonal Tax Manager for Private Client Services in Orlando, Florida. This position will involve serving high-growth private companies and their owners with complex tax planning and compliance projects. The candidate must have a valid US CPA license or active...Private clientRemote jobSeasonal work
- Responsibilities Account for delivering high quality tax services related to KPMG’s private client tax practice, which focuses on ultra‑high... ...considerations associated with tax‑related developments, legislative... ..., disability and life insurance, 401(k) plans, and a robust...Private clientPrivate practiceWork at officeLocal area
- ...Summary As a Private Client Relationship Manager... ...development with High-Net-Worth... ...and expanding services and marketing... ...services, and insurance services) in a... ...effectively executing on the specialist... ...Public Accountants (CPA), attorneys... ...financial services company, dedicated to...Private clientWork at officeLocal area
$90 - $120 per hour
...Country Seasonal Tax Manager - Private Client Services Private Client Services (... ...serving privately held companies and their owners and their... ...global private enterprises. With a diverse portfolio of interesting... ...Valid US Certified Public Accountant (CPA) license or active...Private clientHourly paySeasonal workRemote workFlexible hours$140k - $162k
...Private Client Services Tax Experienced Manager Private Client... ...offices, C-Suite executives, athletes, entertainers... ...as other people with complicated tax and... ...retirement, and life insurance planning. A Tax Experienced... ...required; major in Accounting, Finance, Economics,...Private clientPrivate practiceWork at office- ...Lines High Net Worth Account Executive is responsible for providing... ...ensuring that their clients are adequately... ...recommendations for appropriate insurance coverage. Additionally... ...strong relationships with clients, keeping them... ...products and services. Provide proactive day...Work at officeImmediate startFlexible hours
- ...are a fast-growing company in the tobacco industry... ...expanding across wholesale and distribution channels. With an entrepreneurial... ...dental, and vision insurance Career growth... ...Details As a Key Account Manager, you will... ...the development and execution of regional account...Contract workLocal area
$50k - $60k
...Title: Personal Lines Account Manager Fully remote for... ...and/or hybrid, in accordance with company policy, individuals residing... ...Responsible for overseeing client service and communication, ensuring... ...administrative processes for client insurance policies such as renewals,...Remote work- BDO USA is seeking a Tax Manager for its Private Client & Family Office Services in Orlando, Florida. This role manages finance and accounting outsourced engagements, focusing on client relationship management and delivering financial outcomes. Candidates should have a...Private clientFull timeContract workWork at office
- ...Description: Title: Account Manager –... ...: Shared Services - provides service... ...3-6 months with account management... ...with company policy, individuals... ...Responsibilities include client service and... ..., monitor execution, and recommend... ...Company-paid health insurance ~ Paid...Remote work
$76k - $125.3k
...reflected in your career. With a diverse... ...for a wide range of clients and colleagues.... ...teaming focusing on service delivery for our clients... ...hedge fund and Private equity K-1s... ...bachelor's degree in Accounting, supported by significant... ...backgrounds, from executives and entrepreneurs...Private clientWork experience placementSummer holidayLocal areaFlexible hours- ...capitalized regional banking institution is looking for a Senior Private Client Relationship Manager in Orlando, FL. This role focuses on high... ...should have over 8 years in private banking and be licensed with FINRA. The position demands a sophisticated understanding of...Private client
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