High Net Worth Personal Lines Account Manager
Capstone Search Group Inc
High Net Worth Personal Lines Account ManagerPosted 3 weeks ago# 10310 Charlotte, NCHigh Net Worth Personal Lines Account ManagerAbout the RoleAn independent agency seeks an experienced High Net WorthPersonal Lines Account Managerto support their North Carolina team. You’ll immediately assume a lead role handling a portfolio of personal insurance policieswith unique complexities like high value homes and coastal properties. You’ll work with major national & specialty personal lines carriers to secure competitive and comprehensive pricing, terms and conditions for high net worth clients.Skills & ExperienceAt least three (3)years of insurance experience servicing personal lines policies (home and auto) policies with knowledge of private client programs and marketing processes through carriers like PURE, Chubb, AIG, etc.Active insurance licenseJob SpecsLocation: Charlotte or Raleigh, NCTagged as: account manager, administrative, agency, auto, client manager, client service, customer service, high net worth, homeowners, insurance, personal lines, private client, project management
- ...Job Description Job Description About the Role An independent agency seeks an experienced High Net Worth Personal Lines Account Manager to support their North Carolina team. You’ll immediately assume a lead role handling a portfolio of personal insurance policies...High net worthLong term contractPermanent employmentContract workTemporary workImmediate start
- ...Account ExecutiveClients do not need another generic quote. They... ...influence by phone, email, and in person.Win new business by... ...by partnering with account managers on renewals, cross-sell, contract... ...coastal, professional, and high-net-worth risks can be placed on competitive...High net worthContract workWork at office
$43.4k - $80.8k
...Personal Lines Account ManagerOur not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result... ...Marsh McLennan (NYSE: MRSH).A day in the life.As our Account Manager II on the Client Service team, you'll support Producer and...SuggestedWork at officeLocal areaNight shift$120k - $130k
...Regional Account ManagerSalary Range $120,000.00 - $130,000.00 Salary... ...public utilities, and ultra-high net worth individuals.Inter-Con employs... ...world-wide, trained and managed by a team of professionals with... ...or client personnel either in person or remotely.Other Requirements...High net worthContract workRemote workFlexible hours- Personal Lines Account ManagerPosted 6 days ago# 10319 Charlotte, NCPersonal Lines Account ManagerAbout the RoleAn independent agency seeks experienced Personal Lines Account Managers to support their growing North Carolina teams. Your role is crucial to client retention...Suggested
- ...EisnerAmper is seeking a Tax Senior Manager to lead our Private Client Services practice. This role oversees multiple client engagements, drives business development, and mentors staff while maintaining a focus on delivery quality and client satisfaction. The position...High net worthPrivate practiceWork at officeRemote workFlexible hours
- ...scrutinizing intricate tax returns for high-net-worth individuals, trusts, and private... ..., and developing comprehensive wealth management strategies. You'll play a crucial role... ...~ Bachelor's or Master's degree in Accounting ~5+ years of experience in public accounting...High net worthWork at office
- ...execution of large case underwriting strategy, with a focus on high net worth foreign national underwriting programs. The role requires a... ...relationship-building skills, and the ability to balance risk management with customer experience and profitable growth. Professional...High net worth
$700 per month
...Tax Manager / Senior Tax Manager Flexible Work Environment | High-Net-Worth & Closely Held Business Tax Position Overview A growing public accounting firm is seeking a Tax Manager or Tax Senior Manager to lead tax engagements and advise high-net-worth individuals, families...High net worthWork at officeRemote workFlexible hours3 days per week- ...seeking a Tax Senior Manager to join our team,... .... This is a highly technical leadership... ...and fastest growing accounting and advisory firms... ...Collaborate across service lines to support cross‑... ...to grow, both personally and professionally... ..., as well as high net worth individuals,...High net worthWork at officeLocal area
- ...experience and capability to analyze and manage complex investment portfolios with a... ...effectively present to boards, foundations, high net worth families, and employees within the... ...Effectively implement investment decisions in line with IPS • Provide guidance to equity...High net worthFull timeWork at office
- ...A leading accounting firm is seeking a Tax Manager in Charlotte, NC (hybrid) to oversee tax compliance for various clients. This mid-senior level... ...especially in deals involving pass-through entities and high-net-worth individuals. The position offers a competitive salary...High net worth
- ...Argent Financial Group in Charlotte seeks a Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth management strategies and comprehensive financial guidance. You will assess goals, risk, and positions, provide investment...High net worth
- ...firm in Charlotte, NC is seeking a Senior Tax Manager to provide tax planning and compliance services for high-net-worth clients. The role involves managing client engagements... ..., CPA certification, and extensive public accounting experience. Join us for a culture that...High net worth
- ...is seeking a junior to midlevel associate to join its growing private wealth practice, focusing on estate and tax planning for high-net-worth families, servicing family offices, and business succession planning. The role involves drafting wills, trust & shareholder agreements...High net worthPrivate practice
- ...CPA | High-Net-Worth Tax & Advisory Are you an experienced CPA who enjoys advising clients... ...opportunity offers the autonomy of managing your own client portfolio, the support... ...• Provide proactive tax planning and personalized financial guidance. • Advise clients...High net worthFull time
$105.38k - $215.38k
...enjoys building trusted relationships with high-net-worth individuals, families, and their... ..., or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be... ...collaborative environment focused on accountability, quality, and growth.Delivery leadership...High net worthWork at officeLocal area- ...F.N.B. Corporation seeks a Client Services Associate to manage high-net-worth client maintenance and onboarding. The role supports private banking or wealth management, coordinating with sales, preparing client reports, and ensuring regulatory compliance. The position...High net worth
- **Wealth Client Relationship Manager** Wealth Management Client Relationship Managers... ...in an environment of empowerment and accountability, learns from mistakes, and applies the... ...delivering client service and supporting high-net worth clients. Working under moderate...High net worthWork experience placement
- ...seeking a Tax Senior Manager to join the Private Client... ...and fastest growing accounting and advisory firms in... ...compliance functions for ultra-high net worth individuals and their... ...-growing service lines at our firm, we try to... ...operational and personal dynamics. About EisnerAmper...High net worthFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
- ...knowledge of private client personal products and coverages to work... ...insurance solutions to high net‑worth clients, ensuring their unique... ...recognized top insurance and risk management firm specializing in... ...business dealings. Personal Lines/Private Client coverage experience...High net worth
$106.5k - $195.1k
...common is they are high growth private... ...progress to senior manager. As a Manager in Private... ...of providing personal and private tax advice... ..., including High Net Worth Individuals’... ...initiatives, with accountability for performance and... ...with other service lines and other subject...High net worthImmediate startFlexible hours- ...EY Private Tax in the United States seeks a Manager to deliver tailored tax advice and compliance for privately held businesses and high‑net‑worth individuals. You will lead a team, manage multijurisdictional matters, and partner with senior leaders to grow services....High net worth
- ...The Travelers Companies, Inc. Inland Marine Account Executive Officer (AEO) role partners with agents and brokers to provide coverage for new and renewal business based on customers’ needs. This technically focused position requires decisive, detail-oriented professionals...
$61.74k - $85k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at... ...in an environment of empowerment and accountability, learns from mistakes, and applies the... ...delivering client service and supporting high-net worth clients. Working under moderate...High net worthWork experience placement- ...planning.Primary areas include estate and tax planning for mid- to high-net-worth individuals and families: income tax, transfer tax and... ...client-relationship skills—including ability to participate in in-person and virtual client meetings.Admission to the North Carolina...High net worth
- ...established relationships with accredited investors, angel investors, high-net-worth individuals, family offices, and private equity investors,... .... No specific education requirements are stated. Hiring Manager Title Chief Executive Officer (CEO) Functions ~...High net worth
$95k - $135k
...sized) and family operated accounting firm in the Charlotte, North... ...a fast track to promotion / manager or senior manager soon, and... ...various entities, businesses, high net worth individuals, pass through entities... ...firms that you may have personally experienced as having a high...High net worthFull timeLocal areaFlexible hours- ...established relationships with accredited investors, angel investors, high-net-worth individuals, family offices, or private equity investors... .... No specific education requirements are stated. Hiring Manager Title Chief Executive Officer (CEO) Functions ~...High net worth
- ...RegularCategory: Client Management & SalesIndustry: Real... ..., we combine the personalized service model of a local... ...and maintain all account information. • Ensure... ...Consultant experience with high-net-worth clients essential ~... ...and HNW personal lines insurance experience...High net worthContract workLocal areaRemote workFlexible hoursNight shift
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