Personal Lines Account Manager: Trusted Advisor
Risk Strategies
A leading insurance brokerage firm in Kansas City seeks a Personal Lines Account Manager to serve as a trusted advisor to clients. The role involves maintaining relationships, servicing accounts, and mentoring junior staff. Ideal candidates will have 3–5 years of experience in client management and knowledge of insurance agency management systems. The company values environmental, social, and governance issues and offers a collaborative work environment. #J-18808-Ljbffr Risk Strategies
$158.7k - $269.78k
...the Job: The Senior Trust Advisor will serve as subject... ...Investment Portfolio Manager. They will develop, interpret... ...will have primary accountability for exercising... ...FNBO serves as Trustee, Personal Representative, Conservator... ...) in the subject line of your message. Job...SuggestedTemporary workFor contractorsTraineeshipWork experience placementInternshipLocal area$158.7k - $269.78k
...of the Job:The Senior Trust Advisor will serve as subject... ...Investment Portfolio Manager. They will develop,... ...They will have primary accountability for exercising... ...FNBO serves as Trustee, Personal Representative, Conservator... ...) in the subject line of your message.Job number...SuggestedWork experience placementLocal area- FNBO is seeking a Trust Administrator in Kansas City to manage and administer trust relationships, ensuring the best interests of beneficiaries and executing estate plans. The ideal candidate will have a Bachelor's degree in Business Administration and 5+ years of experience...Suggested
- FNBO is seeking a Senior Trust Advisor to act as a subject matter expert on trust and fiduciary services for... ...Financial Advisors, Planners and Investment Portfolio Managers to deliver advice-based solutions. Primary accountability includes exercising discretion for...Suggested
- First National Bank of Omaha is seeking a Trust Administrator in Kansas City to manage trust relationships and advise clients on estate planning. You will... ...complex financial matters, acting as a trusted advisor while ensuring compliance with fiduciary standards. The...Suggested
- FNBO is seeking a Senior Trust Advisor to serve UHNW clients, administering complex trust relationships and providing expert fiduciary guidance... ...UNHNW Advisors, Financial Planners, and Investment Portfolio Managers to deliver advice-based solutions while balancing client...
- FNBO is seeking a Senior Trust Advisor to act as a fiduciary expert for UHNW clients and oversee complex trust relationships. You will interpret... ...matters, exercise discretion in beneficiaries’ interests, and manage fiduciary risk, often coordinating with UNHNW Advisors and...
- Role Overview The Select Personal Lines Account Manager will serve as a trusted advisor to standard personal lines clients, providing consultative guidance and best‑in‑class service. The role will require working directly with other members of our Select Team as well as...Work at office
- U.S. Bank in Kansas City, MO is seeking a fiduciary trust administrator to manage assigned fiduciary and investment accounts, ensuring accuracy and compliance. You'll work as part of a team of experts, applying knowledge of IRAs, estates, and related products. The role...
$102.8k - $176k
...empowers you to thrive both personally and professionally.... ...to add a Strategic Account Manager to our Enterprise Sales... ...risk and digital trust strategies. ESSENTIAL... ...trusted cyber and risk advisor for assigned accounts,... ...and report on service line penetration within each...Full timeContract workWork experience placementInternshipWork at officeLocal area$170k - $252.5k
...looking for a proven leader to head Fund Accounting service delivery for one of our most... ...client expectation through both active management and participation in critical processes.... ...accounting is not optional; it is central to trust, regulatory confidence, and service...Full timeTemporary workWork at officeFlexible hours- ...and digital banking tools. You will deliver exceptional client service, work within established policies, and help expand the bank's trusted relationships. The role offers onboarding training, career growth, and a scorecard-based incentive program. #J-18808-Ljbffr Bank...
- Frost Bank in Odessa, TX is seeking a Personal Banker I to be the first point of contact for customers, delivering friendly service and trusted guidance on deposits, loans, and account maintenance. You will embody integrity and build lasting relationships in a community...
- ...across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee... ...retirement services, and human capital management solutions. Our rapid growth and... ...~ This position supports the Account Executive with responsibilities related...Full timeWork experience placementWork at officeLocal area
- ...Personal Lines Insurance Account Manager Are you passionate about building strong client relationships? At Capitol Agency (Capitol Federal's in... ...book of business. In this pivotal role, you'll be the trusted advisor and primary point of contact for our clients and carrier...Bank staff
- ...Bank in Kansas City is seeking a Relationship Banker to build trusted relationships with customers by meeting face to face, assessing... ...You will educate clients on deposits and loans, open and close accounts, and originate consumer loans in a fast-paced branch setting. Candidates...
- ...from their favorite meals and toys, to trusted supplies and expert support from people... ...opportunities for professional development and personal enrichment throughout our organization.... ...our Market. - Responsible and accountable individuals. - A can-do attitude.For a more...Work at officeLocal areaNight shift
- ...place where your contributions directly translate into personal and professional rewards?At Burns & McDonnell, we... ...be the catalyst for innovation and growth.Become a Trusted Partner: Act as the go-to strategic advisor for our clients, guiding them through their most complex...
$100k - $300k
...Home Comfort Advisor/ Outside Sales Professional Southern Home Services is a residential... ...ability to build and maintain strong, trusting relationships with customers, enhancing client... ...to travel to customer locations for in-person meetings, providing personalized service...Work at officeLocal areaWeekend workAfternoon shiftWeekday work$8 - $20 per hour
...Gear Advisor II Wanted! Join the Jam at Guitar Center... ...selling, relationship management, and high-performance... ...regularly provided in-person, hands-on product and... ..., serving as a trusted advisor. Deliver personalized... .... ~ High level of accountability, reliability, and...Hourly payFull timeLocal areaMonday to Friday- NBH Bank is seeking a Relationship Banker I to develop relationships with clients and partners, introduce them to banking products, and provide exceptional service using the latest digital tools. You will support multiple departments, contributing to a positive, results...
- A leading financial institution in Overland Park, KS is seeking a Personal Banker who will engage with customers and guide them in their financial journeys. The successful candidate will be proactive in understanding clients' needs and providing tailored recommendations...
- Academy Advisor Beyond Housing is a nationally recognized community... .... Academy Advisors build trusted relationships, help families... ...This is not a traditional case-management or referral position.... ...specialized resource, or a direct accountability conversation. Coordinate...Full time
- ...Kansas, seeks licensed Life Insurance Agents to provide retirement accounts in a unique virtual consultancy format. This role offers full... ..., and uncapped commissions, allowing agents to build trust-based client relationships without traditional cold calling. Ideal...Remote job
- ...independent Registered Investment Advisor (RIA) wholly focused on... ...and security. As a trusted guide, you will provide personalized financial strategies,... ...client's wishes. Risk Management and Insurance Recommendations... ...closely with attorneys, accountants, and other professionals...Temporary work
- KeyBank is seeking a Senior Banker in Overland Park to act as the trusted advisor for real estate owners, investors and developers. You will deliver comprehensive financial solutions across traditional bank products, investment banking, and capital markets, while driving...
- Enterprise Bank & Trust, a long-standing community-focused bank, seeks a Vice President of Private Banking to lead client acquisition... ...with internal partners to deliver tailored banking and wealth-management solutions. Responsibilities include cross-selling, mortgage and...
- ...businesses grow by creating effective sales and account management strategies. Every challenge we've faced... ...promotes business growth and fosters personal and professional development for every... ...with customers based on transparency, trust, and genuine care for delivering top-...Full time
- ...Account Manager Who We Are Daupler is modernizing the way critical infrastructure organizations... ...The ideal candidate will not only be a trusted partner to clients, but also bring... ...Management Serve as the trusted advisor and primary point of contact for...Full timeCasual workFlexible hoursShift work
- Simmons Bank in Crane, MO is looking for a Senior Relationship Banker to foster and maintain client relationships while achieving branch sales goals. This role requires a customer-focused individual who will provide financial solutions tailored to various client needs. ...
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