HNW Personal Lines Account Manager
Foundation Risk Partners
A leading insurance brokerage is seeking a Personal Lines Account Manager in New Albany, Ohio. The role involves handling daily service responsibilities, managing client renewals, and providing claims assistance. Candidates should have over 5 years of personal lines experience, particularly with high net worth clients, and must hold the appropriate P&C licenses. Strong communication and organizational skills are essential, and the job offers comprehensive health benefits and generous PTO. #J-18808-Ljbffr Foundation Risk Partners
- ...growing insurance brokerage and consulting firms in the US, is adding a Personal Lines Account Manager to support their Insurance Office of Central Ohio team. Our Agency focus is on High Net Worth (HNW) personal lines Property & Casualty, and we are seeking a highly...High net worthWork at office
$95k - $105k
...with experience handling high-net-worth (HNW) cases and strong relationships with insurance... ...skills, and the ability to independently manage complex cases from application through... ...with minimal oversightType: Direct HireCategory: Accounting - FinanceDate Posted: 2026-09-18High net worthMonday to Friday$55k - $70k
...Personal Lines Account Manager Department: Insurance & Financial Services Employment Type: Full Time Location: Ohio Compensation: $55,000 - $70,000 / year Description About Us: We are an independent insurance agency specializing in a broad...SuggestedFull timeWork at office- ...financing transactions along with the bank’s team of aviation professionals, including loans, lines of credit, acquisition financing, and progress payments on new aircraft.Manage client relationships throughout the financing lifecycle and identify additional business...High net worthFull timeBank staffRemote work
- A century-old insurance provider in Westerville, Ohio, seeks a motivated Personal Lines Account Manager to deliver superior service to clients. In this role, you will respond to inquiries, handle policy quotes, and assist with claims processes. A strong client focus and...Suggested
$45k - $65k
...Ohio is seeking an experienced insurance professional to manage and grow a personal lines and small business book. You will onboard new business, service... ..., endorsements, and billing, while proactively pursuing account expansion. The role requires a current P&C license,...- ....**Job Summary**The Procurement Category Manager will act as Lead for assigned Procurement... ...independent market intelligence and leverage personal network.* Demonstrated experience in... ...across geographic and functional reporting lines.* Ability to own and strengthen...Full timeWork experience placement
- Mercer Advisors is seeking a Tax Manager to join our Tax Team in a hybrid Columbus, OH role. You will lead client relationships, prepare... ...wealth advisors in a fast-paced environment. Strong public accounting background and CPA/EA are required. #J-18808-Ljbffr Mercer...High net worth
- ...communication with clients and employees.5. Review, update, and maintain a master schedule for each assigned account. Review Overtime reports with Branch Manager on a weekly basis.6. Interview, select and coordinate training and placement of Security Officers with...
- ...Position Summary CVG, a leader in full-service product development and manufacturing, seeks a strategic and growth-oriented Account Manager to own and expand relationships within our key OEM client portfolio. This pivotal role is not just about maintaining accounts; it...Full timeContract workWork at office
- ...Join the Team at Dayton Freight as an Account Manager! About the Account Manager Role Ready... ...own territory here at Dayton Freight Lines. You’ll be building strong relationships... ...more! Paid holidays, vacation, and personal days Real development and growth...Weekly payLocal area
- ...crafting campaigns that resonate with high-net-worth audiences, managing digital and print channels, and translating a club's unique culture... ..., and general managers at private clubs, luxury resorts, and HNW-focused hospitality brands. Get the resources, connections, and...High net worthSeasonal work
- ...We are looking for an Accounting Manager to work for our client. The ideal candidate aligns with the responsibilities and qualifications outlined below. Our client is seeking an experienced and collaborative Accounting Manager to oversee daily accounting operations, month...
$244k
...Liberty Mutual is looking for a managing attorney to lead legal support for one of... ...lawyers and legal professionals supporting the personal auto operation within US Retail Markets -... ...experience CPCU designation Personal lines auto, telematics, or state regulatory experience...Full timeLocal area- ...SummaryThe Procurement Category Manager will act as Lead for assigned... ...intelligence and leverage personal network.Demonstrated experience... ...and functional reporting lines.Ability to own and strengthen... ...Log in to your Candidate Home Account today! If you don't have an account...Work experience placement
$45k - $65k
...To serve and grow the book of personal clients assigned to you by... ...identifying growth opportunities on accounts, getting google reviews and... ...with relevant account management experience in insurance or related... ...4% Premium Retention ~2.5+ Lines Per Customer and ______...- ...reputable financial services firm in Columbus, Ohio, is seeking a PCS Manager to provide tax and consulting services to high net worth... ...teams. Candidates should have a Bachelor's Degree in Accounting, CPA certification, and at least 5 years of public accounting...High net worth
- ...The ideal candidate will have a passion for mentoring, exceptional relationship-building skills, and the ability to balance risk management with customer experience and profitable growth. Professional designations such as FALU, CLU, and/or FLMI are preferred, along with...High net worth
- ...Tax Manager - High Net Worth & Private Client Services Location: Columbus, Ohio Lead. Advise. Grow. Our client, a well-established and highly respected public accounting firm in the Columbus area, is seeking an experienced Tax Manager to join its growing Private...High net worthWork at office
- ...Attitude will lead this individual! Solutions provider and front line to Wisconsin Best Builders - Daily Jobsite Visits Loves... ...facilities and mentors anywhere. We can train you if you have the right personality. The Drexel Advantage: The Wealth-Builder (Ownership)...Work experience placementImmediate start
- ...0 Categories ~ Insurance Specialties ~ high value personal lines property & casualty insurance Business Classifications... ...filing requirements. The role requires a proven track record in managing operational compliance teams, designing and enhancing...High net worth
$105.38k - $215.38k
...involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax may be a strong fit. Recruiting... ...while creating a collaborative environment focused on accountability, quality, and growth.Delivery leadership: Organizes priorities...High net worthWork at officeLocal area- ...Client Accounting Services Supervisor Who: An experienced accounting professional with 5-7 years of progressive experience and strong leadership skills. What: Oversee daily accounting operations, manage month-end close, review team work, provide advisory services, and...Full timeWork at officeImmediate start
$85k - $115k
...traffic signal, underground systems, pole-line, and utility work. With over 120... ...Position Overview: We are looking for an Accounting Manager who wants the opportunity to learn an... ...responsibilities. For the right person, this role can provide a path toward future...Temporary workFor contractorsWork at office- ...emergency response, and facility management services. Our hiring... ...subsidiary of Marsden – is seeking an Account Manager oversees a team... ...objectives and key results Possess personal qualities of integrity,... ...experience managing front line service employees Ability...Full timeTemporary workWork at officeLocal areaNight shiftAfternoon shiftEarly shift
- J.P. Morgan Chase's Chase Wealth Management division seeks a Private Client Advisor to deliver comprehensive financial planning and tailored investment solutions to individuals and families. You will build a strong client base, work with partners, and uphold the highest...
- J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in Ohio. You will build relationships, advise on solutions, and collaborate with Chase partners...
- ...Group to assess high net worth customers’ financial needs and coordinate cross-sell opportunities. You will manage complex trusts, estates, and agency accounts, and lead relationships with attorneys and financial planners to expand assets. The role emphasizes building...High net worthRemote job
- J.P. Morgan Chase in the United States seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment advice to individuals and families. You will expand the client book, provide advised solutions, and...
- ...Client Accounting Services Senior Manager A seasoned accounting leader with an active CPA and at least six years of CAS or similar managerial experience... ...and preparation engagements. Oversee preparation of personal property tax, payroll, and sales tax filings....Immediate start
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