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
- ...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
$117k - $127k
...including sourcing, procurement, contracts, supplier relationship management, inventory management and material standardization. Highly... ...first! Get job alerts by email. Log in to your Candidate Home Account today! If you don't have an account, you can create one.It is...SuggestedFull timeContract work- ...apply.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;...SuggestedFull timeContract workWork at officeRemote work
- 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...
- ...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
$53k - $90k
...revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility...- Allied Universal, a leading security and facility services provider, is hiring an Account Manager in Ohio. You will lead daily security operations, guiding security officers and supervisors to deliver exceptional service while ensuring client contract hours are met and...Contract work
$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 ______...- ...someone who is driven, coachable, outgoing, and motivated by personal and professional growth . The right candidate enjoys meeting new... ...relationships with business owners and decision-makers Managing and developing an assigned territory Learning and utilizing...Monday to Friday
- BDO USA is seeking a Tax Manager in Private Client Services to provide tax compliance and consulting to high net-worth clients. You will manage engagements, review complex returns, and interact with clients and their advisors to gather information for returns. The role...High net worth
- ...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
$85k - $115k
...traffic signal, underground systems, pole-line, and utility work. With over 120... ...Overview: We are looking for an Accounting Manager who wants the opportunity to learn an... ...financial responsibilities. For the right person, this role can provide a path toward future...Temporary workFor contractorsWork at office$90.06k
...potential in the security industry. Allied Universal® is hiring an Account Manager. As an Account Manager, you are the driving force behind... ...Valid driver’s license if driving a company vehicle, or personal vehicle while conducting business Minimum of two (2) years of...Contract workWork at officeLocal areaWorldwide$90k
...The primary responsibility of an Account Executive is to build a book of business... ...are equipped with extensive training in personal lines insurance (home, auto, investment properties... ...more), salesforce.com, sales process management, business development and more, no previous...Base plus commissionApprenticeshipLocal areaRelocation package- ...Bank seeks a Trust Advisor II within its Private Client Group. The role oversees the administration of complex Wealth & Investment accounts, including trusts and estates, and coordinates with internal teams to ensure proper handling of relationships. The position...High net worth
- ...Commercial Lines Account Manager Superior Insurance Partners is a rapidly growing insurance brokerage platform specializing in commercial lines, personal lines, and employee benefits solutions for businesses and individuals across the United States. Through strategic...Work at officeLocal areaImmediate startShift work
- Goosehead Insurance in Newark, OH is seeking an Account Executive to build a book of business through prospecting and referral partnerships. You will work with clients to assess insurance needs and present tailored solutions from a broad carrier network. The role offers...
- ...a Private Client Advisor to provide comprehensive financial planning to clients. You'll build strong relationships and deliver personalized investment solutions while ensuring an exceptional client experience. The ideal candidate has at least 2 years of experience in...
- J.P. Morgan Chase is seeking a Private Client Advisor in Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships and provide advised solutions and referrals to deepen client engagement, while embracing...
- ...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
- ...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
$101.23k - $172.36k
...clients to build intelligently personalized investment portfolios. RBC... ...research, portfolio management, macroeconomic outlook and strategic... ...Financial Advisor, accounting firms, and estate planning firms... ...years of investment and /or HNW related experience. Experience...High net worthRemote work- ...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
- 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...
- ...Description Job Description Job Title: Private Client Services Tax Manager Position Overview We are seeking an experienced Private... ...to resolve issues. Qualifications Bachelor’s degree in Accounting or a related field; an active CPA certification is required....High net worthSeasonal workLocal areaAfternoon shift
- ...J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning.... ...outside centers of influence, primarily accountants and attorneys Work with the... ...understanding clients' financial situations and personal circumstances; strong listening skills...High net worthWork at office
- ...motivated Tax Senior to join a premier public accounting firm in Columbus, Ohio. In this role, you... ...inquiries promptly. Collaborate with managers and partners to ensure engagements are... ...a distinct emphasis on High Net Worth (HNW) or Private Client Services. ~ Proficiency...High net worthLocal areaRelocation
- 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,...Full timeWork at officeImmediate start
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