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
- ...Personal Lines Account Manager We are an independent insurance agency specializing in a broad range of insurance products in business insurance and personal insurance. Our solutions extend to individuals, families, and businesses. The Personal Lines Account Manager...SuggestedWork at office
$50k - $60k
...Description Job Description: Title: Personal Lines Account Manager Fully remote for candidates based in CST/EST time zone. | Experience: Florida personal lines experience. Please note: If this position is posted as either fully remote and/or hybrid...SuggestedRemote work- Associated Insurance Agencies, Inc. in Westerville, Ohio, is seeking a Personal Lines Account Manager. The ideal candidate will have strong attention to detail and adaptability in a fast-paced environment. Responsibilities include responding to customer inquiries, quoting...Suggested
- Embark Recruiting Solutions is searching for an experienced Tax Manager in Columbus, Ohio, to join a respected accounting firm. This role involves managing complex tax compliance for high-net-worth individuals and other clients, delivering proactive strategies to minimize...High net worth
$100k
...and monthly bonuses; Our top performers make well over a 6-figure income. To ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION PACKAGE OFFERS: UNCAPPED EARNING POTENTIAL AGGRESSIVE...Local area- ...We are looking for an Accounting Director to work for our client. The ideal candidate aligns with the responsibilities and qualifications... ...accounting, and support continued growth. Responsibilities Lead and manage the day-to-day accounting operations, including general ledger,...
- First Western in Columbus, Ohio, is seeking a Director, Senior Wealth Advisor. In this role, you will lead comprehensive wealth management solutions for high-net-worth clients and focus on business growth through networking and strategic partnerships. The ideal candidate...High net worth
- ...engaged in their care and empowering them to manage their health and treatment at home.... ...we are seeking professional and dedicated Account Executives to join Rotech Healthcare Inc.... ...mental disability, pregnancy or any other personal characteristic protected by applicable federal...Hourly payWork at officeLocal area
- ...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
$99.12k - $154.63k
.... Responsibilities Position Overview: Bob Evans Farms, Inc. is seeking an experienced and motivated Senior National Account Manager (Sr. NAM) of Club/Mass to join our team. This individual is responsible for identifying sales opportunities and analyzing appropriate...Full timeFor contractorsLocal areaRemote work- ...Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held... ...or related fields, with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP® certification...High net worth
- ...engaged in their care and empowering them to manage their health and treatment at home.... ...management. We need skilled, motivated Account Executives to help us grow. If you're passionate... ...to Travel - Position requires in-person visits throughout your assigned rural territory...Work at officeLocal area
- ...Absolute Home Health & Hospice Sales Account Executive We are seeking a motivated and relationship-focused Sales Account Executive... ...rapport with a variety of referral sources Experience using contact management software Strong problem-solving abilities and a collaborative...Local area
$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 ______...$104k - $171.7k
...telecommunications equipment, and smart devices. The Account Executive Officer (AEO), Boiler &... .... What Will You Do? Manage the profitability, growth, and retention... ...external partners by regularly meeting in person with agents and brokers to market and sell...Local area- ...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...
- ...services provider, helping clients unlock the transformative power of technology. We are seeking an experienced and driven Core Sr. Account Manager to join our team, focusing on strategic and core accounts. This role is pivotal in managing and growing key accounts, driving...For contractors
- ...Tax Manager – High Net Worth & Private Client ServicesLocation: Columbus, OhioLead. 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 Client (...High net worthWork at office
- ...and advice. You will build client relationships and deliver personalized investment solutions while supporting a diverse culture. Requirements... ...are preferred. This role involves significant relationship management to deepen client connections. #J-18808-Ljbffr JPMorgan Chase...
- ...growth through new client acquisition and expansion of existing accounts. Develop and execute strategic sales plans to achieve... ...individual and company sales goals. Build relationships with hiring managers, procurement teams, MSP partners, and key decision-makers....Work at office
- ...Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial... ...outside centers of influence, primarily accountants and attorneys Work with the integrated... ...clients' financial situations and personal circumstances; strong listening skills...High net worthWork at office
$16 - $20 per hour
...Client Relationship Manager: Full Time, Start Immediately (New Albany) Compensation: $16-$20/hr Employment type: full-time Come join the team at AmeriMac Appraisal Management Company, as we continue to grow our Client Relationship Team in our beautiful New Albany, Ohio...Full timeCasual workWork at officeImmediate startMonday to FridayFlexible hours$65k - $90k
...Mortgage Account Executive At Guidance Residential, we help families... ...sales team providing front-line customer service helping families... ...financing sales goals. Manage an active pipeline by following... ...via telephone, email, and in person. Who We're Looking for:...Full timeLocal areaImmediate startWorldwideRelocation- ...the Company Philanthropic organization supporting Indigenous culture & individuals Industry Non-Profit Organization Management Type Non Profit Founded 2017 Employees 11-50 Categories ~ Non-Profit & Philanthropy...High net worth
- ...direct reports and provide dotted-line support to 15+ team members... ...use the platform effectively Manage business configurations and... ...Suite, and portfolio accounting software (or ability to learn... ...country. We combine a boutique's personal service, creativity and objective...High net worthPermanent employmentTemporary workWork at officeFlexible hours
- ...is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial / Wealth Advisor... ...7 hours ago Cincinnati, OH $100,000.00-$130,000.00 4 days ago Personal Financial Counselor; Canton, OH Canton, OH $53,125.00-$84,995....High net worthFull timePrivate practice
$160k - $240k
...Enterprise Account Manager Req ID: 81829 Location: Virtual, Ohio, United States In our 'always on' world, we believe it's essential to have a genuine connection with the work you do. Our Fortune 100 clients must evolve. Show them how! RUCKUS Networks is...$97.5k - $131.63k
...of new logos and the expansion of relationships within existing accounts. Build and cultivate strong, long‑term relationships with key... ...policies and legal standards. Maintain accurate sales forecasting and manage the sales pipeline using CRM tools; report regularly on...Work at officeWorldwide- ...Description The Premier Ag Account Manager is responsible for providing our grower customers with solutions that increase their productivity... ...for maximum economic yield. With your supervisor, develop personal goals for annual performance review sheet with specific and measurable...Temporary workWork at officeLocal area
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