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
- 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
$20 - $28 per hour
A local insurance agency in Columbus, OH is seeking an Insurance Account Manager for Personal Lines. The role involves managing client accounts, processing insurance policies, and providing excellent customer service. Candidates should possess strong account management...SuggestedHourly payFull timeLocal area- Inner Circle Agency Inc. is seeking an experienced Senior Financial Advisor (RIA) in Lexington, KY. The role involves managing and leading relationships with high-net-worth clients and delivering comprehensive financial planning. Required qualifications include 10+ years...High net worth
$100k
...and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchise. All inquiries about employment at this franchise should be made directly to the franchise location, and not to...Suggested- ...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;...Full timeContract workWork at officeVisa sponsorshipWork visa
- ...Manufacturing. Additional Job Details Manages all aspects of programs for key customer account. Maintain strong working relationships and... ...achieve the best results. Ensure all pilots and line trials are scheduled and managed in Salesforce. Manage...Full timeContract workWork at officeLocal areaFlexible hours
$90 - $120 per hour
EY is looking for a Seasonal Tax Manager for Private Client Services to support high-growth private companies and their owners. This... ...should have a valid CPA or state bar membership and a degree in Accounting or Finance, along with at least four years of relevant tax...High net worthHourly paySeasonal workRemote work- ...Account Manager New Albany, OH Triad Technologies The Sales Representative is responsible... ...within the account. Plans and organizes personal sales strategy by maximizing the return... ...territory sales forecasts that support product line, territory and account goals. Keeps...Full timeWork at officeNight shift
- ...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 opportunities...Weekly payLocal area
- ...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 or...High net worth
- MRA-The Management Association is seeking an experienced Account Manager in New Albany, OH. The successful candidate will be responsible for maximizing sales profitability and growth by developing strong relationships with customers. Duties include maintaining customer...Work at office
$99.12k - $154.63k
...appropriate, strategic business and industry drivers. The position also develops, implements, and manages a sales strategy to achieve aggressive sales goals. This person will be accountable to grow the current relationship / business with one or more of our top ten customers....Work at office$120 - $150 per hour
Ernst & Young Oman is looking for a Seasonal Tax Senior Manager in Columbus, Ohio. You will review complex tax returns and provide planning for high-net-worth clients. This position allows remote work across the U.S. with hourly pay from $120/hr to $150/hr. Candidates should...High net worthRemote jobHourly paySeasonal work$90 - $120 per hour
Ernst & Young Oman is hiring a Seasonal Tax Manager for Private Client Services. This remote role in the United States involves reviewing... ...and S Corps. Candidates must have a Bachelor's degree in Accounting or a related field, a valid US CPA, and at least 4 years of relevant...High net worthRemote jobHourly paySeasonal work$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...Work at office- A leading manufacturing company is looking for an Account Manager located in New Albany, Ohio. This role focuses on managing and expanding relationships with key OEM clients and driving revenue growth through strategic account leadership and business development. Candidates...Remote job
- ...Private Client Services Manager The Private Client Services (PCS) Manager will provide tax and consulting services to high net worth... ...Demonstrate strong analytical skills and working knowledge of accounting and tax software. Demonstrate ability to identify client...High net worthWork experience placementCasual workLocal areaWeekend workAfternoon shift
- ...Client in Columbus, Ohio, is seeking a Specialist in Investment Accounting. This hybrid role requires an individual with at least six... ...maintaining investment accounting records, and collaborating with management on financial analysis. Benefits include medical/dental/vision...
$65k
...professionals who are process-oriented and highly accountable. This role is a perfect fit for those with backgrounds in account management, customer success, underwriting, inventory... ...: You view client success as your personal responsibility. Detail-oriented: You spot issues...Full timeWork at officeLocal areaHome office- ...truck manufacturer located in New Albany, Ohio is seeking a Sales Manager. This position requires 5-7 years of experience in the material... ...market shares, leading sales meetings, and managing customer accounts. The ideal candidate holds a bachelor's degree in a relevant...
- Alene Candles in New Albany, Ohio, seeks a Program Manager to manage key customer accounts and oversee operational activities. Responsibilities include establishing customer communication, monitoring program progress, and interacting with cross-functional teams. Candidates...
- Merck seeks a Vaccine Key Customer Leader in Ohio to manage vaccine growth strategy and customer relationships for key private and public... ...five years of experience in sales leadership or strategic account management within the healthcare industry. The successful candidate...
- ...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
$114k - $142k
...company significantly by driving revenue growth through effective account management. Your ability to identify new business opportunities and... ...Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays...Permanent employmentContract workTemporary workWork experience placementWork at officeFlexible hours$18 per hour
...on how far you'll travel, not just county lines. Stna Path (1-3 days) $18/hour. Your... ...was a care coordinator or office manager) - Private caregiving for family or friends... ...demonstrate. 80% on both. Both parts are in person at our Cuyahoga Falls office — we schedule...Second jobWork at officeImmediate start- ...President, Business Development and Investor Relations About the Company Successful investment office Industry Investment Management Type Privately Held About the Role The Company is in search of a mid-level, highly autonomous Business Development...High net worthWork at office
$119k - $160.65k
...Description Summary The Principal Account Executive is an enterprise... ...sales forecasts. Work with management to negotiate pricing and contact... ...with a portfolio product line. Preferred Qualifications Demonstrated... ...and meet customers in person every week. Experience with...Worldwide- ...Columbus, Ohio, to join their Advisor Development Program. This role involves working closely with high-net-worth clients, providing personalized investment advice, and developing a book of business. Ideal candidates will have at least one year of experience in finance,...High net worth
- ...deliver comprehensive financial planning services to high net worth clients. The role requires collaboration with KPB Relationship Managers to deepen client relationships and lead advanced planning conversations. Ideal candidates will have at least 5 years of experience...High net worth
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