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
- As a Private Alternatives Account Manager within the Asset Management’s Intermediary Services, you will focus on client relations for registered... ...inquiries from Financial Intermediaries, Financial Advisors, HNW Investors & internal stakeholders regarding JPM’s Alternative...High net worth
- ...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
- ...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
- 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
- ...and most importantly, the flexibility to manage your personal and professional life to focus on what... ..., Global Private Client Services/Ultra HNW, to join our Global Private Client... ...clients and managing all aspects of client accounts. Provide effective consulting, planning...High net worth
$72k
...Job Description: Step into the Dynamic Role of Security Account Manager at GardaWorld! Join our dynamic team as a contract security services Account Manager in Columbus, Ohio, where you’ll play a pivotal role in maintaining exceptional performance on-site for...Full timeContract workWork at officeLocal area- ...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;...Full 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
- ...Join the Team at Dayton Freight as an Account Manager! Location: 1406 Blatt Blvd, Gahanna,... ...your own territory here at Dayton Freight Lines. You’ll be building strong... ...and more! Paid holidays, vacation, and personal days Real development and growth opportunities...Weekly payLocal area
$20 per hour
...Accurate Personnel is hiring immediately for an Account Manager to join our team in Cincinnati, Ohio. Pay, Schedule, and Location ~$20/hr and up depending on experience. Paid weekly, plus bonus earning potential. ~ Excellent benefits package: Medical, Dental and...Weekly payLocal areaImmediate startMonday to Friday- ...Partner with the assigned Business Development Manager (BDM) to effectively manage and grow the... ...Data entry into our CRM, including accounts, contacts, and cell phones Assigned to... ...communication avenues, emails, phone, text, and in-person Organized Works well in a team...Permanent employmentWork at officeMonday to Friday
$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$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...- ...investors in Columbus, Ohio. This role involves developing programs to increase referrals and ensuring smooth transitions from sales to management. Applicants should have a Bachelor's degree and a minimum of 5 years of experience in financial services, as well as relevant...High net worth
- 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
- ...telecommunications equipment, and smart devices. The Account Executive Officer (AEO), Boiler &... ...success of Travelers.What Will You Do?Manage the profitability, growth, and retention... ...external partners by regularly meeting in person with agents and brokers to market and...Full timeLocal area
$105.38k - $215.38k
...to interact with clients on their personal tax matters? If so, this Tax Delivery Manager role in Global Employer Services... ...for a portfolio of High Net Worth (HNW) individual compliance... ...Qualifications Required Bachelor’s Degree in Accounting, Finance, Business Administration...High net worthWork at officeLocal 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,...
- ...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
- ...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...
$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 ______...- ...lot more than a job listing on your resume. • work on projects that have real impact on clients • support our team of wealth management experts • attend presentations by WMA leaders to help you understand our industry, culture and strategy • gain product knowledge...High net worthInternshipWork at officeFlexible hours
- ...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...
$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- ...experiences beyond the ordinary. A professional community for membership directors, marketing leaders, and general managers at private clubs, luxury resorts, and HNW-focused hospitality brands. Get the resources, connections, and visibility that used to require decades of...High net worthSeasonal 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...
$100k
...environment that balances high expectations with coaching, group support, and fun! City Wide of Columbus is looking for a Major Account Manager (we call them Facility Solution Managers ) to lead the execution of client engagement, retention, ascension and referral...Full timeFor contractorsWork at officeNight shiftDay shift- ...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
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