Assistant Personal Lines INSURANCE Private Client Advisor - DC13034
$85kEerstelijnszorg Zoetermeer
Responsibilities Provide processing support to the Private Client Advisor team for all lines of personal insurance; ensure that policy transactions are processed and accurate – including policy changes, binders, ID cards, evidence of insurance, misc. applications & supplemental forms. Communicate with customers, as needed, to obtain information necessary to complete transactions; assist client Advisor team in managing workflow of assigned book of business. Qualifications Ideal candidate has working knowledge of AMS360; 2+ years of solid personal lines experience – HNW a plus but not required; Property & Casualty Insurance License in good standing. Benefits Company paid Health, Dental, Vision and Life Insurance; 401K with match; Quarterly and Annual Agency Growth Bonus; Company paid AAA; Holidays and PTO; Optional in-house Gym Membership. Beautiful new office and a GREAT team work environment. Salary up to $85k DOE. #J-18808-Ljbffr Eerstelijnszorg Zoetermeer
$120k
Eerstelijnszorg Zoetermeer seeks a Personal Lines Insurance Private Client Advisor in Hauppauge to manage a high-net-worth book of business. Responsibilities include preparing submissions and conducting client reviews while collaborating with team members. The ideal candidate...Private client$120k
Personal Lines Insurance Private Client Advisor (High Net Worth Personal Lines) Location: Hauppauge, Long Island, NY. Responsibilities Manage and service an assigned high‑net‑worth (HNW) book of business. Prepare new business and renewal submissions, including marketing...Private client$60k - $200k
World Insurance As in Farmingville is seeking a Private Client Sales Executive to manage relationships with high-net-worth individuals and families. You will... .... The role requires proven experience in personal lines insurance, a strong understanding of affluent clientele...Private client$85k
Eerstelijnszorg Zoetermeer in Hauppauge is seeking an enthusiastic professional to provide processing support to the Private Client Advisor team for personal insurance transactions. The ideal candidate will have at least 2 years of experience and a valid Property & Casualty...Private client$95k - $130k
Our client is a well-established boutique insurance agency operating exclusively in... ...the High Net Worth personal lines space. With a strong... ...a seasoned Private Client Account Executive... ...to Private Client Advisor colleagues as... ...tools including AI‑assisted technologies Genuine...Private clientWork at office- Confidential is hiring a Private Client Account Executive in Hauppauge, NY, to manage a portfolio... ...focuses on delivering exceptional personal insurance solutions and involves teamwork with... ...experience in high-net-worth personal lines insurance and possesses strong analytical...Private client
$130k - $140k
...we’re more than just an insurance brokerage firm — we’re a... ...business or helping a national client navigate complex risk,... .... We are looking for an Assistant Vice President, Personal Lines Claims to join our Claims... ...focus on high net worth and Private Client accounts. This...Private clientFull timeWork at officeLocal area- Private Client Account Executive (High-Net-Worth Personal Lines) A well-established, High-Net-Worth personal lines insurance agency is seeking an experienced Private Client Account... ...and provide backup assistance to fellow Private Client Advisors as needed. Qualifications...Private clientWork at office
- ...Hauppauge Insurance Firm is looking for a motivated and knowledgeable... ...insurance products, helping clients secure the best coverage for... ...towards a career as a Financial Advisor. Key Responsibilities:... ...and conditions to clients. Assist clients through the application...
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning... ...Build a book of business and deliver personalized investment solutions to your clients... ...Life, Health and Long Term Care Insurance license is required or must be obtained...Private client
- ...Life & Health Insurance Agent Hauppauge Insurance Firm is looking... ...insurance products, helping clients secure the best coverage for... ...towards a career as a Financial Advisor. Key Responsibilities:... ...and conditions to clients. Assist clients through the application...
- ...Description We are looking for an Insurance Sales Associate to join our team in our Hauppauge... ...building a strong local network and in-person relationship in the community.... ...prospect and initiate new business sales. Assists in the processing of new business,...Work at officeLocal areaImmediate start
$60k - $200k
...Private Client Sales Executive (Client Advisor) Position Overview World Insurance Associates (“World”) is a unique financial services organization... ...U.K. World specializes in personal and commercial insurance,... ...HR solutions. As a Personal Lines Client Advisor, your primary...Private clientBase plus commissionImmediate start$25k - $40k
...State Farm agents market only State Farm insurance and financial service products.... ...commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth... ...(must have currently) Personal Lines Licenses (must be able to obtain) Personal...For contractorsWork at officeImmediate start$25k - $40k
...State Farm agents market only State Farm insurance and financial service products.... ...commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth... ...(must have currently) Personal Lines Licenses (must be able to obtain) Personal...For contractorsWork at officeImmediate start- Flagstar Bank is looking for a Senior Financial Center Associate in Hauppauge, NY, to assist the Financial Center Manager in maintaining operations and serving Private Client Groups. Key responsibilities include supporting tellers, responding to client inquiries, and ensuring...Private client
- JPMorgan Chase & Co. is seeking a Private Client Advisor in Hauppauge, New York. In this role, you will provide comprehensive financial planning and advice to clients, helping them manage investments and deepen relationships. Your expertise will cater to a diverse range...Private client
$42k - $62k
...Insurance Account Representative As Insurance Account Representative - State Farm Agent... ...insurance products and services. Assist customers with policy applications and... ...York Property & Casualty License or NY Personal Lines License (must be able to obtain). New...For contractorsFlexible hours$85k - $100k
...'re more than just an insurance brokerage firm we're a... ...or helping a national client navigate complex risk,... ...Executive to join our Personal Lines team on a hybrid work... ...Position Overview HUB Private Client is seeking an... ...Account Executives and Assistant Account Executives,...Private clientWork experience placementLocal area$25k - $40k
...State Farm agents market only State Farm insurance and financial service products.... ...commission/bonus Paid time off (vacation and personal/sick days) Valuable experience Growth... ...license (must have currently) Personal Lines Licenses (must be able to obtain) Personal...For contractors- DGA Careers USA Inc is seeking a Private Client Account Executive to join their expanding team in Brentwood, New... ...least 5 years of experience in High Net Worth personal lines and hold a valid Property & Casualty Insurance License in New York. The position offers a salary...Private client
- ...enthusiasm for helping our clients, taking care of our employees... ...book of business and deliver personalized investment solutions to your... ...2 years in a Financial Advisor role or equivalent financial... ..., Health and Long Term Care Insurance license is required or must...Private client
- INSURANCE ONLY PERSONAL LINES ACCOUNT EXECUTIVE - Suffolk County Great opportunity for an experienced Personal line account Executive to train up to handle High Net Worth Accounts. Superior written and verbal communication skills required as well as excellent common sense...
$69k
...Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This... ...management. You will work remotely, serving clients by providing guidance and protection... ...clients Present benefit programs and assist clients with enrollment Build and maintain...Remote workWork from homeFlexible hours$55k - $100k
...products including auto, home and life insurance. This position will allow you to experience... ...sharing Paid time off (vacation and personal/sick days) Commission plus bonus... ...license (must be able to obtain) Personal Lines Licenses (must be able to obtain) If you...For contractorsWork at officeFlexible hours$19.78 - $24.72 per hour
...The medical receptionist will assist the department with... ...verifying patient demographics, insurance information, obtaining patient... ...and maintaining integrity of client information. Perform all other... ...purposes. Thus, the employees are private sector employees of StaffCo,...Full timeWork at officeImmediate startNight shiftWeekend workDay shiftAfternoon shift$85k - $140k
...advice and services to its clients including brokerage,... ..., annuities, insurance, retirement and trust... ...candidate (“Associate Private Banker” or “APB”) to join... ...Private Banker(s) and Advisors to assess opportunities... ...products, home equity lines of credit, securities-...Private clientTemporary work$22 per hour
...Register new patients and verify billing, insurance, and demographic information at each... ...scheduling platforms, address inquiries, and assist patients in using these tools.... ...chairs, updating magazines, and clearing personal items. Actively participate in ongoing...Daily paidWork at officeLocal areaAfternoon shift$19 - $21 per hour
...(8 Hour Shifts). In this role, you will: Greet patients in a personalized, friendly, and inviting manner Checking patients in and out Obtaining patient demographics including insurance information Scheduling patient appointments Verifying patient insurance...Hourly payFull timeWork at officeMonday to FridayShift workWeekend work- Morgan-Stanley in Islip, NY, is seeking a Client Relationship Analyst to provide exceptional service to clients and support Financial Advisors. This role requires strong organizational skills and the ability to assist clients with everyday needs. Responsibilities include...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Assistant Personal Lines INSURANCE Private Client Advisor - DC13034. Be the first to apply!
- baking assistant Hauppauge, NY
- assistant Hauppauge, NY
- policy assistant Hauppauge, NY
- workshop assistant Hauppauge, NY
- ministry assistant Hauppauge, NY
- testing assistant Hauppauge, NY
- telesales assistant Hauppauge, NY
- labor assistant Hauppauge, NY
- broadcast assistant Hauppauge, NY
- field assistant Hauppauge, NY

