- HUB International (Wilmington, MA)
- …. The selected employee will be responsible for servicing assigned high net worth/ private client group personal insurance accounts. Account rounding and ... data in the agency management system. + Complete annual client reviews for all Private Client... personal insurance accounts. + Thorough knowledge of personal lines coverages and markets with particular… more
- WTW (New York, NY)
- …their respective business area. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice provides personal risk ... necessary to manage their risk as we see fit. A role with Personal Lines Private Client team is suited for individuals who have excellent verbal… more
- WTW (New York, NY)
- …formal performance review process. ** Client Advocacy Personal Lines Overview** Personal Lines Private Client practice provides personal ... necessary to manage their risk as we see fit. A role with Personal Lines Private Client team is suited for individuals who have excellent verbal… more
- HUB International (Jackson Hole, WY)
- …give, volunteer, engage, and serve their communities. **ABOUT THE OPPORTUNITY:** The ** Private Client Account Manager** will be responsible for servicing, ... retaining and rounding a book of personal lines business consisting of high net...will assist the team by managing a book of personal line accounts, including marketing to carriers,… more
- HUB International (Gainesville, FL)
- …and procedures. This role is focused on growth and retention of the private client book of business. **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + **Makes ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance because that's...brokers, and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's… more
- HUB International (Winter Park, FL)
- …policies, and procedures. This role is focused on growth and retention of the private client book of business. _To perform this job successfully, the employee ... closely with producers, brokers and other HUB personnel on all aspects of client service, marketing, and renewals while adhering to HUB's best practices and standard… more
- WTW (Boston, MA)
- …sales strategies and develop unique prospect programs + Align with individual client sales strategies + Conduct thorough needs analysis/risk assessment to uncover ... advice in key risk areas + Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by phone and… more
- HUB International (Encino, CA)
- …support our customer's needs and provide them with innovative insurance solutions. The Personal Lines Account Executive manages an assigned book of business, ... / GED; College degree strongly preferred. + Minimum of 5-10 years of related Personal Lines insurance experience within a brokerage environment + Must have High… more
- HUB International (Miami, FL)
- As a HUB Personal Lines High Net Worth Producer,...and referral opportunities in our High Net Worth - Private Client Practice area. There will be ... superior customer service and will be charged with ensuring client satisfaction. **Responsibilities of the Producer role include:** +...of all forms of insurance business + Knowledge of personal lines insurance with the ability to… more
- Bank of America (New York, NY)
- Merrill Private Wealth Market Client Relationship Manager New York, New York;New York, New York **Job Description:** Merrill Wealth Management is a leading ... is culture driven, resilient, results focused and effective. **Job Description:** The ** Private Wealth Market Client Relationship Manager** (PWCRM) is a direct… more