- Enterprise Bank & Trust (Phoenix, AZ)
- …in the management of credit quality issues. + Take ownership as needed of the Private Banking client 's personal relationship - and coordinate as needed with ... SVP, Private Banking **Job Description:** **Summary:** Responsible for managing client financial circumstances with a focus on maintaining a strong relationship… more
- WTW (Los Angeles, CA)
- …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
- World Insurance Associates, LLC. (Chicago, IL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... advisory and retirement plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor, your primary responsibility is to… more
- World Insurance Associates, LLC. (Denver, CO)
- …and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Client Advisor Position Overview World's Client ... solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and...commercial lines insurance, high net worth / private client , employee benefits, human capital 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
- KeyBank (Parker, CO)
- …trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client ... efforts. + Develops and maintains an in-depth knowledge of private client products and services, as well...etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing on client… more
- HUB International (Houston, TX)
- …committed to adding value to every client activity. **Job Summary:** The Private Client Account Manager works collaboratively with the Producers and Account ... questions and issues. **Job Duties:** + Manages a book of insurance business, including personal lines accounts for affluent clients, while acting with a degree… more
- JPMorgan Chase (Los Angeles, CA)
- …partnerships across all lines of business in order to best meet client 's specific needs + Ensure that proposed solutions fulfill clients' needs and objectives in ... Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to… more
- PNC (Fort Lauderdale, FL)
- …valued and have an opportunity to contribute to the company's success. As a Client Service Associate within PNC Private Bank organization, you will be based ... Client Relationship Building, Competitive Advantages, Customer Experience (CX), Personal Initiative, Relationship Management, Results-Oriented **Competencies** Accuracy and Attention… more