- Wells Fargo (Pasadena, CA)
- …you will:** + Participate in Wells Fargo Advisors training program for meeting personal , professional, and organizational client service and financial goals ... within the Financial Advisory - Private Client function + Review basic or tactical ...service + Provide financial information, investment profiles, and client financial needs to more experienced financial advisors +… more
- Dickinson Financial Corporation (Overland Park, KS)
- …to achieve individual and group goals. **Responsibilities** + Provides "fast, easy, and personal " consistent with Company client service standards, including ... Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services...Previous banking experience preferred. + 6 months in a client service experience role preferred. + 6… more
- Dickinson Financial Corporation (Kearney, MO)
- …applicant is hired. **Principal Accountabilities** **:** + Delivers Fast, Easy, and Personal client service consistent with company's standards with ... live chat in order to complete banking transactions provide client service , support and recommending other products...orientation in all client interactions. + Provide front- line cient support through multiple service requests… more
- World Insurance Associates, LLC. (Haven, KS)
- …Essential Duties and Responsibilities + Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed ... products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is...or equivalent work experience, preferred + 3-7 years minimum Personal Lines Account Management experience required +… more
- World Insurance Associates, LLC. (Anderson, SC)
- …+ Bachelor's degree or equivalent work experience, preferred + Two years minimum Personal Lines account management or support experience required + Property & ... products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is...fastest-growing insurance broker in the US We specialize in personal and commercial insurance lines , surety and… more
- HUB International (Cortez, CO)
- …and self motivation to build a business. Specifically, your mission will be to service and maintain existing Personal Lines accounts while uncovering ... in integrity and building success by developing relationships with others ** CLIENT RELATIONSHIP MANAGER** This role requires an individual who is professional… more
- HUB International (Lafayette, LA)
- …maintains various office resources. Assist with the insurance placement process for Private Client / Personal Lines department as needed, including but not ... **Paid Parental Leave** + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance, because that's important for all of… 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 ... risk areas + Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch...team members + Provide timely / quality feedback to service team members; assist team members in acquiring new… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services ... plan services, and payroll & HR solutions. As a Personal Lines Private Client Advisor,...You will leverage World's expansive resources to offer white-glove service and comprehensive risk management strategies. Primary Responsibilities +… more
- AON (CA)
- Personal Lines Account Executive / Broker Specialist II Aon Private Risk Management (APRM) designs, implements, and services customized personal risk ... management strategies for High-Net-Worth individuals and families. The Personal Lines Account Executive - Broker Specialist II will be responsible for supporting… more