- 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 ... based on the unique needs and expectations of the Private Banking client . + Act as "Quarterback"...as assigned. **Qualifications** : + Understands the bank's business lines and internal product partners to provide a high… 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
- World Insurance Associates, LLC. (Warwick, MA)
- …and retirement plan services, and payroll & HR solutions. Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World ... 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. (Houston, TX)
- …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 (Chesterland, OH)
- …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
- HUB International (Culver City, CA)
- …others **THE OPPORTUNITY:** We are seeking an experienced **Account Manager** to join our Personal Lines team. Our service team plays a vital role in ensuring ... (college degree strongly preferred) + 5+ years of related personal lines insurance experience within a brokerage...carriers strongly preferred (PURE, Cincinnati, AIG, Chubb/ACE and Nationwide Private Client ) + currently licensed (in good… more
- JPMorgan Chase (San Francisco, CA)
- …personalized experiences, exceeding expectations, and embracing diversity and inclusion. As a Senior Private Client Banker in a JPMorgan or Chase Branch, you ... expectations - share the exciting benefits of our new Private Client tiered product suite and relationship...behalf. Maintain a holistic view of all their products, personal connections, key partners, and interactions with JPMorganChase +… more