Current jobs related to High Net Worth Personal Lines Practice Leader - Alpharetta - Oakbridge Insurance Agency LLC

  • Tax Manager

    6 days ago

    Alpharetta, GA, USA, United States Frazier & Deeter Full time

    {"Job Title": "Tax Manager - High Net Worth", "Company": "Frazier & Deeter", "Location": "Remote", "Job Type": "Full-time", "About the Role": "We are seeking a highly skilled Tax Manager to join our High Net Worth team. As a Tax Manager, you will be responsible for planning, supervising, reviewing, and completing client engagements. You will work closely...

  • Tax Senior Manager

    2 days ago

    Alpharetta, GA, USA, United States Frazier & Deeter Full time

    Join Our Team as a Tax Senior Manager - High Net WorthFrazier & Deeter is a rapidly growing Top 50 accounting and advisory firm that has been recognized as a Best Firm to Work For, a Best Firm for Women, and a Pacesetter firm among U.S. accounting firms. With offices in multiple locations, we offer a dynamic and entrepreneurial environment that translates...

  • Tax Senior Manager

    3 days ago

    Alpharetta, GA, USA, United States Frazier & Deeter Full time

    About Frazier & DeeterFrazier & Deeter is a rapidly growing Top 50 accounting and advisory firm with a strong presence in the US and globally. We have been recognized as a Best Firm to Work For, a Best Firm for Women, and a Pacesetter firm among US accounting firms.Job DetailsWe are seeking a Tax Senior Manager to join our team and focus on serving our High...

  • Tax Senior Manager

    1 day ago

    Alpharetta, GA, USA, United States Frazier & Deeter Full time

    About the RoleFrazier & Deeter is a rapidly growing Top 50 accounting and advisory firm that has been recognized for its commitment to excellence and innovation. We are seeking a highly skilled Tax Senior Manager to join our team and contribute to the success of our High Net Worth clients.Key ResponsibilitiesLead the preparation of tax returns for high net...

  • Managing Director

    4 days ago

    Alpharetta, United States Pronghorn Full time

    The new Managing Director will be an inspirational leader with strong executive presence and prior experience running an accelerator, venture fund and/or successful start-up.The Managing Director will also have previous experience with fundraising and/or engaging high net worth individuals, family offices, venture capital, private equity and corporate...

  • .NET Lead

    3 weeks ago

    Alpharetta, United States PROCYON TECHNOSTRUCTURE Full time

    Job DescriptionJob DescriptionRole: Tech LeadIn-depth expertise in Microsoft .Net core technologies(7+ years) for building robust and scalable microservices and APIs.Strong understanding of .Net Framework technologies for accelerated development of enterprise-grade applications.Proficiency in Object Oriented Analysis Design, MVC framework and good...

  • Personal Lines Insurance Underwriter

    3 weeks ago

    Alpharetta, United States BOS Staffing Full time

    Position OverviewBOS Staffing is seeking a dedicated Personal Lines Underwriter to join our client, a reputable managing general agency. This role is ideal for individuals who are driven, detail-oriented, and possess strong interpersonal skills.Key ResponsibilitiesEvaluate and assess risks associated with personal lines insurance applications.Utilize...

  • Lead .NET Software Engineer

    3 weeks ago

    Alpharetta, United States Compunnel Inc. Full time

    Position: Senior .NET Application DeveloperLocation: Alpharetta, GA (Onsite)Contract Duration: 12 Months with potential for hire.Job Overview: As a Senior .NET Application Developer, you will play a crucial role in the design, development, and upkeep of both front-end and back-end components of our software solutions. Collaborating closely with product...

  • Lead .NET Software Engineer

    3 weeks ago

    Alpharetta, United States Compunnel Inc. Full time

    Position: Senior .NET Application DeveloperLocation: Alpharetta, GA (Onsite)Contract Duration: 12 Months with potential for hire.Role Overview: As a Senior .NET Application Developer, you will play a crucial role in the design, development, and upkeep of both front-end and back-end components of our software solutions. Collaborating closely with product...

  • Software Engineer

    3 weeks ago

    Alpharetta, United States Syntricate Technologies Full time

    Join Syntricate Technologies as a Software Engineer specializing in .NET development.We are seeking a talented individual with a strong background in software engineering to contribute to our innovative projects. The ideal candidate will possess:Extensive Experience: A minimum of 5 years in developing RESTful APIs utilizing .NET Web API.Modern Frameworks: At...

  • Audit Team Leader

    3 weeks ago

    Alpharetta, United States Jobot Full time

    Audit Manager - Guide Your Audit TeamJobot is seeking a skilled Audit Manager to join our dynamic team. We are dedicated to fostering a supportive environment for both our employees and clients, believing that a cohesive team is essential for outstanding client service. In this role, you will take charge of managing auditors, crafting audit strategies,...

  • Account Executive

    3 weeks ago

    Alpharetta, United States Brown & Brown Full time

    Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Summary: Responsible for a book of business by means of servicing and cross selling personal lines accounts. Essential Duties and Responsibilities: Process daily mail, including faxes and e-mail, for assigned accounts....

  • Lead .NET Software Engineer

    3 weeks ago

    Alpharetta, United States Compunnel Inc. Full time

    Position: Senior .NET Solutions DeveloperLocation: RemoteContract Type: Long-term engagementRole Overview: As a Senior .NET Solutions Developer, you will play a crucial role in the design, development, and maintenance of both client-side and server-side components of our software applications. You will collaborate with product managers, designers, and fellow...

  • Lead .NET Software Engineer

    3 weeks ago

    Alpharetta, United States Compunnel Inc. Full time

    Position: Senior .NET DeveloperCompany: Compunnel Inc.Job Overview: As a Senior .NET Developer, you will play a crucial role in the design, development, and maintenance of both the front-end and back-end components of our software applications. You will collaborate closely with product managers, designers, and fellow developers to deliver robust software...

  • Marketing and Sales Associate

    4 weeks ago

    Alpharetta, United States Perfect Search Full time

    Sales Associate - Financial ServicesOur Company:Our company is an independent investment advisory firm founded in 2017. Our team leverages 35 years of experience to provide clients with a deeper level of advisory insight with research, security analysis, portfolio management and wealth management strategies.We serve a varied group of clients around the...

  • Marketing and Sales Associate

    1 month ago

    Alpharetta, United States Perfect Search Full time

    Sales Associate - Financial ServicesOur Company:Our company is an independent investment advisory firm founded in 2017. Our team leverages 35 years of experience to provide clients with a deeper level of advisory insight with research, security analysis, portfolio management and wealth management strategies.We serve a varied group of clients around the...

  • Managing Director

    1 month ago

    Alpharetta, United States PRONGHORN Full time

    Job DescriptionJob DescriptionRole Overview:The new Managing Director will be an inspirational leader with strong executive presence and prior experience running an accelerator, venture fund and/or successful start-up. They must be commercially oriented with a proven ability to tell the Pronghorn story with impact. The Managing Director will also have...

  • Lead .NET Software Engineer

    3 weeks ago

    Alpharetta, United States Compunnel Inc. Full time

    Position: Senior .NET DeveloperCompany: Compunnel Inc.Overview: As a Senior .NET Developer, you will play a crucial role in the design, development, and upkeep of both front-end and back-end components of our software applications. Collaborating closely with product managers, designers, and fellow developers, you will ensure the delivery of top-notch...

  • .NET Technical Lead

    2 months ago

    Alpharetta, United States NR Consulting Full time

    Job Title: .NET Technical Lead Duration: FTE / Permanent Hiring Location: Dallas TX, New York City NY , Alpharetta, GA ( Onsite )Responsibilities: Design and implement a solution for building REST Based Microservices Translate Business Requirements into appropriate Microservices and Integration model. Build security models around the Microservices with...

  • Lead .NET Software Engineer

    3 weeks ago

    Alpharetta, United States Artmac Soft LLC Full time

    Job OverviewAbout Us Artmac Soft LLC is a premier technology consulting firm focused on delivering cutting-edge IT solutions and services tailored to meet our clients' needs.Position Title: Lead .NET Software EngineerEmployment Type: C2CExperience Required: 7-15 yearsWork Location: RemoteKey Responsibilities:Demonstrated expertise as a .NET Software Engineer...

High Net Worth Personal Lines Practice Leader

4 months ago

Alpharetta, United States Oakbridge Insurance Agency LLC Full time
Job DescriptionJob Description

Deeply Rooted to Serve

Led by the values and mission of the organization, The High Net Worth Personal Lines Practice Leader will be pivotal to driving the growth and success of our high net worth (HNW) personal lines division, delivering exceptional service and tailored insurance solutions to affluent individuals and families. This role is responsible for leading the sales and service activities, including people, for all HNW business at Oakbridge.


WORK PERFORMED:

  • Develop and execute strategic plans to drive growth and profitability within the high net worth personal lines division.
  • Oversees all people, systems, and processes related to the servicing of HNW clients
  • Provide leadership and guidance to a team of personal lines insurance professionals, fostering a culture of excellence and collaboration. Must be able to provide leadership and oversight to a dispersed and remote workforce
  • Works in conjunction with HR, and other functional areas, to identify, hire, train, and retain talent
  • Cultivate and maintain strong relationships with high net worth clients, understanding their unique insurance needs and delivering personalized solutions.
  • Create a system that ensures the unit acts as a trusted advisor to clients, providing expert advice on coverage options, risk management, and insurance portfolio optimization.
  • Identify and pursue new business opportunities within the high net worth market segment, leveraging existing networks and proactively seeking out potential clients.
  • Collaborate with the brokerage's marketing and business development teams to develop targeted campaigns and initiatives to attract high net worth clients.
  • Work closely with carriers and underwriters to ensure best in class coverage options for high net worth clients, ensuring their insurance portfolios meet their evolving needs.
  • Conduct thorough risk assessments and analysis for high net worth individuals and families, recommending appropriate coverage solutions and risk mitigation strategies.
  • Stay abreast of industry regulations and compliance requirements related to high net worth personal lines insurance, ensuring adherence to relevant laws and standards.
  • Ensure the division's scalability by implementing best practices policies and procedures that will support a much larger growing organization
  • Establishes and implements sales goals, strategies, programs, policies, and procedures in support of overall division objectives, including budget.
  • Manages producers, assigning sales responsibilities and evaluating results; provides leadership, coaching, counseling, and guidance to staff.
  • Resolves escalated issues and problems by conferring with staff, other internal departments, outside contacts, and clients as necessary.
  • Takes active role in sales development efforts, typically assisting with more complex customer situations as needed.
  • Leads and manages the unit's onboarding efforts of newly acquired agencies' HNW business. This role will be responsible for ensuring new partnerships integrate its' HNW clients into the division
  • Represents the division as appropriate in its relationships with clients, carriers, industry groups, regulatory agencies, and professional associations. Networked and ability to influence candidates and clients

JOB REQUIREMENTS:

  • 10+ years of experience in the high net worth personal lines brokerage space with proven leadership experience.
  • Bachelor's degree in business administration, finance, insurance, or related field.
  • Strong leadership and management skills, with the ability to motivate and inspire a team towards achieving common goals.
  • Excellent communication and interpersonal skills, with the ability to build rapport and establish credibility with internal and external stakeholders.
  • In-depth knowledge of personal lines insurance products, underwriting principles, and risk management strategies.
  • Demonstrated ability to develop and execute strategic plans, drive business growth, and achieve revenue targets.
  • Proficiency in insurance software and technology platforms, with the ability to leverage data analytics and digital tools to enhance client service and business performance.
  • Ability to coach/mentor in concert with achieving personal production goals and leading by example.
  • Ability to work collaboratively with senior management in a positive, mission driven and self-directed manner.
  • Other duties as assigned

PREFERRED EDUCATION/EXPERIENCE:

Industry certifications (e.g., CPCU, ARM, CIC)


WORK LOCATION, SCHEDULE, AND TRAVEL:

This position will be based out of one of Oakbridge's many office locations with 25% required travel; must be flexible with schedule to accommodate workload and client support needs.


About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website

Deeply Rooted Insurance Agency | Oakbridge Insurance - Oakbridge Insurance