Personal Lines Account Manager | Private Client | HNW

Job DescriptionJob DescriptionA mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Tax Manager - HNW Clients.Reports to: Senior Tax Manager - HNWKey responsibilities:100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships...

Job DescriptionJob DescriptionDynamic agency in South FL has an exciting opportunity for a polished and motivated Personal Lines Account Manager with 3+ years’ experience in High-Net-Worth client experience is needed to manage this assigned book of business while cross selling and recommending needed coverage to clients. Handle the quoting and binding of...

A mid-sized accounting firm committed to providing exceptional client accounting services is currently recruiting a talented individual to join their team as a Tax Manager - HNW Clients. Reports to: Senior Tax Manager - HNW Key responsibilities: 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709),...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. It's an exciting time to join Brown & Brown! Our business is growing both in North America and internationally which emphasizes the need to build an unparalleled team that promotes future growth. We're excited to...

The Personal Lines Account Manager is an integral part of the sales and service team with an independent insurance agency based in Virginia Beach, VA. The office is a full service property and casualty group. Your role is focused on personal lines client service on a book that has middle market homeowners, umbrella, and auto policies with some...

The Personal Lines Account Manager is an integral part of the sales and service team with an independent insurance agency based in Virginia Beach, VA. The office is a full service property and casualty group. Your role is focused on personal lines client service on a book that has middle market homeowners, umbrella, and auto policies with some complexities...

The Personal Lines Assistant Account Manager is responsible for helping the Personal Lines Account Managers and department managers with rating their new business accounts and other account management tasks. Responsibilities The Personal Lines Assistant Account Manager works directly at the direction of the Personal Lines Account Managers. Answer incoming...

Job DescriptionJob DescriptionBenefits/Perks:Competitive Pay Professional DevelopmentJob Stability in a growing industryJob DescriptionThe Personal Lines Producer at Sagani Agency, an Allstate Agency is responsible for maintaining and maximizing profitable relationships with personal lines clients and for growing the book of business through new client...

Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryOpportunity for advancementTraining & developmentBenefits/Perks:Competitive PayProfessional DevelopmentJob Stability in a growing industryJob DescriptionThe Personal Lines Producer at Sagani Agency, an Allstate Agency is responsible for maintaining and maximizing profitable...

Candidate must be willing to commute to Brooksville Monday - Friday. King Insurance Partners, LLC is growing and seeking an exceptional individual with proven discipline, drive to advance and commitment to join our team as a Personal Lines Account Manager. The ideal candidate will be sales and service focused, team-oriented, self-motivated, resourceful,...

Job Description Job Description Job Highlights: Skills - Must Have: CPA designation | High net worth clients' tax experience in a mid-market public accounting firm About this Job: How You Will Contribute: 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and...

Job DescriptionJob DescriptionAbout the RoleThe Personal Lines Account Manager is an integral part of the sales and service team with an independent insurance agency based in Virginia Beach, VA. The office is a full service property and casualty group. Your role is focused on personal lines client service on a book that has middle market homeowners,...

Job Highlights: Skills - Must Have: CPA designation | High net worth clients' tax experience in a mid-market public accounting firm About this Job: How You Will Contribute:  100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and C-corps (1120).  Provide...

Job DescriptionJob DescriptionJob Highlights:Skills - Must Have:CPA designation | High net worth clients' tax experience in a mid-market public accounting firmAbout this Job:How You Will Contribute: 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and...

Job DescriptionJob DescriptionJob Highlights:Skills - Must Have:CPA designation | High net worth clients' tax experience in a mid-market public accounting firmAbout this Job:How You Will Contribute: 100% review of tax returns for Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), Gift (709), Charitable Organizations (990-PF) and S and...

Job DescriptionJob DescriptionJob Highlights:Skills - Must Have:CPA designation High net worth clients' tax experience in a mid-market public accounting firm 5+ years of experience with High Net Worth clients (asset range $50-$300 mil) Ideal Companies to Recruit From:Big 4, Forvis and Andersen TaxHiring Status:About this Job:How You Will Contribute:100%...

Deerfield, IL, United States Miller Cooper About the job Tax Manager - High Net Worth Clients Job Highlights: Skills - Must Have: CPA designation High net worth clients' tax experience in a mid-market public accounting firm 5+ years of experience with High Net Worth clients (asset range $50-$300 mil) Ideal Companies to Recruit From: Big 4, Forvis and...

Job DescriptionJob DescriptionWe are an insurance firm growing and seeking an exceptional individual with proven discipline, and commitment to join our team as Client Account Manager for Personal Insurance Lines.The Account Manager will handle a client portfolio and work with producers and teammates to service new and existing clients, help maintain positive...

Job DescriptionJob DescriptionPersonal Lines Account ManagerThe Insurance Center is seeking an Experienced Personal Lines Account Manager for our Atlantic Beach, NC officeRequirements:Must have active Property & Casualty Insurance license.Strong customer service and communication skills.Ability to build client relationships.Effective time management skills,...

Job Description SummaryPrimarily responsible for independently marketing smaller and/or less complex accounts. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be viewed as a leader and resource by colleagues and peers who provides exceptional...