High-Net-Worth Account Manager
15 hours ago
We are seeking a seasoned Personal Lines Account Executive with extensive experience working with high-net-worth clients. In this role, you will strengthen relationships with clients, staff, and carriers while providing expert account management and risk solutions.
Key Responsibilities:
- Lead the servicing of high-net-worth accounts, directing resources and utilizing support staff for endorsements, claims, and follow-up tasks
- Independently manage and resolve account issues, ensuring timely responses and client satisfaction
- Conduct in-depth analysis of insurance forms, policies, and coverage issues
- Autonomously manage renewals without requiring Producer involvement
- Assist Producers with client presentations for both new and renewal business
- Conduct client training sessions, educating them on coverage options and risk management
- Develop new business and renewal strategies, including gathering underwriting information, preparing marketing materials, and analyzing current coverage
- Stay informed on market trends to effectively negotiate coverage enhancements and pricing
- Prepare for and participate in regular sales meetings and strategic planning sessions
Requirements:
- Experience managing personal lines accounts, specifically for high-net-worth clients
- Experience working with Ultra High Net Worth is a plus
- Experience working with Family Office accounts is a plus
- Active Property & Casualty insurance license
- Designations such as CPRM, CIC, or ARM are highly desirable
- Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint
- Strong time management skills and professional demeanor
- Excellent communication skills, both verbal and written
- Ability to thrive in a collaborative, team-based environment
Contact Insurance Search Specialists for more details about this role, or to explore additional opportunities in commercial lines, personal lines (private clients), and employee benefits.
-
San Francisco, California, United States Bloom Talent Full timeJob SummaryWe are seeking a highly skilled and experienced Chief of Staff to join our team. As the right-hand person to a high-net-worth entrepreneur, you will be responsible for managing all aspects of their personal and family life.Key ResponsibilitiesOversee household staff of 6, including hiring, offboarding, performance management, and...
-
High Net Worth Insurance Specialist
4 days ago
San Diego, California, United States Jobot Full timeJob Title: HNW Personal Lines Account ManagerThis role involves managing and servicing high net worth client accounts, offering tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key Responsibilities:Serve as the primary point of contact for high net worth clients, providing expert advice and...
-
High Net Worth Insurance Specialist
3 weeks ago
San Diego, California, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Personal Lines Account Manager to join our team at Jobot. As a key member of our team, you will be responsible for managing and servicing high net worth client accounts, providing tailored insurance solutions for personal assets such as luxury homes, vehicles, collectibles, and other valuables.Key...
-
Tax Manager
4 weeks ago
San Francisco, California, United States CPS Full timeJoin Our Team as a Tax ManagerCPS, a leading regional CPA firm, is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for reviewing complex returns, planning, projection, and compliance projects for high-net-worth individual clients.Key Responsibilities:Review and analyze complex tax returns to ensure accuracy...
-
Chief of Staff to a High-Net-Worth Entrepreneur
3 weeks ago
San Francisco, California, United States Bloom Talent Full timeJob Title: Chief of Staff to a High-Net-Worth EntrepreneurBloom Talent is seeking a highly skilled and experienced Chief of Staff to join our team. As a key member of our family office, you will be responsible for managing all aspects of the Principal's personal and family life.Responsibilities:Manage and oversee the household staff of 6, including hiring,...
-
High Net Worth Tax Senior Manager
3 weeks ago
San Diego, California, United States Withum Smith+Brown P.C. Full timeJob Title: High Net Worth Tax Senior ManagerWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum Smith+Brown P.C. as a High Net Worth Tax Senior Manager. In this role, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key Responsibilities:Provide tax...
-
Ultra-High Net Worth Wealth Manager
4 weeks ago
San Jose, California, United States Leah Yosef International Full timeSenior Wealth Advisor OpportunityWe are seeking a seasoned Senior Wealth Advisor to join our team at Leah Yosef International. As a key member of our multi-family office, you will be responsible for managing ultra-high net worth client relationships, providing comprehensive wealth management, complex tax and estate planning strategies, investment management,...
-
High Net Worth Tax Senior Manager
3 weeks ago
San Diego, California, United States Withum Full timeAbout the RoleWe are seeking a highly skilled and experienced Tax Senior Manager to join our team at Withum. As a Tax Senior Manager, you will be responsible for providing tax planning and compliance services to high net worth individuals and families.Key ResponsibilitiesProvide tax planning and compliance services to high net worth individuals and...
-
Ultra High Net Worth Wealth Strategist
1 week ago
San Jose, California, United States Leah Yosef International Full timeSenior Wealth Advisor OpportunityOverviewLeah Yosef International is seeking a seasoned Senior Wealth Advisor to manage complex relationships with ultra-high net worth clients. The ideal candidate will possess extensive experience in comprehensive wealth management, tax and estate planning, investment management, and family office services.Key...
-
High Net Worth Financial Consultant
4 days ago
San Francisco, California, United States Talent Focus Executive Search and Consulting Full timeUnlock Your Potential as a Financial AdvisorTalent Focus Executive Search and Consulting is partnering with a prestigious international wealth management institution to identify a seasoned Financial Advisor for their Private Client practice in a dynamic setting.Key Responsibilities:Develop and maintain strong relationships with high net worth clients,...
-
Tax Manager
1 month ago
San Francisco, California, United States CPS Full timeJoin Our Team as a Tax ManagerCPS is seeking a highly skilled Tax Manager to join our team. As a Tax Manager, you will be responsible for reviewing complex returns, planning, projection, and compliance projects. You will also provide thoughtful feedback to preparers and initial reviewers, correspond with clients, and manage overall projects.Key...
-
High Net Worth Tax Director
4 days ago
San Jose, California, United States GHJ Full timeJob Title: High Net Worth Tax Managing DirectorWe are seeking a highly experienced and skilled Tax Managing Director to lead our client engagements for significant clients of the firm. The ideal candidate will have a proven track record of handling complex tax matters, developing client relationships, and supervising tax teams.Key Responsibilities:Develop...
-
High Net Worth Financial Planning Expert
22 hours ago
San Diego, California, United States Talent Focus Executive Search and Consulting Full timeFinancial Advisor Opportunity with Talent Focus Executive Search and ConsultingWe are partnering with a distinguished international wealth management institution to identify an exceptional Financial Advisor for their Private Client practice in a vibrant setting.Key Responsibilities:Play a pivotal role as a trusted financial confidant to high net worth...
-
Tax Senior Manager, High Net Wealth
3 weeks ago
San Francisco, California, United States Baker Tilly Full timeAbout the RoleBaker Tilly is seeking a highly skilled Tax Senior Manager to join our Private Wealth practice. As a key member of our team, you will provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities.ResponsibilitiesKey...
-
Tax Senior Manager, High Net Wealth Professional
3 weeks ago
San Francisco, California, United States Baker Tilly Full timeOverviewBaker Tilly is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers. Our firm is committed to delivering exceptional client service and providing innovative solutions to help our clients achieve their...
-
Personal Lines Account Manager
3 weeks ago
San Diego, California, United States Jobot Full timeJob Title: Personal Lines Account ManagerWe are seeking a highly motivated and experienced Personal Lines Account Manager to join our dynamic team in the Insurance industry. As a key member of our team, you will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and ensuring that all client needs are...
-
Wealth Management Associate
4 weeks ago
San Francisco, California, United States Cresset Full timeAbout CressetCresset is a leading, independent, multi-family office and private investment firm that aims to revolutionize the way individuals experience wealth. With a strong focus on delivering exceptional client service, Cresset offers personalized wealth management, investment advisory, and family office services through Cresset Asset Management, a...
-
Wealth Management Associate
4 weeks ago
San Francisco, California, United States Cresset Full timeAbout CressetCresset is a leading, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our goal is to provide unparalleled access to talent, ideas, and investment opportunities, rivaling those of the largest single-family offices and endowments. With over $50 billion in assets under...
-
Wealth Management Associate
3 days ago
San Francisco, California, United States Cresset Full timeAbout CressetCresset is a pioneering, independent, multi-family office and private investment firm that is revolutionizing the way people experience wealth. Our mission is to provide unparalleled access to the expertise, ideas, and investment opportunities available to the largest single-family offices and endowments. With a strong focus on delivering...
-
Net Zero Cloud Account Executive
4 weeks ago
San Francisco, California, United States Salesforce Full timeAbout the RoleWe are seeking a highly motivated and experienced Account Executive to join our team at Salesforce. As a Net Zero Cloud Account Executive, you will be responsible for managing a high volume of opportunities to grow our Net Zero Cloud business.Key ResponsibilitiesFormulate and execute a sales strategy within an assigned territory to build...