Senior Insurance Account Manager, High Net Worth

4 weeks ago


Encino, California, United States SDI Staffing Full time
Job Title: Sr. Personal Lines Account Manager, HNW

We are seeking a highly skilled Personal Lines Insurance Account Manager, HNW to join our team at SDI Staffing. This role will be responsible for managing a portfolio of high net worth clients, providing exceptional customer service, and building strong relationships with our clients.

Key Responsibilities:
  • Manage a portfolio of high net worth clients, providing personalized service and support
  • Build and maintain strong relationships with clients, understanding their unique needs and preferences
  • Develop and implement strategies to grow client relationships and increase revenue
  • Collaborate with internal teams, including underwriting, claims, and sales, to ensure seamless client service
  • Stay up-to-date on industry trends and developments, applying knowledge to improve client outcomes
Requirements:
  • 3+ years of experience in personal lines insurance, with a focus on high net worth clients
  • Proven track record of building and maintaining strong client relationships
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines
  • Strong analytical and problem-solving skills

As a Personal Lines Insurance Account Manager, HNW at SDI Staffing, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on our clients' lives.



  • Encino, California, United States SDI Staffing Full time

    Job Title: Senior Insurance Account Manager for High Net Worth ClientsJob Summary: We are seeking a skilled Senior Insurance Account Manager to join our team at SDI Staffing. As a Senior Insurance Account Manager, you will be responsible for managing a portfolio of high net worth clients and providing them with personalized insurance solutions.Key...


  • Encino, California, United States HUB International Full time

    Account Manager II, Personal LinesAt HUB International, we're seeking a highly skilled Account Manager II to join our Personal Lines team. As a key member of our team, you will be responsible for providing exceptional service to our high net worth clients, managing their insurance programs, and identifying opportunities for growth and development.Key...


  • Encino, California, United States Consultative Search Group Full time

    Job SummaryWe are seeking a highly experienced Senior Accounting Manager to lead our Business Management team. The ideal candidate will have a strong background in accounting and finance, with a proven track record of managing high-level clients and teams.The successful candidate will be responsible for leading client service teams, managing workflow, and...


  • Encino, California, United States HUB International Full time

    The world is rapidly changing, and HUB International is here to advise businesses and individuals on how to prepare for the unexpected.With more than 530 HUB offices across North America and ranked 5th among the world's largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected...


  • Encino, California, United States Platform Accounting Full time

    Job SummaryWe are seeking a highly skilled Junior Account Manager to join our team at Platform Accounting Group. As a key member of our Business Management department, you will provide support functions and bookkeeping assistance to our Account Managers, as well as administrative, clerical, and organizational assistance to the entire operation of the...


  • Encino, California, United States HUB International Full time

    Personal Lines Account ExecutiveAt HUB International, we are seeking a highly skilled Personal Lines Account Executive to join our team. As a key member of our account management team, you will be responsible for managing an assigned book of business, developing client relationships, and striving to grow and retain clients.The ideal candidate will have a...

  • Senior Bookkeeper

    4 weeks ago


    Encino, California, United States Consultative Search Group Full time

    Job OverviewWe are seeking a highly skilled and experienced Bookkeeper to join our team at Consultative Search Group in Encino. As a key member of our accounting team, you will be responsible for overseeing the financial operations of our clients, ensuring accurate and timely financial statements, and providing exceptional customer service.Key...


  • Encino, California, United States HUB International Full time

    Account Management & ServiceAt HUB International, we are seeking a highly skilled Personal Lines Account Executive to join our team. As a key member of our account management and service team, you will play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services.The ideal candidate will have a...


  • Encino, California, United States Consultative Search Group Full time

    A dynamic business management firm is seeking a seasoned Accounting Professional to oversee their financial operations. The ideal candidate will possess exceptional time management and organizational skills, with a proven track record of delivering high-quality financial statements and managing robust books.Key Responsibilities:Supervise and mentor junior...

  • Tax Supervisor

    4 weeks ago


    Encino, California, United States Consultative Search Group Full time

    Job DescriptionA prestigious business management firm seeks a highly skilled Tax Supervisor to contribute to their dynamic team. The ideal candidate will have strong tax preparation and research skills, with a focus on business management, entertainment industry, real estate, high net worth individuals, and multi-jurisdictional planning.Key...


  • Encino, California, United States Consultative Search Group Full time

    Job Title: Financial Management SpecialistJob Summary:We are seeking a highly skilled Financial Management Specialist to join our team at Consultative Search Group. The ideal candidate will have a strong background in accounting and financial management, with excellent analytical and problem-solving skills.Key Responsibilities:Maintain accurate and...


  • Encino, California, United States Consultative Search Group Full time

    Job DescriptionA prestigious business management firm seeks a highly skilled Accounting Professional to join their dynamic team.The ideal candidate has a keen interest in the entertainment industry and is eager to develop their accounting acumen. The selected candidate is a confident and professional communicator, with exceptional time management and...

  • Tax Supervisor

    3 weeks ago


    Encino, California, United States Consultative Search Group Full time

    A prestigious business management firm seeks a highly skilled Tax Supervisor to contribute to their dynamic team.Qualified individuals will assist with the preparation and review of tax returns and related client tax matters.The ideal candidate will possess strong tax preparation and research skills, as well as in-depth knowledge of tax concepts related to...


  • Encino, California, United States PT&C Group LLC Full time

    Job OverviewWe are seeking a highly skilled and detail-oriented Junior Account Manager to join our team at PT&C Group LLC. As a key member of our Business Management department, you will provide critical support functions and bookkeeping assistance to our Account Managers, ensuring the day-to-day needs of our clients and their families are met.Key...


  • Encino, California, United States NKSFB Full time

    Job DescriptionNKSFB, LLC is a leading business management firm with a strong presence in the Los Angeles and New York City areas. We work closely with top music, film, and television artists, athletes, executives, entrepreneurs, and other high achievers, providing sophisticated concierge-style services to meet their lifestyle management needs.The Senior...


  • Encino, California, United States NKSFB Full time

    Job Title: Senior Insurance SpecialistAt NKSFB, we are seeking a highly skilled Senior Insurance Specialist to join our team. As a key member of our Insurance Department, you will be responsible for managing and advising on various insurance plans, ensuring compliance with industry regulations, and providing expert knowledge to clients on risk management and...


  • Encino, California, United States HCVT Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Tax Intern to join our team at HCVT. As a Tax Intern, you will have the opportunity to work on a variety of projects, including preparing federal and multi-state income tax returns, completing tax technical research, and developing strong relationships with firm professionals.Key...

  • Senior Tax Accountant

    4 weeks ago


    Encino, California, United States Hunt Corporation Full time

    Job SummaryWe are seeking a highly skilled Senior Tax Accountant to join our team at Hunt Corporation. As a Senior Tax Accountant, you will be responsible for assisting the Managing Director, Tax in ensuring the timely delivery of tax benefits associated with the Low-Income Housing Tax Credit (LIHTC) program to Investors.Responsibilities include addressing...


  • Encino, California, United States Consultative Search Group Full time

    Job OpportunityWe are seeking a highly skilled Senior Staff Accountant to join our team at Consultative Search Group.Job SummaryThe Senior Staff Accountant will play a key role in maintaining accurate financial records, analyzing data, and providing insights to support decision-making within the Business Management department.ResponsibilitiesOversee the...

  • Senior Tax Accountant

    4 weeks ago


    Encino, California, United States Hunt Companies Full time

    Job Title: Senior Tax AccountantA challenging opportunity has arisen for a Senior Tax Accountant to join our team at Hunt Companies. As a key member of our tax department, you will play a critical role in ensuring the timely delivery of tax benefits associated with the Low-Income Housing Tax Credit (LIHTC) program to our investors.Key Responsibilities:Review...