High Net Worth Account Manager
2 weeks ago
We are seeking a seasoned Account Manager to join our team at Big I South Carolina. As a High Net Worth Account Manager, you will be responsible for providing exceptional service to our growing book of HNW personal insurance clients across the country.
Key Responsibilities- Manage a portfolio of high net worth clients, providing personalized service and ensuring their insurance needs are met
- Develop and maintain strong relationships with clients, their families, and personal assistants
- Work closely with our team to identify and pursue new business opportunities
- Stay up-to-date on industry trends and developments, ensuring our clients receive the best possible advice and service
- Minimum 2 years of experience in property and casualty insurance, with a focus on high net worth clients
- Proven track record of success in account management, with a strong understanding of client needs and expectations
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
- Property & Casualty License (or ability to obtain)
- A competitive salary of $55,000 - $65,000 per year
- A comprehensive benefits package, including health insurance, life insurance, and 401(k) matching
- A fun and dynamic work environment, with opportunities for professional growth and development
Big I South Carolina is the state's oldest and largest trade association of property and casualty insurance agents. Our members are small business owners who represent more than one insurance company and sell all types of insurance. We are committed to providing our clients with the best possible service and advice, and we are seeking a talented and motivated individual to join our team.
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High Net Worth Account Manager
4 hours ago
Mt. Pleasant, South Carolina, United States Big I South Carolina Full timeAbout the RoleWe are seeking a seasoned High Net Worth Account Manager to join our team at Big I South Carolina. As a High Net Worth Account Manager, you will be responsible for providing exceptional service to our growing book of HNW personal insurance clients across the country.Key ResponsibilitiesProvide white glove service to HNW personal insurance...
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High Net Worth Account Manager
1 week ago
Mt. Pleasant, South Carolina, United States Big I South Carolina Full timeAre you passionate about delivering exceptional service to high net worth individuals? Do you have a knack for building strong relationships and providing tailored insurance solutions? We're seeking a seasoned HNW account manager to join our team at Big I South Carolina. As a member of our team, you'll have the opportunity to work with affluent clients,...
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High Net Worth Account Manager
6 days ago
Mt. Pleasant, South Carolina, United States Big I South Carolina Full timeAre you passionate about delivering exceptional service to high net worth individuals? Do you have a knack for building strong relationships and providing tailored insurance solutions? We're seeking a seasoned HNW account manager to join our team at Big I South Carolina. As a member of our team, you'll have the opportunity to work with affluent clients,...
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High Net Worth Insurance Specialist
3 days ago
Mt. Pleasant, South Carolina, United States Big I South Carolina Full timeAbout the RoleWe are seeking a seasoned HNW account manager to provide exceptional service to our growing book of HNW personal insurance clients across the country.Key ResponsibilitiesProvide white glove service to HNW clientsManage complex and sophisticated insurance needsWork with family offices and personal assistantsSpecialize in coastal property and...
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Senior Tax Accountant
1 week ago
Mt. Pleasant, South Carolina, United States Jobot Full timeSenior Tax Accountant OpportunityWe are seeking a highly skilled Senior Tax Accountant to join our team at a reputable CPA firm in Charleston, SC. As a Senior Tax Accountant, you will be responsible for preparing and reviewing tax returns, conducting tax research, and participating in tax planning and consultation processes for clients.Key...
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Senior Tax Accountant
15 hours ago
Mt. Pleasant, South Carolina, United States Jobot Full timeSenior Tax Accountant OpportunityWe are seeking a highly skilled Senior Tax Accountant to join our team at a reputable CPA firm in Charleston, SC. As a Senior Tax Accountant, you will be responsible for preparing and reviewing tax returns, conducting tax research, and participating in the tax planning and consultation process for clients.Key...
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Senior Tax Accountant
2 weeks ago
Mt. Pleasant, South Carolina, United States Jobot Full timeAbout the RoleWe are seeking a highly skilled Senior Tax Accountant to join our team at a reputable CPA firm in the Charleston, SC area. As a Senior Tax Accountant, you will be responsible for providing expert tax advice and services to our clients, including corporate, partnership, high net worth individual, fiduciary, and tax-exempt entity tax returns.Key...
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Tax Manager
3 weeks ago
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Taxation Senior Associate
4 weeks ago
Mt. Pleasant, South Carolina, United States Jobot Full timeJoin a dynamic CPA firm seeking a Senior Tax Accountant to enhance their teamThis opportunity is hosted by Jobot.Compensation: $75,000 - $125,000 annuallyAbout Us:We are a well-established CPA firm dedicated to serving both local and international business communities. Our commitment is to assist clients in maintaining financial stability while proactively...
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Experienced Tax Advisor
4 weeks ago
Mt. Pleasant, South Carolina, United States Jobot Full timeJoin a dynamic CPA firm seeking a Senior Tax Accountant to enhance our dedicated teamThis opportunity is hosted by Jobot.Compensation: $75,000 - $125,000 annuallyAbout Us:We are a well-established CPA firm committed to serving both local and international business communities. Our goal is to assist clients in maintaining financial stability while proactively...
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Senior Tax Specialist
4 weeks ago
Mt. Pleasant, South Carolina, United States Jobot Full timeJoin a dynamic CPA firm as a Senior Tax AccountantThis opportunity is hosted by Jobot.Compensation: $75,000 - $125,000 annuallyAbout Us:We are a well-established CPA firm committed to supporting our clients in achieving their financial objectives. Our firm is known for its strong reputation in both local and international business circles.Our mission focuses...
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Senior Tax Strategist
4 weeks ago
Mt. Pleasant, South Carolina, United States Jobot Full timeJoin a reputable CPA firm seeking a Senior Tax Accountant to enhance their dynamic teamThis opportunity is hosted by Jobot.Compensation: $75,000 - $125,000 annuallyAbout Us:We are a well-established CPA firm dedicated to serving both local and international business communities. Our commitment is to assist clients in maintaining financial stability while...
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Tax Compliance Expert
4 weeks ago
Mt. Pleasant, South Carolina, United States Jobot Full timeJoin a reputable CPA firm seeking a Senior Tax Accountant to enhance their dynamic teamThis opportunity is hosted by Jobot.Compensation: $75,000 - $125,000 annuallyAbout Us:We are a well-established CPA firm dedicated to serving both local and international business communities. Our commitment is to assist clients in maintaining financial stability while...
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Lead Tax Strategy Consultant
4 weeks ago
Mt. Pleasant, South Carolina, United States Hantz Group Full timeHantz GroupWe invite you to become a part of our dynamic team as a Lead Tax Strategy Consultant at Hantz Group, a prominent financial services firm based in Michigan, committed to guiding clients towards their financial aspirations. Our organization oversees assets exceeding $11 billion and boasts an extensive network of offices and professionals, delivering...
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Accounts Management Professional
4 weeks ago
Mt. Pleasant, South Carolina, United States Jobot Full timeJoin Our Team as a BookkeeperAt Jobot, we pride ourselves on being a premier provider of financial, tax, and advisory services tailored to meet the unique needs of our clients. Our commitment to integrity and transparency drives us to deliver exceptional service at competitive rates. We are currently in search of a proficient Bookkeeper to enhance our...
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Insurance Account Manager
1 day ago
Mt. Pleasant, South Carolina, United States Big I South Carolina Full timeJob Title: Insurance Account ManagerWe are seeking a highly skilled Insurance Account Manager to join our team at Big I South Carolina. As an Insurance Account Manager, you will be responsible for maintaining strong relationships with existing clients, providing exceptional customer service, and identifying new business opportunities.Key...
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Insurance Account Manager
3 weeks ago
Mt. Pleasant, South Carolina, United States Big I South Carolina Full timeAbout the RoleThe Customer Service Representative at Big I South Carolina is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing...
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Transportation Manager Trainee
16 hours ago
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High School English Teacher
1 day ago
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Accounts Payable Specialist
2 weeks ago
Mt. Pleasant, South Carolina, United States Dream Finders Homes Full timeJob SummaryWe are seeking a skilled Accounts Payable Specialist to join our team at Dream Finders Homes. As a key member of our finance department, you will be responsible for processing invoices, managing vendor relationships, and ensuring timely payments.Key ResponsibilitiesProcess and verify invoices for payment, ensuring accuracy and compliance with...