Current jobs related to HNW Personal Lines Account Manager - Newport Beach, California - Jobot

  • Associate Account Manager, Commercial Lines

    1 month ago

    Newport Beach, California, United States HUB International Full time

    Unlock Your PotentialAt HUB International, we're passionate about empowering our clients to achieve their goals. As an Associate Account Manager, Commercial Lines, you'll play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services.Key Responsibilities:Prepare quotes and proposalsReview...

  • Business Development Manager, Commercial Lines

    6 days ago

    Newport Beach, California, United States AssuredPartners Full time

    Commercial Insurance Account ManagerWe are seeking a highly experienced and skilled Commercial Insurance Account Manager to join our team at AssuredPartners. As a key member of our commercial lines team, you will be responsible for providing exceptional service to our clients, managing their insurance portfolios, and driving business growth.Key...

  • Clinical Service Line Manager

    4 weeks ago

    Newport Beach, California, United States Hoag Memorial Hospital Presbyterian Full time

    Job SummaryThe Clinical Line Manager will assume 24/7 responsibility for clinical service lines in perioperative services. This role collaborates with the Operations Manager, Perioperative Director, and the OR Educators to meet department goals. Key Responsibilities Plan, organize, and direct assigned service lines to ensure efficient operations. Respond...

  • Wealth Management Director

    4 weeks ago

    Newport Beach, California, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Director to join our team at Bank of Montreal. This is a senior leadership role that requires a deep understanding of wealth management and a proven track record of success in sales and relationship management.Key ResponsibilitiesDevelop and execute business development strategies...

  • Commercial Lines Marketing Specialist

    4 weeks ago

    Newport Beach, California, United States Jobot Full time

    Job SummaryWe are seeking a highly skilled Commercial Lines Marketing Representative to join our team. As a key member of our Commercial Lines Placement Team, you will be responsible for marketing property and casualty insurance programs to both prospective and renewal accounts.Key ResponsibilitiesInput and update prospective client and policy information in...

  • Wealth Management Director

    4 weeks ago

    Newport Beach, California, United States Bank of Montreal Full time

    Job DescriptionWe are seeking a highly skilled and experienced Family Office Private Wealth Advisor Director to join our team at Bank of Montreal. This is a unique opportunity to leverage your expertise in wealth management and relationship building to drive business growth and deliver exceptional client experiences.Key ResponsibilitiesDevelop and Execute...

  • Commercial Lines Marketing Representative

    3 weeks ago

    Newport Beach, California, United States Jobot Full time

    Job SummaryThis role is responsible for marketing property and casualty insurance programs to prospective and renewal accounts. The ideal candidate will have a strong understanding of coverage terms and conditions, as well as excellent communication and interpersonal skills.Key ResponsibilitiesInput and update prospective client and policy information in...

  • Strategic Account Manager

    4 weeks ago

    Newport Beach, California, United States TreasurySpace Full time

    Job Title: Strategic Account ManagerAbout the Role:We are seeking an experienced Strategic Account Manager to join our team at TreasurySpace. As a key member of our sales team, you will be responsible for managing relationships with our top-tier clients in the banking and investment management sectors.Key Responsibilities:Client Relationship Management:Serve...

  • Enterprise Account Manager

    3 weeks ago

    Newport Beach, California, United States SmartFinancial , Inc. Full time

    Empowering Insurance Agencies with Cutting-Edge TechnologyWelcome to SmartFinancial, where our mission is to drive growth and success for insurance agencies through our industry-leading technology. As one of the fastest-growing tech companies, we are committed to providing our customers with the best possible experience.The Enterprise Account Manager will be...

  • Wealth Management Director

    3 weeks ago

    Newport Beach, California, United States BMO Financial Group Full time

    Job DescriptionJob Title: Private Wealth Advisor DirectorJob Summary: We are seeking a highly skilled and experienced Private Wealth Advisor Director to join our team at BMO Financial Group. The successful candidate will be responsible for providing advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and...

  • Senior Account Manager

    3 weeks ago

    Newport Beach, California, United States Metro One Loss Prevention Services Group Full time

    Job Title: Senior Account ManagerWe are seeking a highly skilled and dynamic Senior Account Manager to manage security operations for a high-profile client. The ideal candidate will take full responsibility for overseeing the client's Security Program, ensuring all security protocols are strictly adhered to while managing a dedicated team.### Key...

  • Staff Accountant

    3 weeks ago

    Newport Beach, California, United States Zinnia Health Full time

    Job Type: Full-timeDescriptionZinnia Health is a fast-growing integrated healthcare company that values its employees and cares for its clients. We are seeking a talented Staff Accountant to join our team. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving skills. The Staff Accountant...

  • Accounting Manager

    4 weeks ago

    Huntington Beach, California, United States #twiceasnice Recruiting Full time

    Accounting Manager (Simple Green)Simple Green, a leading brand in the consumer goods industry, is seeking an experienced Accounting Manager to join their team in California.As a key member of the finance team, you will oversee day-to-day accounting operations, lead a team of 6, and play a role in strategic planning, financial analysis, and budgeting.The...

  • Senior Accounting Professional

    4 weeks ago

    Newport Beach, California, United States 24 Seven Talent Full time

    Senior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at 24 Seven Talent. As a Senior Accountant, you will be responsible for managing all aspects of the monthly close processes, financial and management reporting processes, financial systems, audits, and supporting the business.Key Responsibilities:Handle...

  • Personal Injury Case Manager

    4 weeks ago

    Newport Beach, California, United States Avrek Law Firm Full time

    Personal Injury Case Manager Job DescriptionWe are seeking a highly motivated and organized Personal Injury Case Manager to join our team at Avrek Law Firm in Newport Beach, California.Responsibilities:Manage the progress of personal injury cases and ensure clients receive the best possible representation.Oversee the handling of insurance claims, property...

  • High Net Worth Insurance Specialist

    1 month ago

    Newport Beach, California, United States Jobot Full time

    About the RoleWe are seeking a highly skilled and experienced High Net Worth Personal Lines Marketer to join our team at Jobot. As a key member of our insurance team, you will be responsible for developing and managing insurance programs tailored to affluent individuals, families, and high-profile clients.Key ResponsibilitiesDevelop customized insurance...

  • Accounting Specialist

    4 weeks ago

    Newport Beach, California, United States Premier Health Group Full time

    Accountant Role at Premier Health GroupThe ideal candidate for this Junior Accountant position will possess a strong foundation in accounting principles and a keen eye for detail. As a key member of the Finance team, you will play a vital role in maintaining accurate financial records, preparing reports, and ensuring the smooth operation of our accounting...

  • Senior Client Relationship Manager

    3 weeks ago

    Newport Beach, California, United States International Search Consultants Full time

    Job SummaryThe Client Advisor/Relationship Manager is a critical role within our client experience and overall relationship management. This position requires a highly motivated individual who will work directly with high-net-worth individuals and represent the face of the firm for most client inquiries and interactions. The successful candidate will work...

  • Senior Java Developer

    1 month ago

    Newport Beach, California, United States PIMCO Full time

    About PIMCOPIMCO is a leading global asset management firm with a strong presence in the financial industry. With over 3,000 employees across 20 offices in 15 countries, we help millions of investors around the world pursue their financial goals.Job SummaryWe are seeking a highly skilled Senior Java Developer to join our Investment Accounting team in Newport...

  • Accounts Payable Specialist

    4 weeks ago

    Newport Beach, California, United States Jobot Full time

    Accounts Payable SpecialistJob Summary:We are seeking an experienced Accounts Payable Specialist to join our team. The ideal candidate will have a strong understanding of invoicing and accounts payable procedures, excellent attention to detail, and strong numerical skills.Responsibilities:* Process and verify invoices in a timely and accurate manner* Ensure...

HNW Personal Lines Account Manager

1 month ago

Newport Beach, California, United States Jobot Full time
Job Summary

We are seeking a highly skilled and experienced 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 Responsibilities:
  • Serve as the primary point of contact for high net worth clients, providing expert advice and customized insurance solutions for their personal lines portfolios.
  • Conduct in-depth coverage reviews to ensure clients have comprehensive protection for homes, automobiles, yachts, fine art, jewelry, and other valuable assets.
  • Manage the entire insurance process, from initial client consultations, quotes, and policy issuance to ongoing servicing, renewals, and endorsements.
  • Develop and maintain strong relationships with key insurance carriers, ensuring access to competitive pricing and specialized products for high net worth clients.
  • Stay informed on market trends, products, and legal requirements related to personal lines insurance for affluent clientele.
  • Coordinate and assist with claims handling, offering clients support and guidance throughout the claims process.
  • Review and analyze existing coverage, identifying gaps or areas for improvement, and recommend additional or alternative policies as needed.
  • Ensure compliance with underwriting guidelines and regulatory requirements.
  • Provide exceptional customer service by responding promptly to client inquiries, managing changes, and facilitating policy renewals with a high level of attention to detail.
  • Work collaboratively with internal teams, including underwriting, claims, and risk management, to deliver seamless client experiences.
  • Contribute to business development by identifying opportunities to expand services with existing clients and attract new high net worth clientele.
Requirements:
  • Proven experience in personal lines insurance, with a focus on high net worth clients.
  • In-depth knowledge of personal insurance products, including homeowners, auto, umbrella, watercraft, and specialty coverage for high-value assets.
  • Excellent communication, negotiation, and customer service skills.
  • Strong organizational skills with the ability to manage multiple accounts simultaneously.
  • Current Property & Casualty insurance license.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Experience with insurance management software and tools.
What We Offer:

As a Personal Lines Account Manager at Jobot, you will have the opportunity to work with a dynamic and growing team, providing exceptional service to high net worth clients. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.