6 account assistant jobs found in Naples, FL

Job Summary:    The Personal Lines High Net Worth Account Executive is responsible for providing professional stewardship to include annual exposure reviews ensuring that their clients are adequately protected. This involves conducting thorough assessments of a client's assets and potential risks and providing recommendations for appropriate insurance coverage. Additionally, the advisor is responsible for maintaining strong relationships with their clients keeping them up to date on market changes as well as any changes to their insurance program. Effective communication and analytical skills are essential for this role. Essential Responsibilities: Develop client relationships to become their trusted advisor and primary point of contact for all things related to their personal insurance. Review client exposures, loss experience and current coverage and recommend appropriate products and services. Provide proactive day-to-day client service by anticipating and...

Position Title Branch Banking Client Consultant II - Naples, FL   Location Naples, FL 34109-2772   Job Summary The Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their financial goals. This position will have greater lending and basic investment interactions and will participate in more complex banking conversations with clients.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets...

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a Personal Lines Placement Specialist to join our growing High Net Worth Placement team. This role will be responsible for managing and executing key components of the new business and renewal processes for insurance accounts. This includes...

We’re seeking a high-performing Client Advisor to drive new business, deepen client relationships, and expand Acrisure’s footprint. The most successful sales professionals today are data-driven consultants - blending human connection with technology, insights, and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution. What You’ll Do: Revenue Growth & Business Development Achieve annual objectives established in your sales plan by building a qualified pipeline, converting leads to revenue-generating opportunities, and consistently meeting or exceeding quota. Develop and execute strategic growth plans, leveraging data-driven insights, predictive analytics, and AI-powered tools to prioritize high-value opportunities and accelerate deal velocity. Partner with Acrisure service teams and marketing specialists to deliver comprehensive proposals and tailored solutions that maximize revenue across multiple lines of business....

PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. As a Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES: · Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through...

  About Auris   Auris  is   the payroll and HR partner built for small and medium-sized   business   who   can’t   afford to get it wrong. Trusted by over 50,000   business   nationwide, Auris pairs easy-to-use   technology with   with   real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business.   Acquired   by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.     Job Summary   Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to   ultimately close   deals within a fast sales cycle. As a Field Sales Representative   you   will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities...