43 private client account manager jobs found in New York

The Assistant Account Manager will assist the Private Client practice in supporting day-to-day client management transactions. In addition, this role will provide primary support on ad hoc projects and serve as the liaison between external and internal resources to ensure superior service is provided to clients. Your Impact Building and maintaining constructive and effective relationships with internal and external clients by assisting the Private Client Account Executives and Producers and responding to client/carrier communications as assigned Leveraging Personal Lines insurance knowledge and expertise to actively assist in servicing existing accounts Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications Nurturing professional relationships with carriers with consistent carrier contact Participating in the retention of renewal business by supporting the Private Client Account Executives...

Position Title Relationship Manager - Private & Commercial Banking Location New York, NY 10018 Job Summary The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution customers. Pay Range: $84,878 - $112,463 - $140,049 Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Develops and expands existing relationships including sales efforts; engages key Product Partners as appropriate in delivering the full breadth of the bank to satisfy clients needs. Oversees all aspects of account management, including new account opening, follow-up, communications, maintenance. Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business; Handles sensitive client relationships and...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 4 days per week at our New York City office location. Risk Strategies Company Retirement Plan Services seeks an experienced 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires an understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to plan sponsor's requests on a variety of issues, including plan amendments....

The candidate will join a Team who oversees properties under management by New York’s leading property management firms including a legacy and key client to Risk Strategies/Brown & Brown. Your Impact Maintain strong business relationships with our underwriters/carriers. Successfully market new and renewal coverages. Ability to analyze quotations and determine important differences Preparation of detailed summary/proposal for presentation to the Property Manager and Boards. Attend and participate in Board meetings. Review loss experience and prepare a summary. Meet or exceed all service protocol for our value-added approach to clients. Participate in special projects as required for certain renewals. Maintain full and complete documentation in our document management system. Support the Property Managers in their dialogues with Boards as necessary. Successful Candidate Will Have An active P&C insurance license A full understating and working knowledge...

This is a hybrid opportunity and this role requires onsite in-office presence approximately 1 to 2 days per week at our New York office location. Risk Strategies Company Retirement Plan Services seeks an experienced and highly skilled Senior 401(k) / Retirement Plan Account Manager to lead a portfolio of clients. This role requires a deep understanding of ERISA regulations and fiduciary responsibilities. Your Impact Manage workflows and communications for retirement plan Trustees and Participants Develop analysis on retirement options and performance Prepare client presentations and reporting Attend client enrollment and ongoing support meetings Serve as primary contact for assigned plan sponsors, advisors, and brokers for more complex or sensitive plans. Act as liaison between plan sponsors and various internal groups. Promote customer satisfaction through effective service delivery. Ensure prompt and effective response to all plan sponsor inquiries. Respond to...

About Specialty Program Group: Our goal is to partner with industry-leading specialty businesses to provide them with the ability to achieve their goals and optimize their businesses. Specialty Program Group offers access to capital and investment, deep carrier relationships, creative thinking, product development and broad distribution, while allowing our businesses to maintain the essence of what makes them successful. Specialty Program Group delivers leading-edge specialty expertise backed by transformative digital capabilities and sophisticated data and analytics.  About Encore Fiduciary: At Encore Fiduciary, we strive to be best-in-class underwriters in professional and management liability insurance niches in which we have demonstrated expertise and expertise.  We earn our business by providing value to broker partners and policyholders with management liability expertise, thought leadership and risk management for our client.  As an Underwriter, you will play a...

LOCATION: New York, NY (Midtown), 5 days in office Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're...

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives to develop and execute on the client’s benefit strategy. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and serve as the benefit expert to clients. The Senior Account Executive is the primary point of contact for clients and will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are timely and accurate. The Senior Account Executive is responsible for revenue growth – client expansion – on their personal book of business and assisting producers and team with prospecting new clients, including proposal development. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans,...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):    Senior Technical New York Labor Law Claims Specialist   Employment Type:  Full-Time    FLSA Status:  Exempt    Location:  In-Office      ____________________________________________________________________________   Summary:      Due to continued growth, we are looking for a highly capable Senior Technical New York Labor Law Claims Specialist to join our team and work from our New York City office. We work together in the office five days a week   in order to   strengthen our culture, build team connections, and drive profitability. This...

Position Title Private & Commercial Client Services Call Center Associate Location Work From Home NY, NY 11801 Job Summary The Private & Commercial Concierge Associate (PCC) serves as the first point of contact for our Private Bank clients and prospective clientele, delivering a refined, high-touch service experience with professionalism and discretion. In this role, the PCC will be responsible for supporting requests from clients, third parties, as well as from Private Client Groups (PCG). Through these interactions, the PCC will create detailed documentation to ensure inquiries are resolved in an accurate and satisfactory manner with a focus on first-contact resolution. Including but not limited to conducting client focused telephone activities, replying to emails from colleagues and clients, troubleshooting Internet Banking profiles, and handling various other related duties. This position offers a path for high-performing individuals to expand on their...

Job Description Job Title: Personal Lines Account Manager Department: Client Service Center 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 Account Manager to support our growing Client Service Center. This position offers a dynamic opportunity to contribute to client...

Company: Guy Carpenter Description: We are seeking an experienced Insurance Investment Banking Managing Director to join our Capital & Advisory team at Guy Carpenter. This role will be based in New York with hybrid work requirements of at least three days a week in the office. As Managing Director, you will lead and expand our M&A advisory and capital raising activities, driving strategic engagement with a broader range of smaller and mid-sized clients aligned with Guy Carpenter’s strategic goals. You will oversee origination and participation in diverse transactions across start-ups, MGAs, Insurtechs, Reciprocals, Regional, and Lloyd’s businesses in both primary and reinsurance markets, while leading advisory teams in London and New York to maintain a collaborative culture. We will count on you to: Lead and expand M&A/strategic advisory and capital raising activities, increasing engagement with a broader client base including smaller and mid-sized...

The Family Office Advisor will serve as a dedicated resource for high-net-worth clients, providing comprehensive and personalized insurance and risk management solutions. This role involves understanding complex family dynamics and financial structures to deliver tailored strategies that protect wealth and assets across generations. Your Impact Develop and maintain strong relationships with high-net-worth individuals and families, acting as their primary point of contact for all insurance-related needs. Conduct thorough needs assessments to identify potential risks and exposures, including property & casualty, life, health, cyber, and specialty coverages. Design and implement customized insurance portfolios that align with clients' unique financial goals, risk tolerance, and estate planning objectives. Collaborate closely with internal RSC Insurance Brokerage teams, as well as external advisors (e.g., wealth managers, attorneys, tax advisors) to ensure integrated and...

SLC Management is a growing global asset management firm providing innovative and diversified investment solutions to institutional investors. We are breaking new ground with a full spectrum of solutions for a growing institutional client base of more than 1400 organizations. Our history of organic and strategic growth reflects this commitment with over CA$387/US$286 billion in assets under management (AUM). As a subsidiary of Sun Life, we are aligned with one of the world’s leading financial services companies, and benefit from the stability and strength of that relationship. We are a performance-driven organization with a deliberate focus on fostering a development-focused, inclusive culture revolving around our Core Values of being client obsessed , valuing each other , acting with speed and having an owner’s mindset .  As part of our team, you play a role in fulfilling our purpose and making a difference.  We offer a rewarding work environment that is filled with...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):    Senior Technical New York Labor Law Claims Specialist   Employment Type:  Full-Time    FLSA Status:  Exempt    Location:  In-Office      ____________________________________________________________________________ Summary:      Due to continued growth, we are looking for a highly capable Senior Technical New York Labor Law Claims Specialist to join our team and work from our New York City office. We work together in the office five days a week   in order to   strengthen our culture, build team connections, and drive profitability. This role...

ABOUT US     At   HUB International , we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to   maintain   their own unique, regional culture while   leveraging   support and resources from our corporate centers of excellence.        HUB is   one of the   largest global insurance and employee benefits   broker , providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over   $5 billion   in revenue and almost   20,000 employees   in 600 offices throughout North America, HUB has   grown substantially, in   part due to our...

Company: Description: Client Advi sor , Business Insurance   Our not-so-secret sauce.   Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Commercial Lines Client Advisor with the Business Insurance team here at MMA.    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC) .     A day...

Company: Mercer Description: We are seeking a talented individual to join our US Wealth Leadership team at Mercer. This role will be based in the US . This is a hybrid role that has a requirement of working at least three days a week in the office.   The Wealth Management Segment Leader in the U.S. is a critical business role responsible for developing and leading the next stage of growth for Wealth Management at Mercer. This role involves setting strategic direction, achieving financial results, and serving as the commercial leader and face of the business both internally and externally. We will count on you to: Achieve financial results including revenue, profit, and sales for the Wealth Management segment Serve as the commercial leader responsible for day-to-day business decisions and execution of segment strategic and tactical priorities Set strategic direction including segmentation, value proposition, and competitive positioning Manage direct...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants h as become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to race, color, religion or creed, sex, pregnancy, sexual orientation, gender identity or expression, national origin or ancestry, citizenship, physical or mental disability, age, marital status, civil...