13 private client relationship manager jobs found

Description Summary: The Private Bank Service Specialist III, as part of Huntington Private Bank, is responsible for the day-to-day activities and interaction between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship.  Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high-net worth clients. The Service Specialist III is also responsible for maintaining a detailed level of knowledge of products and services to provide Service Excellence for our clients. The Service Specialist III will maintain focus and awareness of identifying, assessing, and managing risk and adhering to policies and procedures. Service coverage for multiple practices (Private Banking, Trust, & Investment Management). Duties and Responsibilities: Assists with or leads special projects, as requested by manager...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

The role The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS) clients including:  Lead relationships for clients utilizing WTW’s asset management services through fund solutions or bespoke portfolios Collaborate with the investment consulting team to support client management needs for relationships where WTW delivers advisory consulting and SPS services Serve as the primary point of contact internally and externally for investor questions and facilitate connectivity with the right center of knowledge Proactively anticipate client needs and requests  Identify potential opportunities for relationship expansion  Participate in new business opportunities (support SPS growth function), with an emphasis on private markets Identify areas for operational and service efficiencies  Oversee and manage the production of fund investor collateral...

Job Type: Permanent Build a brilliant future with Hiscox   Put your claims skills to the test and join one of the top General Liability Insurers in the Industry as a Complex Claims Specialist!   Position: Complex Claims Specialist: General Liability Reporting to: AVP – Team Manager   Location: Atlanta, GA or Chicago, IL or NY, NY or Scottsdale, AZ About the Hiscox Claims team: The US Claims team at Hiscox is a growing group of professionals with experience across private practice and in-house roles, working together to provide the ultimate product we offer to the market. Complex Claims Specialists are empowered to manage their claims with high levels of authority to provide fair and fast resolution of claims for our insured and broker partners. The Role: The primary role of Complex Claims Specialist is to independently analyze liability claim submissions for potential coverage, set adequate case reserves, promptly and professionally respond...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Defense civil litigation in GA counties for both state and federal courts. Additional consideration for candidate with subrogation experience. Insurance defense experience including both personal lines and commercial lines cases. Proven trial advocacy skills are required, as well as the ability to proactively and independently manage individual caseload working on a team with a paralegal. The qualified candidate for this position will handle all aspects of the case, including pleadings, written discovery, depositions, legal research,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

About the Role   We are seeking a skilled Account Manager to join our dynamic Insurance team in Atlanta, GA Key Responsibilities Include   Serve as primary day-to-day client contact; Manage client service needs ; Present custom solutions to clients and prospects in a clear and professional manner   Communicate client needs to account management team and coordinate client services, including but not limited to:   Claims reviews   Insurance training   Kick of meetings   Stewardship meetings   Renewal strategy meetings   Analyze client risk profile and develop marketing strategy with team and client   Analyze all client documents (including quotes, binders, policies, endorsements), recommending changes or amendments for improvement   Cultivate local carrier relationships to support company visibility and credibility in the...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Your Impact: Client management: At the direction of the Producer or Account Executive (Prod/AE), participates in renewal strategy including discussion of the markets to approach, claims reviews and exposure gathering. Manages a renewal book of business, including creation of submissions, supporting the placement process, including Proposals and Binding. Provide support in...

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...

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...

Location: Atlanta, GA 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: As an Employee Benefits Consultant, you will play a pivotal role in managing client relationships and providing strategic guidance in the realm of health and benefits. Success in this position requires a deep understanding of health and...

About the Role   We are   seeking   a   skilled and experienced   Account   Executiv e to join our dynamic Insurance team   in Atlanta, GA. Key   Responsibilities   Include   Serve as   s trategic point of contact for client   Manage annual book of business and proactively   monitor   upcoming expirations   Identify   the risk management needs of clients and prospects ;   Develop and recommend   appropriate products   and services ; Work with client to   identify   unmitigated risks and cross-sell complimentary products and services   Manage a team of 1-5 depending on the office ;   Responsible for training and advancing the careers of their team   Present custom solutions to clients and prospects in a clear and professional manner ; Clearly promote American   Global’s   competitive differentiation in written and verbal presentations...

At Safety National, we don’t just offer jobs – we build careers with purpose! Since 1942, we’ve been an industry leader, valuing integrity, teamwork, and stability while providing competitive rewards, top-tier benefits, career growth opportunities, and flexible work options that promote balance. With tuition reimbursement, wellness perks, and a strong community impact, we invest in your success—both personally and professionally. Ready to grow with us? Apply today! Follow this link to view all of our available careers and apply: https://www.safetynational.com/careers-page/ This opportunity is in the Risk Control department. The Risk Control Department comprises a diverse group of professionals with experience in insurance and private industry that thrive on helping meet customers’ safety, technology, and overall risk management needs. Our approach is unique and flexible in how we interact with customers and broker partners as we collaborate on loss control projects to...