9 private client relationship manager jobs found

Description Summary: The Private Bank Market Manager III is responsible for managing and directing all Private Banking sales and service activities for a large region to provide leadership and guidance to Relationship Managers to deepen relationships within the region. Duties and Responsibilities: Establishes strategic plans and marketing initiatives that support business development goals within the market to achieve success across the Private Banking team. Responsible for meeting performance expectations relative to financial objectives for the region. Actively involved in identifying and cultivating relationships with centers of influence and internal leaders across all business segments to meet OCR expectations. May personally manage selected large accounts or portfolios of a complex or sensitive nature. Performs other duties as assigned. Basic Qualifications: Bachelor's Degree 10+ years of...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Summary: We are looking for a professional, organized, detail-oriented team player to join HUB International Retirement & Private Wealth.  We have 600 locations in North America with 20,000 employees serving over 10,000 retirement plans. In this role, you will: Build, maintain, and strengthen our relationships with our retirement plan clients; Responsible for proactive...

Responsibilities When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. This is an outstanding opportunity for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships while growing a book of business. We have offices in Denver and are a hybrid work environment. Interested? Join our team!    Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join Allstate’s Litigation Services team as a Paralegal Specialist, where your contributions will be essential to delivering strong legal outcomes and exceptional service in support of Allstate’s casualty litigation operations. This role offers the opportunity to work closely with experienced attorneys on high‑impact casualty and general liability matters. You'll take ownership of the litigation life cycle - from answering complaints and managing discovery, to preparing for arbitration and trial. With access to hands‑on training and...

  The Burns & Wilcox Environmental Center of Excellence (COE) is seeking an experienced Broker. The Environmental COE has specialized knowledge of energy and environmental exposures and their potential impact on our clients’ business. The dedicated energy and environmental professionals at Burns & Wilcox have unrivaled expertise and unlimited access to the broadest range of environmental and energy products. Responsibilities Build agent and broker relationships, find sources, and be creative in placing risks and identifying product opportunities Handle accounts of all sizes, must be willing to work towards handling larger accounts independently Seek opportunities to access and cultivate new brokerage markets and products Travel and entertain clients and prospects Work independently, while mentoring and training new brokers Qualifications Bachelor’s degree or...

  The Burns & Wilcox Environmental Center of Excellence (COE) is seeking an Associate Underwriter, eager to expand their knowledge in the insurance industry. The Environmental COE has specialized knowledge of environmental exposures and their potential impact on our clients’ business. The dedicated environmental professionals at Burns & Wilcox have unrivaled expertise and unlimited access to the broadest range of environmental products. Responsibilities Broker and supervise a portion of a Broker’s book of business, focused on, but not limited to renewals Prepare submissions for markets and secure quotes Maintain excellent client and agent relationships Assist Brokers to develop and execute marketing plans to drive new and renewal business, including in-person agency visits, telemarketing and distributing marketing materials Supervise execution of company underwriting guidelines, corporate policy and...

Job Description 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 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 Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Payroll Division Manager (PDM), you will report to a regional Vice President (VP). PDM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Payroll Territory Managers (PTM) and Senior Product Advisors (SPAs),...

Responsibilities When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. This is an outstanding opportunity for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships while growing a book of business. We have offices in Denver and are a hybrid work environment. Interested? Join our team!    Responsibilities: Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business...

Company Details   Berkley Professional was founded in October 2008 as an operating unit of  W. R. Berkley Corporation , one of the nation’s premier commercial property casualty insurance providers, by a team of management liability professionals with a combined total of over fifty years of experience in insurance and financial services. Backed by superior financial strength, Berkley Professional brings fresh capacity, underwriting acumen, claims handling expertise, and extensive relationships with insureds and brokers to the management liability marketplace. Since then, Berkley Professional has enjoyed calculated and consistent growth, while exceeding the needs of our business partners. We provide customized coverage solutions with fairness, responsibility and superior claims servicing. Berkley Professional continues to expand its product capabilities as well as geographic reach in order to better serve the dynamic management liability...