936 private client relationship manager jobs found

The Private Client Relationship Manager will be responsible for managing and growing a portfolio of High Net Worth personal lines insurance accounts, ensuring client satisfaction, and identifying opportunities for cross-selling and up-selling within RSC Insurance Brokerage, Inc. Your Impact : * Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals. * Develop and maintain strong client relationships through proactive communication and exceptional service. * Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products. * Prepare and present insurance proposals, quotes, and renewals to clients. * Process new business, renewals, endorsements, and policy changes accurately and efficiently. * Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues. * Handle client...

Location: Hybrid, Melville, NY or Jersey City, NJ 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...

Location: Hybrid, Melville, NY or Jersey City, NJ 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...

Title : Account Executive, Benefits Location :Overland Park, Kansas Date : January 2026                    Salary Grade : Salaried Exempt Bonus Structure :Quarterly Bonus tied to Benefits Client Retention Leadership Scope : 1 Account Manager Total Team Size : 1 Vice President, 4 Account Executives, 4 Account Managers Reports To : Vice President, Benefits Current Book : $1,000,000 | Growth Target : $2,000,000 Book within 3 years   Virtus Insurance, a nine-time Best Places to Work in Insurance award‑winner, is redefining what a modern brokerage looks like. We are fast, specialized, and relentlessly client‑centric, operating across Benefits, Real Estate, Hospitality, Private Capital, Construction, Retail & Distribution, Food & Beverage and Small Business / Personal Lines. Our culture rewards ownership, excellence, and fearless pursuit. We are looking for an experienced, technically strong Account Executive, Benefits who...

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...

Position Title Documentation & Funding Manager - VP (Equipment Finance) Location Nationwide, MI 48098 Job Summary The Documentation & Funding Manager - VP-FF&L is responsible for managing operations of the Regional Direct business channel as it relates to documentation preparation, review and funding coordination. Pay Range: $126,048 - $132,714 - $143,016Pay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: Provides oversight of the day –to-day operation and administration of Regional Direct business channel functions which include documentation preparation, documentation review, funding and general ledger reconciliation. Provide subject matter expertise, guidance and direction to SF employees within the department and outside of the department as it relates to other SF business channels including Vehicle Finance, Indirect Finance, Direct Finance, and Capital Markets. Works with other departments, team members and clients to assure a...

If you're passionate about being part of a diverse organization that enables a 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. This position will be a work-from-office role out of Seattle, WA, but subject to Nationwide's SuccessFlex. MUST BE licensed to practice in WA and OR.   The MTA will be responsible for managing approximately 6 direct reports, including both attorneys and paralegals and will also assist with managing the operational aspects of the Seattle Trial Division office and overseeing attorneys defending cases in Oregon.   This MTA will oversee Commercial and Personal Lines files. Concentrations for the cases this MTA will manage...

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...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. WSFS Bank is seeking a Relationship Manager to support our Private Wealth Management division. The Relationship Manager will primarily manage Private Banking relationships for high net worth individuals and have overall responsibility for the development of new relationships which involve the sale and servicing of credit, deposit products...

What You’ll Do As an Account Manager II, you’ll manage day-to-day service responsibilities for employee benefits clients while acting as a knowledgeable, dependable partner throughout the client service cycle. Client Relationship & Service Management Independently manage a book of fully insured and level-funded employee benefits clients (generally 2–100 enrolled employees) Serve as the primary day-to-day contact for assigned accounts, ensuring strong relationships and client satisfaction Lead renewals, annual reviews, and ongoing plan support, including claims, billing, enrollment, and service issues Present renewal data, plan comparisons, and market analysis to clients in partnership with the consultant Manage implementations and carrier changes from start to finish Collaboration & Team Support Attend client meetings (including in-person meetings) alongside consultants as needed Mentor and support Account Manager I team members Work...

About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International.  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under discrete brands (portfolio companies). About Insureon & SMART Panel: Insureon is transforming the insurance industry through innovative distribution strategies, best-in-breed technology, and  an unwavering commitment to serving Insureon, a division of Specialty Program Group and HUB International, is transforming the insurance industry through innovative distribution strategies, best-in-breed technology, and  an unwavering commitment to serving our customers. We’ve become one of the most prominent companies in the Insurtech revolution by challenging conventional thinking and finding unconventional solutions to the industry’s problems. Our efforts have gotten attention, too – we’ve received awards from: Entrepreneur Magazine...

Company: Marsh McLennan Agency Description: Client Manager – Employee Health & Benefits 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. More than 10,000 of 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 thrive as a Client Manager 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 170 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 in the life. As our Client Manager on the Employee Health & Benefits team,...

Company: Marsh McLennan Agency Description: Client Manager – Employee Health & Benefits 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. More than 10,000 of 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 thrive as a Client Manager 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 170 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 in the life. As our Client Manager on the Employee Health & Benefits team,...

Company: Marsh McLennan Agency Description: Client Manager, Employee Health & Benefits 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 drives 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 Client Manager 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 in the life. The Benefits Account Manager serves as the primary day-to-day contact for employer group...

Description Huntington’s Technology, Media and Telecom (“TMT”) team is a fast-growing, nationally mandated, and dynamic Specialty Vertical within Huntington’s Commercial Bank. The TMT team is a leading provider of financing solutions to technology, media and telecommunications companies and is made up of 13 seasoned bankers with deep sector knowledge. As a result of the TMT team’s robust growth, it is seeking to add an Associate – Portfolio Manager who is capable of leading and supporting the execution on new transactions while managing a dynamic portfolio of credits across the tech, media and telecom space. In addition to a broad TMT background, the ideal candidate should have Entertainment or Film / Music Finance experience, given the TMT vertical’s expansion into these sectors. This is an opportunity to join an entrepreneurial team that is in full growth mode, having grown the portfolio by more than 10x over the...

Description Summary: Exciting opportunity to become a Commercial Relationship Manager III and member of the Middle Market Banking group in Cleveland. The candidate will act as a trusted advisor and primary point of contact for existing and prospective commercial banking clients with revenues between $50 million to $1 billion plus. The candidate will have a genuine opportunity to gain valuable experience, develop skills, and position themselves for upward career mobility. Duties & Responsibilities: Disciplined and motivated self-starter who can manage business development efforts with minimal management oversight. Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private banking, and retail banking. Lead team of cross-functional colleagues in...

Description Summary: The Private Bank Wealth Advisor II 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...

Position Title Senior Financial Center Associate - Floater Location Beverly Hills, CA 90212 Job Summary Assists Financial Center Manager in maintaining bank operations and supporting Private Client Groups and clients in accordance with all applicable Bank policies and procedures. Extensive traveling to various Financial Centers to assist with staffing. Pay Range: $23.73-$30.26- $36.78 hourPay Range: Local Minimum Wage - $0.00 - $0.00 Job Responsibilities: JOB RESPONSIBILITIES (45% of time) Back-up to Financial Center Manager. Assists with opening and closing Financial Center; facilities issues, POD scanning, review of teller work, invoice payment FC proof, daily/monthly FC reports, monthly audits, etc.      (45% of time) Provides ongoing servicing relationship with clients and responds to inquiries and requests regarding accounts. Assists Private Client Groups with client relationships including wire transfers, new account paperwork, foreign wires,...

Position Title Relationship Manager Sr Commercial Real Estate Location Beverly Hills, CA 90212 Job Summary The Senior Relationship Manager-Commercial Real Estate manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures...

If you’re passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Nationwide is expanding our Personal Lines Underwriting team , and we’re looking for experienced professionals to join us in delivering exceptional service to our members. If you bring deep industry knowledge and a sharp eye for risk, this role could be a great fit. What We’re Looking For: Bachelor’s degree in business, finance, insurance, or a related field 6+ years of underwriting or insurance experience Progress toward a Chartered Property Casualty Underwriter (CPCU) designation or similar certification...