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PKF O'Connor Davies
Boston, MA, United States
Overview: We are currently seeking a Tax Manager in either our Woburn or Boston Offices to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services. Essential Duties: Provide high level individual, trust, estate, gift and foundation tax compliance services as well as estate planning advisory services Review
Job Source: PKF O'Connor DaviesPKF O'Connor Davies
Boston, MA, United States
Overview: We are currently seeking a Tax Associate in our Private Client Group in our Boston or Woburn office. To qualify for this position, you should: Essential Duties: Become familiar with the firm's policies and procedures Understand the rules, regulations and code of conduct of the AICPA Be adept at utilizing various tax software as well as A
Job Source: PKF O'Connor DaviesPKF O'Connor Davies
Boston, MA, United States
Overview: We are currently seeking a Senior Tax Associate to join our Private Client Group which provides Estate Planning Services and Tax Compliance Services. Essential Duties: Prepare individual, trust, estate, gift and foundation tax returns Prepare estate and trust fiduciary accountings Provide high level personal financial and estate complian
Job Source: PKF O'Connor DaviesAssuredPartners
Andover, MA, United States
Overview: As a Private Client Group, Client Executive, you will join our Fred C. Church team in Andover, MA with the goal of increasing new revenue opportunities. In addition to new business generation, this position will work closely with management to define and implement the overall sales and marketing strategy of this department. This is an out
Job Source: AssuredPartnersFanning Personnel
Boston
Job Title:Private Account ManagerJob Code:6872LFJob Category:Business Development/SalesJob Type:PermanentJob Location:Boston - MADate Posted:Apr 26 2022Expires On:Sep 22 2022Responsibilities:Seeking a Private Account Manager to join a Boston-based asset management firm's separately managed account business. In supporting the sales team, you will pr
Job Source: Fanning PersonnelFanning Personnel
Boston, MA, United States
Seeking a Private Account Manager to join a Boston-based asset management firm's separately managed account business. In supporting the sales team, you will prospect clients, onboard, and provide them with ongoing high-touch advisor experience. This highly motivated individual will assist in growing the separately manage accounts business. This rol
Job Source: Fanning PersonnelCFA Institute
Chelmsford, MA, United States
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term fin
Job Source: CFA InstituteCitizens Financial Group, Inc.
Middleton, MA, United States
Job Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term
Job Source: Citizens Financial Group, Inc.Wilmington, MA, United States
Account Executive - Private Client Group page is loaded Account Executive - Private Client Group Solicitar locations Wilmington, MA time type Full time posted on Publicado hace 2 días job requisition id R0023666 About HUB
Join our Stevie Award Winning Team at HUB International!
When you join the team at HUB International, you become part of the largest privately owned global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 14,000 professionals in 500 offices across North America.
We help businesses evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees. As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local flavor of our offices. Our structure enables our teams to maintain their own unique, regional culture.
We currently have an opportunity for an Account Executive . The selected employee will be responsible for servicing assigned high net worth/private client group personal insurance accounts. Account rounding and the development of new business as appropriate and in accordance with the practices, policies and procedures of the Company.
Responsibilities:
Review and analyze personal accounts for coverage, limits, etc., and make appropriate recommendations to clients.
Develop and maintain relationships with clients to ensure that all service needs are met.
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
Gather information from clients and prepare applications regarding new and/or renewal coverage.
Prepare policy quotes based on client’s needs, rates and coverages.
Prepare all transactions for assigned accounts, i.e., applications, invoices, forms.
Maintain the accuracy of data in the agency management system.
Complete annual client reviews for all Private Client Group clients with revenues of $3,000 and above and conduct in person review s with clients with revenues of $5,000 and above.
Work closely with commercial producers who may be connected with these accounts and keeping them apprised of major issues or changes to the personal insurance program.
May handle collections of premiums due.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
Other responsibilities as assigned by Manager .
Qualifications:
Five years of related experience with high net worth personal insurance accounts .
Thorough knowledge of personal lines coverages and markets with particular knowledge of the high valued market place .
Producer’s license .
Excellent organizational, interpersonal, communication skills and ability to work in a team environment.
*LI-JS
Department Account Management & ServiceRequired Experience: 5-7 years of relevant experienceRequired Travel: No Travel RequiredRequired Education: High school or equivalent HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .
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We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
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Email Alert for Account Manager - Private Client Group jobs in Wilmington, MA, United States
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