Onesparqs Client Jobs in Usa

Provide excellent service to our clients and advisors courteously and efficiently, ensuring that the highest standards of confidentiality and integrity are always met. The Client Service Associate (CSA) is critical in working directly under the COO alongside Financial Advisors.

The CSA is a critical role working directly under the Client Service Director alongside Financial Advisors. CSAs do not make investment decisions related to the account's investment but instead work with the Advisor team to ensure funds are invested according to asset allocation and risk tolerance. CSA is responsible for helping the Financial Advisors manage existing relationships. CSAs are responsible for reaching out to schedule financial checkups and addressing all client transactional needs.

Responding to clients' emails, letters, and phone calls. Handling client transactional requests. Solving client-related problems. Providing trade instructions to trade teams. Scheduling existing client meetings.

Scheduling Client Meetings. Facilitating Case Prep Meetings. Disseminating Necessary Actions. Final Oversight of Deliverables.

Ensuring the Completion of Action Items. Processing Data to Provide Deliverables from Meetings. Facilitating Paperwork to/from Clients to Custodians. Following Up with Clients. Collecting Necessary Documents from Clients. Updating Salesforce Data Entries. Ensuring the Delivery of Promises of Financial Advisors (FAs).

Excellent written and verbal communication skills. Detail-oriented. Critical thinking skills. Problem-solving skills. High-level confidentiality. High-level customer service skills. Team player. Responsible and trustworthy. Integrity. Demonstrates analytical ability, good judgment, problem-solving, responsibility, and personal integrity, with the ability to deal with confidential information daily. A self-starter with a strong sense of ownership, upbeat, professional attitude, and demeanor. Must be able to exercise judgment, tact, and diplomacy on behalf of supervisors when dealing with other executives and levels of management.

Proficient in Microsoft Office (Word, PowerPoint, Excel, Outlook). Experience in Salesforce is highly desired. Excellent customer service and good oral and written communication skills. Professional and articulate with strong attention to detail. Ability to work efficiently, effectively, and independently to see projects through to conclusion. Excellent time management, strong organizational skills, and the ability to prioritize multiple tasks and anticipate potential problems.

Professional

Must have a high school diploma. Must have a minimum of 3-5 years of working in the financial industry and maintaining professional interactions in an Administrative/Client Service role.

Bachelor's Degree.

Series 65 (Preferred)

Sponsorship of industry licensing and credentialing. Administrative, marketing, trade execution, and financial planning support for advisors. Personal office space with shared conference and meeting rooms. State-of-the-art tools in CRM, planning software, and behavioral finance. Company-sponsored employee events. Volunteer Time Off. Paid Time Off. Comprehensive health benefits package. Defined Contribution retirement package. A warm, welcoming culture built on teamwork, trust, and encouragement of one another.

Founded in 2007 by three Texas industry veterans. Widely recognized by independent companies for rapid growth and employee satisfaction. PAX advisors are independent advisors and do not offer clients proprietary products.

*Salary is negotiable

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

Job Responsibilities

• Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients' needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

Required Qualifications, Capabilities, and Skills

• At least 2 years in a financial advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

Preferred Qualifications, Capabilities, and Skills

• Certified Financial Planning (CFP) certification is preferred
• Bachelor's degree preferred

Investment and insurance products are:

• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Corebridge helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

A team of Telephone Financial Advisors based in Houston, Texas, make up the Corebridge Financial Retirement Education Center (REC). The REC offers a unique opportunity to launch your career within the Financial Services industry by facilitating remote partnerships with Financial Advisors across the country to support the existing clients of Corebridge Financial.

As a part of the REC, the In-plan Client Support Advisor will be part of a team of Local Advisors that provide service, education and guidance to active clients in some of our most important employer groups. This individual will be aligned with the needs of plan sponsors and the employees eligible for the applicable retirement savings plan.

What you'll do as an In-plan Client Support Advisor:

• Actively contact existing plan participants over the phone to educate employees on their investment products and services currently enrolled/available
• Create a targeted approach to increase plan participation and plan health metrics with the partnered Advisor Team
• Adapt a client first approach to provide an exceptional client experience
• Educate and service 10-12 clients daily
• Identify additional/future client needs and refer the client to their local advisor

We provide the support. You create the possibilities.

This position combines the challenges and continual learning opportunities associated with financial advising with the objective of providing a positive client experience with every interaction. Individuals who excel as an In Plan Client Support Advisor come from different professional backgrounds, so no prior financial services experience is required. Our goal is to develop individuals who work hard, have a drive for accomplishment, a concentration in financial services, and an aspiration to continue learning and growing professionally.

What our employees love most about working at the Retirement Education Center:

• This is a salary paid position with a monthly incentive bonus
• Company paid licensing (includes exams, materials and study time)
• Servicing existing clients (no cold calling or prospecting)
• Ongoing training & development including mentorship
• Work/life balance including 24 days of paid time off in first year + holidays
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) match
• Flexible work environment with the opportunity to work remotely
• Access to Employee Resource Groups within the Corebridge Financial organization to network with colleagues

Requirements:

• Bachelor's Degree or Equivalent
• 2+ Years proven track record in customer service/experience, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex strategies concurrently.
• Ability to pass Securities Industry Essential, Series 7, Series 66 and Life and Health Variable Life Insurance license within allotted time.
• Experience in developing trusting relationships with clients
• Ability to collaborate and drive results

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

About the Role

We are seeking a seasoned Senior Client Advisor to manage and grow relationships with ultra-high-net-worth clients for our client, a well-known and respected MFO in Los Angeles. You'll play a pivotal role in overseeing diverse financial needs, including trust administration, fiduciary services, tax coordination, and investment performance. With a focus on both retention and growth, you'll work collaboratively across departments to provide holistic wealth management solutions tailored to clients' unique situations.

**This role does not require a portable book of established business. There are clients ready for you to work with and expand upon!

Key Responsibilities

• Client Relationship Management: Oversee trusts, estates, and investment accounts, ensuring compliance with fiduciary regulations and seamless white-glove client service.
• Legal and Financial Expertise: Apply a working knowledge of legal documents and fiduciary laws, including trust agreements, powers of attorney, and community property issues.
• New Business Development: The ability to leverage your network of legal, accounting, and other professionals to cultivate new client relationships in a very organic way to meet revenue goals.
• Collaboration Across Teams: Partner with investment, tax, real estate, and operations teams to deliver comprehensive client solutions.
• Client Engagement: Conduct regular client meetings, performance reviews, and account updates to provide personalized financial advice.
• Leadership: Supervise and mentor junior colleagues to ensure exceptional service delivery and shape the advisors of tomorrow.

Ideal Candidate Profile

• Education: Bachelor's degree required; advanced degrees (JD, MBA) or certifications (CTFA, CFP, CFA, CPA) strongly preferred.
• Experience: 10-15+ years in wealth management.
• Skills: Exceptional knowledge of trust administration, estate planning, and the custom financial needs of high-net-worth clients. Strong leadership and interpersonal skills.
• New Business Development Experience: We're looking for professionals who understand the long, relationship-driven sales cycle required to attract and engage UHNW individuals and families.
• Mindset: Driven by collaboration, client-centric solutions, and a passion for excellence.

What We Offer

• A collaborative, supportive environment with a strong focus on client success.
• Opportunities to work with an exclusive clientele and expand your professional network.
• The ability to make a tangible impact on clients' long-term financial legacies.

We are seeking an experienced IP Client Administrator (Patent) to support assigned clients and practitioners in domestic patent prosecution matters. This role is responsible for preparing legal documents, maintaining docketing systems and files, coordinating with internal teams and clients, and ensuring data integrity across IP systems.

The ideal candidate is highly organized, detail-oriented, and able to operate independently in a fast-paced, service-focused law firm environment.

Key Responsibilities

Client & Practice Support

• Build and maintain positive working relationships with assigned clients to ensure efficiency and satisfaction.
• Serve as a liaison between clients, practitioners, and internal teams.
• Provide administrative and practice support to practitioners and clients as needed.

Patent Prosecution Support

• Prepare legal documents, reports, and correspondence related to domestic patent prosecution.
• Prepare and file documents with the USPTO.
• Assist practitioners with managing their patent dockets in accordance with firm procedures.
• Review incoming correspondence (mail, email, docket notifications, client instructions) and take appropriate action.

Data & File Management

• Maintain electronic files, records, and databases related to clients’ intellectual property.
• Ensure accuracy, organization, and compliance with firm policies and procedures.
• Support the development and maintenance of standard operating procedures, manuals, and client reference materials.

Process Improvement & Training

• Identify opportunities to improve client processes and implement enhancements.
• Provide guidance and training to firm personnel on client-specific procedures.
• Assist with training development and knowledge sharing within the team.

Communication & Collaboration

• Communicate effectively with clients, practitioners, and internal teams via phone and email.
• Coordinate with colleagues and departments to ensure timely completion of work.
• Maintain open communication with supervisors and stakeholders regarding client needs.

Additional Support

• Conduct research using internal resources, legal references (e.g., MPEP), and the USPTO website.
• Participate in pilot programs, system testing, and product implementations.
• Support special projects and departmental initiatives.
• Mentor or assist in training junior team members when needed.

Qualifications

• Bachelor’s degree preferred
• 3–6 years of domestic patent prosecution experience in a law firm or professional services environment (law firm preferred)
• Strong understanding of USPTO procedures, patent prosecution terminology, and workflows
• Excellent written and verbal communication skills
• Strong organizational skills with high attention to detail
• Ability to manage multiple tasks and prioritize effectively
• Strong critical thinking and problem-solving abilities
• Proficiency in:
• Microsoft Outlook
• Microsoft Word
• Microsoft Excel
• IP management / docketing software

Our client is a well-established, global FinTech company that supports the financial services industry in the digital transformation of their incentive and retention award plan administration processes. Their clients include some of the most prominent banks, asset managers, wealth managers, insurance companies and private capital firms in the world. They employ over 90 professionals in offices throughout the U.S. and Europe in an entrepreneurial culture that places significant value on employees. The company is proud that nearly a quarter of their employees have been with them for over ten years, and that many of their leaders have been promoted through the organization. Despite having already achieved a sizeable market share, the company is poised to capitalize on tremendous growth opportunities that exist in the current U.S. and European target markets and in untapped markets throughout Asia and the Middle East.

The Role: Executive Services Associate / Team Support

The Executive Services Associate is a great client service role to accelerate or start your career and give you valuable training and exposure to all departments with direct contact to clients. S/he will closely support the Executive Services team by liaising with executives regarding reporting, data and analytics, communicating regarding clients' online investment and compensation plan accounts, facilitating the set-up and execution of related events and communications.

Ongoing responsibilities will include:

• Communicate with Financial Services executives via phone and email regarding online client requests
• Act as Team Support to help at the front desk in answering calls, assisting with administrative tasks, booking meetings and travel, maintaining and restocking office kitchen, and other special projects as needed.
• Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
• Special projects or any other requests by the Executive Services Manager.
• Facilitate the set-up and execution of plan related events including, but not limited to: event creation within the Company system, document generation and posting, collection of electronic signatures and elections and communication management.
• Coordinate with internal teams to process market events and corporate actions for both domestic and international securities.
• Compile and deliver executive and plan related data analytics to clients.
• Provide feedback about business processes to promote a high level of efficiency.
• Work with clients' HR and Recruiting departments to assess and perform valuations of deferred compensation awards held by potential hires/new hires.
• Communicate with clients' HR, Recruiting and Legal departments to resolve general inquiries relating to client request
• Coordinate the resolution of complex issues or concerns received from executives with input from various internal or external teams.
• Compile and deliver executive, plan and award related data analytics to clients.
• Analyze business inefficiencies and assist with process (re)engineering.

Compensation and Professional Development

The chosen candidate will earn a competitive base salary, be eligible for a discretionary performance bonus and will participate in a generous benefits package. Given the company's history of promoting from within, it is anticipated that the successful candidate will have numerous opportunities for growth within functional areas throughout the organization. Further, success in this role will broaden the candidate's credentials within the marketplace while vastly expanding their professional network within the financial services industry.

Candidate Profile & Qualifications

Ideal candidates will have an aptitude to learn, will enjoy problem solving and will possess outstanding organization skills. Candidates should be creative, outside-the-box thinkers who thrive in a client-focused setting. Previous client service is a plus. In addition, candidates should have a genuine interest in pursuing a long-term career in the FinTech sector.

Understory is seeking a motivated Client Manager to join our Madison, WI team. In this pivotal role, you will assist our Customer Success, Sales, and Underwriting team as we rapidly attain new accounts, strengthen senior-level relationships, and drive revenue through renewals.

As a Client Manager at Understory, you'll be critical in supporting our efforts to expand our relationships with distinguished clientele. Your role will go beyond traditional client service functions because customer success at Understory is about being the voice of our clients and brokerage partners within our organization.

You're exactly the professional we're looking for if you:

• Thrive in a supportive but independent workplace with the opportunity to grow as our organization grows
• Have experience in insurance and working with brokers and insureds, and want to leverage your skills to build your career
• Are willing to work a Hybrid schedule (2-3 days per week in office) at our Madison, WI headquarters
• Have a P&C license
• Have a track record of delivering accurate, on-time projects or document-related deliverables
• Exhibit exceptional communication skills, both written and verbal, along with a detail-oriented approach that ensures every client interaction is handled with precision
• Demonstrate flexibility and adaptability in dynamic, ever-changing environments and show readiness to pivot as client needs and priorities shift
• Are proactive, solution-oriented, and adept at managing multiple priorities without becoming overwhelmed—drawing on strong organizational and time-management skills to maintain momentum and meet deadlines
• Are exceptional at maintaining clear, consistent documentation across all customer touchpoints

Your main role responsibilities will include:

• Leveraging a detail-oriented approach to ensure accurate, timely client document and resource development
• Cultivating and maintaining strong relationships with our Clients
• Collaborating seamlessly with the sales and underwriting teams to deliver superior service
• Providing regular updates and feedback to internal teams to drive product and service enhancements
• Coordinating and ensuring complete resolution documentation of client concerns with urgency, maintaining a solutions-focused mindset that emphasizes both efficiency and customer care
• Supporting our client and broker partner review meetings by sourcing, analyzing, calculating, collating, and updating performance metrics

Compensation includes:

• Base salary and annual bonus commensurate with experience
• Full-time benefits include:
• 100% of you and your eligible dependents medical, dental, and vision insurance premium
• 100% of your premium for a $25,000 life coverage policy
• Group Term Life, AD&D, Short Term Disability (STD), and Long-Term Disability (LTD) coverage
• Unlimited PTO

Step into a pivotal role at Understory as a Client Manager Manager and champion a client-first culture. We're eager to welcome you to our team and enhance our client journey together!

About Understory

Understory is a leading provider of insurance solutions built for the era of climate change. The company's global network of Dot weather stations powers the world's most sophisticated weather risk model. By combining mutualized, optimized risk structures with precision weather technology and modeling, Understory develops affordable, stable property insurance solutions.

Traditional insurance is no longer fit for purpose. Natural catastrophes driven by the volatility of climate change are increasing rates and restricting coverage. Insurance and reinsurance companies are pulling out and leaving 76% of global assets unprotected. Transformation is inevitable, and it's coming to the global insurance market. Understory cracked the code, and our approach is the only way to close this gap.

Comprising a compact yet fiercely dedicated & passionate remote team, Understory is a mission-centric, results-driven start-up that thrives on relentless adaptability and resilience. We cherish accountability and push the limits at breakneck speeds, always backed by the unwavering support of our colleagues. To sustain our drive, we place significant emphasis on work-life harmony, nurturing our families, and fostering our communities.

Understory, headquartered in Madison, Wisconsin, is poised to rewrite the story of insurance. To embark on this exciting journey with us, visit .

Who We Are:

SPECTRAFORCE is at the forefront of redefining the staffing, technology, and consulting sectors. Privately and diversity-owned, we're among the fastest-growing firms in the US, on a short-range mission to hit the $1B revenue mark. Our success is rooted in the principle of human connection, epitomized by our NEWJOBPHORIA ethos - the joy and freedom in work that empowers our team and clients to excel.

The Opportunity:

We are looking for a motivated and dynamic Client Development Manager to join our growing team in Richmond, VA.

The Client Development Manager will manage one or several of our national Fortune 500 staffing client engagements within the IT vertical. The selected candidate will be responsible for maintaining and expanding existing client relationships and generating new ones. This is a unique and amazing opportunity to work with one of the country's fastest growing staffing companies, and be a part of an entrepreneurial, dedicated and passionate team.

A Glimpse Into Your Day:

• Build and maintain relationships with appropriate client stakeholders including Talent Acquisition and Client Hiring Managers, and the MSP teams (if applicable).
• Independently set, manage and follow-up weekly client stakeholder meetings.
• Generate new leads/business/channels at an onsite client engagement level.
• Hit weekly meeting targets and gather heads-up and exclusive positions from the hiring managers.
• Maintain client data in Salesforce.
• Work closely the recruitment teams for optimum account performance.
• Clarify job requirements with client managers, coordinate interviews, gain insight into the interview process, and provide feedback form the managers to the client team.
• Negotiate offers with candidates and clients to maintain maximum margin levels.
• Continually explore new opportunities with clients.
• Perform other duties assigned.

Who You Are:

• High school diploma/GED.
• Minimum two (2) years professional experience required.
• Exceptional verbal, written and communication skills including proven ability to develop strong rapport and relationships quickly.
• Ability to provide strategic thought leadership; build strong relationships and handle negotiations tactfully and successfully.
• Proficient with Microsoft Office Suite.
• Staffing/agency experience.
• Experience with global teams (preferred).

Exclusive Benefits:

• A strong cultural environment, recognized by Inc. Best Workplaces and Womens Choice Awards, with 72% female leadership.
• Unlimited PTO from your very first day guilt-free time off is our promise!
• A comprehensive suite of health, dental, vision, and other insurances
• 401(k) plans with employer matching
• Reimbursements for both gym memberships and cell phone expenses*

Join Us:

Eager to make a mark? Were thrilled to meet you! Start your journey to NEWJOBPHORIA. Lets embark on this exciting path together!

SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at if you require reasonable accommodation.

*Please note that exact benefits and salary amounts are dependent on location, years of experience, and other factors

Friar Violet is a consulting and search firm. This role is for a client, an award winning law firm based in RI.

This leadership role shapes the first impression of our firm and plays a key role in our ongoing commitment to treating every client with dignity, compassion, and exceptional service.

Leadership, Coaching & Team Development

• Lead, motivate, and mentor a large team of hourly Client Acquisition professionals, including remote team members.
• Build a positive, team-oriented culture rooted in empathy, accountability, and extraordinary client service.
• Provide ongoing coaching, call reviews, development plans, and feedback to strengthen performance and service quality.
• Recruit, train, and develop intake staff to support team growth and operational continuity.
• Conduct weekly forecasting, one-on-one performance meetings, and quarterly progress reviews with each representative.
• Partner with the Leadership Team to define intake strategy, staffing needs, and long-term service goals.
• Lead department-specific operational projects that advance efficiency, client experience, and service excellence.

Client Acquisition & Service Excellence

• Oversee all activities related to nurturing new inbound leads and converting qualified leads into new clients for the firm.
• Ensure every caller receives professional, compassionate, and timely service that reflects our firm’s values.
• Monitor and elevate the quality of conversations, documentation, and client interactions.

Operations, Workflow & Process Improvement

• Manage the day-to-day workflow of calls, leads, follow-ups, chats, texts, and emails.
• Maintain consistency in scripts, qualification criteria, follow-up procedures, and compliance practices.
• Implement technology upgrades, process improvements, and efficiency enhancements to support a high-performing intake operation.
• Collaborate with other departments to ensure a smooth and effective new client onboarding experience.

Performance Management & KPI Oversight

• Set, monitor, and report on daily, weekly, and monthly KPIs including:
• speed to answer
• lead response time
• contact rate
• qualified conversions
• QA scores
• productivity and service-level adherence
• Use data to drive performance, staffing decisions, and process adjustments.
• Manage all phases of client acquisition, investigate and resolve any areas of bottle necks, and oversee performance standards for the team.

What You Bring

• BA/BS in Business or related field preferred.
• 5+ years of successful sales, contact center, or client service team management, preferably supervising 10+ staff.
• Proven success meeting or exceeding goals in a service-based or professional services environment.
• Strong leadership and communication skills with demonstrated success motivating hourly teams.
• Deep understanding of CRM systems, intake workflows, and sales/service best practices.
• Highly customer-focused with the ability to anticipate client needs and respond with urgency, care, and professionalism.
• Results-oriented with strong analytical skills and experience managing metrics, pipelines, and forecasting.
• Experience with sales enablement or workflow technology.
• High emotional intelligence with a demonstrated commitment to a client-first approach.
• Law firm or professional services experience is strongly preferred.

Title: Insurance Personal Lines Private Client Account Executive, Family Office

Location: Charlotte, NC (REMOTE)

Salary: $120,000k - $145,000k + excellent benefits

Our client, an established Top 20 P&C insurance broker is seeking a Personal Lines Account Executive, Family Office. Position is open due to growth. You will be responsible for overall service of the book of business consisting of High-Net-Worth clients. Must have experience working with High-Net-Worth individuals and carriers, including Chubb, Zurich, Cincinnati, PURE, etc. Position is 100% remote and will have occasional travel to regional offices.

If interested, please send resume to – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval.

Responsibilities:

• Reviews client exposures, loss experience and current coverage and recommends appropriate products and services.
• Presents clients with accurate market data from appropriate resources to advise & counsel on complex risk.
• Familiarity writing with high-net-worth carriers including, but not limited to Chubb, AIG, Zurich, Cincinnati, etc.
• Ability to communicate client’s risk salutation and binding instructions to carriers.
• Develops complete client information and applications for new and renewal business. Markets to insurance carriers and prepares proposals.
• Serves as main point of contact for the client.
• Follows up with insurance carrier underwriters to answer questions and solicit quotes for new business.
• Negotiates premiums, coverages, terms, and conditions for prospective clients.
• Addresses client questions, provides guidance on appropriate coverage changes and/or contractual requirements, educates client on exclusions and exposures.
• Assists with the strategic design of insurance plans for clients with little to no supervision.
• Strategically assists in the remarketing of renewals to ensure a high level of account retention.
• Oversees the preparation of proposals for the client, including, but not limited to submissions, loss evaluations and risk analysis to ensure timely and accurate quotations and policies.
• Determines and communicates various options for billing and invoicing.

Education and Qualifications:

• MUST have 8+ years of Private Client and/or Family Office experience!
• Must currently hold an active Property & Casualty License
• Has a high level of technical insurance knowledge, is organized, and possesses excellent verbal and written communication skills.
• Possesses the ability to cast vision, develop effective strategies and tactics, and create positive motivation for business segment colleagues.

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: ccpa