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Bethesda 5 Rockville 1 Sparks 1
Full Time private client account manager Maryland

9 private client account manager jobs found

HUB International
08/13/2026  
Client Service Associate, Wealth Management - Potential for Hybrid Work
Discover a Career That Empowers You - Join HUB International   At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.   In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.   We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products...
HUB International Rockville, MD Full Time
One80 Intermediaries
05/22/2026  
Captive Implementation Manager
The Captive Implementation Manager (CIM) is responsible for assigned new business implementations and managing select renewal activities that require review and approval from the Department of Insurance. The CIM serves as the project manager of these new implementations and certain renewal functions. The CIM will work independently and oversee key functions within the Captive Implementation Department pertaining to their assigned new implementation cases and select renewals. This position requires critical thinking, effective communication, and organization. The CIM must be creative and enjoy working within an entrepreneurial environment that is mission-driven, results-driven and community oriented.  The ideal individual will be organized and able to maintain a realistic balance among multiple priorities, can exercise good judgment in a variety of situations and demonstrate strong written and verbal communication skills.  The CIM is responsible for executing activities tied to...
One80 Intermediaries Sparks, MD Full Time
The Baldwin Group
04/24/2026  
Senior Client Manager, Commercial Risk - Insurance Advisory Solutions, Mid-Atlantic Region
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. PRIMARY...
The Baldwin Group Bethesda, MD Full Time
HUB International
08/12/2026  
Financial Planning & Service Associate - Potential for Hybrid Work
Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and...
HUB International Bethesda, MD Full Time
The Baldwin Group
07/13/2026  
Associate Advisor, Commercial Risk - Middle Market
Job Description Summary The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Associate Advisor will work to gain knowledge of the respective line of insurance to successfully gain technical and sales knowledge. As an Associate Advisor, they will begin with an in-depth training program and will have exposure to existing...
The Baldwin Group Bethesda, MD Full Time
The Baldwin Group
07/09/2026  
Advisor, Employee Benefits - Middle Market
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of...
The Baldwin Group Bethesda, MD Full Time
The Baldwin Group
06/30/2026  
Advisor, Commercial Risk - Middle Market
Job Description Summary The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. POSITION SUMMARY: The Advisor, Commercial Risk sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company...
The Baldwin Group Bethesda, MD Full Time
One80 Intermediaries
06/24/2026  
Account Manager, Captives
Oxford is seeking an organized and highly motivated Account Manager to join our growing Revenue Team. This key contributor will serve as a critical link between clients, brokers, and the company, providing exceptional service and support, while reporting to one of our Senior Account Executives. The position requires a proactive approach to client and broker management, handling both new business and renewal policies and servicing needs, and maintaining comprehensive documentation while adhering to important deadlines and regulatory compliance. Ideal candidates are detail-oriented, thrive in a dynamic, client-focused, fast-paced environment, and excel in providing personalized service. We are looking for a motivated individual who is eager to contribute to our company's growth with exciting opportunities and sizeable premiums.  Job Responsibilities New Business and Renewal Process Management : Oversee all aspects of the new business and renewal process, including...
One80 Intermediaries MD Full Time
One80 Intermediaries
03/20/2026  
Captives Claim Accountant
The Claims Accountant is responsible for managing and analyzing financial transactions related to insurance claims. This role ensures the accuracy of claims payments, reserves, and reporting while maintaining compliance with regulatory requirements and company policies. The position works closely with the claims department, accounting, and auditors to improve financial processes and support strategic decision-making. Your Impact: Track, reconcile, and analyze loss payments to ensure accuracy and proper accounting treatment. Reconcile claims bank accounts daily/monthly and resolve discrepancies between bank statements, claims disbursements, and accounting records. Reconcile TPA funds held balance. Ensure timely and accurate month-end and year-end closings related to claims. Identify and resolve discrepancies in claims transactions. Develop and implement process improvements to increase efficiency and accuracy. Partner with the claims department to support accurate...
One80 Intermediaries MD Full Time

 

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