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private client account manager Massachusetts

43 private client account manager jobs found

Risk Strategies
03/05/2026  
Account Executive
The Account Executive is responsible for the placement and ongoing management of an assigned book of business. When managing house accounts, this role also includes responsibility for business development and client retention within that portfolio. This position manages a more complex book of business that may involve industry specialization, larger account revenue, and or complex coverage structures such as loss sensitive programs, large deductibles, captives, or shared and layered programs. The Account Executive develops and executes placement strategies while supporting the “Fewer and Stronger” market consolidation initiative by identifying and selecting the most appropriate markets to approach for coverage. Strong negotiation skills are essential to secure the best possible terms and conditions for clients. The Account Executive also provides clear direction to the assigned service team to ensure client needs and expected outcomes are achieved, while supporting RSC...
Risk Strategies MA, USA Full Time
Sun Life
02/26/2026  
Managing Director, U.S. Business Development - SLC Management
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...
Sun Life Wellesley, MA, USA Full Time
Salem Five Insurance
02/20/2026  
Private Client Sales Executive
Salem Five is a growing regional financial services organization with a rich history of over 160 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   ESSENTIAL DUTIES AND RESPONSIBILITIES: Other duties may be...
Salem Five Insurance Woburn, MA, USA Full Time
HUB International
02/20/2026  
Strategic Account Executive - Private Client Group
Discover a Career That Empowers You — Join HUB International!   At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people.   Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team.   As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across...
HUB International Wilmington, MA, USA Full Time
The Baldwin Group
02/11/2026  
Client Manager, Commercial Risk - IAS Northeast
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. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial...
The Baldwin Group Kingston, MA, USA Full Time
The Baldwin Group
02/10/2026  
Client Service Specialist, Commercial Risk - IAS Northeast
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. JOB DESCRIPTION: The Client Service Specialist works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet...
The Baldwin Group Kingston, MA, USA Full Time
The Baldwin Group
02/05/2026  
Client Manager [Life Science], Commercial Risk - IAS Northeast
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. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients....
The Baldwin Group Boston, MA, USA Full Time
MarshMcLennan
12/07/2025  
Oliver Wyman -Commercial Effectiveness and Private Capital Engagement Manager / Principal
Company: Oliver Wyman Description: Private Capital x Commercial Effectiveness – Engagement Manager /Principal   Practice Overview The Private Capital and Value Creation team at Oliver Wyman specializes in supporting private equity investors throughout the entire deal lifecycle—from opportunity identification through due diligence to post-transaction value realization. Our approach is multi-specialist, leveraging deep industry knowledge and functional expertise to help clients achieve differentiated results in their investments. The Commercial Effectiveness (CE) arm of our Value Creation team specifically works across industries to drive breakthrough revenue and margin improvement. Our approach is multi-specialist, leveraging deep industry knowledge and functional expertise to help clients achieve differentiated results. This role offers an opportunity to work within a fast-growing, dynamic team. Oliver Wyman is a global leader in management consulting that combines...
MarshMcLennan Boston, MA, USA Full Time
HUB International
10/22/2025  
Account Executive -- Private Equity
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 20,000 professionals in 570+ 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 a Account Executive -- Private Equity . Overview : Responsible for servicing...
HUB International Wilmington, MA, USA Full Time
Dual North American - Howden Group Holdings
04/07/2025  
Commercial Account Executive
Who are we? Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 18,000 employees spanning over 100 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. We are actively looking for a Commercial Account Executive to join our Howden Consumer & Local Commercial team. Our local Commercial team have grown rapidly over the last 14 years’, and we now have over 200 people within the team across the UK. In this role you will be...
Dual North American - Howden Group Holdings Worcester, MA, USA Full Time
Cross Insurance
03/12/2026  
Commercial Lines Account Manager
The Cross Family of Agencies welcomes you. We need your talent and expertise. The Cross Family of Agencies welcomes you. We need your talent and expertise. Commercial Lines Account Manager From starting at the kitchen table of Woodrow Cross, to becoming one of the largest insurance providers in New England, Cross Insurance has grown rapidly over the past 65 years. We’ve still held on to our core values of integrity, hard work, and dedication, and are still privately held. We’re looking for the best talent to build our team, and offer highly competitive salaries and a comprehensive benefits package that includes:  401(k) Group Life/Supplemental Life Group Dental Group Vision Group Medical Short-term/Long-term Disability Medical & Dependent Care Reimbursement Education Reimbursement Opportunities  Professional Work Environment  Paid Holidays  Continuing Education Account Managers are primarily responsible for servicing policies (new...
Cross Insurance Braintree, MA, USA Full Time
Sun Life
03/12/2026  
Client Coordinator, DentaQuest (New Hampshire)
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....
Sun Life Wellesley, MA, USA Full Time
The Hanover Insurance Group
03/10/2026  
Personal Lines EIA Sales Producer
For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines team is currently seeking an EIA Sales Producer to join our growing team in Windsor, CT or Worcester, MA .  This is a full time, non-exempt role. This role is a hybrid opportunity. POSITION OVERVIEW: The EIA Sales Producer represents Educators Insurance Agency, a division of Hanover Insurance, in effectively managing its customer and prospect relationships. This individual is responsible for selling insurance products to new customers through both inbound and outbound call campaigns, as well as manage existing client relationships.  IN THIS ROLE, YOU WILL: Use knowledge and selling techniques to build value in the product tailored to...
The Hanover Insurance Group Worcester, MA, USA
The Hanover Insurance Group
03/10/2026  
Personal Lines EIA Sales Producer
For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Personal Lines team is currently seeking an EIA Sales Producer to join our growing team in Windsor, CT or Worcester, MA .  This is a full time, non-exempt role. This role is a hybrid opportunity. POSITION OVERVIEW: The EIA Sales Producer represents Educators Insurance Agency, a division of Hanover Insurance, in effectively managing its customer and prospect relationships. This individual is responsible for selling insurance products to new customers through both inbound and outbound call campaigns, as well as manage existing client relationships.  IN THIS ROLE, YOU WILL: Use knowledge and selling techniques to build value in the product tailored to...
The Hanover Insurance Group Worcester, MA, USA
Sun Life
03/08/2026  
Fixed Income Trader, Structured Products - SLC Management
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...
Sun Life Wellesley, MA, USA Full Time
Sun Life
03/06/2026  
Executive Administrative Assistant
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.   Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week in either Wellesley, MA or Hartford, CT....
Sun Life Wellesley, MA, USA Full Time
Sun Life
03/06/2026  
AVP Financial Planning & Analysis
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: The AVP, Financial Planning & Analysis (FP&A) – Dental is the senior finance leader responsible for end‑to‑end financial planning, performance management, and decision support for Sun Life’s Dental business. This role partners closely with the Dental executive leadership team, Dental Finance &...
Sun Life Wellesley, MA, USA Full Time
Sun Life
02/27/2026  
Director, Payroll and Accounting
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work.  Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. Join Sun Life as a Manager of Payroll & Employee...
Sun Life Wellesley, MA, USA Full Time
Sun Life
02/25/2026  
Overpayment Recovery Analyst
Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: At Sun Life, we look for optimistic people who want to make life brighter for our Clients. We understand the value of diverse cultures, perspectives, and identities, and want you to bring your full and authentic self to work. Every day, you’ll be empowered and challenged by working with dynamic colleagues...
Sun Life Wellesley, MA, USA Full Time
Acrisure
02/22/2026  
Personal Lines Account Manager
Job Description About Acrisure: A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary:  Our Personal Lines Account Managers are responsible for maintaining and growing relationships with our clients, ensuring their insurance needs are met, and providing outstanding service. The ideal candidate will have a proven background in...
Acrisure North Andover, MA, USA Full Time

 

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