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private client services client manager Massachusetts

58 private client services client manager jobs found

Sun Life
06/14/2026  
Managing Director, SLC Incentive Plans and Performance Analytics – 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 Full Time
HUB International
05/10/2026  
Account Manager - 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 570+ offices in North America, we bring...
HUB International Wilmington, MA Full Time
Risk Strategies
05/04/2026  
Mid Market-Commercial Lines Account Manager
The Mid-Market Account Manager plays a vital role on our Commercial Lines Service team and is at the center of delivering exceptional client experiences. This position partners closely with Account Executives to help design, support, and execute tailored insurance solutions for a diverse portfolio of mid-market commercial clients. You will be actively involved in the service, placement, and growth of accounts, making a meaningful impact on both client success and the overall business. In this role, you will thrive by staying organized, managing and interpreting data, and ensuring accurate documentation within agency management systems. Strong attention to detail, the ability to follow established processes, and the skill to balance multiple priorities are essential. This is an excellent opportunity for someone who enjoys collaboration, problem solving, and contributing to a fast paced, client focused environment. This is a hybrid role requiring one to three days per week in...
Risk Strategies Boston, MA Full Time
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 Full Time
Sun Life
07/04/2026  
Client Advocate
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 Opportunity: This role supports clients located in Central and Eastern Standard Time Zones In this role, you will be responsible for intake and resolution of Customer (U1000 lives) inquiries, problems and/or service requests. You will act as the primary issue resolution owner and be responsible for...
Sun Life Wellesley, MA Full Time
Sun Life
07/04/2026  
Principal Network Engineer
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: Owner’s mindset – architecture, design, continuous improvement, documentation. The Senior Network Engineer is responsible for the design, implementation, maintenance, and optimization of enterprise network infrastructure. This role provides advanced (Tier 3) technical support and leads the delivery of...
Sun Life Wellesley, MA Full Time
Sun Life
07/02/2026  
Sr. Clinical Dental Advisor, DentaQuest
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 Part Time
Sun Life
07/02/2026  
RFP 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: The Opportunity As the RFP Analyst, you will be responsible for managing, directing, facilitating, responding to, and completing both Request for Proposals and Request for Information documents submitted by Employee Benefit Representatives (sales) on behalf of Prospect Clients.  You will support all...
Sun Life Wellesley, MA Full Time
The Hanover Insurance Group
07/01/2026  
Technical Consultant Casualty Claims
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 Claims team is currently seeking a  Technical  Claims Consultant , with expertise in Auto Liability (ABI).   This is a full-time, exem pt role with a hybrid work schedule (two days in the office) at one of our Hanover offices:   Worcester, MA Howell, MI Richmond, VA Itasca, IL Syracuse, NY   POSITION OVERVIEW:  The Technical Consultant, Casualty Claims, manages moderate to complex and high-value casualty and litigated claims with minimal supervision. This role requires advanced investigative and negotiation skills to resolve disputes and handle escalated situations, while collaborating with legal teams and subject matter experts as...
The Hanover Insurance Group Worcester, MA
The Hanover Insurance Group
07/01/2026  
Technical Consultant Casualty Claims
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 Claims team is currently seeking a  Technical  Claims Consultant , with expertise in Auto Liability (ABI).   This is a full-time, exem pt role with a hybrid work schedule (two days in the office) at one of our Hanover offices:   Worcester, MA Howell, MI Richmond, VA Itasca, IL Syracuse, NY   POSITION OVERVIEW:  The Technical Consultant, Casualty Claims, manages moderate to complex and high-value casualty and litigated claims with minimal supervision. This role requires advanced investigative and negotiation skills to resolve disputes and handle escalated situations, while collaborating with legal teams and subject matter experts as...
The Hanover Insurance Group Worcester, MA
Liberty Mutual
06/30/2026  
Analyst, Transaction Services - Liberty Mutual Investments
Description The Company: Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 350 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds—the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our...
Liberty Mutual Boston, MA Full Time
Sun Life
06/30/2026  
Implementation Consultant
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. The Opportunity: Welcoming...
Sun Life Wellesley, MA Full Time
Sun Life
06/27/2026  
Events Manager - New England
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 either the Wellesley MA, Hartford CT, or Portland Me office at least 2 days per week....
Sun Life Wellesley, MA Full Time
Sun Life
06/27/2026  
EDX Operations Consultant
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 in the contiguous states plus AK. The Opportunity The Digital Operations Implementation Consultant position is a professional client interacting position, which focuses on a range of...
Sun Life Wellesley, MA Full Time
The Hanover Insurance Group
06/25/2026  
Litigation Attorney
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 .   Massimilla & Schranze, part of The Hanover Insurance Company Staff Counsel organization in New England, is  currently seeking an experienced litigation attorney to join our dynamic and growing team. The Hanover offers a competitive salary and benefits package; paid continuing legal education; opportunities for professional development and advancement; and a supportive and collaborative work environment where people feel accepted and engaged. Our attorneys may work remotely or hybrid (from Plymouth, Massachusetts or Worcester, Massachusetts)   Position Overview: This attorney will handle the defense of automobile and general liability personal injury cases from receipt until...
The Hanover Insurance Group Worcester, MA
Sun Life
06/25/2026  
Associate Director, Clinical Services
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. The Opportunity: The Associate Director, Clinical...
Sun Life Wellesley, MA Full Time
The Baldwin Group
06/22/2026  
Advisor - Inside Sales - Personal Lines
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. **Will consider hybrid/remote with the right experience BUT must be able to attend a monthly sales meeting in Kingston, MA office** Responsibilities Manage company-provided leads while identifying cross-sell and upsell opportunities to drive business growth....
The Baldwin Group Kingston, MA Full Time
The Baldwin Group
06/18/2026  
Advisor - Personal Lines - Outside Sales
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial and Personal Lines 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. Are you a motivated sales professional who thrives on building relationships and helping clients find the right insurance solutions? We're looking for an Insurance Advisor who is driven to grow a book of business, deliver exceptional client experiences,...
The Baldwin Group Kingston, MA Full Time
Cross Insurance
06/18/2026  
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 Full Time
Sun Life
06/18/2026  
Associate Director, Premium Administration
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 Opportunity: Reporting to the Director of Premium Administration, this position owns the Premium Audit function end-to-end, leads cross functional initiatives, and delivers the reporting and analytics infrastructure required for data driven decision-making. The Associate Director translates...
Sun Life Wellesley, MA Full Time

 

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