18 client account manager jobs at 13 companies in Cambridge, MD
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Senior Client Relationship Manager, Employee Benefits - Potential for Hybrid Work
Annapolis or Washington
$95k-$125k/yrHybridFull Time
HUB International: Global insurance brokerage providing risk management and financial services.
7+ YOESeven years of employee benefits account management experience, a current Life/Health license, benefits compliance knowledge, Microsoft Office proficiency, and strong organizational, communication, analytical, and presentation skills.
Microsoft Office, BenefitPoint, Brokerage Builder, EPIC, Microsoft Teams, Zoom, GoToMeeting
Commercial Lines Account Manager (Community Association Practice)
Ocean City or Willards
$50k-$70k/yrHybridFull Time
Deeley Insurance Group: Independent, family-owned insurance agency serving businesses, employers, and individuals with commercial, personal, and employee-benefit coverage.
2+ YOERequires 2+ years servicing commercial lines clients, a Property & Casualty license, Microsoft Office Suite knowledge, and strong client service and problem-solving skills. AMS360 experience preferred.
Senior Account Manager, Commercial Insurance - Potential for Hybrid Work
Ellicott City or Hunt Valley or Rockville or Annapolis
$90k-$110k/yrHybridFull Time
HUB International: Global insurance brokerage providing risk management and financial services.
7+ YOESeven years of commercial lines insurance experience; Property and Casualty license; college degree preferred; strong communication and client service skills.
Platform Accounting Group: Private U.S. accounting-services group supporting boutique firms with tax, audit, outsourced accounting, and ERP consulting services.
6+ YOERequires 6+ years preparing and reviewing individual, corporate, partnership, and estate tax returns; a BA or higher in accounting; CPA or EA; and strong client advisory and management skills.
RXNT: Privately held U.S. health IT providing cloud-based EHR, e-prescribing, practice-management and billing software to medical practices.
Complete client enrollment and verification; strong attention to detail, verbal/written communication, organized, able to manage multiple tasks; associate degree preferred.
12+ YOEUS citizenship, bachelor's degree in business, engineering, or related field, and 12+ years in client service, account management, or enterprise content management software and solution sales.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, XML, Jira
Platform Accounting Group: Private U.S. accounting-services group supporting boutique firms with tax, audit, outsourced accounting, and ERP consulting services.
6+ YOE6+ years preparing and reviewing individual, corporate, partnership and estate tax returns; BA in accounting required; CPA or EA required; team management experience preferred; client advisory and tax planning skills.
12+ YOEUS citizenship, bachelor's degree in business, engineering, or related field, and 12+ years in client service, account management, or enterprise content software sales; leadership and communication skills required.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, XML, Jira
12+ YOEBachelor’s degree in Business, Engineering, or related field; 12+ years in client service, account management, or enterprise content software sales; US citizenship; Microsoft Office, forecasting, and matrix leadership experience.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel, XML, Jira
J.P. Morgan Wealth Management – Private Client Advisor - Edgewater and Gambrills, Maryland
Edgewater or Gambrills
$48k/yrOnsiteFull Time
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
2+ YOERequires 2+ years of financial advisory or equivalent experience, active Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance licenses. CFP certification and bachelor's degree preferred.
The Josh Shapiro Team: Private Maryland residential real estate team helping buyers, sellers, investors, and renters.
Experience in real estate operations or executive support; strong organization, communication, coordination, meeting leadership, accountability, and client service skills; local Maryland availability; active Maryland real estate license or willingness to obtain one.
Northwestern Mutual: Financial security offering insurance and wealth management services.
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, and legal authorization to work in the US without sponsorship.
Financial Solutions Advisor Registration Candidate-Annapolis and Salisbury MD Area
Severna Park or Annapolis or Salisbury or Easton
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Global financial services and banking institution.
1+ YOEObtain required industry licenses including SAFE Act registration; high school diploma or GED; ~1 year financial services or sales experience preferred; strong client relationship, communication, and time-management skills.
T-ROC: A sales and revenue engine for brands and retailers.
2+ YOERequires 2+ years of sales and client-facing experience, travel within the territory, a valid driver's license, motor vehicle record approval, and drug-test compliance. Bachelor's degree and wireless or account management experience preferred.