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Private Client Insurance Jobs in Maryland (NOW HIRING)

Collaborates with Client Service to analyze renewal business and place new business accounts ... Life Insurance and AD&D * FSA / HSA * Accident * Critical Illness * Hospital Indemnity

Collaborates with Client Service to analyze renewal business and place new business accounts ... Life Insurance and AD&D * FSA / HSA * Accident * Critical Illness * Hospital Indemnity

Collaborates with Client Service to analyze renewal business and place new business accounts ... Life Insurance and AD&D * FSA / HSA * Accident * Critical Illness * Hospital Indemnity

Collaborates with Client Service to analyze renewal business and place new business accounts ... Life Insurance and AD&D * FSA / HSA * Accident * Critical Illness * Hospital Indemnity

Collaborates with Client Service to analyze renewal business and place new business accounts ... Life Insurance and AD&D * FSA / HSA * Accident * Critical Illness * Hospital Indemnity

A Private Client Services Tax Manager provides federal tax compliance and planning services to high ... disability, life insurance, and a 401(k) plan. Further, we support our employees by offering ...

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Private Client Insurance information

See Maryland salary details

$25.2K

$47K

$70.8K

How much do private client insurance jobs pay per year?

As of Sep 5, 2026, the average yearly pay for private client insurance in Maryland is $46,983.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $53,400.00 per year, depending on experience, location, and employer.

What is private client insurance?

Private client insurance is a specialized type of insurance designed to meet the unique needs of high-net-worth individuals and families. It provides comprehensive coverage for valuable assets such as luxury homes, high-end vehicles, fine art, jewelry, and collectibles, often with higher coverage limits and customized policies. Private client insurance also typically includes personalized risk management, claims handling, and expert advice to ensure that complex and substantial assets are adequately protected.

What are some common challenges faced by professionals in private client insurance, and how can they be addressed?

Professionals in Private Client Insurance often encounter challenges such as managing complex, high-value portfolios and meeting the bespoke needs of affluent clients. Staying up-to-date with evolving insurance products, regulations, and risk management strategies is essential. Building strong client relationships while maintaining strict confidentiality can also be demanding. To address these challenges, ongoing professional development, leveraging specialized technology tools, and collaborating closely with underwriters and risk advisors are highly recommended.

What are the key skills and qualifications needed to thrive as a private client insurance advisor, and why are they important?

A Private Client Insurance Advisor needs a solid understanding of personal insurance products, risk assessment, and regulatory compliance, often supported by relevant industry certifications such as Chartered Insurance Institute (CII) qualifications. Familiarity with insurance management software, customer relationship management (CRM) systems, and quoting tools is essential. Strong interpersonal skills, discretion, and attention to detail enable effective communication with high-net-worth clients and the delivery of tailored solutions. These competencies are crucial to building trust, managing complex portfolios, and ensuring client satisfaction in a highly personalized service environment.

What is the difference between Private Client Insurance vs Commercial Insurance Broker?

AspectPrivate Client InsuranceCommercial Insurance Broker
CredentialsInsurance licenses, possibly specialized in high-net-worth policiesInsurance licenses, often with commercial lines certifications
Work EnvironmentHigh-net-worth individuals, private clients, luxury homes, personal assetsBusinesses, corporate clients, commercial properties, liability policies
Industry UsagePersonal insurance sector, wealth managementBusiness insurance sector, risk management
Search & Comparison IntentUnderstanding personal high-value coverage optionsComparing business risk policies and coverage

Private Client Insurance focuses on protecting high-net-worth individuals' personal assets and luxury properties, while Commercial Insurance Brokers handle policies for businesses and commercial risks. Both roles require insurance licenses but serve different client needs within the insurance industry.

What are popular job titles related to Private Client Insurance jobs in Maryland?

For Private Client Insurance jobs in Maryland, the most frequently searched job titles are:

What job categories do people searching Private Client Insurance jobs in Maryland look for?

The top searched job categories for Private Client Insurance jobs in Maryland are:

Infographic showing various Private Client Insurance job openings in Maryland as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $46,983 per year, or $22.6 per hour.

Private Client Advisor

Trucordia

Annapolis, MD โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago


Job description

Company Description

Extraordinary opportunity. Exceptional experience.

Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we’ve come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders.

We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.

Trucordia Values

  1. We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with.
  2. We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company.
  3. We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of “what’s next”?
  4. We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve.
  5. We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we’re building together, as well as the impact we’re having on our clients and communities.
Job Description

Reports To: VP of Sales/Market Leader

Duties and Responsibilities:

  • Meets established sales quotas on monthly, quarterly, and annual basis.
  • Utilizes Trucordia sales and marketing tools to execute results-oriented activities such as cold calls, in-person appointments, and prospect presentations to close new business.
  • Acts as subject matter expert to master chosen area of focus for highest probability of long-term success.
  • Continually manages a book of business to support high renewal rates.
  • Collaborates with Client Service to analyze renewal business and place new business accounts.
  • Follows Trucordia sales methodologies and best practices, including proper use of Trucordia tools and sales management platform.
Qualifications
  • State-issued Property and Casualty or Life and Health Insurance Producer License.
  • 4-year Degree in Business Management, Sales, Entrepreneurship, Marketing or related area of study.
  • 2-5 years in an insurance sales role
  • Proficiency with professional programs such as Microsoft Suite and Salesforce.
  • Demonstrated skills in analytics and internal/external communication.

Additional Information

Please see our company Benefits:

  • Medical, Dental, Vision
  • Life Insurance and AD&D
  • FSA / HSA
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Supplemental Health Insurance
  • EAP
  • Pet Insurance
  • 11 Paid Holidays
  • Flexible PTO
  • 401K

Trucordia Insurance Services, LLC and its affiliates (collectively, the “Company”)  is aware of scams involving false offers of employment with the Company. The false offers use fake websites, email addresses, group chats and text messages. The Company does not (a) interview prospective candidates via instant message or group chat; (b) request banking or credit card information during the interview process; or (c) require candidates to purchase products or services or process payments on its behalf as a condition of any employment offer.

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.  Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.