40 relationship manager jobs found in Philadelphia

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Business Banking Relationship Manager III will manage and grow relationships with small-to-medium-sized businesses with up to $10 million in annual revenues, delivering customized financial solutions with total credit exposure of up to $3 million. This position plays a key role in driving business growth by providing expert financial...

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:    Acrisure is seeking a   Field Marketing Manager, North America Retail (NAR)   to translate national marketing strategy into effective local activation. This role partners...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh & McLennan Agency, is an insurance brokerage and consulting firm   committed to creating a healthy, safe, and prosperous tomorrow. We value   empathy, discipline, integrity, courage, and tenacity   - and we are seeking an experienced Sales Professional who shares these values to join our team. The Sales Executive's primary responsibility is to find, engage and develop relationships with prospective clients and retain quality customers for the Graham division of Marsh & McLennan Agency. In addition, Sales Executives work closely with Account Managers, Consultants, and the service team on the renewal of existing accounts. JOB FUNCTIONS & RESPONSIBILITIES: Develop Quality Accounts: A Sales Executive identifies and engages with prospective clients that align with Graham's client profile and revenue criteria. Sales Executives are responsible for producing minimum annual...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriter II, Retail Property to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Retail Property Underwriting in Philadelphia, PA AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Reporting to the Zonal Underwriting Manager or Underwriting Manager, this role analyzes and evaluates risk and accepts, rejects, or...

Job Responsibilities and Requirements This role has day to day responsibility for overseeing the handling of all incoming service requests from our contract holders.  These requests include all annuity transaction types that can occur after contract issue, including but not limited to, surrenders, death claims, systematic withdrawals, electronic deposit changes, annuitizations, transfers, and index strategy reallocations. The incumbent will serve as mentor to disbursement analysts and quality controller for all inbound service requests, and will work closely with leadership to identify areas of opportunity for improvement, including training needs, process enhancements, technology needs and performance management risks. Operational Effectiveness: Supervise the daily operations of a team of Annuity Analysts within the administration department, providing assistance in processing complex disbursement transactions. Drive the analysis of daily transaction volume and...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

Job Description NewLane Finance (www.newlanefinance.com) is a commercial equipment finance company, serving small and mid-size business nationwide. Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers. NewLane Finance is powered by a $24B financial organization. Summary: By administering NewLane Finance’s accounts and coordinating with the development teams, the Business Development Account Manager (BDAM) plays a significant role in driving the business. Senior Management relies heavily on BDAM’s since their proper use of discretion and independent judgment concerning the...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Program Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. The Program Manager reports directly to the Vice President - Programs Team Leader.  As a highly motivated, results-oriented problem solver who exemplifies a willingness to be flexible, learn on the job, and maintain a “can do” attitude you will be responsible for the underwriting, marketing and portfolio management of each assigned Program.  You will have a unique opportunity to experience various industries and classes of business across a very diverse programs portfolio. Not only will you gain multi-faceted experience in terms of package line of business (not just Property or just Casualty), you will also get multi-functional experience – in addition to underwriting, you will gain knowledge and have the opportunity to lead in other functional...

Broker Director Job Description Reporting to the Broker & Market Leader, the Broker Director is primarily responsible for directly managing the relationships with brokers a select set of five or less retail brokers. The Broker Director will be a key part of a national team assigned to each of their focus brokers and collaborate closely with their counterparts across AIG and at the broker to drive engagement and insights that yield outpaced growth. Tasked with driving the financial results and managing assigned retail brokers within a market, the Broker Director will create clear goals that are defined and designed to: Promote profitable growth and/or retention and expand desired mix of business. Ensure AIG is deriving insights, value and results out of consulting or data services purchased from retail brokers. Support AIG’s efforts to execute goals locally consistent with national commitments to/from retail brokers. Leverage AIG platforms such as 360,...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a AVP Underwriting, Energy • Classification: Exempt/Full-time • Reports to: SVP, Energy • Travel: Up to 20% or more • Salary: $140,000.00-$165,000.0 Role overview DUAL North America is seeking an Assistant Vice President in Underwriting for the Energy division.   At DUAL, the AVP leads a team of underwriters, setting and executing production goals...

Company Details   Berkley One  is a modern insurance provider for a modern generation of affluence. We serve clients who live dynamic, adventurous lives and expect their insurance experience to match. Our mission is to deliver highly personalized risk and claims management through a blend of expert independent agents, cutting-edge digital tools, and the strength of the Berkley brand.   Why Join Us? At Berkley One, you’ll be part of a forward-thinking team that’s reimagining personal insurance. We’re building solutions that are as sophisticated and agile as the clients we serve—individuals and families who value innovation, simplicity, and exceptional service. You’ll collaborate with passionate professionals, leverage modern technology, and help shape the future of our industry.   What We Value A client-first mindset with a passion for delivering exceptional experiences Curiosity, creativity, and a drive to challenge the status quo...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Claim, Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Primary Details Time Type: Full time Worker Type: Employee Based in Manila and/or Cebu and reporting to the Manager, Internal Controls Assurance, this role will lead Global Internal Controls Assurance (ICA) testing and other engagements primarily across the Global Finance to provide assessment on the adequacy, efficiency, and effectiveness of financial accounting and reporting internal controls on a timely and periodic basis. This role will have direct staff reports and is expected with people management responsibilities and leadership position in executing Global ICA testing and other engagements. Whilst supervising his/her respective controls assurance team, he/she is also expected to provide support across all teams within the ICA Team when able and needed. Also, this role has a dotted (matrix) reporting line into the Head of Group Finance Operational Risk & Assurance. Primary Responsibilities • Develop and monitor an effective and risk-based...

Primary Details Time Type: Full time Worker Type: Employee The purpose of this role is to lead and manage Global Internal Controls Assurance function operating across Global Finance and other non-finance functions, assessing the adequacy and effectiveness of internal controls. The key objective for this role is to help accelerate towards a robust financial control environment that demonstrates well-defined and mature risk management within QBE Finance, with a focus on uplifting the skill and capability of the GSSC controls testing team. This mid-level position involves managing a team, providing leadership in executing testing and engagements, and offering support across the Global Internal Controls Assurance team. Additionally, the role includes a dotted reporting line to the Head of Group Finance Operational Risk & Assurance. Responsibilities: Develop and monitor an effective and risk-based test plan in line with the Global Intenal Controls Assurance (ICA)...

Company: Marsh McLennan Agency Description: Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow. We value empathy, discipline, integrity, courage, and tenacity - and we are seeking professionals who share these values to join our team. JOB FUNCTIONS & RESPONSIBILITIES: Manage and grow all aspects of the client relationships on claims matters. Manage the overall claims strategy and process for all claims, making sure to anticipate the impact of the claim on the client’s overall insurance program. Act as an advocate for client in all claims including handling discussions with carriers. Evaluate the claim handling needs of each client and tailor a strategy for meeting those needs. Using independent discretion and judgment tailor a claims strategy, and implement and monitor the claim strategy in order to achieve a high level of client...

Job Description NewLane Finance is a commercial equipment finance company, serving small and mid-size businesses nationwide.  Our mantra is "business lending done right", and our strategy is to revolutionize small business lending by employing the latest technology and a motivated workforce to deliver fair and transparent financing solutions to businesses with unmatched levels of speed, convenience, and customer service. Our products and services are offered to the business community primarily through financing programs with equipment manufacturers, distributors, and dealers.  NewLane Finance is powered by a $20+ billion parent, WSFS Financial Corporation (Nasdaq: WSFS). NewLane Finance is seeking an Office Administrator to handle the administrative duties for the Leadership team and for the Accounting, Finance, Sales, Credit, Customer Service, Insurance, Human Resources, and Facilities Management departments.  The qualified candidate is responsible for independently...

Description We are seeking an underwriting manager to lead a large accounts Risk Management operation in partnership with the Mid Atlantic primary casualty underwriting leader. This underwriting manager will leverage their knowledge and expertise to drive our Risk Management strategy while attaining profit, growth and multi-line diversification objectives. They will manage a team of underwriters to drive the Liberty Mutual value proposition with brokers and clients. They will drive underwriting excellence and collaborate with internal partners to bring the full value of the firm to bear while also having the ability to cultivate and drive external relationships. Key responsibilities Lead, coach and develop a team of Underwriters responsible for large, loss‑sensitive Risk Management accounts. In partnership with the Mid Atlantic region leader, you will monitor execution against the appetite and correct situations where objectives are not being met....

Who is Federated Insurance? At Federated Insurance , we do life-changing work, focused on our clients’ success. For our employees, we provide tremendous opportunities for growth. Over 95% of them believe our company has an outstanding future. We make lives better, and we’re looking for employees who want to make a difference in others’ lives, all while enhancing their own.   Federated’s culture is grounded in our Four Cornerstones: Equity, Integrity, Teamwork, and Respect.  We strive to create a work environment that embodies our values and commitment to diversity and inclusion.  We value and respect individual differences, and we leverage those differences to achieve better results and outcomes for our clients, employees, and communities.  Our top priority in recruitment and development of our next generation is to ensure we align ourselves with truly exceptional people who share these values. What Will You Do? Are you...

Job Responsibilities and Requirements The Director, Strategic Alliances will be responsible to work with the AVP, Strategic Alliances to develop, build and grow specialty distribution opportunities at Reliance Standard. This person will also assist in the identification and development of our existing General Agent (GA) block of business and continue to grow this channel. In addition, this person will own several national broker relationships responsible for managing the overall partnership, connecting distribution teams and driving profitable revenue growth through these partnerships. Overall, the key focus is developing, managing and operationalizing partnerships to significantly increase Reliance Standard’s group employee benefits marketplace visibility and profitable premium generation opportunities. Primary Focus : Internal-facing support, process optimization, partner service, and communications. I see this as different. Process & Workflow Ownership:...

Job Responsibilities and Requirements The Director, Strategic Alliances will be responsible to work with the AVP, Strategic Alliances to develop, build and grow specialty distribution opportunities at Reliance Standard. This person will also assist in the identification and development of our existing General Agent (GA) block of business and continue to grow this channel. In addition, this person will own several national broker relationships responsible for managing the overall partnership, connecting distribution teams and driving profitable revenue growth through these partnerships. Overall, the key focus is developing, managing and operationalizing partnerships to significantly increase Reliance Standard’s group employee benefits marketplace visibility and profitable premium generation opportunities. Primary Focus : External-facing relationship management, carrier partnerships, and strategic growth. National Broker Ownership: Manage 3–5 national broker...