44 financial relationship banker jobs found in Atlanta

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Job Responsibilities and Requirements The National Client Executive is accountable for all aspects of the customer experience with assigned national clients as well as managing and owning the overall client relationship.  As the lead of a team of professionals, they will deliver on our promises, fully leverage the power of our service capabilities to exceed expectations and problem solve for custom client needs.   They will review the financial metrics, retention and growth of the assigned block.  The National Client Executive will serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid) as well as ADA. Typical group size is 2000+ lives.    Retention/Cross selling Drives the client renewal strategy for premier client base, with input from sales and/or practice leaders. Provides comprehensive service and directly assists in profitably growing the company’s top consulting base. Leads...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. On-Site Role Locations: Atlanta, Alpharetta or NYC Position Overview: The AVP, Claims Vendor Management is responsible for overseeing the strategic relationships with third-party service providers in support of the end-to-end lifecycle of commercial property and casualty claims. This role is accountable for optimizing vendor costs, ensuring compliance with service level agreements (SLAs), and enhancing claims processing efficiency. The AVP serves as the...

The Role As a Cyber Broker within Willis’ FINEX practice, you will serve as a trusted advisor to clients and be the primary liaison between clients and insurance markets. You will be responsible for designing, marketing, and placing complex cyber insurance programs while delivering strategic advice on cyber risk transfer solutions. The successful candidate will leverage deep knowledge of cyber insurance products, market dynamics, and emerging cyber threats to help clients secure optimal coverage and achieve their risk management objectives. This role requires strong technical expertise, exceptional relationship management skills, and a passion for delivering innovative solutions in a rapidly evolving marketplace. Key Responsibilities Client Advisory & Relationship Management Serve as a trusted advisor to clients on cyber insurance and related financial lines risks. Lead client discussions regarding exposure analysis, market conditions, and renewal...

Job Type: Permanent Build a brilliant future with Hiscox   Drive growth with an ambitious team of MPL Underwriters at Hiscox Position: Underwriter Reporting to: Regional Manager – MPL Location: Atlanta, New York, Boston, Hartford The Role: Hiscox USA is currently searching for a dynamic, engaging and solutions-oriented Underwriter to drive new professional liability business and complex renewal business within the MPL sector in the West Coast region. This position provides a unique opportunity for a professional liability specialist to join a fast paced, dynamic team to write policies tailored to the specific requirements of the MPL sector. Lines of business include commercial general liability, professional liability (E&O) and cross-sold Cyber from time to time. We also specialize in accountants, real estate agents, property managers, trustees, consultants, freight forwarders, staffing firms, TPAs, associations, and more! Risks vary greatly in...

The Excess Liability Senior Broker serves as the primary liaison between insurers and clients. This person is responsible for managing major client relationships, deploying placement expertise and helping to drive revenue growth within the assigned office. Serves in a senior role on major accounts. Advise clients/strategize/provide expertise on difficult-to-place business. Perform policy contract reviews; negotiate competitive terms and conditions. Assists in establishing placement strategy for region. Act as a thought leader and contribute to business growth objectives. May act as a mentor to Jr. Brokers and Brokers on smaller accounts. Provide knowledge, leadership, insight and direction for broking activities to ensure that clients’ expectations are regularly met. This role incorporates a wide level of expertise, but always assumes the broker is capable of handling accounts independently. The size and complexity of the account can vary. More experienced brokers may be...

Job Posting End Date: August 23 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their...

Director, National Accounts The Director of National Accounts is responsible for developing, managing, and growing strategic relationships with large national clients, brokers, consultants, and distribution partners within the insurance industry. This role drives revenue growth, retention, and market expansion through consultative sales leadership, account management, and cross-functional collaboration. The ideal candidate has deep experience in B2B insurance sales, national account strategy, and enterprise relationship management, with a strong understanding of insurance products, risk management solutions, and distribution channels. Key Responsibilities Strategic Account Management Develop and execute national account strategies to achieve revenue, profitability, and retention goals. Manage relationships with key enterprise clients, brokers, TPAs, consultants, and channel partners. Identify opportunities for account expansion, cross-selling, and long-term...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in New York City and founded in 2007, our company has over 4,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world-class service — both pre- and post-claims....

You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . JOB DESCRIPTION: Joining the National Accounts Casualty Wholesale team as an Underwriting Associate, you will be responsible for underwriting risk for the underwriting lifecycle both renewal and new business within limited authority.  You will partner with Underwriters as well as maintain branch and broker relationships on all aspects of the Underwriting function including providing the necessary information to allow...

Large & Complex Primary Casualty Placement – North America The Senior Broker serves as a senior member of the Large & Complex Primary Casualty Placement North America team and is responsible for the strategic placement of complex primary casualty programs for large national and multinational clients. This role partners closely with Client Advocates, producers, underwriting partners, and specialty resources to design and deliver innovative casualty solutions that optimize coverage, pricing, and program structure. As a senior member of the Large & Complex Primary Casualty Placement North America team, this individual will help shape casualty placement strategy for some of the organization's largest and most complex clients. Working closely with Client Advocates, producers, industry leaders, and carrier partners, the Senior Broker will leverage deep marketplace expertise, analytics-driven insights, and innovative program design strategies to deliver superior client...

Job Type: Permanent Build a brilliant future with Hiscox   Senior Technical Business Analyst Location: Atlanta, GA | Hybrid: 2 days /week in office We are looking for an experienced Senior Technical Business Analyst to bolster our evolving technical capability within the US business. You will be expected to work on a range of product changes between Hiscox’s own and third-party applications. These product changes support our strategic priorities to digitize complex processes, enable improved process efficiency, and enhance the service we provide our brokers and direct customers. What You’ll Be Doing: Working in US IT, focusing on the conversion of business requirements into functional and non-functional technical requirements & solutions that realize the business objectives. Producing high-quality analyst artifacts, including but not limited to, user stories, functional and non-functional specifications, and interactive prototypes. Conducting solution...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

Scope This is an opportunity to join a high-impact marketing team focused on advancing key business priorities across North America Insurance. We are seeking an experienced campaign strategist to join the North America Marketing team as its dedicated campaigns expert. This centralized role will partner with the Retail, Wholesale, Alternative Channels, and Distribution Marketing teams. The Senior Marketing Manager, Campaigns will be the team’s resident expert on campaign architecture and strategy, bringing the knowledge and framework to determine the right campaign approach for each initiative, define audience and channel mix, and ensure every campaign is built with clear objectives and measurable outcomes. This includes distinguishing between awareness, nurture, retention, and conversion-focused programs and applying the right strategy for each business need. Equally important, this role owns the campaign workflow and processes across the NA Marketing team, ensuring...

Scope This is an opportunity to join a high-impact marketing team focused on advancing key business priorities. We are seeking a seasoned marketing professional to support Distribution and Field leadership, by translating business priorities into clear, effective marketing strategies that strengthen broker and client engagement, support go-to-market priorities and elevate the consistency and impact of marketing programs. The Distribution organization is structured across three core engagement areas: retail broker engagement, wholesale broker engagement, and client engagement, each with distinct audiences, relationship priorities, and growth objectives. Serving as the key marketing partner across all three areas, this role will help strengthen relationships, deepen market engagement, and support growth through integrated marketing initiatives. This role will also help drive a robust North America events strategy aligned to priority growth areas and designed to elevate...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Position Overview: We are seeking an experienced and dynamic Energy Underwriter to join our growing team. The successful candidate will be responsible for underwriting, managing, and growing a book of energy business, including risks across oil & gas, renewables, power generation, and related sectors. The Energy Underwriter will assess complex risks, develop tailored solutions, and contribute to Starr’s continued leadership in the energy insurance market....

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...