25 financial relationship banker jobs found in Boston

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...

Description At Liberty, our Personal Lines Property & Specialty Product team partners across the company to design and launch home and specialty insurance solutions — from homeowners (property) and condos to renters and other niche lines (specialty)— that meet evolving customer and agent needs. We focus on preparing and executing program rollouts, delivering on our growth roadmap, and modernizing pricing and the technology that supports the work we do. Organized into five functions—State Management, Development, Delivery, Underwriting Effectiveness, and Specialty—we collaborate closely to meet our goals and help customers feel secure today and confident about tomorrow.   We are seeking a highly motivated, experienced insurance professional to join the External Solutions & Insights team in the role of Vendor Manager (Director I) in Personal Lines Property & Specialty Product. In this role you will be responsible for advancing third-party data...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity The purpose of this role is to provide strategic direction for our construction business unit, ensuring growth and profitability. This role will focus on the application of complex, loss sensitive and guaranteed cost program structures and tailored risk-management solutions for our contracting customers. Additionally, the role is responsible for building and maintaining broker relationships, applying technical expertise, contributing to business results, and staying informed about industry standards and new product introductions. •        Location: Boston, MA - Atlanta, GA - Chicago, IL - Plano, TX •        Work Arrangement: hybrid working expectations •         The starting salary for this role is between $144,000.00 and $270,000.00 Your new role Achieve underwriting results and growth following plan/budget. Deliver timely decisions and problem-solving...

Description Liberty Mutual Surety™ is currently recruiting for a hybrid Senior Surety Underwriter to join our Surety Plus Operation. This hybrid underwriting position will have dual roles for both our Small to Mid Contract Team as well as our Vista (funds administration, collateral & SBA) Team with time split between the two.   As a Senior Surety Underwriter you will develop and underwrite profitable surety business, and service independent agents, brokers, and small to mid-sized contract accounts/SBA within an assigned territory. Using your excellent relationship skills, you will build and maintain positive partnerships our agents, brokers, and accounts as a trusted advisor and underwriting resource for our producers and customers. You will also use your business and financial acumen to perform primary credit underwriting and financial/risk analysis, provide recommendations, and make decisions on new and existing accounts. This is an excellent...

Guardian is seeking a Human Resources Talent Partner (HRTP) for our growing Group Benefits business. This is a strategic HR role that requires strong consultative skills to facilitate culture change and build leadership capability. This role requires the HRTP to execute many facets of the talent strategy, demonstrating the ability to solve problems, coach leaders through demanding situations and change, while tracking and assessing changes and progress in the organization. You will Partner with leaders and their teams to develop and execute a talent strategy that enables business growth, leadership development, succession planning, employee engagement, equity, and inclusion. Collaborate with leaders to identify areas to enhance business performance through strategy, structure, process, people, and rewards. Assist in design and implementation of retention strategies focusing on key leaders and individuals with core competencies or skills critical to the organization...

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...

Our employees are at the heart of what we do: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to life alongside a passionate community. Feel empowered to learn and grow while being valued for who you are. At Intact, We commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you.  Who we are At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following...

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The Vice President within Arch Construction is responsible for the technical underwriting and account management of large account construction casualty programs. Responsibilities and Accountabilities: Technical Underwriting Solicits and reviews new and renewal account information required to evaluate a risk. Identifies all potential exposures and hazards in relation to coverage requested and individual risk characteristics. Assesses insurance and related financial risk and structures appropriate loss sensitive program to effectively protect against frequency, severity, catastrophic and credit risk Underwrites prices and prepares proposals based on...

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...

Broker Director The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth. How You Will Make an Impact Drive profitable growth, retention, and optimal portfolio mix with assigned brokers. Lead execution of local market strategies aligned with national broker commitments. Maximize value from broker consulting and data services to generate actionable insights. Build and sustain strong relationships with internal and external stakeholders. Partner with Distribution, Product, Business Unit, and International...

The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. POSITION SUMMARY: The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service...

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...

Job Type: Permanent Build a brilliant future with Hiscox   Technical Program Manager The Technical Program Manager will play a critical role in leading and overseeing the organization's technology modernization initiatives. This individual will be responsible for building a comprehensive project plan, gathering requirements, driving the RFI/RFP process for selecting technology platforms, and ensuring the successful execution and delivery of the project within the allocated time and budget. This role is essential for the organization's growth and competitiveness in the market. The desired locations for this position are Boston, MA, Hartford, CT or Atlanta, GA. This person will report to the Chief Technology Officer. Key Responsibility Areas: Program Governance and Execution: Develop and manage a detailed project plan, including timelines, milestones, and deliverables. Oversee the execution of the project, ensuring adherence to the project plan and...

Description Liberty Mutual has an immediate opening for a Senior Technical Claims Specialist , and seek an experienced claims professional with Commercial Casualty Excess expertise.  In this role, under moderate direction, you will handle a book of high exposure and coverge issues pertaining to Commercial Casualty Excess/Umbrella claims, throughout the entire claims life cycle. Excess claim types include, but are not limited to, premises liability, auto, products, mass torts, across the United States for both Coverage A and Coverage B claims on admitted and non-admitted paper. Complex Excess claims experience needed to evaluate claims with significant financial exposure.  Please apply if you hav advanced experienced with Commercial Excess claims $1 million or more!   Additionally, you will be responsible for conducting investigations, recommending adequate reserves, monitoring, documenting, assessing any risk transfer potential, and settling/closing claims in...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+"(Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award for our employee-first focus and our steadfast commitment to diversity, equity and inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.  For more information about Crum & Forster, please visit...

Description Independently develops concise and accurate credit analyses of prospects and current customers in a deadline focused environment with minimal guidance. Uses expertise to evaluate both private and public entities some of which include review of complex transactions. Analyses are well written and reflect a comprehensive understanding of the credit risk and its relationship to the recommended collateral products and unsecured exposure. Collaborate with underwriters and management to determine appropriate collateral amounts and structures for insured programs. Facilitate the approval of exception when needed. Communicates financial results, trends and business implications to management, stakeholders and other groups at the appropriate level of detail. Proactively leads complex efforts to continuously improve processes to ensure work is performed as efficiently and effective as possible. Uses business acumen and strong analytical expertise to perform...

Description The Company    Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.   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 300 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...

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.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops...

Description Summary: Capstone Partners' Associates work closely with senior team members, while executing a variety of corporate finance transactions and supporting business development initiatives. Capstone Partners' TMT team is looking for an Associate to help clients in a range of situations. Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Senior Underwriter 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 Lexington Underwriting AIG’s Lexington Insurance Company is the leading US-based surplus lines insurer. For over 50 years, it has provided flexible solutions to companies and organizations of all sizes – from Fortune 100 corporations to small and middle market entities. Lexington is renowned for its ability to help brokers find solutions to the most challenging insurance needs of their clients. Drawing on their entrepreneurial spirit, colleagues are encouraged each day to rise to challenges and embrace opportunities to make a difference. How you will create an impact As a Senior Underwriter, you will market and underwrite for acceptable business in accordance with established, written underwriting guidelines.  Demonstrate...