22 financial relationship banker jobs found in Boston

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 Personal Lines Property & Specialty Product. This role will serve as a third-party data product expert and vendor relationship manager, and will be responsible for...

Position Summary The Binding Authority Underwriter is responsible for developing and maintaining the book of business by assessing and analyzing insurance risks, determining coverage terms as per binding authority underwriting guidelines and building relationships with internal and external stakeholders. The role reviews and authorizes binding authority requests and ensures compliance with regulatory standards. They collaborate with brokers, negotiate terms, evaluate exposures, and establish premium rates. What will your job entail? Job Responsibilities: • Assess and price renewals, new business, and endorsements according to guidelines outlined in the underwriting manual and within their authority level. • Select and/or verify class code and premium base and rating exposure. • Determine appropriate credits and/or debits to obtain a fair and sustained premium for risk. • Determine coverage forms and necessary endorsements. • Effectively communicate to broker quote...

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 what...

Associate Alternative Channel Distribution Leader Join us as an Associate Alternative Channel Distribution Leader to play a highly influential role in developing relationships with clients and brokers and growing our business.  What you need to know:   This position will be responsible for supporting AIG’s profitable growth, maximizing AIG’s franchise value and playing an active role in managing our Delegated Authority and Captive relationships for the commercial business within NA Commercial Insurance with unique and measurable objectives in the programs/MGA, risk management, and commercial accounts market segments.  The Associate will be a wholly dedicated role that will work with the Head of Wholesale and Alternative Channels Distribution as well as the leaders of Glatfelter, AIG Programs and Captive Solutions to establish and execute a broad and customized distribution management strategy. They will also play an integral role in the wider AIG Distribution...

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...

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 Liberty Mutual is looking for a Senior Relationship Manager to serve as the lead relationship manager for the Credit Unions partnership/channel – Liberty Mutual’s largest strategic partnership network, generating more than $1B in annual premium. In this role, you will own the day-to-day partner communication and operating cadence with key Credit Union stakeholders, and you will direct strategic execution of new growth initiatives and scaling opportunities in close collaboration with Credit Union counterparts and Liberty Mutual cross-functional teams (marketing, analytics, product, legal/compliance, and operations).   You’ll assess performance, identify opportunities, and turn insights into clear strategies and action plans. You’ll help lead partner check-ins and business reviews, build executive-ready updates and recommendations, coordinate delivery across internal teams, and resolve issues quickly. This is a high-visibility role working directly...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: Lead, develop and implement sales and business development strategies that promote continued growth and profitability of Agora with key producers across respective business unit within the assigned region. Location: Atlanta, GA; Boston, MA; Marblehead, MA; Plano, TX; Edina, MN; New York City, NY Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week   The salary range for this role is between $148,000-$278,000. Your New Role Drive engagement of assigned national and local producers to ensure profitable growth of Agora, a QBE sponsored medical stop loss group captive Design and implement medical stop loss sales strategies to drive new business, deliver rate, and meet retention targets Develop and collaborate with key stakeholders to deliver on the regional business goals with key agents/brokers assigned...

This Underwriter role will be an ideal next step in your career if you already have some relevant experience in insurance – or this could be your entry into underwriting if you have transferable skills. Make your mark in Underwriting 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 This role will focus on underwriting new and renewal business to help drive the profitable growth of our Professional Liability / Cyber product. You will be responsible for assessing the desirability of...

Associate Underwriter - UYTRAN We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Underwriting Trainee Opportunities: Gain Real World Experience We’re in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They’re at the heart of everything we do. And by joining us, you’ll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative...

Description About Capstone Partners: 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+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. Territory Sales Manager LOCATIONS: There is one position available. Candidates must reside in and be able to travel within their geographic area. Territory sizes are dependent on the state(s) the candidate manages. Candidate can reside in/near location listed. City to reside in/near: Boston, MA: Territory : Entire State MA (Majority of Agencies), NH, ME, VT: Overnight...

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.  JOB DESCRIPTION: Administrative Assistant II, Executive Support, Data Reporting, Project Management Location: Boston or New York City CNA Office Hybrid work: 3 days in office with possibility of more days on-site, if needed *Compensation range listed below is based on a national average and not indicative of either Boston or New York. * Position Summary We are seeking an experienced Administrative Assistant II to provide proactive, high-quality administrative and operational support to leaders within our Commercial Underwriting organization. This role helps leaders operate efficiently by managing complex logistics, preparing data-driven materials, and serving as...

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 **This position is r ange posting from VP to Director. Level of position offered will be based on skills and experience at manger discretion and may have in-office requirements depending on candidate location. **   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...

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 Assistant Vice President of Arch MMS is responsible for the technical underwriting and account management of Middle Market Property and Casualty programs, targeting the H ospitality, Manufacturing, Real Estate, and Financial Institutions industries. This includes working with retail brokers to attract and retain these accounts. This candidate can sit hybrid or remote near Boston, MA, Providence RI or Hartford, CT. Responsibilities and Accountabilities: Underwrite, maintain, and grow a profitable book of Property and Casualty business including Workers Compensation, General Liability, Automobile, and Umbrella/Excess placements. Evaluate and...

Description About Capstone Partners: 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+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...

Description Summary: The Vice President - Leveraged Finance Execution, in conjunction with Huntington’s Capital Markets, Investment Banking and Sponsor Coverage, evaluates credit opportunities, mitigates associated risks, structures, and underwrites leveraged finance transactions for Huntington’s private equity and corporate clients across multiple specialty industry and client coverage groups, delivering the Bank’s balance sheet capital commitments in support of these transactions. Duties and Responsibilities: Responsible for the execution of sponsor and leveraged financing transactions, including managing time critical due diligence and underwriting activities for sophisticated clients.  Activities include deal screening and structuring, credit approvals, as well as negotiating credit agreement and other legal documentation. Coordinate with the Head of Leveraged Finance Execution Team, Credit Officer...

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...

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...