15 financial relationship banker jobs found in Boston, MA

  Salem Five is a growing regional financial services organization with a rich history of over 170 years.  As an independent bank, we are deeply rooted in the communities we serve and offer our employees successful and rewarding careers. Salem Five has more than 30 retail banking branches throughout Essex, Middlesex, Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that has provided homeownership to generations of families. Salem Five believes deeply in supporting the communities in which we reside. Donations through our Charitable Foundation or events at the branch or location-level are an important part of our DNA. We would not be the company we are without our commitment to businesses and organizations that help the region thrive and to our employees. Come see what we’re all about.   JOB DUTIES AND RESPONSIBILITIES include, but are not limited...

Job Type: Permanent Build a brilliant future with Hiscox   Corix Operations Position: Policy Operations Specialist Band: Individual Contributor Reporting to: Policy Operations Manager                        The Role: The Policy Operations Specialist plays a key role in ensuring the accurate, timely, and efficient execution of policy administration activities across the policy lifecycle. This role is responsible for executing broker and client servicing requests, including midterm policy changes, cancellations, renewals, and ongoing policy maintenance needs. As Corix continues to scale, this role will also contribute to operational improvements by supporting workflow enhancements, documentation, and cross-functional initiatives that increase efficiency, accuracy, and consistency across Policy Operations. The Team: Corix Operations is responsible for the execution, accuracy, and continuous improvement of core operational processes that...

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...

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. Duties and Responsibilities: The Underwriting Analyst   will support the Underwriting Manager and the   Underwriters   for the Starr Tech Property team.   This employee will also be responsible for corresponding with our broker contacts to collect necessary submission information needed by the underwriting unit.  The Underwriting Assistant will also work with the underwriters to create, review quote proposals, binders and assemble policies.  In addition,...

  Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.   We are in the business of transforming tomorrows. Join us and transform yours. The Business   Our Health and Group Benefits business helps large and mid-size clients control soaring health and welfare plan costs, improve health outcomes, and promote employee engagement through broad-based, state-of-the-art interventions.  Our solutions can include creative health plan design, vendor evaluation and management, pricing and funding strategies, data analytics, valuation...

The Underwriter demonstrates a global perspective, uses extensive knowledge and experience to underwrite medical professional liability insurance, focused primarily on groups and facilities, to develop a book of business that will achieve production and profitability goals. Supports underwriting function through leadership, collaboration and innovation. Leadership is demonstrated through encouraging the development of colleagues, championing the goals and initiatives of the organization and exhibiting a high maturity in their internal and external interactions. Effectively facilitates cross functional collaboration by involving all stakeholders in the decision making process. Exhibits openness to constructive feedback and encourages teamwork. Makes recommendations to Underwriting management to promote operational efficiency and effectiveness. Essential Duties & Responsibilities Analyzes pertinent information and exposures necessary to make decisions on account...

Head of Enrollment As Head of Enrollment, you will lead the enterprise enrollment function for Guardian Group Benefits and be accountable for driving enrollment success, participation, and employee engagement across our customer base. You will set the strategic direction for Guardian’s enrollment capabilities and ensure our enrollment model delivers measurable impact for customers, brokers, sales teams, and client management partners. You will report directly to the Head of Group Benefits Distribution and are accountable for building and leading a high-performing enrollment organization. This includes oversight of enrollment practice leads, directly contracted enrollers, and Guardian’s partnership network with enrollment firms. You will work closely with sales and client management leadership to maximize participation, strengthen the customer experience, and ensure enrollment is a clear differentiator in the market. You Are A strategic and commercially minded leader...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Position Summary: The Advisor, Commercial Risk 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...

Description T he North America (NA) Chief Reserving Actuary will lead the North America Reserving function. Position involves being responsible for the team performing thorough reserve analysis, maintaining reasonable and adequate reserves for this $20 Billion reserve base, clearly and transparently communicating results of reserve studies to key stakeholders, identifying elements of the reserve analysis that is particularly relevant to future business decisions by the NA business unit, effectively managing and leading a large team, and building strong relationships with business leaders and other key leaders throughout the organization.   Responsibilities    Provide an independent assessment of the NA reserves and associated reserve risks, ensuring the adequacy and accuracy of the NA reserves. Ensure use of accurate, sound, and innovative approaches in projecting and setting reserving guidelines that are consistent with those of Global Risk Solutions...

The Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Position Summary: The Commercial Risk Client Executive is responsible for the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. He/she must also evaluate and educate clients on missing or newly available coverage options. Principal Responsibilities: Acquires and retains large, complex clients through a deep understanding of risk, risk mitigation, and insurance architecture and the ability to leverage and effectively communicate that knowledge in direct alignment with client operations. Develops trusted partnerships with key insurance company partners and broker representatives. Leads...

The mission of the Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients.  This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: In-depth knowledge of insurance products and services including knowledge of policy forms, terms/conditions. Maintain thorough knowledge of the insurance marketplace as well as develop and maintain significant relationships with key underwriters, ensuring thorough evaluation of qualified companies in the marketplace. Responsible for assessing client needs, designing solutions and negotiating with insurance carriers to obtain most appropriate coverage plans for clients. Market client business, typically of higher complexity, to a variety of insurance carriers, new and renewal business....

Job Type: Permanent Build a brilliant future with Hiscox   Product Manager – Insurance Enablement Atlanta, Boston, Chicago, West Hartford, NYC (Hybrid 2x weekly) The Product Manager – Insurance Enablement role at Corix, a Hiscox Company is responsible for the strategy, development, and execution of product features, enhancements, and integrations that support insurance product development, business growth, and product distribution. This role focuses on improving technology and tooling to make the creation and maintenance of insurance products easier, faster, and more efficient.   Core responsibilities include partnering with Insurance Product Implementation teams to drive enhancements to existing products and enable the launch of new ones, refining underwriting rules and risk assessment s, and coordinating with internal and external stakeholders to deliver operationally efficient and scalable solutions.   This position plays a...

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.  This individual contributor position works under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specific line of business. Responsibilities include the coordination of all claim resolution activities in accordance with company protocols, while achieving quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of highly complex commercial claims with large...

Job Type: Permanent Build a brilliant future with Hiscox   Head of Platform: Traded Location: Boston, MA | Hybrid: 3 days/week in office The Role: This is a senior leadership role responsible for owning engineering quality, delivery, and platform evolution across Hiscox US’s traded policy portfolio. Reporting to the US Chief Technology Officer, this individual will lead the modernization of the traded application ecosystem and build a high-performing engineering organization that supports underwriters, data professionals, and operations teams. Based in Boston, this role is critical to enabling scalable, efficient, and digitally enabled growth across the traded book. Key Responsibility Areas: Platform Strategy & Modernization: • Define and execute a multi-year strategy to modernize the traded application suite, reducing technical debt and increasing platform agility. • Drive the evolution toward cloud-native, API-first, and event-driven...

About the Role. We are seeking professional Property Claims Adjuster with a passion for customer service and a proven record of success. The position encompasses the delivery of flawless service to our members and independent agency partners, developing ease of doing business practices that result in efficient and timely operational support for the organization.   The preferred candidate resides in the Greater Boston area; however, candidates located elsewhere in Eastern Massachusetts may also be considered. What You’ll Do. Handle claims in a quality manner delivering on standards of accuracy, efficiency, customer service and regulatory compliance.  Represent the company in interactions with members, agents, as well as internal stake-holders in underwriting, product management and finance. Resolve claims and respond to inquiries involving members, agents, vendors (independent adjusters/appraisers, salvage, rental, car agencies), defense and plaintiff attorneys....