27 preferred banker jobs found in Boston

Description This is an entry level position within the Account Analyst job family, with a goal of acquiring a basic understanding of risk evaluation on new and renewal business.   This is a hybrid position. Candidates residing within 50 miles of Boston, MA or New York, NY office are required to report onsite twice a week. Please note that this is subject to change.   At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying the flexibility of remote work for focused tasks and projects.   Responsibilities: Gathers, organizes and enters information into pricing models; and performs the initial analysis of exposure, loss and coverage for the underwriter. Supports the underwriter and agent/broker with...

Note: This role is not offering sponsorship. You must have valid authorization to work in the US and located within commutable distance to a Guardian office location. Is the opportunity to join a culture where “We Do the Right Thing,” and “We Courageously Shape Our Future Together” important to you? If so, Guardian is seeking a resolute motivated individual to join our team as a Strategic Financial Planning Analyst. This role will support the planning, evaluation, and execution of strategic initiatives across the organization. This role will play a critical part in driving financial insight and operational alignment by supporting budgeting, forecasting, scenario modeling, and performance tracking of Guardian’s strategic initiatives. The ideal candidate will be comfortable working cross-functionally and will bring a strong mix of financial acumen, strategic thinking, and data visualization capabilities. You will Strategic Initiative Support Partner with business...

Description   The Executive Underwriter is reponsible for underwriting energy accounts independently within delegated authority, making data-driven accept/decline and pricing decisions for complex or high line-size risks across oil & gas, pipelines, power generation and renewables in North America. Key responsibilities Manage a portfolio of brokers/agents and clients; source and underwrite profitable energy business. Assess technical exposures using loss histories, engineering reports, production/operational data and modelling; set terms, limits, deductibles and reinsurance needs. Underwrite property, BI/DSU, third‑party liability, pollution/environmental, construction/EPC and energy-related cyber/OT risks. Provide portfolio analytics and insights to inform pricing, appetite and marketing plans. Maintain senior broker relationships and clearly articulate coverage differences and risk appetite. Collaborate with Claims, Actuarial,...

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 Job Description Summary: Capstone Partners is seeking a Vice President on the Market Intelligence/Lead Generation team to conduct research on and author outbound market intelligence reports. The reports are essential to Capstone’s business development and brand recognition and are used by thousands of business owners, alliance partners, private equity groups, and news outlets as a valuable source of M&A information. There are five departments within Capstone’ Partner's Lead Generation team: Market Intelligence, Business Development, Sponsor Coverage, Buy-Side Mandates and Corporate Partner Referrals. The Vice President is responsible for producing high-quality primary and secondary research in the form of articles, reports, surveys, and indices.  In addition to working with the firm’s Managing Directors and Directors on published research, the Vice President will help manage the team’s...

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+...

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' Industrials 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...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The position encompasses Inland Marine underwriting for the Markel Specialty Northeast Region. The primary purpose of this position is to underwrite new business and renewals in a profitable manner and according to authority level and established guidelines, and participate in special projects having an impact on the business. Assigned larger and more important agents/brokers. Utilize underwriting tools to determine accurate classifications, rates, and premium charges. Understand state laws, including...

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. JOB SUMMARY: The Placement Manager services the needs of our clients in a prompt and efficient manner. The Placement Manager prepares all client RFP’s, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek...

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of commercial lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing...

Responsibilities Build, maintain, and grow a book of business Manage agency relationships and serve as lead client contact Create and execute marketing plan to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as well as new business Develop and submit underwriting referrals to company brokerage facilities and Burns & Wilcox management   Monitor key metrics to formulate corrective action impacting new business hit, renewal retention, premium growth, and loss ratio Lead, train, and develop Assistant and Associate Underwriters Qualifications Bachelor’s degree or equivalent combination of education and experience   Minimum 3 years of Personal lines underwriting or brokerage experience required, excess & surplus experience preferred Demonstrated proficiency in sales and marketing Proven...

Company: Oliver Wyman Description: Private Capital x Commercial Effectiveness – Engagement Manager /Principal   Practice Overview The Private Capital and Value Creation team at Oliver Wyman specializes in supporting private equity investors throughout the entire deal lifecycle—from opportunity identification through due diligence to post-transaction value realization. Our approach is multi-specialist, leveraging deep industry knowledge and functional expertise to help clients achieve differentiated results in their investments. The Commercial Effectiveness (CE) arm of our Value Creation team specifically works across industries to drive breakthrough revenue and margin improvement. Our approach is multi-specialist, leveraging deep industry knowledge and functional expertise to help clients achieve differentiated results. This role offers an opportunity to work within a fast-growing, dynamic team. Oliver Wyman is a global leader in management consulting that combines...

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 Liberty Mutual Investments manages Liberty Mutual Insurance Group’s global financial assets across public and private domains, to create capital and generate income. With over $100 billion in AUM and staffed with 300+ investment, finance and operations professionals located in Boston, MA., Liberty Mutual Investments offers the best of both worlds; the look and feel of a boutique investment firm, and the reputation and financial strength of a Fortune 100 company.   Liberty Mutual Investments Technology (LMI Tech) is actively searching for a Solutions Architect to work across our organization to design and shape our overall Generative AI strategy. Join a green-field initiative to embed Generative AI across our Investments organization. You’ll be the technical quarterback tracking the fast-moving Gen AI ecosystem, translating capabilities into high-value investment use cases, and leading an engineering pod from whiteboard to production. Note:...

Company Details   Berkley Medical Management Solutions (BMMS) provides a different kind of managed-care service for W.R. Berkley Corporation. We believe focusing on an injured worker’s successful and speedy return to work is good for people and good for Berkley’s insurance operating units. BMMS was first started in 2014 by reimagining the relationship between medical need and technology to deliver the best outcome for injured workers and Berkley’s operating units. Our goal was clear: combine solid clinical practices, proven return-to-work strategies and robust software into one system for seamless management of workers’ compensation cases.   To get it right, we started with a flexible technology platform that allowed for impressive customization without sacrificing the ability for expansion and continued innovation. We deploy integrated systems to give W.R. Berkley Companies recommendations and professional services for managing each individual case in an...

We are seeking a detail-oriented and proactive individual to join our Accounts Receivable team as an Accounts Receivable Analyst. In this role, you will be responsible for a variety of tasks related to financial transactions, payment processing, discrepancy resolution, and supporting Account Managers. Your meticulous attention to detail, strong customer service and problem-solving skills will be required to complete this role. Note that this role is hybrid with offices in the following locations: Miami, FL, Palm Beach Gardens, FL, Sunrise, FL Chicago, IL Southfield, MI Kansas City, MO Glastonbury, CT Guilford, CT Boston, MA Berkeley Heights, NJ New York, NY Uniondale, NY Glendale, CA Irvine, CA Santa Rosa, CA Your Impact: Discrepancy Resolution: Identify and resolve any discrepancies in financial transactions before applying funds to ensure accuracy; strong customer service skills: work effectively and collaboratively with multiple team members within the...

Job Type: Permanent Build a brilliant future with Hiscox    Build a Brilliant Future with Corix, a Hiscox Company! The Senior UX Designer – Insurance Platforms role at Corix, a Hiscox Company, is responsible for the end-to-end design, development, and continuous improvement of user experiences that power critical insurance technology workflows, including submissions, quoting, binding, issuance, and policy maintenance. This role focuses on creating intuitive, scalable, and component-driven design systems that support brokers, underwriters, and internal teams while driving efficiency and consistency across operations.  Core responsibilities include leading UX design for insurance product configurations, administrative tools, and underwriting file management, ensuring seamless workflows and reduced friction for both external and internal stakeholders. The Senior UX Designer will translate complex insurance processes into simple, usable experiences, partnering closely...

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...

About Global Atlantic  Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com .  POSITION OVERVIEW  The Investment Operations Analyst will help support $190bn+ in assets across various asset classes, including fixed income, illiquid credit, asset backed securities and real assets. The individual will focus on supporting these asset classes through a variety of functions outlined...

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 Boston, MA 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...