24 preferred banker jobs found in Boston, MA

The Senior Analyst is responsible for providing data-driven insight for key business stakeholders, across Coverys internal functional areas .  This position will play a key role in the identification of trends that drive strategic and operational decision-making.  This will necessitate an in-depth understanding of the business, its data, and corresponding technologies.  The Senior Analyst will be responsible for setting, managing and meeting deadlines, ensuring the highest level of data accuracy in all work products.  Essential Duties & Responsibilities Understand business problems, requirements or expectations and translate them into a data driven solutions. Use various applications and systems to extract, transform, manipulate, explore, analyze and report data, using data integration/preparation, analytics, modeling, and visualization tools including (but not limited to) PowerBI, Alteryx, Excel, SAS/SQL, etc. Work with business units to identify areas where...

Description Independently plans and monitors the completion of bookclose processes and financial reports in a deadline focused environment, while ensuring that issues are escalated as needed. Uses increasing expertise to process detailed information with high levels of accuracy and to research and apply accounting policy. Communicates effectively with other units and management to plan work, gather information, and present results. Leads efforts to continuously improve processes to produce relevant financial reports in the fastest, most efficient means possible. Responsibilities Oversees functions of the monthly, quarterly and annual book close cycles, monitoring timely completion and escalating issues for resolution. Accurately and efficiently performs accounting activities of increasing complexity. Creates increasingly complex financial statement schedules, audit support schedules and other reports in a timely manner. May perform detailed review of other...

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...

The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options. POSITION SUMMARY:   The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on missing or newly available coverage options.   PRIMARY RESPONSIBILITIES:   The Commercial Risk Client Executive is responsible for leading the management and service of complex commercial accounts and functions at a strategic level to develop and retain consultative relationships with clients. Sr Client Executive must also evaluate and educate clients on...

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...

Directly supervises and leads a high-functioning team of risk placement professionals. Responsible for the overall function of marketing, underwriting, and placement of new business accounts submitted by the Sales Team and the consistent quality output of the Risk Placement team. The Risk Placement Department Director maintains and fosters a positive working relationship with insurance carrier marketing, underwriting and support staff; has in-depth knowledge of markets, products, and coverages; and serves as a resource in this capacity for the Marketing and Risk Placement Analysts and Sales Executives. The Risk Placement Department Director also fosters effective communication and information-sharing with Business Insurance Service staff and management, Business Insurance Sales staff and management, and Senior Management, and ultimately achieves exceeds-expectations delivery of service.  Primary Functions:  Directly supervises and leads a high-functioning team of risk...

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....

Description Join a high-impact underwriting team focused on building and growing a profitable, diversified Public Entity and Education portfolio. In this role, you will combine technical underwriting expertise, strategic market insight, and strong agent/broker relationships to help drive business growth and portfolio performance. You’ll serve as a trusted subject matter expert on multi-line business, including professional liability, while collaborating closely with internal partners on key initiatives that shape the business. This is an opportunity to make a visible impact, mentor emerging talent, and help influence underwriting strategy in a dynamic, market-facing role.   Responsibilities:   Risk Selection: Reviews, evaluates, and underwrites new and renewal business by assessing risk quality, determining premium and coverage terms, obtaining approvals as needed, and presenting proposals to agents and brokers. Negotiates terms and...

The Senior Manager, Marketing & Communications is responsible for providing leadership and day-to-day operational management and implementation of programs for all U.S. Coverys companies in the area of marketing communications and public relations.  This includes management of the company’s corporate communications activities for all products and services, including national advertising, thought leadership, channel marketing to clients and prospects, Agent/Broker communications vehicles, and oversight of public relations, social media as well as support for internal and crisis communication responsibilities as requested by leadership.  In addition, this role will provide support services for Coverys international companies as requested.   The Senior Manager, Marketing & Communications is responsible for the planning, development and implementation of the organization’s marketing communication strategies and programs and deliverables related to market penetration, lead...

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...

Description Vice President, Private Credit Strategy & Process Design Team: Loan Operations · Operational Strategy & Delivery Location: Boston, MA or New York, NY   About the Role   Liberty Mutual Investments (LMI) is seeking an experienced and strategic operations professional to join our growing Loan Operations team as Vice President, Private Credit Strategy & Operations. This is a senior, high-impact role and a key addition to a newly formed function being purpose-built to support the continued growth and build-out of a best-in-class loan operations platform.   This VP will serve as the operational lead for LMI's private credit process design and operating model evolution — responsible for ensuring that Loan Operations functions as an active, knowledgeable partner across the full private credit lifecycle, and that LMI's private credit operations keep pace with industry best practices, portfolio growth, and increasing structural...

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...

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.  Key Outcomes • Increased submission flow, new business conversion, and written premium growth into Small Business through disciplined local engagement and execution • Improved agent, producer, and CSR clarity on appetite, workflows, and “how to do business” with CNA • Strong connectivity between agencies and underwriting, resulting in fewer stalled deals, faster issue resolution, and improved partner experience • Execution of effective territory and agency management plans that support sustainable growth and placement behavior JOB DESCRIPTION: Primary Responsibilities (% of time) Day-to-Day Sales Execution 35% Drive individual submission deal flow into Small Business; manage...

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 We are seeking a highly skilled and motivated Principal Front-Office Engineer to join our prestigious investment firm. As a Principal Front-Office Engineer, you will serve as the technical lead embedded within the Investment Innovation, Integration & Trading (I3T) team, driving design and implementation of small-scale proofs of concept and prototypes that support the fixed income portfolio, improve investment analysis, develop AI-enabled workflows, and enhance reporting systems & processes. You will partner closely with analysts and investment teams to enhance their day-to-day use of AI, helping them build artifacts in a more technically sound manner and building robust systems and tools that scale those prototypes into production-ready applications. We’re looking for a hands-on software architect and builder who can design systems, rapidly iterate on them, and deliver quality solutions that power analytics, reporting, and investment...

Company Details Gemini Transportation Underwriters  is a leading provider of excess liability insurance for companies in the transportation industry. We offer excess liability coverage for all types of vehicles and excess liability and railroad protection for freight and passenger railroads and public transit systems.  As part of W. R. Berkley Corporation, one of the nation’s premiere commercial lines property casualty insurance providers, we combine the resources of a Fortune 500 company with the underwriting expertise and personalized service of a specialty carrier.  We are pleased to underwrite and issue policies on behalf of Gemini Insurance Company*, also a W.R. Berkley member company, which carries an A. M. Best Financial Strength Rating of A+ (Superior) and a Financial Size Category of XV.  Company URL:             https://www.geminiunderwriters.com/ The company is an equal opportunity employee Responsibilities...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance RN Field Case Manager This Field Case Manager will cover our Boston, MA region and must live in this area in order to be considered. Must be an RN and prefers 1.5 years of prior workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and...

Description We are seeking a highly skilled and motivated  Principal Quantitative Engineer  to join our prestigious investment firm. The Quant Solutions  team, part of Global Strategy & Capital Allocation, leads the General Account’s asset allocation and portfolio construction process, delivering advanced analytics, scenario analysis, and forward-looking insights to guide long-term, annual, and tactical investment decisions within regulatory, rating agency, and portfolio constraints. As the technical lead embedded within this team , you will drive the design and implementation of small-scale applications and proofs of concept that advance portfolio construction, asset allocation analytics, and quantitative research workflows.   You will partner closely with quantitative analysts and portfolio strategists to enhance their day-to-day use of AI, helping them build artifacts in a more technically sound manner and building robust systems and tools that scale...

Description The Senior Underwriter is responsible 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,...

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....