30 financial relationship banker jobs found in Houston

Position Summary:   The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Supervisory Skills:  None Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers...

Position Title Commercial Loan Operations Construction Specialist   Location Houston, TX 77079   Job Summary The Commercial Loan Operations Construction Specialist is responsible for providing comprehensive operational support to Commercial Real Estate or the Home Builder Finance Groups by servicing complex construction and development loans. This role ensures the accurate and timely processing of draw requests, project funding, system updates, collateral monitoring, and borrower communication. The specialist acts as a key liaison between loan operations, relationship managers, credit, title companies, and external vendors to support residential and commercial real estate development projects.   Job Responsibilities: Lead the servicing of complex and high-value construction and development loans, ensuring accurate closing, funding of loans and disbursement of draws For home builder finance loans, order appraisals and ensure the appraised values are in line with the...

Underwriter I, Energy Who we are At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriter I, Energy to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Underwriter, Energy 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...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $18 - $22 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $18 - $22 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and...

Description Summary: The Credit Analyst position is an entry point and career development position within the fast-paced and highly analytical Commercial Banking environment at Huntington. This position generally leads to a career in commercial banking as a portfolio manager,  relationship manager or credit administration officer.  We're looking for a self-starter and creative thinker who wants to grow with us. Duties and Responsibilities: Work directly with relationship managers, portfolio managers and credit officers to expand market share, enhance relationship return, serve our customers, and protect the quality of the Bank's loan portfolio. Gather and analyze financial and business information to determine a prospective or current borrower’s credit worthiness in accordance with the Bank’s credit policies and risk appetite. Assist in the preparation of screening, underwriting and approval documents,...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .     Our Small Commercial department is seeking a Senior Small Commercial Sales Manager to join our growing team in Houston, Texas.   This is a full time, exempt role     POSITION OVERVIEW:     Primary responsibility for driving small Commercial (BOP and < 50 K) policies new business flow in the  agents  offices through educating and working with account managers  and communicating our risk appetite. Responsible for key agency relationship building, for those defined agents, and partners with  our Specialty and  Middle Market Underwriters to support growth and retention.        IN THIS ROLE, YOU WILL:...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .     Our Small Commercial department is seeking a Senior Small Commercial Sales Manager to join our growing team in Houston, Texas.   This is a full time, exempt role     POSITION OVERVIEW:     Primary responsibility for driving small Commercial (BOP and < 50 K) policies new business flow in the  agents  offices through educating and working with account managers  and communicating our risk appetite. Responsible for key agency relationship building, for those defined agents, and partners with  our Specialty and  Middle Market Underwriters to support growth and retention.        IN THIS ROLE, YOU WILL:...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $18 - $22 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Mental Health Benefit: 12 therapy sessions and 13 additional psychiatric sessions. Extra Perks: Access to disability, hospital...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Broker Director 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 Distribution 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 Tasked with driving the financial results and managing assigned retail brokers within a market, the Broker Director will create clear goals that are defined and designed to: Promote...

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. The Sr. Client Manager, Commercial Risk assists in the coordination of carrier relationships on behalf of CRMG by leading the service team on large accounts as assigned, including coordinating key services and developing the initial placement/renewal strategy. POSITION...

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. Job Description Conducting property loss control inspections of various types of process industries and commercial properties.  This will include occupancies such as: Process Industries, Stadiums, Data Centers, High Rises, Metal Workers, Distribution Centers, Museums, and Hospitals.  Performing risk assessment account reviews for underwriters, account/broker meetings, and presentations. Evaluating sprinkler systems, building additions, and fire alarm plan...

AIG   is reimagining   the way we help customers manage risk. Join us as a   Summer Intern in the   Underwriting -   Marine   department   to play your part in that transformation   with   opportunit ies   to   learn and   grow your skills and experience as a valued member of the team.     About Us   At AIG, helping   organizations and   people discover new potential is our purpose. As a global risk leader, we do this for our clients every day. Through our deep   expertise   in their industries and our innovative solutions that help them smartly manage risk, we enable their growth in ways they never thought possible.     But we also do the same thing for our   colleagues , because   we know our people are our greatest strength   –   the source of every insight, every   idea   and every innovation. When   we're   working as one team to do   what's   right for our colleagues and our...

Position Summary:   The  Personal Lines Insurance Senior Account Manager will be responsible for managing client’s current insurance coverages, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders. Supervisory Responsibilities:   None Essential Tasks: Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies Acts with independent discretion and autonomy. Attends client meetings and influences decision-making on behalf of the insured. Represents the firm in a professional manner through appearance, communication style, and demeanor Preparing endorsements to send to the insurance carriers  Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop...

Position Summary The Senior Underwriter is responsible for the profitable growth, underwriting, and brokerage/distribution management of a portfolio of complex commercial marine and specialty insurance accounts. This role evaluates new and renewal business, develops underwriting strategies, markets and negotiates placements with carriers on behalf of brokerage clients, manages broker and carrier relationships, and provides technical guidance to underwriting and brokerage staff. The Senior Underwriter exercises broad underwriting authority and sound judgment in risk selection, pricing, coverage design, and portfolio management — while also driving new business production through direct market relationships — to support the achievement of divisional growth and profitability objectives. What will your job entail? Essential Duties and Responsibilities   Underwriting & Portfolio Management   Underwrite and manage a portfolio of new and renewal...

Position Summary The Junior Underwriter supports both the underwriting and brokerage functions within a specialty marine underwriting and distribution team. This role assists Underwriters and Brokers in the evaluation, marketing, processing, and servicing of commercial marine insurance accounts — partnering with agents and carriers on submissions while also helping shepherd business through underwriting review, quoting, binding, and policy issuance. The Junior Underwriter maintains underwriting files, prepares broker- and carrier-facing documentation, and ensures data accuracy throughout the full placement lifecycle. This role works collaboratively with Underwriters, brokers, agents, carriers, and internal departments to provide efficient service and support profitable business growth. What will your job entail? Essential Duties and Responsibilities   Underwriting Support   Assist Underwriters with new and renewal account processing, risk analysis,...

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. Essential Job Functions Analyze and underwrite technical risk exposures on new and renewal business Maintain an existing account renewal book Travel to and conduct client and broker meetings on all major renewals Develop new business account production. Travel to and complete marketing/sales meeting in assigned territories Ensure underwriting and service standards are met on assigned accounts Develop insurance proposals, prepare policies and...

Job Title: Senior Reinsurance Analyst Location: Houston, TX (Hybrid 4:1) Reports To: Reinsurance Reporting Manager Employment Type: Full time Work Schedule: Hybrid (4 days in office, 1 day remote) About Us Help us insure it. Tokio Marine HCC is a leading global specialty insurance group, backed by the strength and stability of the Tokio Marine Group. With more than 50 years of sustained growth and profitability, and offices across the United States, the United Kingdom, Europe, and other international locations, we offer more than 100 classes of specialty insurance—covering everything from the crops that feed us and the concerts that entertain us to rescuing travelers abroad. Guided by our Mind Over Risk philosophy, we empower clients to pursue opportunities with confidence while fostering a culture rooted in innovation, collaboration, and trust. Always Advancing, we embrace an entrepreneurial spirit; as Experts in Tomorrow, we anticipate what’s next; and by Reaching Out,...

Position Summary:   The  Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders. Supervisory Responsibilities:   None Essential Tasks: Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies Preparing endorsements to send to the insurance carriers  Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop proposals and may present to clients. Handles or refers insured’s questions or delegates to appropriate team member Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business Maintains detailed...

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. Supervisory Responsibilities:   None Essential Tasks: Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. Verification of rates, exposures, and prior premiums to ensure accurate policy records. Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. Respond to and process certificate of insurance (COI), ID Cards, and billing questions as...