8 preferred banker jobs found in Madison

Description Summary: As a Preferred Banker,  you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Associate (Environmental and Energy) Broke r  to join our growing team!  The Associate Broker Works directly with an established broker under general supervision of operations leader and office leader. The associate brokers' primary duties are to review insurance submissions and applications to evaluate, qualify and market individuals and groups for insurance.  How You Will Contribute:   Examine application forms, inspection reports, insurance maps, and loss runs to assess risk factors such as ISO classifications, applicant financials, age, occupation, accident history, and property condition.  Review company records to determine the amount of insurance in force on single or closely related risks, evaluating potential losses from catastrophes or excessive coverage.  Broker risks by...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking an Associate (Environmental and Energy) Broke r  to join our growing team!  The Associate Broker Works directly with an established broker under general supervision of operations leader and office leader. The associate brokers' primary duties are to review insurance submissions and applications to evaluate, qualify and market individuals and groups for insurance.  How You Will Contribute:   Examine application forms, inspection reports, insurance maps, and loss runs to assess risk factors such as ISO classifications, applicant financials, age, occupation, accident history, and property condition.  Review company records to determine the amount of insurance in force on single or closely related risks, evaluating potential losses from catastrophes or excessive coverage.  Broker risks by...

We are adding an Agent Solutions Coordinator !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...

The Opportunity Are you ready to embark on a fulfilling career journey as a Property & Casualty Client Manager? If you’re passionate about providing exceptional client service, building strong client relationships, and have a knack for problem-solving, this is the opportunity for you. In this role, you'll be at the forefront of supporting our sales efforts, ensuring client satisfaction, and navigating the ever-evolving landscape of commercial insurance. This role isn't just about managing accounts—it's about forging lasting connections, providing unparalleled service, and contributing to the success of our clients and our team. You’ll gain valuable experience in insurance while working in a collaborative and supportive environment where your skills and expertise are valued.   How You Will Make an Impact Take the lead on managing assigned books of business, guiding internal resources, and delegating tasks effectively under the direction of experienced...

Overview The primary location for this position is in or near Madison, Wisconsin.   This position is based out of your home with a company-provided vehicle for travel to the claim sites. Grinnell Mutual employees and their family members enjoy a comprehensive health benefits package that reduces premiums for commitment to a healthy lifestyle, along with a full suite of disability and life insurance and a 401(k) program with a company match. Property Claims Adjusters receive a one-time home office reimbursement up to $1,000 to set up their remote home office and monthly internet expenses paid by the company. Grinnell Mutual offers a flexible work environment and paid holidays where the office is closed. Please note that candidates must be eligible to work in the U.S. without Grinnell Mutual sponsorship.    This position may be filled at the level equal to the individual's qualifications and experience. The Reinsurance Adjusting Program provides in-depth...

  The Opportunity Are you passionate about building strong client relationships and delivering exceptional service in the retirement plan industry? M3 is seeking a skilled Retirement Plan Manager II to support our M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans. As a Retirement Plan Manager II, you will utilize your retirement plan knowledge and professional communication skills to serve as a primary point of contact for clients, maintain and grow relationships, and ensure high levels of client satisfaction. You will work closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff — including conducting educational meetings independently and participating in group sales presentations.   How You Will Make an Impact Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house...

  The Opportunity Are you a dynamic leader ready to drive digital product delivery excellence in a fast-paced technology environment? As a Delivery Manager in our Digital department, you'll be at the forefront of planning, coordinating, and overseeing the successful delivery of digital products and technology solutions. This role offers an exciting combination of strategic planning, cross-functional collaboration, and hands-on delivery management, making it an ideal opportunity for experienced professionals looking to make a transformative impact in product delivery operations.   How You Will Make an Impact Take ownership of day-to-day delivery and operational execution, actively managing sprint and delivery activities while partnering closely with Product Managers to ensure seamless product delivery Drive performance excellence through detailed delivery planning, release scheduling, and continuous process improvement across cross-functional teams...