13 financial relationship banker jobs found in Minneapolis

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

The Opportunity At M3, our Client Executives offer advice and advocacy that instills confidence in our clients to manage risk and fuel growth within their organizations. In this role, you'll be at the forefront of prospecting, soliciting, quoting, and closing new commercial insurance accounts. But that's not all – you'll also play a crucial role in nurturing and advising our existing clients. Working closely with our Sales Leadership, you'll set and strive towards specific sales goals and service standards, ensuring excellence every step of the way. The ideal candidate will have a strong understanding of insurance policies and coverages, the ability to identify and prospect potential clients, build relationships, and effectively communicate the value of insurance products and services. How You Will Make an Impact Identify and cultivate insurance prospects by leveraging networking opportunities and establishing Centers of Influence. Foster enduring...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Account Executive to join our growing Property team in Minneapolis, MN . Designs, markets, and implements complex insurance programs on behalf of clients, with primary focus on property and related first-party insurance products.  Conducts strategic planning meetings with clients to discuss and recommend risk management programs.  Coordinates services between the client and the insurance company and provides day-to-day consulting and client advice.  Periodically functions as the overall Engagement Leader or Executive responsible for the account.  Delegates to others and responsible for providing leadership and potentially management to ensure all tasks are performed in a satisfactory manner by all involved.  How You Will Contribute Develops knowledge of a client’s business and industry and...

Description We are seeking an experienced Middle Market Senior Underwriter to underwrite commercial property & casualty risks in the middle market segment. As an individual contributor, you will make analytical, data-driven underwriting decisions within delegated authority, with limited guidance from leadership. You will evaluate and price moderately complex to complex accounts (including high individual line sizes and unusual exposures in parts of North America), manage broker and client relationships, and help shape product and portfolio strategy for your line of business. To be considered for this role, candidates must reside within the specified geographic location. This position requires regular in-person visits with local brokers and agents, so remote hires outside the designated territory cannot be accommodated. Key Responsibilities Underwrite middle market commercial accounts within assigned authority by assessing submissions, reviewing...

  The Opportunity Are you a visionary leader ready to drive operational excellence in a thriving insurance brokerage? As an Employee Benefits Operations Manager at M3, you'll be at the forefront of our Employee Benefits Client Services operations, leading and developing a dynamic team of Client Service professionals. This role offers an exciting combination of strategic leadership, team development, and client service excellence, making it an ideal opportunity for ambitious managers looking to make a transformative impact in a growing organization.   How You Will Make an Impact Take ownership of Employee Benefits Client Services operations, providing leadership and development support to ensure exceptional service delivery and professional growth across the team. Drive performance excellence through continuous evaluation, coaching, and feedback, ensuring agency professionalism and high-level technical expertise. Design and implement workflow procedures...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Casualty Account Executive to join our growing team in Minneapolis, MN!   This role is responsible for designing, marketing, and implementing middle‑market insurance programs for clients. It involves leading strategic planning discussions to recommend risk‑transfer solutions, coordinating services between clients and insurance carriers, and providing ongoing consulting and advice. The position requires independent decision‑making regarding program design, marketing strategy, and client communication, while delegating administrative tasks to support staff. How You Will Contribute: Develops knowledge of a client’s business and industry and their specific risk profile though their business model, asset portfolio, product and cash flow, loss history, etc.  Identifies the client’s exposure to loss...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Audit Compliance Professional to join our growing team!  The Audit Compliance Professional assists external clients with onboarding & on-going compliance within the book of business. This position is expected to work general, day shift hours in accordance with company guidelines. How You Will Contribute: Manage the client on-boarding implementation process;  As it pertains to compliance on-boarding. Conduct client benefit discussions with all parties and ensure that the client signs off on all implementation documents Submit all signature documents relating to compliance to appropriate carriers or third parties. Develop and maintain solid relationships with vendors, as well as internal staff; Manage implementation of all compliance related issues, and renewals for third parties....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown Insurance is seeking a Premium Payable Accountant to join our team! Thie Premium Payable Accountant will be based in our Minneapolis, MN office and will be responsible for monitoring and recording invoicing activity in accordance with established company practices and timelines.  How You Will Contribute: Review company payable reports to identify items that are ready to pay Research missing carrier statements after client payments have been received Create final company payable report Create Return Payments to Customers Create Broker Payable Reports and checks to Brokers on a monthly basis. Create other check payments as necessary Initiate ACH, wire, and check payments as applicable Enter Journal Entries as needed. Ensure all support for transactions is processed and filed accurately and timely in...

Description Liberty Mutual Insurance is a leading global insurer committed to helping people live safer, more secure lives. Within our Personal Lines business, we partner with independent agents across the United States to deliver a broad portfolio of property and casualty solutions. We value a diverse, inclusive workforce and offer meaningful work where your expertise directly impacts growth, customer experience, and the communities we serve.   As a Senior Territory Manager, you will drive profitable premium growth across an assigned territory by building strong, consultative partnerships with independent agents. This role is critical to expanding market share through strategic agency management, collaboration with underwriting and internal partners, and disciplined execution of Personal Lines growth initiatives. Key Responsibilities Own and manage an assigned territory, driving profitable growth in alignment with financial and operational goals....

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in St. Louis Park, MN . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!   Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and...

Job Description About Acrisure: Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more. Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and have grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win. Summary: This position provides an opportunity to build a career within an exciting market of the insurance industry. We are looking for a highly motivated, experienced, self-starter to join our Case Management Team. The Policy Service Specialist plays a crucial role in enhancing the client experience by...

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 This level underwriter typically handles accounts/clients that are most complex.   Has a greater underwriting authority and handles larger accounts and/or more complex risks than the Senior Underwriter.  The role will be responsible for underwriting an Excess Casualty portfolio  Develops and manages underwriting strategies for both renewals and prospects within his/her portfolio of accounts. This includes knowledge of the current market...