17 financial relationship banker jobs found in Scottsdale, AZ

About the Role: The Senior Underwriter is a key member of the underwriting team reporting to the Regional Underwriting Manager. The primary goal of this position is to profitably grow a book of business by actively partnering with Agents and working effectively with colleagues throughout the organization. This person will plan and budget for the book of business, develop and maintain agency relationships, and execute underwriting decisions. What You'll Do: No matter the role, delivering exceptional service is the priority in everything we do at PURE. As a Senior Underwriter, this looks like:    Business Management: Reviewing your book of business, tracking performance, and analyzing market conditions and competition.   Broker Partnership: Building and managing broker relationships, developing goals and strategies, and collaborating to craft tailored solutions for members.   Underwriting Execution: Oversee new and renewal underwriting, select risks per...

Role Summary The Client Service Associate/Analyst provides essential non-advice-related support to wealth advisors and their clients, ensuring seamless delivery of wealth management services. This entry-level position offers the opportunity to develop core knowledge of financial products, planning concepts, and client service practices while supporting experienced advisors in managing high-net-worth client relationships. Key Responsibilities Provide non-advice-related support to clients including preparing standard client reports and account statements Maintain accurate client files, documentation, and ensure all records are current and compliant Answer routine client questions and service requests under supervision of advisors Interface with broker-dealers, custodians, and product providers to facilitate transactions and resolve issues Prepare materials for client meetings including performance reports, financial statements, and presentation decks Process account...

Company Details     Berkley Specialty Excess (BSE) was founded in 2023 as a member company of W.R. Berkley Corporation.  Berkley Specialty Excess is an excess and surplus lines commercial insurance carrier. Berkley Specialty Excess provides excess and surplus lines coverages for mid-market companies with hard–to place, specialized risks including, environmental (excess and primary), excess energy and excess general casualty. These risks involve moderate to high degrees of hazard and require highly negotiated terms to meet buyer's needs. The distribution of products is limited to industry specialized brokers, wholesale for all products and large retail brokers for environmental and energy products.   Company URL:   https://www.berkleyse.com/   The company is an equal opportunity employer.     *This role may be performed remotely for highly qualified candidates who do not reside within a reasonable commuting distance of a Berkley office.*...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an Assistant Vice President in our Energy team.  This position will support the Head of North America Energy to develop and implement an underwriting strategy that identifies profitable market opportunities, in addition to working with a select group of wholesale and retail brokers and our experienced specialists tailor solutions to meet the unique needs of each client. Providing individual risk policies as well as products for niche classes, we deliver risk solutions effectively and responsively.   Location: This position will be based in our Morristown, NJ; New York, NY and Scottsdale, AZ offices . We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers.  Our business, your impact, our opportunity: What you’ll be doing: Able to quickly review applications and financial...

Why Choose HUB?   Throughout our network of over 500 HUB offices in North America, we offer a competitive,   exciting   and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and   provide   continuous opportunities for   growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organizations, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current   needs, yet   evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.   Summary:   As...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Senior Production Specialist 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 Lexington Underwriting AIG’s Lexington Insurance Company is the leading US-based surplus lines insurer. For over 50 years, it has provided flexible solutions to companies and organizations of all sizes – from Fortune 100 corporations to small and middle market entities. Lexington is renowned for its ability to help brokers find solutions to the most challenging insurance needs of their clients. Drawing on their entrepreneurial spirit, colleagues are encouraged each day to rise to challenges and embrace opportunities to make a difference. How you will create an impac t The Senior Production Specialist will market and underwrite for acceptable business in accordance with established, written underwriting guidelines....

About the role This position is part of the UW support career progression and may report to a Senior Specialist, UW Support, Team Leader, or to an Team Manager, Underwriting Support.  The Senior Underwriting Assistant is an individual contributor within the Underwriting Support Unit of the unit’s field operations.  This role assists the underwriters by screening risk offerings and with pre and post-binding processes. The role also performs services including problem-solving or research projects requiring broad insurance and/or procedural knowledge and works under direct supervision. This role will work on our Commercial Property Business Line. Key responsibilities: In addition to the traditional UA duties (see description below), this role will: Support regional UA Manager in overseeing all daily business activities and act as the first point of call for all UAs in the region Review new submissions against prescribed criteria to determine if risk...

About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB? Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our...

About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB?  Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best...

Position Title Branch Banking - Client Consultant I   Location Scottsdale, AZ 85260-6655   Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with the services needed to meet their financial goals. This role will process financial transactions in an accurate, efficient, and friendly manner while maintaining operational standards, and assist the team in meeting branch goals.   Job Responsibilities: Sales Performance: Support team efforts to achieve growth targets in financial performance (outstanding deposits, outstanding loans, non-interest income) and primary client acquisition. Actively seek and deliver the right client introductions to the right team member(s) to achieve growth targets and execute successful sales initiative Client Experience: Provide positive client experience by assisting with account questions,...

  *This position is open to multiple Burns & Wilcox branch offices across the US.*   We are seeking a strategic and experienced Property Leader to drive the growth and profitability of our newly launched Excess & Surplus (E&S) Property product. This leadership role is responsible for driving premium growth, underwriting oversight, portfolio management, and broker relationship development for business written nationwide through Burns & Wilcox, our main wholesale distribution partner.   The ideal candidate will bring deep expertise in E&S Property underwriting, catastrophe exposure management, and portfolio strategy, along with a collaborative leadership style and strong market relationships. Responsibilities Lead a team that underwrites brokerage lite and middle-market E&S Property accounts on a brokerage basis Drive profitable premium growth country-wide for a newly launched brokerage...

Overview The Lead Claims Examiner is responsible for prompt and efficient investigation, evaluation and settlement or declination of insurance claims through effective research, negotiation and interaction with insureds, claimants and medical providers. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of AmTrust and the Claims organization. Responsibilities Follows AmTrust policies and procedures in managing claims. Investigates the claim and coverage by making timely and appropriate contact with involved or interested parties including but not limited to the insured, claimant, witnesses and medical providers. Evaluates, establishes, maintains and adjusts reserves based on fact, company standard and experience. Skillfully negotiates claims, turning adverse perspectives into quick resolution. Gains trust of other parties to negotiations and demonstrates good sense of timing....

About HUB International HUB International is a leading global insurance broker, offering a comprehensive range of property, casualty, risk management, life and health, employee benefits, investment, and wealth management solutions. With more than 600 offices and over 20,000 employees across North America, we are committed to helping individuals and businesses evaluate and manage their risks and insurance needs with personalized service, while our dedicated team delivers expert guidance and tailored solutions to ensure superior customer experience and lasting value for our clients. Why Choose HUB?  Throughout our network we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best...

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.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . Leads and directs an underwriting group and is accountable for business results through overall management, profitability, and business development of a book of business for Surety. In conjunction with senior management, works within the highest limits of authority. Has regional, industry segment or company-wide scope of responsibility. JOB DESCRIPTION: **This position will sit in the Scottsdale, AZ...

Overview The Transportation Liability Claim Specialist is responsible for prompt efficient review and disposition of insurance claims through effective research, evaluation, investigation, negotiation and interaction with insureds or claimants. The Specialist is often, though not always, assigned to larger claims with a larger exposure or severity in the Line of Business. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust and Claims organization.   *This Role can be out of any AmTrust Office on a Hybrid Schedule* Responsibilities Investigates the claim or coverage by making timely and appropriate contact with involved or interested parties including but not limited to the insured or employer representatives, claimants or injured workers, witnesses and producers.  Determines, reviews and analyzes coverage. While operating autonomously, elevates coverage issues...

Overview The Transportation Liability Claim Representative is responsible for prompt efficient review and disposition of insurance claims through effective research, evaluation, investigation, negotiation and interaction with insureds or claimants. The Specialist is often, though not always, assigned to larger claims with a larger exposure or severity in the Line of Business. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust and Claims organization.   *This Role can be out of any AmTrust Office on a Hybrid Schedule* Responsibilities Investigates the claim or coverage by making timely and appropriate contact with involved or interested parties including but not limited to the insured or employer representatives, claimants or injured workers, witnesses and producers.  Determines, reviews and analyzes coverage. While operating autonomously, elevates coverage...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Provides support to Brokers, Underwriters or Team Leaders regarding all policies and/or key accounts. Partners with Broker to solicit, promote, sell, quote, and maintain renewals from existing agents as well as support new business. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which...