11 financial relationship banker jobs found in Scottsdale, AZ

About the Role The Southwest Regional Executive (RE) is a senior market leader and a key member of PURE’s leadership team, responsible for driving growth, market presence, and member experience across the Southwest Region (Arizona, Colorado, Hawaii, Nevada, New Mexico, and Utah). Reporting to the Western Zone Executive, the RE leads PURE’s Sales & Distribution strategy in the region, with accountability for delivering sustained, profitable growth while strengthening PURE’s position as the carrier of choice for high net worth (HNW) individuals and the brokers who serve them. This role extends beyond sales leadership. The RE operates as PURE’s executive presence in the market—shaping regional strategy, influencing enterprise priorities, and aligning cross-functional teams to deliver exceptional outcomes for members and partners. Success requires balancing disciplined execution with strategic insight and pairing strong external orientation with the ability to mobilize...

Overview Good Things Start Here. Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers. Good Things You Can Count On. Hybrid schedule: 2 days remote / 3 in‑office Predictable hours (no nights, weekends, or holidays) Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities Are you a detail‑driven insurance professional who thrives on accuracy, insight, and meaningful impact?   Step into a role where your expertise helps ensure fair, transparent, and compliant premium assessments for businesses across the country. As a mid/senior-level Premium Auditor ,...

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 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...

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...

Sales Trainee, Group Benefits - SG09DN We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              Employee Benefits Sales Development Program The Hartford is searching for candidates to join their Employee Benefits Sales Development Program.  Successful candidate will participate in a 6 month sales and product training curriculum. Once completed the candidate will sell Employee Benefits products to clients through broker/consultant relationships.  What’s in for you? Comprehensive 6 month sales training and development program geared towards The Hartford’s Employee Benefits products. Participate in a learning curriculum focused on role based and foundational skills that can be applied to any level of the organization....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull & Company is seeking an Inside Broker / Underwriter to join our growing team in Scottsdale, AZ!   This position is designed to train and prepare teammates to take on the role of a Broker responsible for their own book of business. The Inside Broker will work on the Brokers book of business to grow new business and retain current business. Reviews insurance submissions & applications to evaluate, qualify & market individuals and groups for insurance by performing the following duties. How You Will Contribute:   Examines such documents as application forms, inspection reports, insurance maps, and loss runs to determine degree of risk from such factors as ISO classifications, applicant financials, age, occupation, accident experience, and value and condition of property. Confer with the Branch Leader before...

  When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. We are looking for candidates with an entrepreneurial spirit, drive for career advancement and desire to develop relationships to join our team as an Associate Broker. The Associate Broker will support Brokers with all job functions to learn the industry, business, and job responsibilities necessary for future growth as a Broker. Serving as in intermediary between the Retailer and the Insurance Company, they market, identify, solicit, and arrange appropriate insurance coverage for clients. The Associate Broker will drive new business to assist Brokers in meeting or exceeding production goals, as well as build strong, positive relationships to increase the reputation of Burns & Wilcox. Responsibilities Produce income by brokering specialty Property and Casualty lines of insurance Cultivate and...

Objective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division clients, and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships as well as be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisor's day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work.   Responsibilities Include: Respond to all client requests promptly. Update voicemail greeting message daily. Create, maintain, and update client and prospect accounts and agreements with Geneos Wealth Management.  Create, send, process, and follow up on all client paperwork...

Overview Berkshire Hathaway GUARD Insurance Companies provide Property & Casualty insurance products and services through a nationwide network of independent agents/brokers.  Our companies are all rated A+ “Superior” by AM Best (the leading independent insurance rating organization) and ultimately owned by Warren Buffett’s Berkshire Hathaway group – one of the financially strongest organizations in the world!  Headquartered in Wilkes-Barre, PA, we employ over 1,000 individuals (and growing) and have offices across the country.  Our vision is to be the leading small business insurance provider nationwide.   Founded upon an exceptional culture and led by a collaborative and inclusive management team, our company’s success is grounded in our core values:  accountability, service, integrity, empowerment, and diversity.  We are always in search of talented individuals to join our team and embark on an exciting career path!   BENEFITS   We are an...

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.  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 office.  Relocation is available.** Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: 1.    Directs the work activities and has full management responsibility for the performance and development of subordinate...