139 financial relationship banker jobs found

Job Description Job Title: Personal Lines - Placement Specialist Department : Client Solutions Location : West Division Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership. Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively valuable, high...

About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary The Regional Sales Manager (Southern California) is responsible for...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to act as a resource and serve as an integral member of the underwriting team, able to overcome obstacles in the workload and meet timelines by fulfilling underwriting and support responsibilities. This position will handle day-to-day client servicing including managing workflow, addressing underwriting issues, and reinforcing the ease of doing business with Markel by meeting or exceeding agents’ and brokers’ expectations while providing consistent, high-quality...

Company: Marsh McLennan Agency Description: Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Introduce plans designed to support the clients’ organizational strategic initiatives and make recommendations accordingly based on client feedback/interest level. Essential Duties & Responsibilities Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive. Acting in the capacity of the project manager, further refine strategy with the client’s input and as carrier data/feedback is received. Develop marketing strategy for clients based on...

Company: Marsh McLennan Agency Description: Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Introduce plans designed to support the clients’ organizational strategic initiatives and make recommendations accordingly based on client feedback/interest level. Essential Duties & Responsibilities Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive. Acting in the capacity of the project manager, further refine strategy with the client’s input and as carrier data/feedback is received. Develop marketing strategy for clients based on...

Company: Description: Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Introduce plans designed to support the clients’ organizational strategic initiatives and make recommendations accordingly based on client feedback/interest level. Essential Duties & Responsibilities Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive. Acting in the capacity of the project manager, further refine strategy with the client’s input and as carrier data/feedback is received. Develop marketing strategy for clients based on their needs, history...

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 Underwriting department is seeking a Senior Portfolio Underwriter to join the team in the Pacific North West. This is a Full-time, Exempt role. This position is eligible for a hybrid or a fully remote work arrangement. The actual job title and level may be flexible  depen dent  on candidate qualifications and experience.   POSITION SUMMARY: Small Commercial Sr. Portfolio Underwriters are responsible for the underwriting, retaining, and servicing of renewal accounts handled by our Small Commercial business unit. During the course of executing on this responsibility, the Senior Portfolio Underwriter is expected to partner with...

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 Underwriting department is seeking a Senior Portfolio Underwriter to join the team in the Pacific North West. This is a Full-time, Exempt role. This position is eligible for a hybrid or a fully remote work arrangement. The actual job title and level may be flexible  depen dent  on candidate qualifications and experience.   POSITION SUMMARY: Small Commercial Sr. Portfolio Underwriters are responsible for the underwriting, retaining, and servicing of renewal accounts handled by our Small Commercial business unit. During the course of executing on this responsibility, the Senior Portfolio Underwriter is expected to partner with...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager to their Sander Jacobs Cassayre  team in Napa, CA .  Job Summary: The Account Manager is responsible for assisting the P&C Producers and clients with all servicing needs and providing information and guidance, as needed, to help achieve business goals. The Account Manager maintains effective relationships with clients, co-workers, carriers, vendors, and other business contacts. The Account Manager is also responsible for keeping abreast of industry trends, new product information, legislation, coverages, and technology to continuously improve the knowledge and performance of the agency. This role supports a book of business that includes a significant construction-focused segment; therefore, prior experience handling construction commercial accounts is required. Essential Functions: Provides...

Tokio Marine HCC – Surety Group Underwriting Trainee Do you have a good understanding of financial statements (i.e., profit & loss, balance sheet, income statement, cash flow)? Do your writing skills show your ability to present information in an analytical manner? Are you looking for an opportunity with steady, long-term growth potential? If you answered “yes!” to those questions, Tokio Marine HCC - Surety Group has an exciting Underwriting Trainee opportunity that can launch your career in a new direction.  We are looking for individuals who will analyze financial information, learn the foundations of surety underwriting, and become future leaders of the company.   While we will teach you technical terms, processes, and responsibilities on the job, we’re looking for your strengths to help build the success of our company.  We’re seeking candidates with characteristics like curiosity to learn, proactive initiative to find information, thinking beyond what is presented,...

Join us as a Senior Underwriting Specialist, Excess Casualty to step up to a key team leadership role that will drive business growth. 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 professionals and add more value to our customers and AIG. How you will create an impact We are seeking a Senior Underwriting Specialist to contribute to their industry leading Excess Casualty underwriting team.  AIG’s strong foundation as the market leader in this area has evolved through its long-term commitment to the marketplace, investment in technology,...

As a Territory Underwriter Specialist, you’ll market & underwrite Sentry’s products & services to select Commercial Lines independent agents & brokers in a defined territory. We are currently seeking an experienced, self-motivated and results driven individual to fulfill a highly skilled position as a Territory Underwriter Specialist supporting our Irvine Regional office. You will manage and coordinate the sales and placement of middle market business in a wide variety of classes and lines of business. What You'll Do The Territory Underwriter Specialist will be responsible for agent and broker relationships.  The ideal candidate will reside in the Greater Orange County territory and will work with the Irvine Regional Office. In addition, you’ll: Solicit accounts through select agents and brokers Evaluate, underwrite, and price prospective accounts to select independent agents Serve as the primary contact with assigned agents and brokers Provide...

An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance? At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm—and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States. This position supports our medical professional liability line of business and...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing...

At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers’ expectations while making a real impact for our company through our shared purpose.  When you join our company, we want you to feel valued, supported and proud to work here. That’s why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers. The Sr Director – Talent Acquisition for Technology is responsible for designing and executing a comprehensive recruitment strategy to attract, hire, and retain top talent. This role oversees all recruitment processes, leads a high-performing team, and ensures alignment with business objectives and budgets. Acting as a strategic partner, the position drives workforce planning and uses data-driven insights to...

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. Underwriting Analyst, Excess Construction  Position Overview   Candidates should be organized, disciplined insurance underwriting professionals that can work effectively in a dynamic environment and possess the following:  The Underwriting Analyst will be responsible for file set up, pre-underwriting review, quote set-up, binding, invoicing, report development and maintenance and policy issuance.  Additionally, administrative support requirements...

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. Starr Insurance Companies is seeking a Senior Underwriter in its Financial Lines Division, focusing on Private and Not-for-Profit Accounts. Essential Job Functions: Responsible for pursuing new business and managing an existing book of renewal business in our Management Liability portfolio focusing on privately held and nonprofit companies, which includes Directors & Officers, Employment Practices, Fiduciary Liability and Crime coverage lines....

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.  Under broad supervision, conducts risk control assessment, evaluation, consulting, code compliance inspections, and technical support for prospective, new and renewal business. Ideally seeking a candidate a National Board of Boiler and Pressure Vessel Inspectors (NBBI) Commission, or demonstrate the ability and willingness to obtain certification within a defined timeframe. For those with no prior insurance experience, we are open to candidates with prior or current experience as stationary equipment or boiler operators, maintenance personnel, or facility engineering background. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in...

Are you looking to make an impactful difference in your work, yourself, and your community? Why settle for just a job when you can land a career? At ICW Group, we are hiring team members who are ready to use their skills, curiosity, and drive to be part of our  journey as we strive to transform the insurance  carrier space. We're proud to be in business for over 50 years, and its change agents like yourself that will help us continue to deliver our mission to create the best insurance experience possible. Headquartered in San Diego with regional offices located throughout the United States, ICW Group has been named for ten consecutive years as a Top 50 performing P&C organization offering the stability of a large, profitable and growing company combined with a focus on all things people. It's our team members who make us an employer of choice and the vibrant company we are today. We strive to make both our  internal and external communities better everyday! Learn more...

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 Baldwin Group, a nationwide Registered Investment Advisor, is seeking a Retirement Consultant to join our Financial Services team. The Retirement Consultant is responsible for the strategic planning, consulting, guidance, marketing, investment analysis and servicing...