42 personal banker jobs found

The Opportunity At M3, the Administrative Project Coordinator plays a pivotal role in driving the organization's workflow processes. Your primary responsibility is to ensure the seamless operation of these processes, utilizing a diverse skill set encompassing clerical, technical, and customer service expertise. By effectively managing and maintaining documents produced for our clients, prospects, and carrier partners, you will contribute significantly to the success and reputation of our company.   How You Will Make an Impact Extend proficient clerical support to internal clients, ensuring their operational needs are met promptly and efficiently. Collaborate across all agency departments, offering indispensable administrative assistance to facilitate smooth functioning. Assist in crafting and disseminating client communications, fostering strong and lasting relationships. Execute tasks with precision and promptness, garnering commendation and positive...

  The Opportunity Are you an experienced accounting professional who takes pride in doing the work well — and finds real satisfaction in being the reliable backbone of a high-performing finance team? As an Accounting Specialist at M3, you'll be a trusted contributor to our Finance Department, bringing your expertise to the day-to-day accounting operations that keep our organization running smoothly. This role offers a consistent, meaningful blend of accounts payable, expense management, banking activity, and financial reporting — making it an ideal fit for someone who values doing important work with precision, in a place where your contributions are genuinely recognized and appreciated.   How You Will Make an Impact Own the accounts payable process, accurately processing vendor invoices, maintaining vendor records, and ensuring timely payments in compliance with company policies. Support 1099 reporting and vendor compliance by reviewing data accuracy,...

In this role, you will provide exceptional service to all guests by assisting them in a friendly, efficient, courteous and professional manner At The Inn at SentryWorld, our business is about people and the relationships we build. Our atmosphere is welcoming. And our team is genuine, dedicated, and insightful when it comes to delivering excellent service. If you enjoy forming long-lasting connections join our Front Desk team. What You’ll Do As a Front Desk Attendant, you will: Provide guests with a friendly and efficient check-in confirming guest information, verifying room rate, selecting room, coding electronic keys, providing welcome packet, and providing directions to room. Provide detailed and accurate information in person or over the phone regarding hotel policies, services, amenities, and special promotions. Assist guests with check-out ensuring room and services are correctly accounted and process payments and post charges to guest accounts. Balance all cash,...

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...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Claims Examiner, General Liability | Remote, Wisconsin PRIMARY PURPOSE OF THE ROLE : To analyze complex or technically difficult general liability claims to determine benefits due; to work with high exposure claims involving litigation and rehabilitation; to ensure ongoing adjudication of claims within service expectations, industry best practices and specific client service requirements; and to identify subrogation of claims and negotiate settlements. ARE YOU AN...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Join America’s most trusted brand with over 100 years of service. Why Choose AAA The Auto Club Group (ACG) ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match up to 6% Paid parental leave and adoption assistance Paid Time Off (PTO), 10 company paid holidays per year, CEO days, Floating Holidays Tuition Reimbursement Professional certification reimbursement program and other professional development opportunities Complimentary AAA Membership Discounts, perks, and rewards and much more Paid volunteer day annually A DAY IN THE LIFE of an Insurance Service Representative The Auto Club Group is seeking an Insurance Service Representative who will provide a high level...

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...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The primary focus of this role is to develop relationships with licensed health insurance brokers and agencies in order to sell Nationwide's Benefit's health insurance products for groups of 2-50. Even though we are a Fortune 100 Company, our team of 10 make our office seem much more tight-knit. Essential Duties And Responsibilities: Following is a summary of the essential functions for this job: Target and build relationships with licensed health insurances agents/brokers via...

  The Opportunity Are you an organized, detail-driven professional looking to grow your career in a fast-paced insurance environment? As a Surety Client Specialist at M3 Insurance, you'll play a key role in supporting our Surety sales and service team by keeping day-to-day operations running smoothly and delivering exceptional client service. This position offers a great blend of client support, administrative coordination, and surety bond processing — making it an ideal fit for someone who thrives on accuracy, collaboration, and getting things done.   How You Will Make an Impact Provide responsive, accurate client service for surety accounts, including answering questions on bonds, coverages, and billing. Process new and renewal bonds in the Agency Management System, verifying data and reviewing for accuracy. Support Client Managers and Client Executives with project assistance, correspondence, and carrier inquiries. Send invoices for agency billed...

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...

We are adding a Customer Solutions Specialist I to our team!  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 employees to get involved, learn, network, and offer professional and personal development opportunities....

As a Seasonal Full-time Public Space Attendant, you’ll be responsible for ensuring The Inn’s public spaces are cleaned and maintained on a regular basis At SentryWorld, we’re focused on guest experiences. This includes maintaining our upscale facility and authentic Wisconsin charm. As a Seasonal Full-time Public Space Attendant, you’ll be responsible for ensuring The Inn’s public spaces are cleaned and maintained on a regular basis. You’ll help provide a superior guest experience through your positive attitude and attention to detail. What You’ll Do Our Public Space Attendant responsibilities include, mopping and/or waxing floors, dusting and sanitizing areas, removing trash and ensuring a clean and safe environment for our associates and guests. In addition, you’ll: Clean public spaces using appropriate cleaning solutions and procedures. Ensure common area bathrooms are sanitized and stocked with towels, supplies, and guest amenities. Vacuum public spaces and clean...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: We are seeking a highly skilled attorney to join our dynamic legal team.   As Counsel you will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work mainly related to the legal needs of TruStage Investment Management, TruStage’s internal SEC-register investment adviser. You will work with an...

Personal Lines Account Manager R&R Insurance – Waukesha, WI Are you a Personal Lines professional who enjoys building relationships, managing a book of business, and helping clients truly understand their coverage? R&R Insurance is looking for an experienced Personal Lines Account Manager to join our growing team. This is a client-facing role where you’ll manage your own book of business, support renewals, and serve as a trusted resource for clients navigating their insurance needs. You’ll play a key role in delivering the high-touch service experience R&R is known for while continuing to grow your technical expertise and industry knowledge. What You’ll Do Manage and service a personal lines book of business, building strong client relationships Serve as a primary point of contact for client questions, coverage reviews, and policy changes Process endorsements, renewals, cancellations, and applications with carrier partners Review policies with...

Sign-On Bonus Opportunity of up to $1,000* Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and its family of companies - Freeway,...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $40000 - $50000 / year Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $15 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company:...

The Account Manager's main responsibility is to manage daily client service needs for a designated book of business, which may be overseen by a Producer or Account Executive responsible for service, placement, and business development. This role involves extensive use of system tools and frequent client communication via email or phone. The Account Manager must strictly adhere to corporate procedures, including maintaining data integrity within the system of record. As a key part of the client team, the Account Manager also provides guidance to any third-party vendors managing aspects of the account. Key Responsibilities: Partner with Producers and Account Executives to support renewal strategy, market selection, claims review, and exposure analysis across a renewal book of business. Manage renewals end to end, including submission development, proposals, carrier placement, and binding. Prepare exposure data, loss exhibits, submissions, and proposals, obtaining loss...

The Opportunity Are you a strategic thinker who thrives at the intersection of customer insight, business strategy, and technology? As a Product Manager in our Digital department, you'll sit at the intersection of customer needs, business strategy, and technology — shaping the roadmap, leading discovery, and partnering with cross-functional teams to deliver solutions that create measurable value. If you're energized by solving complex problems and turning ambiguity into clarity, this role is for you.   How You Will Make an Impact Own the product vision and strategy, translating business goals and customer needs into a clear, outcome-oriented roadmap that drives measurable value Lead ongoing discovery efforts — including customer interviews, journey mapping, and hypothesis validation — to uncover high-impact problems worth solving Partner closely with Product Champions, Delivery Management, and Development to align priorities, define sprint goals, and...