260 preferred banker jobs found

Position Title Financial Planner Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The...

Our employees are at the heart of what we do: helping people, businesses and society prosper in good times and be resilient in bad times. When you join our team, you are bringing this purpose to life alongside a passionate community. Feel empowered to learn and grow while being valued for who you are. At Intact, we commit to supporting you in reaching your goals with tools, opportunities, and flexibility. It’s our promise to you.  Who we are At Intact Insurance Specialty Solutions, we are experts at what we do in protecting what makes businesses unique. Our deep understanding of the specialty insurance market is the foundation for our customized solutions, backed by targeted risk control and claims services. Our employees are passionate about providing insurance coverage that’s aligned to our targeted customer groups. Intact’s Global Specialty Lines business spans across more than 20 verticals in four distinct markets: U.S., Canada, UK and Europe. The following...

Objective: The Service Desk Technician II is responsible for delivering end-to-end support for Heffernan Group employees to ensure smooth operation of hardware and software so that employees (customers) can execute business initiatives. By partnering with employees and technology groups, the Service Desk Technician ensures all incidents are analyzed and resolved within the promised timeframes. The Service Desk Technician will receive, prioritize, document, and actively resolve customer Service Desk requests. Problem resolution may involve the use of diagnostic and request tracking tools. This role will require troubleshooting areas in-person, by phone, through email, chat, and/or remote assistance in a timely fashion, while providing friendly customer service.   Responsibilities Include: Field incoming requests from customers via telephone, e-mail, and chat in a courteous and personable manner, setting priorities and escalating to an appropriate resource when...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This position will by hybrid with the possibility of remote depending on location. The attorney will primarily cover Los Angeles area venues. Workers' Compensation Defense experience preferred.   At Nationwide we offer: No billable hours 1:1 paralegal-to-attorney ratio Job Description Summary Would you thrive in an environment where you can deliver top-quality legal services to support the mission of a Fortune 100 insurance company’ to protect people, businesses and futures with extraordinary...

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team 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. This Sr Underwriter, Commercial lines will be part of the Farm Underwriting team. Commercial lines underwriting experience is required with farm/ag knowledge preferred. Qualified candidates will work in the Pacific Time Zone. Job Description Summary Success on our team requires a blend of customer service skill and analytical prowess. There’s no shying away from challenges here. Each account we work on is complex and interesting. Satisfaction comes from...

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 Workers Compensation Claims Examiner | HYBRID | Brea, CA Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands? ​Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.  Leverage Sedgwick’s broad, global network of experts to both learn from and to share your insights.  Take advantage of a...

Description Summary: The Managing Director will be a part of a team supporting Corporate Bankers across Corporate, Specialty and Government Banking verticals for industry specific information and client presentations. Will develop pitches and client presentation in tandem with relationship managers, creating and organizing content and analyses as well as collaborating with capital markets and other product and service patterns. The team has knowledge and understanding of the Bank’s products/services offered, particularly the niche ones such that the team can bring unique ideas to clients and prospects. The team will work with relevant partners (and sales direct) to make sure partner materials meet Institutional Banking standards for including in client presentations. Duties and Responsibilities: Work with all bankers to track client & specific industry market activity. Manage the pitch book process for...

The Doctors Company has an opportunity for a Member Advocate to join our collaborative and dynamic team. Our Member Advocates are a vital part of the Underwriting Team and are often the face of the company, providing best imaginable customer service and support related to medical malpractice insurance policies. If you’re motivated by meaningful work, continuous learning, and delivering excellent service in a fast-paced setting, this role may be a great fit. This is a hybrid opportunity in the company's Napa, CA office. The schedule for this position is 8am - 5pm PST. Position Summary Our Member Advocates are the first point of contact, providing exceptional customer service in a fast-paced call center environment. On average, Member Advocates resolve approximately 40-60 inbound calls per day, along with additional off-phone task processed in-between calls. Member Advocates communicate essential concepts to our members and external partners, covering topics such as billing...

Pay Range: $31 - $72 / hour ** Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related production metrics. Total compensation will vary based on performance Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional...

Pay Range: $31 - $72 / hour ** Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related production metrics. Total compensation will vary based on performance Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional...

Pay Range: $31 - $72 / hour ** Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related production metrics. Total compensation will vary based on performance Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional...

Pay Range: $31 - $72 / hour ** Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related production metrics. Total compensation will vary based on performance Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional...

Pay Range: $31 - $72 / hour ** Sign-On Bonus Opportunity of up to $4,000* Our Perks & Benefits: Unlimited/uncapped commission – based on individual sales performance, including policies sold and related production metrics. Total compensation will vary based on performance Lucrative incentive sales plans, bonuses and sales contests to recognize your success No cold calling – we provide a high volume of inbound leads and walk in traffic Comprehensive paid training and licensing, plus on-going mentorship and development Recognition-focused culture that celebrates your achievements Comprehensive benefits package including medical, dental, vision and life insurance Paid time off to recharge and maintain a healthy work-life balance Retirement Plan (401k) with company-matched contributions Fitness Reimbursement – up to $15/month for gym memberships Employee Assistance Program – confidential support for personal or professional...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. We are Seeking an Inside Broker to join our growing team.  Experience with Excess & Surplus Lines from a wholesaler perspective is preferred, but carrier or retail broker background is acceptable. This is a rare opportunity to join a highly effective marketing & production driven team. Successful candidates tend to be entrepreneurial, highly motivated, disciplined, determined to grow the team’s book of business while receiving recognition and rewards based on their own merit. How You Will Contribute: Placement of brokerage business with carrier partners, Production underwriting Cultivating relationships with carriers and retail agents, marketing & business planning Negotiating rates and terms, evaluating coverage & forms Driving the sales process on both new & renewal business for a lead New...

Description Under direct supervision, develops the knowledge and skills needed to conduct thorough investigations, make decisions about liability / compensability, evaluate losses, negotiate settlements and manage an inventory of commercial property/casualty and disability claims by participating in a comprehensive training program, one-on-one mentoring, and on-the-job training. Assists in providing service to policyholders/customers on mid-sized and/or large commercial accounts.   To support your success, we provide comprehensive training, including a mandatory one-week, in-person session at our Plano, TX, office (travel required; 100% attendance needed).   This is a remote position with location-based exceptions. If you live within 50 miles of one of our offices in Lake Oswego, OR; Chandler, AZ; Anchorage, AK; Honolulu, HI; or Rocklin, CA, you’ll be expected to work onsite twice per month. If you’re located in Los Angeles County or Orange County, CA, the...

Job Description Are you looking for your next opportunity? Our seasoned U.S. Excess Casualty – E&S team applies significant expertise and creativity to complete placements. Leveraging our relationships with appointed wholesale brokers, we provide meaningful capacity, a consistent underwriting approach and timely coverage and claims responses. What will you be doing? We are seeking an AVP, E&S Casualty Underwriter for our E&S Casualty team supporting the West Coast. Our preference is for the position to be located in Los Angeles, Irvine, San Francisco, Scottsdale or Denver. Sompo Insurance’s U.S. E&S Excess Casualty team brings significant expertise and deep-seated relationships with select appointed wholesale brokers. They offer meaningful in-house capacity, a consistent underwriting approach, timely and efficient turnaround, and a seasoned claims team. Duties and Responsibilities: • Underwriting of lead and excess liability business Ability to...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Director, Quantitative Investment Modeling & Support to join our Investment Risk Team in Newport Beach, CA. As a Director, Quantitative Investment Modeling & Support, you’ll move Pacific Life, and your career, forward by advancing the organization’s ability to develop, validate, and quantify cashflow models for complex...

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: The Associate Broker supports lead brokers on existing accounts while also developing producer-level technical expertise on their own book. This role serves as an intermediary between agents and insurance carriers, contributing to business development, coverage placement, and client servicing. The core function of this role centers on learning deal execution, building relationships, and progressively...

If you're passionate about being part of a diverse organization that enables a Fortune 100 company with nearly $70 billion in annual sales to deliver innovative business solutions with excellence, then Nationwide's Legal team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The preferred candidate will have Insurance Defense experience. Areas of focus include, commercial auto, commercial premises, commercial material damage, commercial properly, complex commercial, construction defect, habitability, complex personal lines liability, homeowners liability, dog bite, slip and fall/trip and fall, trucking, liquor liability, wrongful death, material damage, personal lines auto, personal lines property damage, premises liability, products liability, trucking defense, and uninsured/underinsured motorist. No...

About Specialty Program Group: Specialty Program Group (SPG) is the wholesale & MGA division of HUB International (5th Largest Global Broker).  SPG acts in a holding company capacity acquiring best in class underwriting businesses to operate independently under distinct brands (portfolio companies).  About SPG Transportation – Moving and Storage: The Moving and Storage program has provided higher standard limits, more coverage, and fewer exclusions than any other carrier in the marketplace, while being the only Program with “A” rated underwriting partner for over 20 years. We celebrate our long-lasting business relationships that have allowed us to continue to serve the Transportation Industry. The Underwriting Position: Provides underwriting and marketing support for the SPG Transportation – Moving and Storage Program.  The strongest candidates will have a minimum of 4 years of commercial underwriting experience, additional experience preferred.   Scope of...