Commercial Insurance Partnership Associate

Metropolitancommercialbank

New York, NY, United States
Base: $70,000 - $90,000 annually; bonus/equity: no...
On-site
Strong interest in commercial banking
Excellent communication skills
Organizational and interpersonal skills
This role serves as the primary liaison between the Commercial Bank and its third-party Insurance Agency Partner, focusing on relationship coordination and referral management

Job Summary

  • This role serves as the primary liaison between the Commercial Bank and its third-party Insurance Agency Partner, focusing on relationship coordination and referral management.
  • The position requires ensuring that insurance opportunities are appropriately referred and routed seamlessly between the bank, partner, and client while maintaining strict regulatory compliance.
  • Metropolitan Commercial Bank values technological innovation and fosters human-AI teaming to drive success within a client-focused organization.

Matching Summary

This role serves as the primary liaison between the Commercial Bank and its third-party Insurance Agency Partner, focusing on relationship coordination and referral management.

Salary

Base: $70,000 - $90,000 annually; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong interest in commercial banking
  • Excellent communication skills
  • Organizational and interpersonal skills

Nice-to-have

  • Familiarity with CRM tools
  • Interest in pursuing insurance licensing
  • AI fluency and technical mindset

Key Requirements

  • College degree or equivalent experience
  • Passion for learning technological systems including AI

Work Rights

Not specified

Tailored Resume

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