Commercial Insurance Partnership Associate
About The Position
The Commercial Insurance Partnership Associate is a client-facing role designed for a motivated professional interested in commercial banking, insurance, and financial services. This individual acts as the primary liaison between the Commercial Bank and its third-party Insurance Agency Partner. The role focuses on relationship coordination, referral management, and client experience—no direct insurance sales or underwriting. The Associate ensures that insurance opportunities are appropriately referred, and seamlessly routed between the Bank, the Insurance Partner, and the client, in compliance with regulatory and partnership guidelines.
Requirements
- College degree or equivalent work or internship experience
- Strong interest in commercial banking, insurance, or financial services
- Excellent communication, organizational, and interpersonal skills
- Driven by a passion and curiosity to continuously learn how various technological systems, including AI, can enhance the work that you do.
Nice To Haves
- Familiarity with CRM or pipeline management tools
- Interest in pursuing insurance licensing or long-term career development in financial services
Responsibilities
- Serve as the day-to-day liaison between the Commercial Bank, its commercial relationship managers, and the third-party Insurance Agency Partner
- Support commercial banking clients through a proper intake session on their insurance needs
- Facilitate referrals from the Bank to the Insurance Partner to ensure a seamless client experience
- Track, manage, and follow up on insurance referrals to ensure timely engagement by the Insurance Partner
- Maintain accurate referral and pipeline documentation in CRM or internal tracking system
- Coordinate communication between Bank teams and the Insurance Partner to support responsiveness and service quality
- Assist with calls as appropriate
- Ensure all referral activities comply with banking, insurance, and partnership compliance requirements
- Maintain clear boundaries between banking and insurance activities in accordance with regulatory standards
- Support documentation, disclosures, and internal reporting requirements
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
11-50 employees
