Commercial Insurance Partnership Associate
Metropolitan Commercial Bank is a full-service commercial bank based in New York City, providing tailored banking solutions to various clients. The Commercial Insurance Partnership Associate acts as the primary liaison between the bank and its third-party Insurance Agency Partner, focusing on relationship coordination and client experience without direct insurance sales or underwriting.
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
Skills
- 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
- Familiarity with CRM or pipeline management tools
- Interest in pursuing insurance licensing or long-term career development in financial services
Company Overview