Top Tech Jobs & Startup Jobs in Boston, MA

Generate new commercial insurance business, maintain and renew client accounts, prospect and conduct sales presentations, and coordinate submissions with account management, marketing, underwriting, carriers, and banking partners. Build referral and community relationships, support sales strategies, monitor retention, complete documentation, manage payment terms, maintain required licensing, and comply with insurance and banking regulations.

Directs finance and accounting activities for all insurance service branches, including commission reconciliation, financial reporting, general ledger reconciliation, month-end and year-end closing, vendor invoice oversight, billing discrepancy resolution, and commission submissions. Collaborates on data analysis, oversees downloads and invoicing processes, maintains client and carrier relationships, and manages two direct reports.

Provides investment advice and financial planning guidance to banking customers, focusing on investment, retirement, education, insurance, and related products. Manages prospect pipelines, conducts client reviews, monitors portfolios, develops new business, handles account servicing, and supports Wealth Consultants. Collaborates with banking and wealth management teams while maintaining compliance with FINRA, SEC, state regulations, and organizational policies.

The Commercial Lender is responsible for assessing creditworthiness, issuing loans for businesses, managing client relationships, and ensuring compliance with regulations while analyzing financial data.

The Learning Specialist develops and implements training solutions, manages projects, provides coaching, and ensures compliance with banking regulations while maintaining knowledge of products and services.

Manage a portfolio of commercial insurance accounts, handling policy processing, renewals, endorsements, billing, claims support, and customer service. Build client relationships, support sales and retention efforts, collaborate with underwriters and producers, maintain accurate account data, ensure regulatory compliance, and contribute to process improvements.

This role involves generating new business, managing an insurance renewal book, maintaining customer relationships, collaborating with banking partners, and ensuring accurate documentation of transactions.

Manage high-volume vendor invoices and payments for the bank and subsidiaries: review and code invoices, administer SAP Concur, process checks and ACH (liaise with Fiserv), set up vendors and W-9 handling, maintain filing and confidential records, manage 1099 reporting, resolve invoice inquiries, and prepare related reports and allocations.