Commercial Insurance Partnership Associate

The Commercial Insurance Partnership Associate position 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.

About the Role

• 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

Responsibilities

• Coordinate communication between Bank teams and the Insurance Partner to support responsiveness and service quality
• Absorb calls as appropriate
• Ensure all referral activities comply with banking, insurance, and partnership compliance requirements
• Support documentation, disclosures, and internal reporting requirements

Qualifications & 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

This position requires a standard 4-day in-office requirement, 1 day remote (of your choosing and subject to manager's approval).

Potential Salary: $70,000 - $90,000 annually

Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

MBK maintains a drug-free workplace.