Commercial Insurance Partnership Associate

Responsibilities

• Serve as the day-to-day liaison between the Commercial Bank, relationship managers, and the third-party Insurance Agency Partner
• Support commercial banking clients through insurance needs intake sessions
• Facilitate referrals from the Bank to the Insurance Partner and track them to ensure timely engagement
• Maintain accurate referral and pipeline documentation in CRM or internal tracking systems
• Coordinate communication between Bank teams and the Insurance Partner
• Ensure all referral activities comply with banking, insurance, and partnership compliance requirements

Requirements

• College degree or equivalent work or internship experience
• Strong interest in commercial banking, insurance, or financial services
• Excellent communication, organizational, and interpersonal skills
• Passion and curiosity to continuously learn how technological systems, including AI, can enhance work

Preferred Qualifications

• Familiarity with CRM or pipeline management tools
• Interest in pursuing insurance licensing or long-term career development in financial services

About the Company

Metropolitan Commercial Bank is a New York City-based full-service commercial bank founded in 1999. The Bank provides tailored banking solutions to businesses, institutions, and individuals through banking centers in New York and New Jersey, and recently expanded to Miami, Florida. MCB has been named one of Newsweek’s Best Regional Banks in 2024 and 2025 and earned Great Place To Work certification in 2026.