Metropolitan Commercial Bank
Commercial Insurance Partnership Associate
New York, NY · Intern · Internship
Sponsorship not specified$70k-$90kDetected 65 days ago
CRMPipeline ManagementRecruitingCommunication
About the role
- The role focuses on relationship coordination, referral management, and client experience-no direct insurance sales or underwriting.
- Standard 4-day in-office requirement, 1 day remote (of your choosing and subject to manager's approval)
Responsibilities
- Support commercial banking clients through a proper intake session on their insurance needs
- 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
- Maintain clear boundaries between banking and insurance activities in accordance with regulatory standards
- Client & Relationship Support
- Maintain accurate referral and pipeline documentation in CRM or internal tracking systems
- Compliance & Process Support
- Support documentation, disclosures, and internal reporting requirements
Requirements
- Driven by a passion and curiosity to continuously learn how various technological systems, including AI, can enhance the work that you do.
Skills
- College degree or equivalent work or internship experience
- Strong interest in commercial banking, insurance, or financial services
- Excellent communication, organizational, and interpersonal skills
- Preferred Qualifications & Skills
- Familiarity with CRM or pipeline management tools
- Interest in pursuing insurance licensing or long-term career development in financial services
- Potential Salary: $70,000 - $90,000 annually
- This salary range reflects base wages and does not include benefits, bonus, or incentive pay.
- MCB maintains a drug free workplace.
Compensation
- $70,000 - $90,000 annually
- This salary range reflects base wages and does not include benefits, bonus, or incentive pay.
- Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.
- This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
- MCB maintains a drug free workplace.
- Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law.
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