Commercial Insurance Partnership Associate

Come Work With Us: Metropolitan Commercial Bank (“MCB” or the “Bank”) is a New York City–based, full-service commercial bank providing tailored banking solutions to businesses, institutions, and individuals. Founded in 1999, MCB operates banking centers in Manhattan and Boro Park, Brooklyn, within New York City, as well as in Great Neck on Long Island, New York, and Lakewood, New Jersey. The Bank recently expanded to Miami, Florida with their newest Brickell banking center. Metropolitan Commercial Bank offers a comprehensive suite of commercial, business, and personal banking products and services to small businesses, middle-market and corporate enterprises, private and public institutions, municipalities, and local government entities. The Bank has earned national recognition for its financial performance, innovation, and strategic growth. The Bank was named one of Newsweek’s Best Regional Banks in 2024 and 2025. Additionally, MCB recently received Editor’s Choice recognition at the Banking Tech Awards USA for Digital Onboarding & Omnichannel Banking and in 2026, the Bank earned Great Place To Work certification and received the Web Award Standard of Excellence for MCBankNY.com. We are a client-focused organization that values technological innovation and excellence. A strong technical mindset, AI fluency, and adaptive skills are essential for our employees to effectively contribute to our mission and drive our success. We foster human–AI teaming and strong governance to ensure technology is used responsibly and in alignment with Bank policies and procedures. For more information about the Bank, please visit the Bank’s website at MCBankNY.com . Position Summary: The Commercial Insurance Partnership Associate 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. The role focuses on relationship coordination, referral management, and client experience—no direct insurance sales or underwriting. The Associate ensures that insurance opportunities are appropriately referred, and seamlessly routed between the Bank, the Insurance Partner, and the client, in compliance with regulatory and partnership guidelines. Standard 4-day in-office requirement, 1 day remote (of your choosing and subject to manager's approval) Essential Functions & Responsibilities Client & Relationship Support 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 Referral Coordination 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 Referral Coordination 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 systems Partnership & Communication Management Coordinate communication between Bank teams and the Insurance Partner to support responsiveness and service quality Assist with calls as appropriate Compliance & Process Support 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 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. 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. 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. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here. 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. MCB maintains a drug free workplace.