Account Officer Jobs
Account Officer jobs are open across banking, insurance, fintech, and corporate finance, from entry-level to senior and portfolio management, with specializations in commercial lending, client account management, and credit analysis. Find a role that fits below and apply directly.
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Showing 5 of 15+ Account Officer jobs
Who Are We?
Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$112,000.00 - $184,800.00Target Openings
1What Is the Opportunity?
Inland Marine provides protection for business properties that are mobile in nature or require unique valuation. Coverages extend to properties that are owned or in a business's care related to construction, transportation, fine art, and renewable energy. The Account Executive Officer (AEO), Inland Marine will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.What Will You Do?
- Manage the profitability, growth, and retention of an assigned book of business.
- Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
- Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
- Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
- Identify and capture new business opportunities using consultative marketing and sales skills.
- Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.
- May assist in the training and mentoring of less experienced Account Executives.
- Perform other duties as assigned.
What Will Our Ideal Candidate Have?
- Bachelor’s degree.
- Six to eight years of relevant underwriting experience with experience in inland marine.
- Deep knowledge of inland marine products, the regulatory environment, and the local insurance market.
- Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
- Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
- CPCU designation.
What is a Must Have?
- Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
- Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
- Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
- Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
- Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
- Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.
Who Are We?
Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
Compensation Overview
The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
Salary Range
$112,000.00 - $184,800.00Target Openings
1What Is the Opportunity?
Inland Marine provides protection for business properties that are mobile in nature or require unique valuation. Coverages extend to properties that are owned or in a business's care related to construction, transportation, fine art, and renewable energy. The Account Executive Officer (AEO), Inland Marine will partner with agents and brokers to provide coverage for new and renewal business based on customers' needs. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally to drive results. Your ability to independently assess complex risk and sell our products in challenging markets will contribute to the profitability and success of Travelers.What Will You Do?
- Manage the profitability, growth, and retention of an assigned book of business.
- Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability.
- Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to create sales plans and identify cross-selling opportunities.
- Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
- Identify and capture new business opportunities using consultative marketing and sales skills.
- Independently develop and execute agency sales plans and frequently partner with your Managing Director (MD) to develop region/group sales plans.
- May assist in the training and mentoring of less experienced Account Executives.
- Perform other duties as assigned.
What Will Our Ideal Candidate Have?
- Bachelor’s degree.
- Six to eight years of relevant underwriting experience with experience in inland marine.
- Deep knowledge of inland marine products, the regulatory environment, and the local insurance market.
- Strong critical thinking skills with the ability to proactively identify underwriting, marketing, or financial challenges and analyze available information to make timely decisions in alignment with our risk appetite.
- Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers.
- CPCU designation.
What is a Must Have?
- Four years of underwriting, claim, operations, risk assessment, actuarial, sales, product, or finance experience.
What Is in It for You?
- Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
- Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
- Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
- Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
- Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.
Employment Practices
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.
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Find Account Officer JobsAccount Officer Job Market
Who's Hiring
- Travelers12
- Seamless Talent1
- Leverage Companies1
- Georgia Department of Behavioral Health and Developmental Disabilities1
What Employers Look For
The qualifications that appear most often in account officer jobs.
- Bachelor's degree in finance, accounting, business administration, or a related field
- Experience managing a portfolio of commercial, retail, or institutional client accounts
- Proficiency in CRM platforms and core banking or loan origination software
- Knowledge of KYC, AML, and applicable financial regulatory requirements
- Strong financial analysis skills including credit assessment and risk evaluation
- Relevant certification such as CFA, CPA, or a banking-specific credential preferred
Tips for Your Account Officer Job Search
Tailor your resume to the portfolio
Account officer resumes land better when you quantify the book of business you managed, not just your job duties. Include the number of accounts, loan types, or revenue you handled so hiring managers can benchmark your scope immediately.
Target openings by account type
Job titles vary widely: commercial account officer, treasury account officer, and loan account officer are distinct pipelines. Filter your search by the account type you have direct experience with so your application speaks to the exact portfolio the employer needs covered.
Apply early to roles that fit
Migrate Mate lists account officer openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Highlight compliance and audit familiarity
Account officer postings consistently ask for experience with KYC, AML, or regulatory reporting. Call out any audit cycles you supported or compliance frameworks you worked within, since these details separate candidates in a heavily regulated field.
Prepare a client scenario for interviews
Interviewers for account officer roles almost always ask how you handled a difficult client or a delinquent account. Prepare two concrete examples with outcomes before your first round so you can answer without hesitation.
Negotiate using role-specific leverage
When discussing offers, reference the size and complexity of the portfolio you will manage, not just your years of experience. Employers price account officer roles partly on the revenue or risk exposure involved, so framing your value that way strengthens your position.
Account Officer Jobs: Frequently Asked Questions
Which companies are hiring the most account officers?
The companies hiring the most account officers right now include Travelers, Seamless Talent, and Leverage Companies, with the largest share of openings in Texas, Georgia, and Arizona, based on current listings on Migrate Mate as of November 2026. Demand is strongest at regional banks, credit unions, and insurance carriers expanding their commercial and retail portfolios.
How many account officer jobs are remote?
About 100% of account officer openings are fully remote or hybrid as of November 2026, with remote arrangements most common in roles focused on digital account management, fintech lending, and insurance policy servicing rather than in-branch commercial banking or relationship management roles that require face-to-face client contact.
How do you become an account officer?
Start with a bachelor's degree in finance, accounting, or business, then gain experience in a client-facing financial role such as a bank teller, loan processor, or financial analyst position. Build familiarity with credit analysis, regulatory compliance, and CRM tools, and pursue a relevant certification like the CFA or a banking association credential to strengthen your candidacy for officer-level roles.
Can you get hired as an account officer with little or no experience?
Some entry-level account officer positions at community banks, credit unions, and insurance companies accept candidates with a relevant degree and no direct officer experience, particularly for retail or personal banking tracks. Internships, part-time teller roles, or even customer service experience in a financial setting are concrete ways to build the client-management and compliance familiarity employers look for in junior candidates.
What does the account officer interview process look like?
Most account officer interview processes run two to three rounds. The first is typically a phone or video screen covering your background and familiarity with the employer's account type. A second round with a hiring manager or department head focuses on scenario questions about client management, risk decisions, and regulatory situations. Some employers add a written case or credit analysis exercise before extending an offer.
Where can I find and apply to account officer jobs?
You can find and apply to account officer jobs on Migrate Mate, which lists current openings from across the United States in one place. Find roles that match your experience and account specialization, then apply directly to each listing from the page.
See All 15 Account Officer Jobs
Find roles that match your experience and apply in just a few clicks.
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