61 assistant client manager jobs found in Dallas

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  As a matter of routine, manages larger and more complex accounts than the Associate Account Executive.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:           A point of contact with the Producer Initiate correspondence with the marketplace Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Auto Field Appraiser- Dallas, Texas PRIMARY PURPOSE : To handle field appraisal assignments for our corporate fleets and insurance clients with an emphasis on Auto's. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Set appointments same day, inspect within 24 hours and write estimate car side Depending on location - appraiser is expected to write 6 to 10 estimates per day Ensures proper vehicle tear down Determine repair time allotments and required labor operations...

Job Description About HUB International HUB International is global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 600 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Job Responsibilities As a Private Client Producer, you will prospect for Affluent and High Net Worth clients based on your local networks, connections, and communities. As a Producer, you will be supported by the HUB International corporate office and regional offices with the opportunity to create your own entrepreneurial journey. You will be...

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Manager JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to Generate surveys and  request renewal applications Prepare Loss Summaries Prepare Proposals for renewal terms Initiate Premium Finance Requests Issue Certificates of Insurance and Auto ID cards Prepare Schedules of Insurance for delivery to client Prepare policies for delivery to client Process Policy Audits and Monthly Reports Identify and resolve Accounting discrepancies Create requests for changes to client’s coverages Teamwork Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to: Perform tasks assigned as part of the Agency Standard Service...

Company: Marsh McLennan Agency Description: SUMMARY : The primary focus of the Commercial Surety Account Executive is to provide technical support to Client Executives and to clients in maintaining Commercial Surety Accounts and Policies in accordance with the objectives and procedures outlined by the Regional Surety Operations Manager. ESSENTIAL DUTIES & RESPONSIBILITIES: Process paperwork for new and renewal business to include: Expiration Lists Applications Riders and Consents of Surety Indemnity Agreements Preparation and execution of commercial surety bonds Invoices Letters of Bondability Perform account and premium reconciliation. Coordinates underwriting requests with surety company and client Assists in obtaining bond approvals and authorizations from insurance carrier Maintain client files. Image files into electronic file keeping system. Document files with action items and their completed status. Participate in Errors &...

Company: Marsh McLennan Agency Description: JOB TITLE: Invoicing Specialist I, Regional Billing Services JOB TYPE: FLSA Non-Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Invoicing Process invoices tasked to them daily by the service team, utilizing the agency management system.  These duties include but are not limited to: Invoicing based on the documents provided by the service team. Completing the appropriate forms for premium verification based on the workflow. Following the outlined workflow for accounting to pay invoices generated by the team. Following the outlined workflow for surplus lines policies in various states. Teamwork Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to: Perform tasks assigned as part of the Agency Standard Service Plan. Attend meetings as appropriate. Treat clients, prospects, and company employees with courtesy and...

Description As a CMF Warehouse Sr. Client Service Analyst – CSG Corporate Mortgage Finance , you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).  The CMF Client Service Analyst requires a minimum of 5 - 7 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. This position reports to a CMF Operations Manager. Please note: Dallas, TX or Charlotte, NC locations are highly preferred. In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities: Handles loan activities for the warehouse lending business.  Warehouse processes that this role is charged...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Primary Details Time Type: Full time Worker Type: Employee Support Accident & Health (A&H) underwriting business strategy by handling daily operations. Provides exceptional support being the primary contact to policyholder’s and producer’s. The Opportunity : Support Accident & Health (A&H) underwriting business strategy by handling daily operations. Provides exceptional support being the primary contact to policyholder’s and producers. Location: Atlanta, GA; Boston, MA; Marblehead, MA; Plano, TX; or Edina, MN Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week   The salary range for this role is between $66,000-$123,500 Your New Role Provides all-encompassing post sale customer service support for assigned new business and renewal block of business. Supports a dedicated team of Underwriters and Business Development Leaders to ensure smooth delivery of client services...

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary You'll oversee and support business growth, profitability, and retention by formulating customer service strategies and ensuring effective staff implementation within the Employee Benefits Sales and Service Office. Collaborate with the Director of Field Service to coordinate service strategies for designated offices that are consistent with the overall vision of the...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Description Summary: The Associate Director -Note Finance will be a part of a team supporting Corporate Bankers across Corporate, Specialty and Government Banking verticals for industry specific information and client presentations. The Associate Director supports senior Relationship Managers (Managing Directors) in originating, evaluating, and managing client relationships and transactions. This role is responsible for gathering and analyzing financial and operating data to inform deal structuring, preparing and coordinating credit materials, and assisting in the execution of new and existing transactions. Key responsibilities include collaborating with Relationship Managers to structure deals through detailed financial analysis and return modeling; compiling and organizing information for internal approval processes, including credit and committee memoranda; and supporting the development of client...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Join our team! Successful and leading title insurance agency seeks a highly self-motivated, detail-oriented, and experienced Escrow Assistants with a positive attitude to be a part of our team. This is an excellent position for a candidate with experience in any of the following areas: Escrow/Closing, Title, and Real Estate Financial Services. Qualified candidates must have the ability to multitask,...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Overview The Claims Specalist is responsible for the prompt and efficient examination, investigation and settlement or declination of insurance claims through effective research, negotiation and interaction with insureds and claimants, ensuring that company resources are utilized in a cost effective manner in the process for General liability claims within BI. Responsibilities Maintains appropriate financial accountabilities (reserving) and controls loss adjustment expenses Responsible for handling moderate-to-high complexity commercial general liability losses, including litigated claims. Makes timely and appropriate contacts with interested parties, including, but not limited to the insured, claimant/attorney, witnesses and producers.  Determines, reviews and analyzes coverages that may or may not apply to the claim; Plans, executes and reviews investigations-coverage, liability and/or damages – including the securing...