29 client relationship manager jobs found in Dallas

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available coverage options. PRIMARY RESPONSIBILITIES: Experience with managing clients either on the advisor level or on a client manager level. Broad background in products, general client and policy matters and applicable challenges in the industry Ability and experience in understanding client's financial situations and personal circumstances. Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business Excellent interpersonal skills and face-to-face relationship building abilities Providing complex client and risk management services Have working relationships with industry partners and utilizing...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Role Overview The Manager, Fintech Innovation Programs leads the execution of Filene’s fintech tests, working with credit unions to put promising solutions into real-world environments and determine what works for their organizations and members.   Now in its fifth year, FiLab (Filene’s fintech testing program) reviews hundreds of fintech solutions and selects 6-8 each year for...

Position Summary: The Senior Account Manager position maintains a professional relationship with our clients through exceptional customer service. Senior Account Managers are assigned a book of business comprised of mainly level-funded and self-funded accounts. They are responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Senior Account Managers serve as advocates to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Comprehensive knowledge and execution of self-funded accounts Handles or refers all service requests by our clients Initiates and handles marketing of accounts...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Manager manages the overall client relationship by providing strategic advice on coverage, risk management and business needs, ensuring that the client's insurance program aligns with long-term goals and growth plans.  The Account Manager remains knowledgeable of advances in the insurance business as well as stays abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as the main point of contact for the clients, addressing...

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: Underwrites new and renewal business, approves policy changes, maintain workload, and controls written business up to and including the time of binding according to Company guidelines and established CRC procedures. Provides leadership to a production/underwriting team. Provides high quality professional service to Agents and Carrier Partners. ESSENTIAL DUTIES AND RESPONSIBILITIES Following...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Great American’s Excess Liability Division provides large-limit liability solutions designed to protect...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. This position is not eligible for employment visa sponsorship. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Great American’s Excess Liability Division provides large-limit liability solutions designed to protect...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. POSITION SUMMARY: This position is responsible for participating in the development and implementation of strategic system set-up concepts, processes, and solutions to ensure the efficiency, effectiveness, and reliability of products and services. Directly corresponds with schools and carriers as a company representative to ensure tasks and processes are being performed and are meeting client and partner expectations.  Ensures all functions regarding set-up, waivers, eligibility, enrollment and customer care are completed within assigned group. This includes responsibility for processing new data or changes into the various systems, answering waivers, eligibility and enrollment questions or verifying status, and reconciliation of discrepancies.    This position will be reporting to our Grapevine, TX office, hybrid 3 days in office....

Position Summary:   The Senior Account Manager, Contract Surety is an experienced surety professional responsible for independently managing a portfolio of commercial and/or contract surety accounts, including accounts of increased complexity. This position combines strong account-management capabilities with established technical surety knowledge and is expected to anticipate client needs, identify potential issues, and proactively coordinate solutions. Supervisory Responsibilities:   None Essential Tasks: Independently manage an assigned portfolio of commercial and/or contract surety accounts Maintain client/account responsibilities appropriate to experience, capacity, and team structure Handle complex bond requests, renewals, continuations, riders, and related transactions Develop a thorough understanding of client operations, bond programs, and carrier relationships Prepare complete underwriting submissions Communicate independently with clients and...

Job Description: We are looking to add a Client Service Consultant to join our Employee Benefits team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!   Essential Responsibilities: Manage client accounts and support internal service team. Interact with client contacts independently. Collaborate with client team to set the benefit strategy for clients and coordinate the implementation of new health and welfare benefit plans. Evaluation of the client’s current benefits and assist with future recommendations to the client. Draft Request for Proposals (RFPs) for review by appropriate sales or service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review. Prepare and create materials for presentations. May be...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriting Team Lead to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Lexington AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact Ability to exercise judgment, negotiate and make sound business decisions effectively based on increased level of authority. Renders alternative outcomes for more difficult situations...

Job Description: We are looking to add a Sr. Placement Consultant to join our Property Casualty team in Dallas, TX . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Essential Responsibilities: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in...

Position Summary: The Surety Account Manager is an integral member of the Surety team responsible for the day-to-day servicing and administration of commercial and/or contract surety accounts.   The Account Manager works closely with clients, producers, Account Executives, carrier partners, and other Surety team members to provide accurate, timely, and responsive service. The position develops an understanding of assigned clients’ businesses, bond requirements, carrier relationships, and overall surety programs while continuing to build technical surety knowledge.   Supervisory Responsibilities:   None Essential Tasks: Manage day-to-day servicing of assigned commercial and/or contract surety accounts Maintain client/account responsibilities appropriate to experience, capacity, and team structure Process bond requests, renewals, continuations, riders, cancellations, and related transactions accurately and timely Review requests and supporting documentation...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Role Overview The Director, Fintech Innovation Programs leads the delivery of Filene's fintech testing work, working with credit unions to put promising solutions to a real-world trial and find out what works for their members.   Now in its fifth year, FiLab (Filene’s fintech testing program) reviews hundreds of fintech solutions and selects 6-8 each year for testing with more...

- The Underwriting Manager is responsible for assessing and managing risk associated with surety bond applications.  This position will be responsible to evaluate the financial strength and credibility of applicants, analyze terms, and make informed decisions to protect the interests of the surety company while maintaining profitability.  The ideal candidate will be based in Texas, Georgia, or Florida. Key Accountabilities/Deliverables: Review and evaluate surety bond applications/submissions to determine risk levels and underwriting terms. Analyse financial statements, credit reports, and other relevant documents to assess the financial stability of applicants. Collaborate with brokers, agents, and clients to gather necessary information required for proper analysis of bond risks. Develop and maintain relationships with brokers, agents, and industry professionals. Provide guidance and support to junior underwriters or team members. Stay updated on industry...

WHAT WE’RE LOOKING FOR The Risk Placement Specialist supports the sales process to retain and grow the business by providing marketing support that is dependable, accurate, accessible, and driven for success. This individual plays a critical role in partnering with a variety of individuals including sales and service teams in promoting Relation’s products and services, to attract new clients and retain existing ones. By developing effective strategies and implementing targeted campaigns, the Risk Placement Specialist contributes to the growth and success of the Company. A GLIMPSE INTO YOUR DAY Develops and implements a renewal strategy based on potential and existing clients’ risks profiles, market conditions and carrier options. Engages with insurance carriers to negotiate favorable renewal terms, including premiums rates, deductible levels, and coverage enhancements. Placing policies with the most suitable carrier. Conducts market research and analysis to identify...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Executive manages and develops the overall strategy for insured accounts and non-insurance risk transfer techniques including placement of insurance policies. The Account Executive is responsible for providing accurate and responsive management on more complex accounts, while providing guidance and mentorship in a team environment.  In addition, the Account Executive will build and maintain relationships with clients to encourage new and repeat business opportunities....