19 account coordinator jobs found in Dallas, TX

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

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,...

Position Summary The Senior Property and Casualty Underwriter is responsible for overseeing and managing property and casualty business workflows, providing technical expertise and ensuring adherence to underwriting guidelines. The role develops strategies for new business opportunities and portfolio retention and actively contributes to achieving business targets. They cultivate long-term broker relationships, while also supporting training for new staff in underwriting processes. What will your job entail? Job Responsibilities: • Oversees and strategically manages workflows for new property and casualty business and renewals, showcasing advanced professionalism, technical expertise, and adherence to underwriting guidelines. • Evaluates, prioritizes, and selects submissions and prices risks that will develop an underwriting profit for the carrier, refers or declines risks that present excessive risk. • Drives risk assessment comprehensively, evaluating factors such as...

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining...

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? As the primary point of contact for key policyholders and producers, you’ll build strong relationships through regular site visits, proactive communication, and skilled negotiation. Assigned groups will include cases with 500-4999 lives, you will act as the bridge between clients and the home office, you’ll tackle concerns, drive improvements, and resolve issues efficiently. Before...

The Role The Associate Client Advocacy (ACA) team leader will manage a group of 6-12 ACAs depending on size of region/specialty and will be responsible for various business operations to support client retention and growth.  The team leader role within their region and specialties will utilize data and strategic initiatives to maximize ACA adoption and optimize client services. They will identify and address process bottlenecks, resolve individual issues, and coordinate with both Client Advocacy, including Producers and Broking, and Global Service Delivery teams to ensure seamless, high-quality client experience. This role also includes working closely with various teams across NA CRB to identify and manage training needs, Key Performance Indicators (KPIs) such as Adoption, Month End financial metrics RFIs, Quality, Regulatory Compliance, and other Operational Aspects to drive exceptional client service.  The Responsibilities Work closely with Client Advocates,...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

At Swyfft, we're reshaping the way home insurance and commercial package products are priced and bound. We've created an insurance experience that's smart, instant, and designed to deliver unparalleled customer service. Our focus on lightning-fast quotes and seamless claims servicing is powered by cutting-edge technology and an Agent and Customer-centric approach that sets us apart in the industry. Joining Swyfft means becoming part of a dynamic team of forward-thinkers who thrive on moving fast and delivering exceptional products. We pride ourselves on fostering an environment where creativity and positive energy thrive. As we continue to grow and expand, we're on the lookout for experienced professionals like you to join us in transforming the insurance landscape. If you're passionate about leveraging technology to provide the best customer service experience and are ready to be a part of our journey, we welcome you to explore opportunities at Swyfft!...

The Mid-Market Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans....

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: The Assistant Vice President within Arch Construction Specialty Products is responsible for the day-to-day technical underwriting and account management of construction professional liability (PL) and contractor’s pollution (CPL) book of business.  Responsibilities and Accountabilities: 1. Technical Underwriting Solicits and reviews new and renewal account information required to evaluate a risk. Identifies all potential exposures and hazards in relation to coverage requested and individual risk characteristics. Engage other internal resources as necessary Underwrites prices and prepares proposals based on objective and subject risk...

SUMMARY: The Senior Client Manager/ Team Lead works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.   This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to...

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: This role is a Product Owner in the Scaled Agile Framework who partners with product managers to balance business, technology and design priorities to deliver brand-defining product and service experiences. The position requires the ability to understand strategic impacts but concentrates on the day-to-day details in order to ensure tactical execution. The Product Owner is responsible for executing...

The Client Advocate provides strategic relationship management and advisory service to clients, delivering consultative risk and insurance solutions aligned to their business objectives. This role partners with Producers and/or Senior Client Advocates (SCAs) on large and complex accounts and may independently lead middle market client relationships where a senior account lead is not assigned. The Client Advocate coordinates and leverages WTW resources to deliver seamless service, effective placement strategies, and integrated risk management solutions aligned to client needs, while ensuring adherence to all regulatory, compliance, and technical standards. Leveraging deep industry and insurance expertise, the Client Advocate develops and advises on coverage strategies, identifies opportunities to enhance client outcomes, and supports growth through proactive relationship management. Success in this role requires the ability to deliver exceptional client service in a fast-paced...

Title : Director, Program Business Location : Morristown, NJ / Dallas, TX / Austin, TX  Reports To : Chief Program & Underwriting Officer, Spinnaker About Hippo:   Hippo Holdings consists of national property and casualty insurance companies—including Spinnaker Insurance Company and its subsidiaries, rated A- (VIII) by A.M. Best—along with an insurance agency and a managing general agent. Enabled by technology, Hippo brings products to market through a diversified range of offerings sourced from both owned and third-party programs, available on an admitted and surplus lines basis. We partner with innovative market leaders across personal, commercial, and specialty lines, as well as traditional and non-standard opportunities. About You: We are seeking a committed, experienced, and energetic individual to join our team. This is a collaborative leadership role accountable for program management and underwriting of a sub-portfolio of programs within Spinnaker. The...

About HUB: HUB International is a 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 650 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. Purpose of Position: The Employee Benefits Account Executive shall recommend appropriate lines of coverage, monitor client’s plan expenditures throughout the year and make recommendations to control costs if needed.  Maintain knowledge of legislative updates and advise clients as to how they will affect plan designs and costs. Essential Functions: Develop current, referral...

SUMMARY: The Senior Client Manager  works with and supports Producers, Client Advocates, Client Executives and the account team to manage client service delivery throughout the insurance renewal and policy period on an assigned book of business largely comprised of Charter Schools. The role is client facing and team focused, using professional skills in commercial property and casualty insurance to enhance and expand large and complex client relationships. This position is a senior, client-facing role responsible for directly supporting Property & Casualty Insurance client relationship management efforts. The position supports and coordinates service activity and is a key member of the client service team, responsible for delivery of the program-level strategy and providing consultation to clients.   This position mentors a client service team through continuous learning, transparent feedback, and strong talent development. Working directly with the team to assist in...

Company Details     Berkley Aspire is passionate about making excess and surplus lines business easy to transact.  We differentiate ourselves by continually innovating to bring market-leading technology and services to our agents and their clients.    From direct bill with installments, to not requiring renewal applications for 80% of our small business policies, we focus on making it easy, expeditious, and efficient for agents and consumers.   Berkley Aspire writes from small, minimum premium, policies to accounts over six figures.  We offer General Liability, Property, Inland Marine and Excess policies through Berkley appointed agencies in 49 states.   Benefit Highlights • Aspire offers Medical, Dental and Vision coverage. Our onsite Scottsdale, AZ Wellness Center and companywide Employee Assistance Program are free to employees and are here to support your overall well-being. Our flexible work schedule with a work-from-home day means...

Summary As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career...

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: Be the CRC Benefits (formerly BenefitMall) subject matter expert and outside sales executive for all ancillary products in an assigned geography. This role will be the overarching relation with assigned broker firms while continuously growing broker headcount by effectively presenting our value proposition. Sales Executives develop an intimate knowledge of their broker firms and broker books of...