26 agency success manager jobs found in Dallas

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...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Small Commercial New Business team is currently seeking an Underwriting Director.   This is a full time, exempt role.   POSITION OVERVIEW:  The Small Commercial Underwriting Director is an experienced leader that demonstrates mastery of financial acumen, strategy development, leadership, and execution. The Director is expected to have broad influence/impact and is able to create followership amongst field and senior leadership. This includes being a thought partner in analyzing trends and developing regional strategy, maintaining profitability of the book, implementing and executing projects, actions, and assisting with agency management. The Director is able to attract,...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Small Commercial New Business team is currently seeking an Underwriting Director.   This is a full time, exempt role.   POSITION OVERVIEW:  The Small Commercial Underwriting Director is an experienced leader that demonstrates mastery of financial acumen, strategy development, leadership, and execution. The Director is expected to have broad influence/impact and is able to create followership amongst field and senior leadership. This includes being a thought partner in analyzing trends and developing regional strategy, maintaining profitability of the book, implementing and executing projects, actions, and assisting with agency management. The Director is able to attract,...

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 Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.   A GLIMPSE INTO YOUR DAY Orders...

The Territory Manager owns the strategic development and execution of a multi-state business plan designed to drive profitable small business growth and strengthen UFG’s regional presence. This role requires a high degree of strategic thinking, data-driven decision-making, and the ability to tailor approaches based on agency maturity, performance trends, and market dynamics. The Territory Manager serves as a trusted representative of UFG in the field—building deep agency partnerships, influencing engagement, and ensuring a seamless, consistent agent experience through strong communication and cross-functional collaboration. Success requires exceptional organization, proactive planning, and disciplined execution to achieve small business submission, quote, bind, premium, and profitability goals This is a fully remote opportunity handling a territory that includes North TX, OK, and AR. Responsibilities: Territory Management / Sales and Agency Development (50%) Develop...

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...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to underwrite new business and renewals within specified guidelines and authority levels, supporting the development of a profitable portfolio under the Accident & Health Medical Stop Loss. This involves implementing underwriting strategies, building relationships, and making sound decisions to drive business growth and profitability within assigned territories. The role plays a critical part in achieving overall profitability and success in the Accident & Health underwriting business. Location: Atlanta, GA; Boston, MA; Chicago, Il; Marblehead, MA; Plano, TX; Edina, MN; New York City, NY; or remote 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 $99,000-$186,000. Your New Role: Perform underwriting responsibilities including quote...

Position Summary: The Loss Control Consultant is responsible for providing technically competent loss control services and conducting onsite activities to help acquire and maintain clients of Higginbotham. Supervisory Responsibilities: None Essential Tasks: Analyze historical loss information to identify loss leaders, measure success, and develop appropriate loss control service strategies. Provide expert consulting services to assist with regulatory compliance (OSHA, D.O.T., etc.) Review and provide professional guidance to implement and respond to insurance carrier loss control recommendations. Participate in presentations with the production team to present loss control solutions and demonstrate added value to prospective clients. Conduct safety assessments focused on the evaluation of site conditions, employee work practices, and regulatory compliance. Prepare professional, written reports summarizing observations and discussions from site visits (to...

Job Description Amazing Career Moments Happen Here     Transforming the insurance industry is ambitious, we know. That’s why at EZLynx, a division of Applied, we are committed to transforming every facet of agency life by providing the most innovative solutions to improve how independent insurance agents work every day. We are the Real-Time Rating pioneers in our industry, and we are looking for out-of-the-box thinkers and innovative solution seekers to join our team.      Position Overview    We’re searching for a Customer AI Transformation Lead  to join our Adoption Services Leadership team in a hybrid location from either our Dallas or Chicago office. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who...

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 Location: This role is open to candidates in the Dallas, TX or Denver, CO area. Organization Description   Filene Research Institute strengthens organizations through innovative research and incubation to improve consumer financial well-being. As an independent cooperative finance think tank, Filene’s membership network connects a community of leaders and bright minds to change...

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 & leading title insurance agency is seeking an experienced Commercial Escrow Assistant to join our team. This position is responsible for handling large volumes of files for National Commercial transactions. Attention to detail, great communication skills (verbal & written) great organizational skills, and ability to multi-task in a fast-paced environment are...

The Commercial Lines (CL) Practice Leader owns the operational excellence of HUB’s Texas region Commercial Lines division, translating strategy into execution across sales, retention, and customer service. This role is central to driving performance outcomes while leading and developing a high-performing team of CL professionals. We are the perfect fit if you: Have a desire to help others protect their future Have an entrepreneurial spirit and are challenged by the opportunity to grow the business Believe in integrity and building success by developing relationships with others Want to drive strategic planning and influence development with a dynamic team Can close deals and facilitate additional opportunities to support revenue growth Are open for personal and career growth and love collaboration Job Responsibilities: Responsible for being a resource to all of CL in the HUB Texas region Communicate all National initiatives to the field...

Job Description Amazing Career Moments Happen Here   Transforming the insurance industry is ambitious, we know. That’s why at Applied, we’re building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers, all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we’re not just redefining what’s achievable; we’re creating a place where amazing career moments are made possible.    Position Overview   We are seeking a Director of Product to join our EZLynx Product team on a hybrid basis from Dallas or Salt Lake City. To keep us headed in the right direction, we’re looking for people who understand winning is a team sport, who value and seek to learn from our team’s diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit...

Description Summary: As a Preferred Banker,  you are responsible for managing an assigned portfolio of high value customers across multiple bank branches. Your success is driven by your high degree of proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships....

Job Description: We are looking to add a Client Service Specialist 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: Assist in managing client accounts and provide support to internal service team. Support the implementation and renewal process of employee benefit programs by gathering needed information, submitting to carriers, and preparing proposals to clients. Draft Request for Proposals (RFPs) for review by appropriate senior 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 by appropriate senior service team member. Assist sales and service teams with preparation/creation of materials for presentations. With...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and...

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...

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. Great American’s Excess Liability Division provides large-limit liability solutions designed to protect clients’ corporate assets from catastrophic loss. The Division offers large limit capacity for both Lead Umbrella and Excess Liability placements, serving a diverse portfolio of...

  When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Professional Liability Broker. The Professional Liability Broker will drive new business, work to meet or exceed production goals, as well as build strong, positive relationships to increase the reputation of Burns & Wilcox. Responsibilities Build agent and broker relationships, find sources, and be creative in placing risks and identifying product opportunities Handle accounts of all sizes, must be willing to work towards handling larger accounts independently Seek opportunities to access and cultivate new brokerage markets and products Travel...

Job Description: We are looking to add a Client Service 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: Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided. Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities. Market renewal policies and negotiate with insurance company underwriters. Review quotes on accounts for accuracy and prepare proposal documents for client. Be accountable for account and policy accuracy by ensuring that all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits. Prepares client renewal documents and saves...