25 client service associate jobs found in Dallas

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,...

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...

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 post-claims....

  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...

Description Summary: The Insurance Sales Executive Senior – Commercial P&C is a high-impact, commission-based sales role offering significant income potential. This position requires strong consultative selling skills, effective communication, and a deep understanding of the insurance industry. We provide a comprehensive three-year income transition plan to support your success from day one. The ideal candidate will be skilled in pursuing and closing sales in the Commercial Property and Casualty space, particularly with clients in the $50M–$500M+ revenue range. Expertise across all lines of commercial P&C insurance—including loss sensitive and group captive insurance programs—is essential. A strong focus on business development and strategic growth is critical to success in this role. Key Responsibilities: Drive business development by identifying and cultivating new client opportunities through...

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....

About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary Are you passionate about real estate and have a keen interest in risk management and insurance? We are seeking a motivated and detail-oriented individual to join our team as an Insurance and Risk Analyst, supporting a leading real estate investment firm. As an...

Overview AmTrust Financial is currently seeking a talented individual to fill a role as Desktop Support Technician. The Desktop Support Technician will report to the Director, IT End User Services. The Desktop Support Technician is part of the Teir II team responsible for supporting a multitude of IT related issues that range from desktops, laptops, network, telecom, video conferencing, VoIP, mobility and server or infrastructure problems. The position is also a member of a global remote support team working to diagnose, resolve, and respond to IT incidents in a fast-paced environment. The Desktop Support Technician provides end-user support and installs/maintains personal computer hardware and software utilizing hands-on and remote resolution capabilities to ensure the efficient and successful operations of AmTrust’s corporate business, while following all IT and Security standards and practices. The Desktop Support Technician will work closely with other IT...

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...

As a Lead Generation Associate for WTW’s North America Health and Benefits (H&B) business, you will deploy sales campaigns, tools and technology to identify, generate and cultivate potential clients. Collaborating with WTW H&B consulting, marketing, and sales colleagues you will support vital efforts to bolster the top of our sales pipeline with qualified leads. This is a rare opportunity to explore a career in sales operations at WTW. As a Lead Generation Associate, you will play a crucial role in bridging H&B North America’s Sales Operations with individual Market/Regional Sales leaders. Responsibilities include: Identify, Qualify and Develop Leads: Generate and develop leads that fit WTW’s ideal client profile through outbound and inbound sales activities; identify potential clients and foster relationships to drive business growth. Leverage data and tools to help sales teams identify and prioritize high-potential prospects; develop and pilot data-driven sales...

About this role: The focus is to provide analytics, financial analysis, and return on investment solutions primarily to self-funded and ASO clients.  In addition, you will also be responsible for managing a few entry level analysts. You will work with EB Sales Executives, Account Executives, and clients to assist with the delivery and presentation of cost management data and associated solutions that provide bottom line impact.  You will play a consultative role in large prospect RFP presentations and client renewal presentations where and when appropriate. In this role, you will: Consult with employers regarding their Health & Benefits strategy, including claim forecasting, plan design modeling, contribution setting, and reserve development, etc.  Provide feedback, coaching and accountability on a regular basis to analysts so they have an indication of their progress. Evaluate team member performance through the appraisal process on an annual basis. Lead...

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...

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 post-claims....

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...

Job Description Job Title: Sr. Wealth Advisor Compensation: $240,000 per year (1-year draw) Location: DFW, Texas Department: Private Wealth Sales Reports To: Vice President Private Wealth Sales Management Job Type: Full-Time About Us: HUB is a global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. About HUB Retirement & Private Wealth (RPW):  We lead our communities with integrity, driven to make things better, both now and in the future. We serve, inspire, and thrive while maintaining an entrepreneurial spirit. We innovate, collaborate, and achieve success together, focused on the tomorrows for all. We are the perfect fit if you: Enjoy team collaboration Thrive in a healthy company culture that recognizes success Want to learn and grow your current skill set Are seeking a...

In this challenging role as a Pension Outsourcing Benefits (Calculation)- Associate Manager, you will contribute as part of a team to the entire range of retirement administration activities, primarily focused on complex pension calculations and other related activities. If you’re looking for an exciting role, with one of the leaders in the defined benefit outsourcing business and the opportunity to grow and develop your career, apply now!  In this role you will serve as a technical leader and subject matter expert to the internal team and our clients, trouble shoot issues, create client deliverables, contribute to client management and participate in the creation of new intellectual capital. The Role Enhance your knowledge of all aspects of retirement plan administration Enjoy a well-defined career path with opportunities for growth and advancement Leverage the most cutting-edge tools and resources and some of the world’s experts in retirement...

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 Consultant serves as the primary business contact for the client and is responsible for client satisfaction.  The person in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure legendary service delivery. In addition, the Consultant will build relationships with clients to encourage new and repeat business opportunities.  The Consultant is accountable for...

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...