10 customer service advisor jobs found in Dallas

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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is looking for a Front End Adjuster to join our growing team in Dallas, TX!   How You Will Contribute:   The Claims Adjustor is responsible for evaluating claims from start to finish using exceptional customer service qualities. Handles claims from initial contact through to conclusion. Thoroughly investigates claims and verifies eligibility Responsible for maintaining positive customer relationships seeking to enhance organizational skills. Manages a high call volume with exception communication and customer service skills Successfully works independently and in a team atmosphere. Skillfully adapts and uses critical thinking and problem-solving issues. Skills & Experience to Be Successful:   Required Minimum 1-2 years of call/contact center experience Excellent written...

Summary: The Commercial Lines Insurance Advisor manages a portfolio of mid-to-large revenue tier clients while also generating new business opportunities. The ideal candidate will possess a strong background in insurance, exceptional relationship-building skills, and a proactive approach to client management and business development.  Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for...

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 Job Purpose:   This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible for the revenue/sales goals and recruiting goals of the territory....

  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...

  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...

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...

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...

Summary Jewelers Mutual’s Marketing Operations Internship is designed to provide you with a challenging and rewarding experience, helping you acquire hands-on project management experience that is essential to the marketing team. This program is ideal for students who are looking to grow their experience with marketing project management, process flow, and vendor/creative management. If you're the natural problem-solver and planner among your peers and are eager to translate those skills into a career in marketing operations and project management, this is the perfect opportunity for you! We need someone who adapts quickly to new processes and information, who loves to think through more efficient processes, and is excited to be an integral part of keeping projects flowing smoothly for our creative and marketing team. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With...

Summary Jewelers Mutual’s Marketing Strategy Internship offers an opportunity to gain hands-on experience supporting strategic marketing initiatives across multiple business units. The Marketing Strategy Intern will work alongside marketing partners to help plan, execute, and measure marketing programs that drive business performance. This role is ideal for a student interested in learning how marketing strategy connects to business goals and how cross-functional collaboration brings those strategies to life. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously...