32 director client relationship jobs found in Dallas

Description This position must be located in either our Park Central Office, Dallas, TX or 5555 Cleveland, Ave, Columbus, Ohio This position is responsible for the boarding of financial data to AFS for all commercial loans.  This position requires adherence to Bank Credit, Compliance and Risk guidelines. Colleague is responsible for loan set up of the commercial loans received from Commercial and Industrial, Commercial Real Estate, Private Client Group, Private Equity Group, Auto Finance, Asset Based Lending and Special Assets. This includes boarding of loans to the AFS system through the upfront systems of Velocity and CLOS.  Additionally, the colleague must be able to read and interpret complex legal documentation.  Ability to read and understand underwriting analysis, terms and conditions is a plus.  Colleague will cross-training to perform other functions within the team. This area is an...

Description This position is responsible for the boarding of financial data to AFS for all commercial loans.  This position requires adherence to Bank Credit, Compliance and Risk guidelines. Colleague is responsible for loan set up of the commercial loans received from Commercial and Industrial, Commercial Real Estate, Private Client Group, Private Equity Group, Auto Finance, Asset Based Lending and Special Assets. This includes boarding of loans to the AFS system through the upfront systems of Velocity and CLOS.  Additionally, the colleague must be able to read and interpret complex legal documentation.  Ability to read and understand underwriting analysis, terms and conditions is a plus.  Colleague will cross-training to perform other functions within the team. This area is an Essential Partner to various business areas including the Business Loan Center, Legal, Segment Risk, and Credit Administration.  Team...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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 Underwriting 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 The candidate must have the ability to underwrite property risks across the spectrum of E&S business while providing leadership, direction, and technical guidance to the team...

WHAT WE’RE LOOKING FOR The Account Coordinator is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.  A GLIMPSE INTO YOUR DAY Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements. Identifies, researches and provides resolution for routine or basic client issues. Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

Description CMF Warehouse Client Service Analyst – CSG Corporate Mortgage Finance , you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).  The CMF Client Service Analyst requires a minimum of 2 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. This position reports to a CMF Operations Manager. In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities: Support loan activities for the warehouse lending business.  Warehouse processes that this role may support include, but are not limited to: loan fundings, construction loan processing, collateral...

Job Description: We are looking to add a Sr. Pharmacy Consultant to join our EB team. 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! Basic Function: The Sr. Pharmacy Consultant will assist the Pharmacy Director in executing on business through consulting and analysis services. The Sr. Pharmacy Consultant will leverage expertise, strong contract negotiation skills and industry-leading analytics to consistently produce validated savings to Holmes Murphy clients. Essential Responsibilities: Trains clients and employees on pharmacy trends, cost containment and clinical strategies. Collaborates with Clinical Strategies Team in the development of client clinical analysis and tools. Monitors pharmacy and medical utilization across book of business. Presents pharmacy strategy in sales finalist meetings for new business and retention of key clients....

Position Summary: The Senior Financial Analyst is responsible for underwriting renewal projections on various group sizes, building premium equivalents, self-insured feasibility, contribution analysis, plan evaluations, and handling other analytic requests as needed. Aiming to help educate our producers, account management, and clients in understanding their benefits programs, renewals, and provide negotiation points to justify lower renewals. Tasks: Evaluates the financial risk of medical & ancillary benefits for clients and prospective clients Proficiently communicates with internal/external customers using web-based tools Uses group experience and demographic analysis to drive future strategies such as plan changes, stop loss levels, funding changes, & contributions Creates RFPs for carriers and manages the financial part of the renewal Evaluates and explains financial analyses to internal benefit analysts/producers Presents explanation of financial...

Description Summary: The Cybersecurity Red Team Analyst - Principal will plan and direct efforts in developing and testing tools, tactics, and procedures to emulate adversarial threats actively in use targeting the financial services industry and leads the employment of these tools in the Huntington environment. This capability provides Huntington with a means of testing security controls for effectiveness, discovering gaps in controls, and validating viability of threats for more effective prioritization of risks. The principle role will also assist the Red Team manager in assessing and developing team capabilities. Duties & Responsibilities: Develop and test threat actor emulation tools, tactics, and procedures for the Red Team to employ on-demand for assessments of security controls for application, systems, and network. Partner with threat intelligence team to ensure Red Team capabilities and tactics...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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...

Complex Claims Director – Auto and General Liability Make your mark in Claims. Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency.  The ideal candidate possesses advanced technical expertise in coverage analysis, liability assessment, reserve management, litigation strategy, and claim resolution. Working independently and exercising a high degree of judgment, the Complex Claims Director partners closely with insureds, brokers, underwriters, defense counsel, and senior business leaders to develop effective claim strategies, mitigate risk, and achieve timely, cost-effective outcomes. This role serves as a technical...

As a Health and Benefits Manager, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. The Role: Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include:  Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines, deliverables and...

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...

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...

Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Duties and Responsibilities: Builds relationships with existing and new clients and coordinates the involvement of other specialists to fulfill the client’s Wealth Plan with a strong focus on capturing assets under management, loans, and deposits. Self-acquires new business by being active and well connected in the community and with external centers of influence. Responsible for providing legendary client service to retain client relationships. Builds strong relationships across all Huntington business segments to deepen client relationships. Works with relationships of moderate to high complexity. Knowledgeable on key compliance and regulatory requirements. Performs other duties...

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...

Job Description: Position Summary The product director’s primary responsibility is managing profit and loss for specific states and line of business assignments.  Uses rate making tools, such as rate indications, product distribution reports, retention analysis, claims severity reports and on level rate relativity reports to increase written premium and profit margins.   Handles compliance, underwriting and forms development and maintains procedures that address compliance within the department. Essential Duties and Responsibilities include the following.  Other duties assigned as needed. Work closely with cross-functional team members to develop and execute business plans, including creation of annual growth, retention and profit forecasts. Provide senior leadership and field with regular assessment of financial results and both lag and lead indicators of future performance. Recommend and implement corrective actions to improve results. Build productive...

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...