51 director client relationship jobs found in Dallas, TX

As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. You will be responsible for managing a wide array of projects, leveraging your experience to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to generate business by participating in new business activities and expanding existing client engagements.  You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on all projects and working alongside industry experts on cutting edge solutions. The Role Lead the design/management of group medical, dental, wellbeing, disability and time off plans for clients. Responsibilities include: Serving as lead project manager for clients; materially contributing to project plan...

Company: Marsh McLennan Agency Description: JOB TITLE: Senior Benefits Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Primary Contact with the Producer Manage the Client Insurance Program, utilizing agency management system.  Generally manages larger and more complex accounts than the accounts than the Account Executive position.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Analysts or external resources) and not limited to: Act as a main point of contact with the Producer Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through. Demonstrate a strong consultative ability to instruct and direct the client Responsible for sharing...

Description The Mortgage Warehouse Process Consultant will handle the configuration and administration of the warehouse lending platform as well as assisting with managing complex projects for the Corporate Mortgage Finance (CMF) business.    This individual will provide advanced and specialized consultative support to CMF customers other and colleagues for assigned business processes and/or system(s) that are complex and highly impactful to the business. The Mortgage Warehouse Process Consultant requires 7 years of mortgage operations experience with a focus on configuration and systems administration. This position will report to the Head of CMF Operational Strategy and Execution Duties Include: Develop strong relationships with customers focusing on how our products and processes can help them be successful Maintain in-depth knowledge of business processes and applications and stay current in...

Description Job Summary The Treasury Management Service & Onboarding Team Lead is a senior‑level role responsible for leading a team of Treasury Management Service Specialists while also serving as a subject‑matter expert and senior escalation point for complex onboarding, implementation, and servicing activities. The Team Lead oversees day‑to‑day execution, queue health, and service quality; leads complex and high‑impact initiatives; and is accountable for colleague performance, coaching, and development. The Team Lead partners closely with Relationship Managers, Treasury Sales, Operations, Technology, Risk, Legal, and Product teams to ensure predictable delivery, strong risk discipline, and an excellent client experience. Hours: 8-5pm PST Pacific Standard Time Monday - Friday Key Responsibilities Client Onboarding & Implementation Leadership Lead end‑to‑end onboarding, implementation, and...

Company Details   Berkley Construction Solutions (BCS) offers lead and excess liability capacity to the commercial construction industry. Our team of dedicated, experienced excess construction specialists underwrites practice and project business for medium to large contractors across the U.S. At BCS our guiding principles are authenticity, trust and passion. The team culture is inclusive, high energy, and fun.   Company URL: https://www.berkleycs.com/   The company is an equal opportunity employer. Responsibilities The Underwriting Assistant position is not your average Underwriting Assistant. Our Underwriting Assistants utilize the latest AI and systems technologies to assist in the administration of underwriting support functions. The work offers candidates who are new to the insurance industry an introduction to risk and exposure analysis that will lay the groundwork for a sustainable and rewarding career in...

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 businesses on broader...

Description Summary: The Regional Banking Relationship Manager Sr. is responsible for acquiring new business relationships to Huntington as well as maintaining and deepening business relationships with existing customers. This is done by providing insights and guidance to business owners.  Depending on market assigned portfolio size recommended as 30 to 60 clients Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a senior level sales position within Regional Banking with heavy focus on business with greater than $25 MM in sales and functions as the back-up to the Market Manager while providing credit and mentoring guidance to junior colleagues. Duties and Responsibilities: Acquires new, profitable business relationships through aggressive prospecting, networking and providing insights and advice. Builds and maintains a robust network of...

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. We will only consider candidates who are currently authorized to work in the United States and who will not require sponsorship now or in the future. Please note: student visas, CPT, OPT, H-1B, TN, and other temporary work authorizations are considered restricted forms of employment eligibility. Once these expire, the candidate must be able to present another valid form of work authorization.  Start Date:  Monday, July 6, 2026 We are in the business of transforming tomorrows. Join us and transform yours.  The Business WTW is the leader in Employee Experience (EX). We have the unique ability to use insights to drive impact. That means we ground everything we do in a deep understanding of what people care about—what makes them tick, what’s inhibiting change, and what matters. We use that to fuel the EX, shape high-value, high-impact people solutions—and...

Job Description 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 Acrisure Trade Credit is seeking a high performing Client Advisor focused exclusively on trade credit insurance solutions. This role is responsible for developing new client relationships and advising organizations on strategies to protect accounts receivable...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Company Overview: We are a leading, privately owned Property/Casualty insurance carrier, committed to delivering innovative solutions and superior service to our clients and distribution partners. Our dynamic culture rewards leadership, integrity, and an entrepreneurial spirit. Position Summary: As Regional Vice President for the Houston/Dallas regions, you will drive regional strategy to effectively and efficiently distribute our Property/Casualty...

Description Summary: The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors. Duties and Responsibilities: Serve as the primary contact for both existing and new clients for all complex lending opportunities. Partner directly with current advisors to tailor creative solutions to meet our clients' capital needs. Develop financing solutions/ loan programs that align with core business growth objectives and our low to moderate risk appetite. Partner with derivates team to provide interest rate solutions necessary for large complex transactions. Deepen relationships by collaborating with client teams and identifying opportunities to provide complex credit solutions. Maintain responsibility for the existing commercial book of business by: (1) monitoring all...

Description The Treasury Management Service Specialist II – Specialized Mortgage Solutions (SMS) supports clients within the mortgage ecosystem by delivering high‑touch, specialized treasury management onboarding, implementation, and ongoing service support. This role focuses on residential and commercial mortgage servicers, mortgage originators, lenders, and related real estate organizations that require complex custodial, operating, and control account structures. The Specialist II partners closely with SMS Relationship Managers, Treasury Sales, Operations, Risk, Legal, and Product teams to ensure precise execution, regulatory adherence, and an exceptional client experience in a highly regulated and operationally complex environment. Hours for this role: (West Coast/PST: 8 AM – 5 PM or 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end...

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 provides large limit capacity for both Lead Umbrella and Excess Liability placements, serving a diverse portfolio of...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Position Summary RT Specialty is seeking a motivated and experienced Inside Broker – Commercial Casualty (Construction) to join our high-performing wholesale brokerage team in Dallas, Texas. This role is ideal for an Inside Broker, Associate Broker, Wholesale Broker, or Commercial Casualty Underwriter with 5+ years of experience in construction casualty lines who is ready to step into a more independent inside production role. You will be empowered to help manage and grow with an Office President/Team Leader, taking the lead on their new and renewal book of business, and leverage RT Specialty’s market access and resources to deliver exceptional results. What will your job entail? The Inside Broker will independently manage and broker construction-focused commercial casualty accounts from submission through placement and servicing. This role supports an Office President / Team Leader and plays a critical part in managing and growing a book of construction casualty...

Looking for Client Service Representatives for our Dallas, TX location! What our Client Service Representatives do and why it’s important: Cottingham and Butler is growing and we are adding Client Service Representatives to our team! As a Client Service Representative, you will work directly with our clients to help keep their accounts up to date. You will make a direct impact on a daily basis by carrying out the top-tier services that define Cottingham and Butler. In practice, the core activities of your job will be to: ·      Ensure that client accounts are up to date so they can continue to operate ·      Build relationships with clients through friendly interaction, timely execution of requests, and close attention to detail ·      Consolidating and communicating important information by putting together reports Video Overview: Click here to watch an interview with an actual Client Service Representative. Strengths and skills necessary for success in...

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...

Company: Marsh McLennan Agency Description: JOB TITLE: Senior Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  Generally manages larger and more complex accounts than the Account Executive.  Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to:                Acts as a main point of contact with the Producer Initiate correspondence with the marketplace Function as a main contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program Maintain positive client relationship and have the ability to analyze situations, make proactive decisions and manage the follow-through. Demonstrate a strong consultative ability to instruct and direct the client...

Description Summary: The Regional Banking Relationship Manager III is responsible for acquiring new business relationships to Huntington and the continued development and deepening of the relationships with existing customers. This is done by providing insights and guidance to business owners. Depending on market assigned portfolio size recommended as 30 to 80 clients Business sales size $2 MM to $50 MM and credit exposure up to $25 MM. This banker will cross-sell and negotiating pricing and fees. Duties & Responsibilities: Develops and maintains profitable Business Banking relationships with businesses sales size $2 MM to $50MM and credit exposure up to $25 MM. Effectively prospects new business and expands/ deepens existing business relationships. Meets with business owners to build strong relationships, understand their business needs, recommends business solutions from across the bank and...