15 employee benefits client consultant jobs found in Dallas

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 our amazing...

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...

Job Description: We are looking to add a Sr. Placement 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: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Prepare, market new and define renewal business in conjunction with designated sales team. Maintain an organized marketing file utilizing appropriate software that provides Placement Specialist with clear and accurate information to ensure a smooth issuance, including a written order letter with all changes noted. Provide answers, solutions, or direction to questions or concerns by sales team, service team, clients and underwriters in...

Summary 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...

Title:  Sales Agent   Location : Austin, TX or Dallas, TX   Reporting to:  Senior  Director, Agency Sales   Start Date:  August 24, 2026   About Hippo:   Hippo was built on a promise: make homeownership effortless. Nearly a decade later, that mission still drives us. We use technology and data to help our customers stay ahead of problems and protect what matters most.     Today, that same tech-native approach powers our work beyond homeowners. Hippo operates as a diversified carrier platform, partnering with MGAs to deliver tailored program solutions that help them grow and deliver better customer experiences. Behind that work is a team that values ownership, curiosity, collaboration, and continuous improvement.    If you're energized by building what's next, we'd love to meet you.    About this Role:     Hippo is looking for a  Property & Casualty Insurance Agent  to join our exciting and quickly expanding...

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 New York City and founded in 2007, our company has over 4,000 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 our...

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...

As a Healthcare Financial/Actuarial Consultant you will be a key member of the Financial Actuarial & Analytics (FAA) Community of Expertise. You will substantially contribute to a wide variety of complex analyses and projects involving the design, financing, and measurement and financial analysis of the full spectrum of employer health and group benefit programs including medical, dental, life, disability, voluntary benefits, etc. You will interface with vendors and client service teams, prepare and communicate complex analyses to clients, and ensure quality standards are met. You will have the opportunity to position yourself to lead financial project with small-to-midsized clients, and work on cutting edge projects alongside leaders in the industry. The Role With clear guidance and direction, play an active support role in multiple client teams developing financial analyses, outputs and client deliverables across a regional team. Develop working proficiency of core...

Description Summary: The Commercial Real Estate Loan Administrator will demonstrate an intermediate understanding of the commercial and construction loan process and support high-profile customers with complex credit and construction loan structures. Is responsible for timely and accurate administration of loan servicing for assigned customers. This senior colleague is to possess strong critical thinking and analytical skills and have an ability to effectively negotiate. They will also be responsible to review and be the secondary approver of construction draws and funds movement transactions processed by other Commercial Loan Administrators. Duties and Responsibilities: Works with Loan Closing Specialists, Relationship and Portfolio Managers, pre- and post-closing, to review construction due diligence, evaluate the plan and cost review, identify and manage potential risk and issues for new construction...

  Broker Director The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth. We are looking for a highly motivated, results-driven professional with a strong ability to identify and pursue new business opportunities. The ideal candidate brings solid business acumen and can translate market insights into revenue-generating strategies. How You Will Make an Impact Drive profitable growth, retention, and optimal portfolio mix with assigned brokers. Lead execution of local market strategies aligned with national broker commitments....

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...

The primary role of the Account Executive is responsibility for placement and client management on an assigned book of business, as well as guiding the Service team. If they are responsible for house accounts, they are also accountable for business development and retention for the house book of business. The AE is responsible for a more complex book of business, based on industry specialty, account revenue size and/or coverage complexity, such as loss sensitive programs, large deductibles, captives or shared and layered programs. Responsible for placement strategy, they will be implementing the "Fewer & Stronger" market consolidation initiative as they make decisions on behalf of the client for which markets to approach and place coverage. The ability to negotiate the best terms and conditions for the client is imperative. *PLEASE NOTE: This is a hybrid position and will require a minimum of 2 days/week in our Dallas office* Your Impact: Manage overall service...

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ESSENTIAL DUTIES AND RESPONSIBLITIES: Project client claim data to develop budgets, calculate client rates, benefit costs, and IBNR reserves Review experience reporting for accuracy Collaborate with consultants and account teams to prepare and deliver client financial presentations Assess complex client risk, understanding the strategic implications of the competitive carrier/product marketplace, and make sound underwriting-based assumptions Manage and oversight of underwriting support team Renew and market carriers for assigned book of business Analyze / negotiate annual renewals and proposals from carriers for accuracy and financial...

We are seeking an experienced Risk Management Insurance Broker with at least 3 years' experience of B2B sales in the P&C space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of insurance and connected programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on property & casualty sales. A strong understanding of insurance and risk management products to evaluate complex policies and identify cost-saving opportunities.  Ability to work with C-Suite Executives to develop the best risk management solution for their insurance program. Excellent communication and interpersonal skills and the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the insurance industry. We have a high concentration of clients in Construction,...

We are seeking an experienced Employee Benefits Insurance Broker with at least 3 years' experience of B2B sales in the employee benefits space. This role will be responsible for providing expert advice and guidance to clients in navigating the complex landscape of employee benefits insurance and programs. Individuals who apply should possess: Proven experience and success as an insurance broker, with a focus on employee benefits A strong understanding of employee benefits products Detail-oriented with strong analytical skills, capable of evaluating complex insurance plans and identifying cost-saving opportunities.  Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients. Join a Winning Team: The individual in this role will joining a team with a solid track record of success in the employee benefits insurance industry. Over the years, our team has experienced significant growth of 18% (driven organically) and a...