15 life insurance specialist jobs found in Dallas, TX

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: 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end onboarding and ongoing...

The Indemnity Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary...

About HUB: HUB International is a global insurance broker providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. HUB has more than 650 offices across the United States, Canada and Puerto Rico with more than 20,000 employees. Our regional offices throughout North America are dedicated to helping individuals and businesses evaluate and manage their risks and insurance needs.  We are a company dedicated to superior customer service with employees committed to adding value to every client activity. Purpose of Position: Supports Account Executive in the marketing, sale, and administration of group products. Essential Functions : Prepare requests for proposal (RFPs). Prepare client proposals for current clients and prospects utilizing word-processing, database, vendor information and spreadsheets. Must have working knowledge of all lines of Group Benefits products in...

Position Summary The HBO Billing Specialist is responsible for processing agency-bill invoicing transactions within the HUB Billing Operation (HBO) West Region. Working directly within Epic, this role receives and processes !HBO activities assigned to them based on their designated Agency, Branch Code, or Profit Center. The HBO Billing Specialist partners closely with Servicers across the regional footprint to ensure complete and accurate billings, while adhering to established workflows, service standards, and quality controls. A strong communicator with a desire to learn, problem-solve, and be a proactive team player are essential to success in this role. Responsibilities : Complex Transaction Processing  Process agency-bill invoicing transactions for Personal Lines (PL) and Commercial Lines (CL) accounts Execute routine billing transactions including new business, renewals, and endorsements within Epic Coordinate premium financing transactions...

The Indemnity Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary...

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: This position is responsible for the submission generation, underwriting and policy issuance of Cyber & Technology Liability accounts with potential to work on Miscellaneous Professional Accounts as well. This will be a hybrid position (3 days onsite) in Dallas, TX. * Position offered (Senior Underwriter or Underwriting Specialist ) will be dependent upon the individual candidate’s qualifications. Responsibilities and Accountabilities: Build strong long term profitable relationships with agents, brokers and policy holders. Evaluate applications and related materials to determine acceptability of risks in accordance with company guidelines...

The Indemnity Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible outcome, under the direct supervision of a senior claims professional, supporting the goals of claims department and of CorVel. This is a hybrid position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Receives Workers’ Compensation claims, confirms policy coverage and acknowledgment of the claim Determines validity and compensability of the claim Establishes reserves and authorizes payments within reserving authority limits Manages non-complex lost-time workers’ compensation claims under close supervision Communicates claim status with the customer, claimant and client Adheres to client and carrier guidelines and participates in claims review as needed Assists other claims professionals with more complex or problematic claims as necessary...

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...

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...

About the role This position is part of the UW support career progression and may report to a Senior Specialist, UW Support, Team Leader, or to an Team Manager, Underwriting Support.  The Senior Underwriting Assistant is an individual contributor within the Underwriting Support Unit of the unit’s field operations.  This role assists the underwriters by screening risk offerings and with pre and post-binding processes. The role also performs services including problem-solving or research projects requiring broad insurance and/or procedural knowledge and works under direct supervision. This role will work on our Commercial Property Business Line. Key responsibilities: In addition to the traditional UA duties (see description below), this role will: Support regional UA Manager in overseeing all daily business activities and act as the first point of call for all UAs in the region Review new submissions against prescribed criteria to determine if risk...

Job Description  Are you looking for your next opportunity?   Sompo has a unique opportunity for a Sr. Underwriter in our Energy team.     This position will support the North America Energy Property team to develop and implement an underwriting strategy that identifies profitable market opportunities, in addition to working with a select group of wholesale and retail brokers and our experienced specialists tailor solutions to meet the unique needs of each client. Providing individual risk policies as well as products for niche classes, we deliver risk solutions effectively and responsively.      Location: This position will be based in our Houston, TX; Dallas, TX or Chicago, IL offices . We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers.  Our business, your impact, our opportunity: What you’ll be doing: Able to quickly review applications and financial...

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...

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...

Cottingham & Butler Transportation Group provides first-class insurance solutions to over 2,500 trucking companies across the U.S. Our service extends beyond buying insurance to helping our clients with safety, claims, and compliance challenges. As the leading insurance broker in the transportation industry, we provide better solutions, better advice, and better results.  We are currently adding experienced transportation producers in our Dallas office. Joining our sales team will allow you access to the markets, tools, and expertise needed to  write more business.  You will also work with a top-notch service team that will ensure that you  retain more business . A bigger book of business =  more money in your pocket ! This position requires 3 years of experience in Transportation Insurance. Here are a few things that set us apart: Our Team . 300+ experienced professionals that specialize in the trucking industry and have the vision and expertise to help our clients...