35 partner success manager jobs found in Dallas

Description Job Summary: The Treasury Management - Integrated Receivables Implementation & Support Manager is responsible for the successful setup, activation, and ongoing support of commercial treasury solutions. This role provides direct support to clients, Sales partners, and technical contacts, primarily focused on Integrated Receivables products, including eBill Present & Pay (EBPP) and Print & Mail, ensuring accurate configuration, documentation, and execution throughout the implementation lifecycle. The IR – Service & Onboarding Mgr owns end-to-end onboarding activities, establishes implementation milestones, tracks progress, and proactively identifies and resolves issues to ensure timely and successful client go-lives. This position requires demonstrated experience onboarding commercial treasury solutions and executing both technical and client-facing components of implementations, along...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

Job Description Sompo has a unique opportunity for an Inland Marine, AVP Underwriting Support Manager .   As an Inland Marine, AVP Underwriting Support Manager , you will be responsible for managing a team of underwriting assistants, ensuring proper processes and workflows are in place, and delivering on our white glove service standards. You will also be responsible for meeting monthly premium bookings and working closely and effectively with various partners such as underwriting, CAT modeling team, centralized support groups, claims, risk control, and more.   This position will be based out of our Dallas, TX office. 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: Manage a team of underwriting assistants including hiring, training, mentoring, and managing...

The Territory Manager owns the strategic development and execution of a multi-state business plan designed to drive profitable small business growth and strengthen UFG’s regional presence. This role requires a high degree of strategic thinking, data-driven decision-making, and the ability to tailor approaches based on agency maturity, performance trends, and market dynamics. The Territory Manager serves as a trusted representative of UFG in the field—building deep agency partnerships, influencing engagement, and ensuring a seamless, consistent agent experience through strong communication and cross-functional collaboration. Success requires exceptional organization, proactive planning, and disciplined execution to achieve small business submission, quote, bind, premium, and profitability goals This is a fully remote opportunity handling a territory that includes North TX, OK, and AR. Responsibilities: Territory Management / Sales and Agency Development (50%) Develop...

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: Brief and in a few sentences statement of the reason the job exists.   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...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Risk Control Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Description Summary: The Solutions Consultant is a key member of the sales organization driving the sales process and sales goals, acting as the product and technical expert working with TM Advisors, Relationship Managers, Product Management and Vendor Partners and is responsible for leading the sales process and managing the pipeline, within the Merchant Services business, for a specific industry vertical or geography. Duties and Responsibilities: Lead the merchant services sales process and manage the sales pipeline in a specific industry vertical or geography to meet or exceed new account, sales, and revenue goals. Collaborate with internal and external partners to develop and implement business development strategies. Lead sales discussions with potential or current clients to understand their needs and present solutions and oversee the sales pipeline for assigned industry vertical, reporting on...

Description Summary: This position provides strategic leadership and operational oversight for the Agency Services function within Commercial Loan Services. This role manages leaders and professional staff responsible for servicing syndicated and participated loan portfolios where the bank serves as Agent. The manager is accountable for operational performance, risk management, regulatory compliance, service quality, audit readiness, and execution of key business initiatives. This position partners closely with Syndications, Credit, Treasury Management, Technology, Risk, Accounting, and Line of Business teams to support portfolio growth, process efficiency, and strong client and investor service. Duties and Responsibilities: Establishes strategic plans and operational objectives that support corporate goals, business growth, regulatory requirements, and operational excellence. Provides leadership and...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Large Loss Property Adjuster - Field Estimating – Dallas, TX A day in the life of a Large Loss Field Property Adjuster, and what it takes to do the job!    As a Large Loss Field Property Adjuster, you will provide exceptional service to our policyholders. Your primary responsibility will involve traveling to our customers' homes to conduct on-site inspections, investigate coverage, prepare estimates, and settle claims promptly and efficiently. Additionally, you will handle virtual claims countrywide, leveraging various platforms...

- Plan, direct, and coordinate administrative services for the organization in the Dallas office. Partner with site leadership to ensure efficiency with day-to-day operations. Key Accountabilities/Deliverables:   Be a welcoming point of contact for all visitors and employees.  Must display a pleasant and supportive approach to all tasks. Maintains office efficiency by coordinating day-to-day operations. Schedules and prepares internal and building conference rooms as requested. Arrange for transportation as requested. Act as administrative assistant to the Site Leaders/Presidents performing in such areas of scheduling, travel, expense reports, and other duties as requested.  Assist other leadership in similar tasks as requested. Assist as Company Phone Operator by taking shifts as needed throughout the day.  Act as point of contact for receiving and processing incoming mail and carrier deliveries.  Prepares outgoing mail and packages for...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Temporary Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Responsible for testing rate modules and reviewing benefit input for accuracy. Includes developing new test plans and test cases for the rate modules and components being developed or supported as well as following existing test cases. • This role may start as a hybrid role, but could go remote before end of assignment • Up to 4 month assignment – Full time hours • Hours are typical 8-5 M-F •...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Director – TPA Oversight 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 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. How you will create an impact As Complex Claims Director – TPA Oversight, you will analyze and process bodily injury and third-party property damage claims by investigating and gathering information to determine the exposure on the claim; ensure proactive claims handling aimed at the...

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...

Position Summary: The Loss Control Consultant is responsible for providing technically competent loss control services and conducting onsite activities to help acquire and maintain clients of Higginbotham. Supervisory Responsibilities: None Essential Tasks: Analyze historical loss information to identify loss leaders, measure success, and develop appropriate loss control service strategies. Provide expert consulting services to assist with regulatory compliance (OSHA, D.O.T., etc.) Review and provide professional guidance to implement and respond to insurance carrier loss control recommendations. Participate in presentations with the production team to present loss control solutions and demonstrate added value to prospective clients. Conduct safety assessments focused on the evaluation of site conditions, employee work practices, and regulatory compliance. Prepare professional, written reports summarizing observations and discussions from site visits (to...

The Procurement Analyst plays a critical role in supporting Enhanced Bill Review Programs by securing essential medical documentation, including itemizations and medical records needed to process claims accurately and efficiently. This position involves proactive outreach to providers, managing inbound inquiries, and ensuring all documentation meets quality and compliance standards, including HIPAA regulations. The Procurement Analyst is detail-oriented, organized, and thrives in a fast-paced environment where meeting production goals and collaborating with team members are key to success. This is an onsite position. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Spend approximately 80-85% of the shift making outbound calls to providers to obtain required information; may also send email or fax requests Respond to inbound calls regarding claim status and related inquiries Maintain accurate records of all communications between the company, providers, and...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: This role is a Product Owner in the Scaled Agile Framework who partners with product managers to balance business, technology and design priorities to deliver brand-defining product and service experiences. The position requires the ability to understand strategic impacts but concentrates on the day-to-day details in order to ensure tactical execution. The Product Owner is responsible for executing...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Deliver technically complex solutions. Perform system integration support for all project work. Consult and partner with the business product owners to understand the end goal and offer solutions and recommendations during the design. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor,...

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...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: This role is a Product Owner in the Scaled Agile Framework who partners with product managers to balance business, technology and design priorities to deliver brand-defining product and service experiences. The position requires the ability to understand strategic impacts but concentrates on the day-to-day details in order to ensure tactical execution. The Product Owner is responsible for executing...

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...