38 portfolio manager jobs found in Dallas

Description Summary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities within the home builder portfolio, per established Huntington policies, procedures, and Guiding Principles within the CRE organization. Duties & Responsibilities: Owns primary responsibility for the credit and monitoring of Home Builder portfolio within the Commercial Real Estate portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio...

Description Summary: The CRE Portfolio Manager II services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization.  They own primary responsibility for the credit and monitoring of Commercial Real Estate portfolio risks – primarily within the home builder portfolio.    Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer.  As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial...

Description This role is onsite at the Dallas Westchester location. Summary: Regional Banking Relationship Manager II 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 is 30 to 80 clients. Target market is businesses with sales sizes $2 MM to $50 MM and credit exposures up to $25 MM. This role serves a mid-level sales position within Regional Banking. 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...

At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. The focus on being a People First business has always been at the very heart of the Group; Our vision was to create an independent business with a unique culture and one that would survive and thrive as a business controlled by the people working for it. And finding the most talented and entrepreneurial people to join the Group has been and will continue to be key. DUAL North America, Inc. is seeking a Underwriter Personal Lines Classification: Exempt/Full-time Reports to: Underwriting Territory Manager Travel: 0-10% Role overview DUAL North America is seeking an Underwriter for the Personal Lines division. At DUAL, underwriters play a key strategic role in shaping the underwriting framework and expanding broker relationships. In this role,...

Company Details       Vela Insurance Services provides specialized Excess and Surplus Lines Casualty and Professional Liability insurance solutions in the following market segments: Construction, Specialty Casualty, & Professional Liability. We offer national service and local knowledge to our exclusive wholesale broker network and the businesses they serve.   Responsibilities The Broker Specialist/Construction Underwriting serves as the primary new business underwriter and relationship manager for a designated market segment and broker assignments. This forward-facing role is responsible for cultivating and maintaining strong relationships with assigned wholesale brokers, driving new business production, and contributing to renewal retention. The Broker Specialist combines underwriting expertise with sales acumen to deliver tailored insurance solutions and achieve growth targets. Serve as the lead underwriter for...

UFG is looking for a  Sr. Production Underwriter  to join our Southwest Region in a multi-line, multi-industry opportunity.  In this role you will be responsible for attracting and underwriting middle market business, deploying effective account management while fostering strong working relationships with agency partners. This role executes underwriting strategy to achieve profit and premium plans. The Sr. Production Underwriter will handle a renewal book in their territory as assigned. This role assists with the resolution of escalated issues, and mentors and coaches team members. While this is a remote work opportunity, the ideal candidate should reside in one of the following areas within the Southwest Region: Dallas or Oklahoma. Responsibilities:   Profitably underwrite complex new and renewal business through risk selection, pricing, contractual integrity, and account management, in accordance with delegated authority, and ensuring regulatory compliance....

Company Details   Berkley Management Protection offers a modular suite of management liability products through the Grove℠, their bespoke and easy to use platform where users can quote, bind & issue. Their Trellis Management Liability Portfolio℠ of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.   Company URL:          https://www.berkleymp.com/ Responsibilities This position is the marketing focal point for Berkley Management Protection in a given state or territory. Designated to coordinate resources and expertise in meeting and exceeding results in that state or territory.   All agency management and distribution strategies and tactics will be implemented by the Territory Manager. The Territory Manager will report directly to the AVP and will also collaborate with underwriting. The Territory Manager position works with the AVP &...

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: An Actuarial Services Senior Professional (ACAS or exam progressed candidate) will support reserving analyses, portfolio level modeling, and catastrophe risk analytics within a large, diversified Program Manager. This role is well suited for someone with approximately 4 or more years of actuarial experience who is looking to broaden their exposure beyond traditional reserving and pricing into...

UFG is looking for a  Sr. Production Underwriter  to join our Southwest Region in a multi-line, multi-industry opportunity.  In this role you will be responsible for attracting and underwriting middle market business, deploying effective account management while fostering strong working relationships with agency partners. This role executes underwriting strategy to achieve profit and premium plans. The Sr. Production Underwriter will handle a renewal book in their territory as assigned. This role assists with the resolution of escalated issues, and mentors and coaches team members. While this is a remote work opportunity, the ideal candidate should reside in one of the following areas within the Southwest Region: Houston, TX,  Dallas, TX, Oklahoma, or Louisiana.  Responsibilities:   Profitably underwrite complex new and renewal business through risk selection, pricing, contractual integrity, and account management, in accordance with delegated authority, and ensuring...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...

Company Details   Berkley Accident and Health is a risk management company that designs innovative solutions to address the unique challenges of each client. With our entrepreneurial culture and a strong emphasis on analytics, we can help employers better manage their risk. We offer a broad range of products, including employer stop loss, benefit captives, provider stop loss, HMO reinsurance, and specialty accident. The key to Berkley’s success is our nimble approach to risk – our ability to quickly understand, think through, and devise a plan that addresses each client’s challenges, coupled with the strong backing of a Fortune 500 company. Our parent company, W. R. Berkley Corporation , is one of the largest and best managed property/casualty insurers in the United States.   This is an individual contributor and a remote position with 2-3 weeks travel per month in the assigned territory - Central Region.   The company is an equal...

Title : Director, Program Business Location : Morristown, NJ / Dallas, TX / Austin, TX  Reports To : Chief Program & Underwriting Officer, Spinnaker About Hippo:   Hippo Holdings consists of national property and casualty insurance companies—including Spinnaker Insurance Company and its subsidiaries, rated A- (VIII) by A.M. Best—along with an insurance agency and a managing general agent. Enabled by technology, Hippo brings products to market through a diversified range of offerings sourced from both owned and third-party programs, available on an admitted and surplus lines basis. We partner with innovative market leaders across personal, commercial, and specialty lines, as well as traditional and non-standard opportunities. About You: We are seeking a committed, experienced, and energetic individual to join our team. This is a collaborative leadership role accountable for program management and underwriting of a sub-portfolio of programs within Spinnaker. The...

Overview Senior Underwriter – AmTrust E&S Insurance Services. This underwriting position is designed for an individual with a minimum of seven (7) years of E&S (excess & surplus lines experience) writing medium to high hazard general liability insurance. Knowledge of ISO coverage forms. Individual account underwriting is required for hazard analysis, rating, pricing, and form selection. In addition, knowledge of industry standard company forms is required to properly underwrite risk.   With this opportunity, you will underwrite and manage a portfolio of hard to place liability risks with tougher exposures considered unique or challenging in accordance with AmTrust E&S guidelines, strategy and profitability standards. The person in this position is responsible for new business development, risk analysis and assessment, coverage evaluation, pricing and contract negotiation in order to maintain and develop a profitable portfolio of non-admitted...

Primary Details Time Type: Full time Worker Type: Employee The Opportunity: The purpose of this role is to underwrite new business and renewals within specified guidelines and authority levels, supporting the development of a profitable portfolio under the Accident & Health Medical Stop Loss. This involves implementing underwriting strategies, building relationships, and making sound decisions to drive business growth and profitability within assigned territories. The role plays a critical part in achieving overall profitability and success in the Accident & Health underwriting business. Location: Atlanta, GA; Boston, MA; Chicago, Il; Marblehead, MA; Plano, TX; Edina, MN; New York City, NY; or remote Work Arrangement: This role is hybrid, where you will be expected to be in the office 2-3 days per week   The salary range for this role is between $99,000-$186,000. Your New Role: Perform underwriting responsibilities including quote...

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 Director, Risk Control supports Arch Insurance’s National Accounts Casualty (NAC) business unit by partnering closely with underwriting to deliver risk control insight that supports appropriate risk selection, pricing, structure, and long-term account profitability. This is a senior-level, individual contributor role focused on underwriter support and consultative engagement on complex national account risks involving multiple industry segments other than Construction and Energy. Responsibilities and Accountabilities: Underwriting Support & Risk Selection Serve as a primary risk control partner to National Accounts Casualty Underwriting ,...

Underwriting Specialist Join us as a Underwriting Specialist to make a greater impact through your technical expertise and people skills.   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.   What you’ll need to succeed This role will be responsible for the underwriting the most complex risks Delivers the value of the AIG brand to our valued broker partners and clients. Demonstrates proven ability to develop and maintain exceptional working and production relationships. Makes...

Description Summary: The Regional Banking Sales and Service Coordinator is responsible for the onboarding of new Regional Banking customers and managing the on-going relationship to ensure quality control and a “Simply the Best” customer experience for a group of Bankers with portfolios of customers with $2 million to $50 million in annual sales. Responsibilities are approached with significant emphasis on cross-sell to identify opportunities and coordinate these efforts for the team. Continually reviews portfolio to uncover other business opportunities. Responsible for client service and client management utilizing a relationship plan/model. Duties and Responsibilities: Assist bankers in managing their portfolio of customers with $2 million to $50 million in annual sales. Coordinate the due diligence and document-gathering necessary to get new and renewal loans documented and closed. Ensure renewals are...

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

Description Summary: The Treasury Management Specialist is responsible for the identification and execution of cross-sales across an existing Business Banking Treasury Management portfolio. Duties & Responsibilities: Compiles data for TM Sales Advisors, completed relationship reviews, and pro-forma pricing analyses and handles client's sales needs. May have direct responsibility across a certain portion of an Advisor's portfolio. Direct sales via telephone as well as individual and joint calls with advisors and/or Relationship partners is required. Minimal travel may be required. Responsible for contributing to team revenue goals through identified sales opportunities. Must be able to independently manage workflow and expectations of the role with little oversight. Proactively manage portfolio and all risk related and pricing activities. Responsible for executing and accurately completing special...

At QBE, we are always looking to connect with top talent – for current vacancies as well as for future opportunities. It is our aim to continuously build a strong candidate pipeline across all of our businesses and key locations in North America. Post submitting your interest to this specific hiring profile, our Recruitment Team will review your credentials and areas of expertise. Should there be a current or prospective opportunity that is commensurate with your career experience, we will contact you for an exploratory discussion. We appreciate your consideration of QBE as an employer of choice. Implement Accident & Health (A&H) underwriting business strategy by assisting with business development and growth through building relationships within assigned areas and applying sound decision making to underwrite business that contributes to a profitable portfolio. Responsibilities include new business production, renewal retention and the overall profitability of assigned...