19 processing assistant jobs found in Dallas, TX

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Documentation Manage the Client Insurance Program, utilizing agency management system.  As a matter of routine, manages larger and more complex accounts than the Associate 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:           A point of contact with the Producer Initiate correspondence with the marketplace Act as a 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 reasonable decisions and follow-through. Begin to demonstrate a consultative ability to instruct and guide the client Manage upcoming...

Member Service Coordinator Location: Dallas, TX (remote).  What Our Member Service Coordinators Do and Why It’s Important: Member Service Coordinators provide exceptional customer service, supporting participants through their company’s wellness program and addressing any inquiries or concerns related to our wellness initiatives. Additionally, this role is the forefront of our advocacy services, helping members navigate their benefits and ensuring they receive the support they need. Core Activities of the Job Include: Answering all questions related to HealthCheck360 products, services, and programs through phone, email and chat Assisting with tasks that may include processing Physician’s Screening Forms, participant outreaches, printing or binding, and other special projects. Providing feedback and presenting solutions to improve efficiencies and the participant experience Support advocacy services to help members understand and utilize their benefits...

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: Works with brokers and carriers to evaluate new cases and ensure timely approval and processing of applications.   Our employees work a hybrid schedule. On the days we are not in the office, our teams are able to collaborate using video and screen sharing technology which means you'll feel like you’re part of the team while also enjoying the convenience of working from home. At CRC Benefits, an...

Title:  Billing Specialist Location: Austin, TX/ Dallas, TX (Hybrid) Reporting To: Manager, Compliance & Customer Resolution   About Hippo: Hippo exists to protect the joy of homeownership. We believe that insurance should protect the things you treasure through an intuitive, modern experience. We provide tailored insurance coverage and preventative maintenance plans that keep you protected throughout your homeowner journey. We’ll also help you find coverage for everything life brings—from auto to flood—reimagining how you care for your home.   About The Role: We are seeking a detail-oriented and customer-focused Billing Specialist II to join our team. This hybrid role is responsible for processing payments and escrow transactions, resolving billing issues, and ensuring accuracy in customer financial interactions. You will be a key part of the Billing team, collaborating with multiple departments and playing a critical role in maintaining a...

Description Summary: Work with assigned customer base to manage all needs for service actions as well as new money. Establish a strong work process to prioritize clients needs while setting proper expectations for completion. Strong organizational skills to keep up with service actions while still closing new money. Identify and manage risks to the bank including potential fraud or weakening in customer financial performance. Manage all daily account tasks with the assistance of the BCM/RSS team for compliance such as NSF lists, wire transfers etc. Continue to provide counsel and guidance to grow the customer’s business through OCR partnerships. Manage portfolio run off and grow PBRs for continued Out of Footprint SBA/Practice Finance and other Specialty teams’ success.                                                            Duties and Responsibilities: Manage current Out of Footprint accounts for the...

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...

Job Description: As Hallmark continues to grow, we strive to find talented, innovative and creative professionals to join our team. We offer very competitive compensation and benefit packages combined with a team atmosphere that encourages independent initiative and professional growth. Position Summary: Reviews all policy information and applies critical thinking skills to determine if risk meets the Company’s underwriting guidelines and to ensure the policy is rated correctly.  Job Duties Reviews new business policies, endorsements, and renewal policies for accuracy, correct rating, and compliance with program underwriting guidelines. Processes cancellations and non-renewals of unacceptable risks within state statutory requirements and program underwriting guidelines. Reviews discount proofs to validate discount qualification. Processes correspondence from agents, policy holders, and loss payees/additional interests. Reviews, investigates and processes...

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...

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...

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...

Description Summary: The Retail Service Operations Team Leader is responsible for the oversight of service and operations for ~10 branches within a defined market area, mentoring a team to execute service and operational objectives within Huntington’s moderate to low-risk appetite. Duties & Responsibilities: Motivates and coaches all branch colleagues in the areas of service and operations onsite at assigned branches.  Promotes Huntington’s Welcome Culture through actions and coaching. Conducts branch visits to complete required audits, observations, and inspections. Participates in branch huddles to review operations procedures and opportunities. Performs risk management activities including the review, research, follow-up and coaching on operational and service reporting for assigned branches. Escalate issues to appropriate level immediately upon identification. Adheres to all...

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...

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...

Company: Marsh McLennan Agency Description: JOB TITLE:  Account Manager –Medicare Support JOB TYPE:  FLSA Non-Exempt SUMMARY:  Provide marketing and administrative support to benefit advisors handling clients with Medicare products. ESSENTIAL DUTIES & RESPONSIBILITIES: Support the Account Executive in managing client relationships. Deliver quality customer service to existing and new clients, as well as work with prospects. Run and prepare quotes/illustrations for Medicare plans. Prepare documentation for client presentations, including reviews, report compilation, duplication, and distribution. Maintain files for compliance and audits related to Medicare products. Provide and audit client applications for Medicare coverage. Manage applications during the underwriting process and request required medical records. Communicate status updates to clients during the application and underwriting process. Market applications...

Description As a CMF Warehouse Sr. Client Service Analyst – CSG Corporate Mortgage Finance , you will be responsible for providing outstanding service and executing the day-to-day operational functions for mortgage warehouse loans while ensuring compliance with the Policies and Procedures of Huntington’s Corporate Mortgage Finance Group (CMFG).  The CMF Client Service Analyst requires a minimum of 5 - 7 years of mortgage operational experience, preferably within mortgage finance; proven communication and collaboration skills and excellent organizational skills. This position reports to a CMF Operations Manager. Please note: Dallas, TX or Charlotte, NC locations are highly preferred. In this role, as a CMF Warehouse Client Service Analyst, you will be performing the following responsibilities: Handles loan activities for the warehouse lending business.  Warehouse processes that this role is charged...

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...

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...

Description Summary: The Inside Sales Advisor - Merchant Services is responsible for generating and expanding client relationships by providing expert payment solutions and recommendations in the small business space from $0-$3 million.  You will also partner with branches to identify new sales opportunities for merchant services while also coaching branch staff, calling on prospects/clients, managing leads, making presentations, closing sales, managing appointments and schedules, attending leadership meetings and keeping your partners engaged in your referrals and calling efforts. This role requires that the candidate is located in the Chicago, IL area. Duties and Responsibilities: Actively prospect and build relationships with new clients, converting leads into valuable partnerships.  Sell a range of solutions (Visa, Mastercard, Amex, Discover, check processing, gift cards, ACH) and navigate...

About Integrated Specialty Coverages Integrated Specialty Coverages, LLC (ISC) is a growth stage technology and data-driven commercial MGA and insurance wholesaler leading innovation in the market.   Backed by one of the leading private equity firms, Onex Partners, and led by a forward-thinking management team, ISC is combining the worlds of insurance and technology to create an Insurtech powerhouse. As a leading online distributor of insurance products for a range of industries and “Main Street USA”, we are looking for the right people to help us in our mission of achieving exponential growth. We strive to be the number one place to go for brokers and agents to source insurance. To accomplish this, we’re building a digitally focused team that deeply understands the intersection between user experience, data, and AI/ML to optimize the way we engage with our customers and partners. Job Summary Responsible for supporting ISC’s newly established Wholesale Broking...