17 sales data analyst jobs found in Dallas

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...

At Swyfft, we're reshaping the way home insurance and commercial package products are priced and bound. We've created an insurance experience that's smart, instant, and designed to deliver unparalleled customer service. Our focus on lightning-fast quotes and seamless claims servicing is powered by cutting-edge technology and an Agent and Customer-centric approach that sets us apart in the industry. Joining Swyfft means becoming part of a dynamic team of forward-thinkers who thrive on moving fast and delivering exceptional products. We pride ourselves on fostering an environment where creativity and positive energy thrive. As we continue to grow and expand, we're on the lookout for experienced professionals like you to join us in transforming the insurance landscape. If you're passionate about leveraging technology to provide the best customer service experience and are ready to be a part of our journey, we welcome you to explore opportunities at Swyfft!...

Why Join GEICO? At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.   Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive on relentless innovation to exceed our customers' expectations while making a real impact on local communities nationwide.   Founded in 1936, GEICO is a member of the Berkshire Hathaway family of companies and one of the largest auto insurers in the United States. When you join our company, we want you to feel valued, supported, and proud to work here. That's why we offer the GEICO Pledge: Great Company, Great Culture, Great Rewards, and Great Careers. Territory Sales Manager LOCATIONS: Candidate must reside and be able to travel within their geographic area. Territory sizes are dependent on the state the candidate manages. City to reside in/near: Dallas, TX Territory:...

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...

Title:  Service Associate           Location:  Austin, TX/Dallas, TX (Hybrid)   Reporting to:  Manager, Customer Support   Start   Date : August 10, 2026    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 This Role:   Hippo is looking for a Service Associate to join our team with a start date of August 10, 2026 .  Service Associates use problem solving skills and a consultative approach to retain Hippo Agency business with a customer-centric approach. Service Associate identify the best Personal Lines coverage for our customers, based on the...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Senior Underwriter – Risk Management Position Overview:                         We are seeking a dynamic and experienced Senior Underwriter to join our Risk Management team in Dallas. This role is responsible for expanding and managing a primary casualty portfolio, with a specific emphasis on risks brokered from the South Central and Western Region territories. The Senior Underwriter will oversee all aspects of portfolio management, including solicitation...

Overview Join an amazing team that is consistently recognized for our achievements and culture, including our most recent Forbes award of being one of America's Best Midsize Employers for 2026!   Position Summary:   The primary job function is to maintain and build the relationship between the Company and the agency force in an assigned outside the territory.  Serves as the primary liaison to the agency force, which includes increasing sales, profitability management, training agents on Company systems, products, and processes, as well as prospecting and appointing new agency partners within their territory.   Geo-Salary Information An in-person interview may be required during the hiring process   State specific pay scales for this role are as follows:   $85,871 to $162,771 (NV, OR, AZ, CO, WY, TX, ND, MN, MO, IL, WI, FL, GA, MI, OH, VA, PA, DE, VT, NH, ME)   The expected base salary for this position will vary...

Overview The Senior Underwriter administers the underwriting agencies within their assigned territory. Completes work in compliance with company underwriting, authority, and pricing standards. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust organization. The ideal candidate will be responsible for driving in new business opportunities in their respective territory. Responsibilities Write a profitable book of business through solid risk analysis, pricing and servicing. Maintains compliance with state filings and adheres to corporate underwriting and pricing guidelines. Operate within written authority granted and makes referrals to management and Home Office Underwriting as required. Collaborate closely with Underwriting, Sales, and support teams. Partner with Territory Management to develop and implement the territory business plan and share accountability with...

Job Description: Position Summary The product director’s primary responsibility is managing profit and loss for specific states and line of business assignments.  Uses rate making tools, such as rate indications, product distribution reports, retention analysis, claims severity reports and on level rate relativity reports to increase written premium and profit margins.   Handles compliance, underwriting and forms development and maintains procedures that address compliance within the department. Essential Duties and Responsibilities include the following.  Other duties assigned as needed. Work closely with cross-functional team members to develop and execute business plans, including creation of annual growth, retention and profit forecasts. Provide senior leadership and field with regular assessment of financial results and both lag and lead indicators of future performance. Recommend and implement corrective actions to improve results. Build productive...

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 Contract Surety Underwriter, you will be responsible for development of contract surety business in a defined territory.   You will play a critical role in the production and underwriting of contract surety account business. Key Accountabilities/Deliverables: Develop and manage distribution channels, including brokers, agents, and partnerships to expand market reach and drive sales growth. Champion a customer-centric approach to deliver exceptional service, satisfaction, and value propositions that will differentiate our contract surety team in the marketplace. Review and evaluate surety bond applications/submissions to determine risk levels and underwriting terms. Analyze financial statements, work-in-process reports, credit reports, and other relevant underwriting documents to assess the financial quality and character of principals and indemnitors for the establishment of surety credit. Determine appropriate single and aggregate bond amounts,...

Description Summary: The Treasury Management Specialist Sr provides comprehensive sales support and sales analysis for the Treasury Management Sales Advisor. Duties & Responsibilities: Compiles data for Sales Advisors, creating RFP’s, proposals and pro-forma pricing analyses and handling client’s sales needs if an advisor is not available.  Direct sales via telephone as well as joint and individual calls with advisors and or RM/BB partners.  Responsible for contributing to team revenue goals       Responsible for the identification and execution of cross-sales across an existing Treasury Management portfolio.             May have direct responsibility across a certain portion of an Advisor’s portfolio.  Coaches, counsels and mentors other Sales Specialists. Performs other duties as assigned. Basic Qualifications: Three or more years banking experience with a focus on treasury management/cash...

Description Summary: The Mobile Deposit Product Group Manager develops and implements the strategic direction, which integrates with corporate strategy, for a product group or geographic region.  Duties and Responsibilities: Formulates and implements marketing and communications programs to promote products and services to customers and to support bank officers.  Identifies and sets priorities for product development/modifications, pricing and product positioning.  Maintains contact with clients, sales professionals, marketing areas, product managers and other bank personnel.  Manages product group or geographic region's profitability and quality standards.  May manage a diverse group of marketing, sales and/or product development professionals as well as an administrative and technical staff. Performs other duties as assigned. Basic Qualifications: 7+ years of product management experience...

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 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: Identifies, solicits, and arranges appropriate insurance coverage for clients by utilizing accessible markets. Serves as in intermediary between the Agent and the Insurance Company for business renewal and growth. Drives new and renewal business to ensure brokerage team is meeting or exceeding production goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential...

Cottingham & Butler is seeking driven, people‑focused Account Managers to join our growing team in Dallas, TX. Whether you’re new to Property & Casualty insurance or looking to launch a fresh career path, we’ll equip you with comprehensive training and the chance to learn from some of the strongest talent in the industry. If you’re ready for a role with real growth potential and client impact, this could be the opportunity for you!  What You’ll Do: Service Plans:  Create, implement, and manage client-specific service plans, including claim reviews and marketing plans. Mid-Year Reviews:  Prepare materials for client reviews, analyze losses, explore market options, and recommend services. Client Relationships:  Become a trusted advisor for our clients, providing high-quality service and prompt responses to their questions. Retention & Sales:  Take charge of retaining clients and expanding their accounts with additional products. Analyze Data:  Make...

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...