18 sales specialist jobs found in Dallas, TX

The Customer Success Specialist is responsible for developing and maintaining customer relationships with our enterprise customers. You will be working closely with customers to promote retention and provide an overall positive experience. You will engage with existing customers to align business outcomes, creating clear success criteria and ensuring customer satisfaction. This role will work under the Professional Services department while building cross functional relationships with the Sales team and IT/engineering production teams.   ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Own and deliver successful outcomes that align with the expectations defined and agreed upon in sales and project requirement documents Develop a governance model that ensures engagement with customers that provides transparency and alignment across all internal and external stakeholders (Production, IT, and Executive leadership) Build a strong partnership with Symbeo sales team, and develop...

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...

Description Job Summary The Treasury Management Service & Onboarding Team Lead is a senior‑level role responsible for leading a team of Treasury Management Service Specialists while also serving as a subject‑matter expert and senior escalation point for complex onboarding, implementation, and servicing activities. The Team Lead oversees day‑to‑day execution, queue health, and service quality; leads complex and high‑impact initiatives; and is accountable for colleague performance, coaching, and development. The Team Lead partners closely with Relationship Managers, Treasury Sales, Operations, Technology, Risk, Legal, and Product teams to ensure predictable delivery, strong risk discipline, and an excellent client experience. Hours: 8-5pm PST Pacific Standard Time Monday - Friday Key Responsibilities Client Onboarding & Implementation Leadership Lead end‑to‑end onboarding, implementation, and...

As a Territory Underwriter Specialist, you’ll market & underwrite Sentry’s products & services to select Commercial Lines independent agents & brokers in a defined territory. We are currently seeking an experienced, self-motivated and results driven individual to fulfill a highly skilled position as a Territory Underwriter Specialist supporting our South Central Regional office. You will manage and coordinate the sales and placement of middle market business in a wide variety of classes and lines of business. What You'll Do The Territory Underwriter Specialist will be responsible for agent and broker relationships.  The ideal candidate will reside in the DFW territory and will work with the South Central Regional Office. In addition, you’ll: Solicit accounts through select agents and brokers Evaluate, underwrite, and price prospective accounts to select independent agents Serve as the primary contact with assigned agents and brokers Provide...

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: 8 AM – 5 PM or 9 AM – 6 PM PST) Key Responsibilities Client Onboarding & Implementation (SMS Focus) Manage end‑to‑end...

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 Job Summary: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

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...

Join us as a Senior Underwriting Specialist, Retail Property to play a highly influential role in protecting our clients and growing our business. Make your mark in Underwriting AIG Underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, and Multinational Clients. 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. How you will create an impact Reporting to the Zonal Underwriting Manager or Underwriting Manager, this role will be primarily responsible to execute the geographic underwriting strategy for Retail Property.    Job Responsibilities:   This level underwriter typically performs highly technical complex assignments...

Job Description: We are looking to add a Sr. Client Service 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: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Description Job Summary: As a Treasury Management Advisor III, you will play a pivotal role in driving the growth and success of our treasury management business at Huntington Bank. You will deliver sophisticated treasury solutions tailored to complex business needs and take full ownership of the sales cycle for cash management, liquidity, card, and merchant services deals. This includes the full sales cycle, from initial prospecting and consultative discovery through proposal, negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on treasury management practices. Your ability to understand and anticipate the unique requirements of each client will be crucial in delivering value-added solutions that enhance their financial operations. Duties & Responsibilities: Strategic Business...

Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in our ability to collaborate as a powerful international team comprised of 23,000 employees spanning over 56 countries. People join Howden for many different reasons, but they stay for the same one: our culture. It’s what sets us apart, and the reason our employees have been turning down headhunters for years. Whatever your priorities – work / life balance, career progression, sustainability, volunteering – you’ll find like-minded people driving change at Howden. Who are we? Howden is a collective – a group of talented and passionate people all around the world. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mind-set, and our strength lies in our ability to collaborate as a powerful international...

Company: Marsh McLennan Agency Description: Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Business Development Executive at MMA Private Client Services – National. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH ).      A day in the life.   Private Client Services – National is part of a broader Marsh McLennan...

Cottingham & Butler is the 3rd largest privately and independently held insurance brokerage firm, and our Transportation Division is at the heart of that success. We specialize in helping trucking and logistics companies manage risk and protect their operations—simply put, we’re professional buyers of insurance for the transportation industry. As we continue to grow, Cottingham & Butler is actively seeking ambitious, sales-driven individuals for our 2026 Summer Sales Internship Program in Dallas, Texas. This is your opportunity to learn the business, jump start your career, and make an impact in one of the most critical sectors of the economy. What You’ll Do: As a Sales Intern, you will be immersed in various aspects of the sales process, gaining hands-on experience and developing essential skills. Your responsibilities will include: Cold Calling Prospects: Learn to effectively cold call potential clients, introducing them to our services and identifying their...

This position requires a 10–12-week training session in Dubuque, IA initially. Housing would be supplied if needed.  Cottingham & Butler is actively looking for ambitious and driven entry-level Sales Executives at our Dallas, Texas location! Seeking all sales minded, soon-to-be college graduates, recent college graduates, or individuals with 1-3 years of sales experience who are motivated by financial rewards. What You'll Get: At Cottingham & Butler, we offer an exceptional sales career that opens the door to boundless opportunities and unlimited earning potential. You will be immersed in a dynamic environment surrounded by a team that is dedicated to equipping you for success. Through comprehensive training, unparalleled service support, unique resources, and the necessary tools, we ensure that you have everything you need to build a highly lucrative sales career. Cottingham & Butler Transportation Group provides first-class insurance solutions to over...

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...