18 senior client executive jobs found in Dallas, TX

The Sr Client Executive is responsible for the management and service of complex accounts and functions at a strategic level to develop and retain consultative relationships with clients. This individual must also evaluate and educate clients on missing or newly available coverage options. PRIMARY RESPONSIBILITIES: Experience with managing clients either on the advisor level or on a client manager level. Broad background in products, general client and policy matters and applicable challenges in the industry Ability and experience in understanding client's financial situations and personal circumstances. Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business Excellent interpersonal skills and face-to-face relationship building abilities Providing complex client and risk management services Have working relationships with industry partners and utilizing...

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: The Employee Benefits Account Executive shall recommend appropriate lines of coverage, monitor client’s plan expenditures throughout the year and make recommendations to control costs if needed.  Maintain knowledge of legislative updates and advise clients as to how they will affect plan designs and costs. Essential Functions: Develop current, referral...

Description Summary: The Insurance Sales Executive Senior – Commercial P&C is a high-impact, commission-based sales role offering significant income potential. This position requires strong consultative selling skills, effective communication, and a deep understanding of the insurance industry. We provide a comprehensive three-year income transition plan to support your success from day one. The ideal candidate will be skilled in pursuing and closing sales in the Commercial Property and Casualty space, particularly with clients in the $50M–$500M+ revenue range. Expertise across all lines of commercial P&C insurance—including loss sensitive and group captive insurance programs—is essential. A strong focus on business development and strategic growth is critical to success in this role. Key Responsibilities: Drive business development by identifying and cultivating new client opportunities through...

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...

Description Summary: ​ The Treasury Management Region Sales Manager manages a team of Sales Advisors and Team Leaders (depending on size of market) within a region.  Duties and Responsibilities: Works with Treasury Management Sales Leadership in the development of a sales strategy for the respective region of responsibility while ensuring the execution of the strategies.   While ensuring that a strategy for aggressive sales growth is in place, this position is also responsible for providing leadership, mentorship, communicates direction and group strategy to the Treasury Management Team Leaders, Sales Advisors and Sales Analysts for meeting established Treasury Management goals.  This role will interact with various senior leaders internally and externally.   Internally this role will act as champion and liaison for coordinating activities with the various Market Presidents as well as with senior...

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...

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...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Consultant serves as the primary business contact for the client and is responsible for client satisfaction.  The person in this position is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure legendary service delivery. In addition, the Consultant will build relationships with clients to encourage new and repeat business opportunities.  The Consultant is accountable for...

Role Overview:    Healthcare Industry Leader  This is a high-impact leadership role responsible for driving Willis’ strategic vision across the Healthcare sector. The Healthcare Industry Leader will serve as a key architect of growth, client service excellence, and investment strategy; working in close partnership with senior leaders across the organization to shape and execute our industry agenda.   Key Responsibilities Strategic Leadership & Collaboration Champion the firm’s industry strategy, aligning cross-functional teams and regional leaders to deliver on growth, client engagement, and innovation goals. Lead and inspire a high-performing team, fostering a culture of accountability, collaboration, and continuous development.   Community Building & Value Proposition Cultivate and expand both internal and external communities of practice, reinforcing our position as a trusted advisor in the Healthcare space. Evolve and...

Role Overview:  Retail & Distribution (R&D) Industry Leader  This is a high-impact leadership role responsible for driving Willis’ strategic vision across the retail, wholesale and distribution sector. The R&D Industry Leader will serve as a key architect of growth, client service excellence, and investment strategy; working in close partnership with senior leaders across the organization to shape and execute our industry agenda.   Key Responsibilities Strategic Leadership & Collaboration Champion the firm’s industry strategy, aligning cross-functional teams and regional leaders to deliver on growth, client engagement, and innovation goals. Lead and inspire a high-performing team, fostering a culture of accountability, collaboration, and continuous development.   Community Building & Value Proposition Cultivate and expand both internal and external communities of practice, reinforcing our position as a trusted advisor in the retail,...

Lead multi-year, enterprise-wide technology transformations aligned to the defined Network Services Strategic Roadmap, focusing on optimizing and modernizing the company's network infrastructure. Work on strategic upgrades to the Wide Area Network (WAN), local and wireless networks across all branch locations, and the security architecture defending the entire enterprise. Manage the overall planning, execution, and delivery of complex programs, ensuring alignment with business objectives, budget, timeline, and technical requirements. Develop multi-year strategic roadmaps for the network modernization program, ensuring it aligns with overall business and IT strategies. Define program vision, scope, and objectives, translating high-level business requirements into executable technical deliverables.  Manage the full program lifecycle from initiation to closure, including planning, budgeting, resource allocation, and timeline management for all constituent projects.  Utilize and...

The Mid-Market Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader and Account Executive(s) on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the spectrum of employer-sponsored health & welfare related plans, including federal and state regulations that impact these plans....

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world-class service — both pre-and post-claims....

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...

The Client Advocate provides strategic relationship management and advisory service to clients, delivering consultative risk and insurance solutions aligned to their business objectives. This role partners with Producers and/or Senior Client Advocates (SCAs) on large and complex accounts and may independently lead middle market client relationships where a senior account lead is not assigned. The Client Advocate coordinates and leverages WTW resources to deliver seamless service, effective placement strategies, and integrated risk management solutions aligned to client needs, while ensuring adherence to all regulatory, compliance, and technical standards. Leveraging deep industry and insurance expertise, the Client Advocate develops and advises on coverage strategies, identifies opportunities to enhance client outcomes, and supports growth through proactive relationship management. Success in this role requires the ability to deliver exceptional client service in a fast-paced...

  Broker Director The Broker Director plays a critical role in driving profitable growth, strengthening broker partnerships, and protecting our clients. Reporting to the Broker & Market Leader, this role is responsible for managing strategic relationships with up to five key retail brokers and serving as a core member of a national broker coverage team. The Broker Director collaborates closely with internal partners and broker counterparts to deliver insights, deepen engagement, and accelerate growth. We are looking for a highly motivated, results-driven professional with a strong ability to identify and pursue new business opportunities. The ideal candidate brings solid business acumen and can translate market insights into revenue-generating strategies. How You Will Make an Impact Drive profitable growth, retention, and optimal portfolio mix with assigned brokers. Lead execution of local market strategies aligned with national broker commitments....

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...