52 service advisor jobs found in Dallas

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...

As a Health and Benefits Director you will lead client engagements involving the design and management of the full array of health and benefits programs.  You will drive the strategy and grow relationships with current clients by leveraging your expertise alongside WTW’s array of solutions and capabilities and will generate new business by participating in prospecting activities.  You will have the opportunity to provide input into the evolution of the WTW Health and Benefits practice and to be a leader in the marketplace. The Role Serve as the strategic partner and trusted advisor to clients in the design and management of their health and benefits programs.  Responsibilities include: Leading the client service team in the design and delivery of project plans; ensuring progress against established objectives, budgets, timelines, deliverables and quality standards  Proactively advising clients and ensuring the delivery of superior client service Leading vendor procurement...

Description Summary: The Capital Advisor III is the primary advisor responsible for delivering customized and complex credit solutions to Huntington Private Bank clients partnering directly with their full team of advisors. Duties and Responsibilities: Serve as the primary contact for both existing and new clients for all complex lending opportunities. Partner directly with current advisors to tailor creative solutions to meet our clients' capital needs. Develop financing solutions/ loan programs that align with core business growth objectives and our low to moderate risk appetite. Partner with derivates team to provide interest rate solutions necessary for large complex transactions. Deepen relationships by collaborating with client teams and identifying opportunities to provide complex credit solutions. Maintain responsibility for the existing commercial book of business by: (1) monitoring all...

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 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 Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...

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...

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...

At Swyfft, we're reshaping the way home insurance, flood 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...

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...

Produces new accounts and renews existing accounts in keeping with agency and individual goals while building relationships with clients. Identifies and solicits sales prospects from various sources.   B. POSITION FUNCTIONS 1.      Develops new business leads (Prospects).   2.      Gathers necessary underwriting information to market prospective account.   3.      Presents proposals in a professional manner.   4.      Makes the sale and collects necessary deposits, arranges for binders, certificates, etc. Collects all premiums that are due on or before effective date of coverage.   5.      Develops annual new and renewal production goals with Sales Manager.   6.      Develops prospects through an organized agency direct solicitation program, referrals from present accounts, and target-marketing leads and through community affiliations and other contacts.   7.      Develops information 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,...

Role Overview:    Life Sciences Industry Leader  This is a high-impact leadership role responsible for driving Willis’ strategic vision across the Life Sciences sector. The Life Sciences 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 Life Sciences space....

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...

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 This position primarily supports Arch Insurance Group’s Construction Specialty Products business unit by assisting underwriting in risk prequalification, assessment and selection; identifying/guiding customer service needs and developing appropriate service plans;  managing agreed upon account activities, expenses and relationships; monitoring and maintaining risk control; and developing/delivering risk control information  that assists Underwriting and clients in understanding, evaluating and controlling exposures. Technical Skills Risk Selection The primary function of this position is to support the placement of profitable insurance. Specific technical...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a...

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 Risk Advisor is responsible for new insurance account production and sales activities within assigned accounts. The individual in this position conducts research in the market and develops a base of business to educate, promote and sell insurance services, keeps current on business community activities to obtain leads for business development activities, and maintains and services a profitable book of insurance business for existing clients. The Risk Advisor projects a...