13 sr director jobs found in Dallas

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: 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...

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...

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...

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...

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 Commercial Loan Closing Specialist Sr. is responsible for reviewing and organizing all necessary documentation to finalize complex commercial loan transactions. This includes ensuring accuracy, compliance with regulations, and facilitating with various parties involved, such as lenders, borrowers, and legal teams.  The role involves meticulous attention to detail and a thorough understanding of commercial loan terms including legal concepts, collateral acceptability, and final closing conditions. The Commercial Loan Closer Sr. is responsible for initiating and driving the loan closing process while managing and expediting complex and concurrent processes.  Expertise in review and interpretation of deal structures and legal documentation along with working through “gray areas” presented is required. Additionally Commercial Loan Closer Sr.’s work closely with Underwriters and Relationship...

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 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...

Description Key Responsibilities: Snowflake Data Mart: develop, and optimize a Snowflake-based Data Mart to support analytics, reporting, and data integration for counterparty-related workflows.   Data Integration: Develop ETL/ELT pipelines to integrate data from various sources into the Snowflake Data Mart, ensuring compatibility with the Counterparty Mastering System.   Performance Optimization: Optimize application performance, database queries, and Snowflake data models for scalability and efficiency.   Security & Compliance: Ensure the datamart adheres to data security standards, regulatory requirements (e.g., GDPR, CCPA), and financial industry best practices.   Collaboration:** Work closely with data engineers, analysts, and business stakeholders to gather requirements, define system specifications, and deliver solutions.   Testing & Maintenance:** Write unit tests, perform integration testing,...

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate need for a Sr. Account Manager, Employee Benefits  in our Dallas, TX  office. We are looking for a knowledgeable and enthusiastic benefits professional who can provide exceptional service to our clients and insureds, while enjoying a team-oriented culture and excellent work/life balance! This high-level position will partner with account managers, sales producers, and other support staff to achieve new business goals and ensure total client satisfaction and retention. This individual will act as a liaison between clients and carriers and other service vendors and build and maintain relationships with key contacts, while supporting a full book of business, including medium to large accounts across diverse industries. Other duties include: Rate and quote new business and renewal policies Gather information from clients to prepare...