2 sr executive relationship manager jobs found in Dallas

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...

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...