43 strategy manager jobs found in Dallas

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...

UFG is looking for a Sr. Production Underwriter to join our Southwest Region in a multi-line, multi-industry opportunity.  In this role you will be responsible for attracting and underwriting middle market business, deploying effective account management while fostering strong working relationships with agency partners. This role executes underwriting strategy to achieve profit and premium plans. The Sr. Production Underwriter will handle a renewal book in their territory as assigned. This role assists with the resolution of escalated issues, and mentors and coaches team members.     Responsibilities:   Profitably underwrite complex new and renewal business through risk selection, pricing, contractual integrity, and account management, in accordance with delegated authority, and ensuring regulatory compliance. Demonstrate critical thinking in assessing the risk and identifying exposures and controls. Price risk commensurate with exposures and controls. Set...

Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The Client Relationship Manager works alongside the Director, Client Relationship to learn the role, with a gradual increase in responsibility as appropriate. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Monitors government filings and current government regulations that may affect the operations of the Company or the client.  Facilitates client meetings, including minute-taking and recording key actions from board meetings. Manages contracts and documentation including client financial statements, Summary Plan Descriptions, benefit communications, and other documents at the direction of client...

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

Description Manages medium/large and complex portfolios based on client and corporate investment objectives. Works closely with the customer to monitor investment performance and recommend a strategy. Responsible for ongoing customer service and joint sales calls with business development staff. Must keep current on related market trends. May have supervisory responsibility for less experienced employees. Basic Qualifications:   Bachelors Degree 5 or more years of Investments/Analyst experience      Exempt Status: (Yes   = not eligible for overtime pay) ( No   = eligible for overtime pay) Yes Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams...

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...

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...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: Brief and in a few sentences statement of the reason the job exists.   This position will be responsible for two key activities within a territory - coaching/leading advisors and advisor teams and recruiting advisors and advisor teams. Advisor teams include senior advisors, associate advisors, RSMR's, sales assistants/coordinators.  Advisor managers will be responsible...

Are you looking for a stimulating role, working with colleagues all round the world to help fix client solutions? Then apply to become a Global Benefits Senior Analyst at WTW! This role involves supporting our multinational clients directly and by working effectively with local colleagues in a variety of countries. Specifically, you will be responsible for coordinating local brokerage and consulting services in the area of medical and other insured benefit programs, as well as providing consulting services around all employee benefits to the headquarters. The IGS team comprises over 300 colleagues across all WTW geographies and is dedicated to serving the needs of the headquarters of its multinational clients. Operating in the global marketplace means multinational companies face a variety of different business, cultural, language and regulatory environments. IGS colleagues get involved in four key areas as follows: multi-country coordination and project management;...

Summary Jewelers Mutual’s Marketing Strategy Internship offers an opportunity to gain hands-on experience supporting strategic marketing initiatives across multiple business units. The Marketing Strategy Intern will work alongside marketing partners to help plan, execute, and measure marketing programs that drive business performance. This role is ideal for a student interested in learning how marketing strategy connects to business goals and how cross-functional collaboration brings those strategies to life. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously...

Join us as a Senior Underwriter, Representations and Warranties - M&A Financial Lines to play a highly influential role in protecting our clients and growing our business. Make your mark in Underwritin g 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 impac t This key role focuses on technical underwriting of insurable risks as they relate to Representations and Warranties transactions (including analysis of deal documents and due diligence) and development of relationships with M&A source producers (brokers, lawyers,...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description Join our legal team as a vital operational partner to Staff Counsel Attorneys. In this role, you'll manage legal documents and case information, process and distribute high-volume mail and correspondence, maintain accurate records within case management systems, and serve as a key resource for internal and external inquiries. You'll play an important role in keeping litigation operations organized, efficient, and moving forward in a fast-paced legal environment. Key Responsibilities Handle all incoming mail (high volume) –...

Job Description: AVP, Commercial Lines Sales & Marketing is responsible for leading Hallmark Commercial’s sales and marketing efforts, with a primary focus on expanding the company’s distribution footprint through the prospecting, recruitment, and appointment of established Commercial P&C agencies. This role provides strategic leadership, manages the Sales & Marketing team, and partners across departments to drive profitable growth. Job Duties Develop and manage sales and marketing activities that promote the brand and effectively communicate HCI’s product appetite and business objectives. Prospect, identify, and recruit established Commercial P&C agencies with strong production potential and alignment with HCI’s appetite. Build relationships with agency principals and Commercial Lines leaders, evaluate prospective agencies, and develop a pipeline of qualified new appointments. Conduct agency visits and presentations, manage prospects through...

Job Description: We are looking to add a Sr. Pharmacy Consultant to join our EB team. 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! Basic Function: The Sr. Pharmacy Consultant will assist the Pharmacy Director in executing on business through consulting and analysis services. The Sr. Pharmacy Consultant will leverage expertise, strong contract negotiation skills and industry-leading analytics to consistently produce validated savings to Holmes Murphy clients. Essential Responsibilities: Trains clients and employees on pharmacy trends, cost containment and clinical strategies. Collaborates with Clinical Strategies Team in the development of client clinical analysis and tools. Monitors pharmacy and medical utilization across book of business. Presents pharmacy strategy in sales finalist meetings for new business and retention of key clients....

Willis Towers Watson’s Multinational Client Management team is an industry-leading brokerage team built to drive a more effective process and outcome for complex global insurance placements. By focusing best-in-class talent on our client’s most complex risk issues, Willis Towers Watson can deliver risk solutions which optimize Total Cost of Risk.  We are seeking a Global Specialist for our Multinational Client Management practice who will be responsible for assisting the broader client service and brokerage teams in the advisory, development, implementation and coordination of complex international programs.   Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.   The Role Develop a deep understanding of the clients’ business, strategic priorities, risk strategies, and risk management needs. Advise clients on global risk strategy, optimum program structure, and geographical nuances and regulations...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are currently seeking a talented Personal Injury Trial Attorney for our Dallas, TX staff counsel law office. As a dedicated Trial Attorney, you will provide legal representation to USAA members, insured clients, and USAA entities in all phases of civil litigation and legal proceedings pertaining to Property and Casualty...

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...

Complex Claims Director – Auto and General Liability Make your mark in Claims. Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency.  The ideal candidate possesses advanced technical expertise in coverage analysis, liability assessment, reserve management, litigation strategy, and claim resolution. Working independently and exercising a high degree of judgment, the Complex Claims Director partners closely with insureds, brokers, underwriters, defense counsel, and senior business leaders to develop effective claim strategies, mitigate risk, and achieve timely, cost-effective outcomes. This role serves as a technical...

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. 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 Client Centric, Risk Centric and Technology Centric strategies   Built to be resilient, Ascot offers clients leading financial security while delivering bespoke products and world class service — both pre- and post-claims. Ascot...