4 client service administrator jobs found in Fort Worth

Description Summary: The Sr. Executive Relationship Manager prospects and develops upper middle market banking relationships targeting companies with revenues $50M and above within assigned geographic territory. They draw upon established network to drive bank / customer profitability via loans, deposits, Treasury Management, fees, and capital markets. They provide customers valuable insights and introduce product and service partners to meet customer needs. They work in concert with portfolio management partners, to structure loans, manage underwriting and credit approval process, ensure appropriate documentation, and manage closing of complex commercial loans. Duties and Responsibilities: Develops and deepens relationships with clients and prospective clients through consultative selling and introductions to appropriate bank partners in treasury management, capital markets, insurance, wealth and private...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Seasonal Employee Benefits Enroller  for our Fort Worth  office. As a benefits enroller, your primary responsibility is to explain the employer-sponsored benefits plan. This role involves answering questions to help both employers and employees identify which programs best meet their needs and guiding them through the open enrollment process. During annual open enrollment periods, benefits enrollers assist employees in understanding and enrolling in various benefits, including health, dental, and life insurance, as well as other employer-provided benefits. Required Skill Set Active Texas Life and Health insurance license  Knowledge of employee benefits and the enrollment process  Simplify benefits information to make it easy for employees to understand  Manage inbound and outbound calls  Assist with...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an opening for an Employee Benefits Regional Team Leader for our North Texas region. The Employee Benefits Regional Team Leader is responsible for assisting in workflow strategy development, deployment and training, collaborating with Producers to oversee assigned team including workflows, workload, adherence to agency policies and procedures; also responsible for conflict resolution, performance reviews, expense management and salary administration for assigned team. Essential Tasks: Overall management and support of team and Office Advocates, if applicable Interview and evaluate prospective team members Coordinate training and guidance regarding department procedures Assist in needs assessment and training where needed Assist with back up, when necessary Participate in disciplinary and termination issues Assist with...

Position Summary:   The Employee Benefits Unit Supervisor, Account Management Small Business Unit, is responsible for overseeing assigned team, under the direction/mentorship of the Employee Benefits Leader, including workflows, new business/renewal assignments to staff, ensuring adherence to agency procedures by staff, serves as liaison between producers and team staff;   also responsible for conflict resolution and disciplinary correction in tandem with the team leader   Supervisory Responsibilities:   ·          Participate in interviewing and evaluation of prospective employees ·          Providing training and guidance regarding department procedures ·          Participating in disciplinary and termination issues ·          Ensuring compliance with policies and procedures ·          Implementing new procedures and/or changes ·          Ensuring smooth and efficient operation of department ·...