3 financial analyst sr 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 Sr . Employee Benefits Account Coordinator  for our North Texas   office. The  Employee Benefits Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. This role will support the worksite clients only. Essential Tasks: Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests Assists in marketing of accounts as directed by account managers Assists with the preparation of reports, proposals and other presentation materials Audits billing statements for accuracy on behalf of clients Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc. Assists in processing necessary...

Position Summary: The Sr. Claims Operations Specialist is responsible for driving operational excellence within the claims function. This role focuses on improving efficiency, streamlining workflows, and optimizing processes within the insurance broker Claims Advocacy Service Model. The position works closely with the Claims Leadership Team to support strategic initiatives, provide operational insights, and implement scalable solutions that enhance productivity and effectiveness. Supervisory Responsibilities:   None Essential Tasks: Analyze existing claims operations workflows to identify inefficiencies, gaps, and areas for improvement to enhance the Claims Advocacy Service Model. Develop, implement, and monitor process enhancements to optimize claim intake, review, and tracking. Collaborate closely with the Claims Leadership Team to align operational initiatives with business goals and strategic priorities. Partner with IT, analytics, and business teams to...