12 financial planner jobs found in Fort Worth

Position Summary:   The Commercial Lines Account Executives have leadership/mentorship and advisement responsibilities over Account Managers and their respective books of business/client groups to include gathering information from clients, servicing clients, and setting expectations of timeline for completion of work tasks. Supervisory Skills:  None Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers...

Position Summary:   The Executive Assistant provides high level administrative support to various executives. This individual serves as a strategic partner in prioritization, calendar management, meeting preparation and supports key initiatives.   Supervisory Responsibilities:   None Essential Tasks: Manage calendars, prioritize appointments, coordinate meetings with various stakeholders Prepare agendas, presentations, reports, and briefing materials Sending correspondence on behalf of leaders when requested Manage multiple priorities and perform duties with utmost discretion. Maintain confidentiality. Facilitates communication between various departments, acts as a liaison, and ensures information flows effectively Schedule and coordinate travel (flights, hotels, rental cars) and create detailed itineraries Event coordination and execution Assist with expense reporting utilizing Concur Maintaining office supplies by checking stock to determine...

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Commercial Lines Support role for our Fort Worth, TX   office. Position Summary:  The Commercial Lines Support Representative is responsible for assisting with Commercial and Personal lines departments with administrative tasks. Essential Tasks: Assist with Commercial and Personal lines carrier log ons Copy jobs with provided specific instructions Typing/preparing proposal tabs as instructed Printing proposals as instructed Compiling proposals in either binders or by using binding machine Various other clerical tasks as instructed Specific Knowledge, Skills and Abilities: Ability and desire to work with internal & external stakeholders Strong organization and time management skills, with attention to detail Computer skills including Microsoft Office products Team player with a...

Position Summary: The Treasury Manager will lead our corporate treasury function. You will own the organization’s liquidity strategy, oversee cash and risk management operations, and serve as the primary liaison to banking partners and senior leadership. You will manage a small team of treasury professionals and play a key role in shaping financial policy across the enterprise. Measures of success will show that the company always has the right amount of liquidity available – never over-leveraged, never idle; and finance and business leaders will find you a reliable source as a go-to advisor on cash, risk, and capital decisions. Supervisory Responsibilities: • Manage and develop a team of 1 - 2, setting performance goals and providing coaching and mentorship • Your team should ultimately operate with precision and grow in capability, taking on more ownership over time Essential Tasks: • Lead daily treasury operations including cash positioning, liquidity...

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Data & Reporting Coordinator for our Fort Worth, TX office. Position Summary : Help drive business insights by supporting key performance tracking and reporting needs. This role focuses on tracking producer goals, assisting with revenue variance analysis, evaluating block efficiency for account managers, fulfilling report requests, and running data audits to ensure accuracy and completeness. Essential Tasks: · Track and maintain performance metrics, including producer goals and block efficiency for account managers by preparing reports and identifying patterns in workload distribution. · Support office revenue variance analysis by compiling, reviewing, and organizing data to identify discrepancies or trends. · Fulfill internal report requests by extracting and formatting data from the agency management system,...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for an Employee Benefits Strategic Account Executive for our Fort Worth, TX office.  The  Employee Benefits Strategic Account Executive  serves as the strategic leader or member of the client management team for the most complex benefit accounts, and is responsible for client satisfaction, strategic planning, and quality assurance. Position Summary: The Account Executive serves as the strategic leader or member of the client management team for the most complex benefit accounts and is responsible for client satisfaction, strategic planning, and quality assurance. Essential Tasks: Manage a complex book of business comprised of clients with various funding methods, advanced contract features and structures that require a higher level of expertise. Provide strong insurance technical expertise to clients and members...

Position Summary:   The Senior Legal Counsel serves as a senior member of the Legal and Compliance team, providing strategic legal advice, managing significant legal risks and supporting the General Counsel in overseeing the department's operations. This role involves high-level counsel to executive leadership and cross-functional stakeholders on a wide range of corporate, commercial, compliance and risk-related issues to advance business objectives while protecting the organization. Essential Tasks: Corporate Governance: Coordinate meetings of directors/managers of various business units, including scheduling, preparing agendas and related materials and maintaining records of meetings. Provide guidance on board-related matters, including the development and composition of committees, as appropriate.  In conjunction with the General Counsel, formulate and memorialize required agreements and procedures related to intercompany transactions. Contract Drafting, Review, and...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a  Commercial Insurance Account Manager for our Fort Worth, TX  office. The  Commercial Lines Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines. Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Provides technical support to Producers (coverage-wise, with proposal,...

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...

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 Account Manager position maintains a professional relationship with our clients through exceptional customer service.  Account Managers are assigned a book of business comprised of fully insured and level funded clients in our Small Business Unit. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business.  Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Supervisory Responsibilities:   None Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days...

Position Summary:   The Commercial Lines Account Manager   provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Supervisory Responsibilities:   None Essential Tasks: Collectively plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Generating premium allocations for clients; advanced Microsoft Excel proficiency Negotiating rate terms and conditions with Carriers on behalf of clients Provides technical support to Producers (coverage-wise, with proposal, suspense items, etc.) Prepares...