6 private client services client manager jobs found in Fort Worth, TX

Company: Marsh McLennan Agency Description: JOB TITLE: Private Client Account Executive JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: DOCUMENTATION Process documents necessary to maintain the Client Insurance Program, utilizing agency management system.  These duties include but are not limited to:       Act as the primary contact with the Producer and/or Client. New Business placement and cross selling is conducted as needed to maintain client’s insurance program. Initiate correspondence with the marketplace. Function as the primary contact with all companies to ensure proper processing of all requests necessary to effectively maintain the client’s insurance program. Maintain positive client relationships and have the ability to analyze situations, make proactive decisions and follow through. Prepare and obtain pre renewal updates for all clients. Create Acord applications, including Supplementals, as needed, for submissions to...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Senior Commercial Lines Account Manager in our Fort Worth, TX office. Position Summary:  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, suspense items,...

Position Summary:   The Account Production Manager position was established to aid in growing and maintaining a Managing Director’s book of business. Supervisory Responsibilities:   None Essential Tasks: Responsibilities related to Existing Accounts: Help gather exposure updates and applications for renewals. Track and ensure service timeline items are completed. Manage daily task tracker of ongoing follow up items. Verify renewals are booked and items issued (COI, auto ID cards, etc). Track claims submitted to the claims department and aid with quality control. Aid in marketing strategy for renewals. Help evaluate incumbent and alternative markets. Track account details: coverage in place, coverage opportunities, and cross-sell data. Track client retention initiatives: events (Colonial, hunting, lunch, etc), birthday email, gifts, etc. Responsibilities related to New Business: Help coordinate new business marketing efforts (documents to marketer,...

NOTE: We are unable to offer visa sponsorship now or in the future for this position   Why GM Financial?  GM Financial is the wholly owned captive finance subsidiary of General Motors and is headquartered in Fort Worth, U.S. We are a global provider of auto finance solutions, with operations in North America, South America and the Asia Pacific region. Through our long-standing relationships with auto dealers, we offer attractive retail financing and lease programs to meet the needs of each customer. We also offer commercial lending products to dealers to help them finance and grow their businesses.  At GM Financial, our team members define and shape our culture — an environment that welcomes new ideas, fosters integrity and creates a sense of community and belonging. Here we do more than work — we thrive.  Our Purpose: We pioneer the innovations that move and connect people to what matters  About the role:     The ABS Data Engineer II is a critical technical role within...

Position Summary:   The Senior Vice President of Production Development acts as a strategic partner to high profile clients and works directly with the CEO and Managing Directors to aid in growing and maintaining their books of business. The Senior Vice President of Production Development drives accountability for execution of account strategies through the delegation of tasks and empowering account managers and other service team members. Supervisory Responsibilities:   None Essential Tasks: Responsibilities related to Existing Accounts Help gather exposure updates and applications for renewals Track and ensure service timeline items are completed Manage daily task tracker of ongoing follow up items Verify renewals are booked and items issued (COI, auto ID cards, etc.) Track claims submitted to the claims department and aid with quality control Aid in marketing strategy for renewals Help evaluate incumbent and alternative markets Track account details:...

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate need for a Sr. Account Manager, Employee Benefits  in our Fort Worth, TX  office. We are looking for a knowledgeable and enthusiastic benefits professional who can provide exceptional service to our clients and insureds, while enjoying a team-oriented culture and excellent work/life balance! This high-level position will partner with account managers, sales producers, and other support staff to achieve new business goals and ensure total client satisfaction and retention. This individual will act as a liaison between clients and carriers and other service vendors and build and maintain relationships with key contacts, while supporting a full book of business, including medium to large accounts across diverse industries. Other duties include: Rate and quote new business and renewal policies Gather information from clients to prepare...