54 client relationship manager jobs found in Houston

Position Title Senior CRE Credit Products Portfolio Manager   Location Houston, TX 77079   Job Summary The Senior CRE Credit Products Portfolio Manager is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management.   Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced with business...

As a Lead Health and Benefits Associate you will contribute to a wide variety of complex projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead project manager on select projects, interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. You will have the opportunity to significantly grow your health and benefits business acumen as well as your financial, project management and client relationship skills by working on cutting edge projects alongside leaders in the industry. The Role Materially contribute to core health and benefits projects involving the design and management of group medical, dental, life, disability and time off benefits for large, complex clients, including: Benefit plan analysis, design, cost savings and funding strategies Vendor procurement, negotiation and optimization Incorporation...

Position Title Relationship Manager Sr - CRE   Location Houston, TX 77079   Job Summary The Relationship Manager Sr - CRE Specialty manages commercial real estate loan relationships of all levels of complexity. Generates new business and relationships that will produce revenue from companies, sponsors, developers and businesses. Generates deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. This position is supported by product specialists, portfolio managers (credit, underwriting, transaction approvals/processing) and operational support specialists but remains accountable for all aspects of the relationship. Responsible for the origination, negotiation, structuring, pricing, underwriting, and closing of loans. Manages a complex commercial loan portfolio ensuring the highest loan quality for the organization with minimal risk. Manages the on-going monitoring of portfolio quality and ensures compliance with applicable...

Description Job Description Summary: The Director – Energy Banking Portfolio Manager will manage a portfolio of upstream, midstream, downstream, and/or oilfield services clients in Huntington’s Energy Banking vertical within the Corporate Banking group (First Line). The Director – Energy Banking Portfolio Manager will work closely with Relationship Managers as well Credit Risk in support of new deal execution, proactive monitoring of the portfolio, and identification and mitigation of credit risks. The candidate will bring industry knowledge and experience to drive portfolio risk management and deal execution and support the strategic initiatives of the business.    Please note:   Preferred locations are Houston, Dallas, TX, Columbus, OH, Charlotte, NC, or Atlanta, GA. Primary Roles & Responsibilities: Underwrite, close, and monitor complex broadly syndicated, club, and bilateral...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer. This role will be based in Houston, TX. As a  Lead Health & Benefits Consultant , you will manage and advise client accounts for employers 2000+ lives regarding their medical, dental, life, and disability benefit plans and programs. You will negotiate with benefits carriers and vendors to secure health and welfare plan coverage, acting as the primary consultant and relationship manager for our clients.  We will count on you to: Lead complex client engagements, managing overall service delivery, strategy, financial evaluations, plan design, renewals, business placements, benchmarking, and other studies. Develop sophisticated benefits design and renewal strategies, driving the creation of tools and solutions to address complex client issues. Determine the full scope of services provided to clients and set roles/responsibilities within the client...

Description Huntington Bank's Commercial Portfolio Manager - Team Leader is responsible for the development and implementation of a team strategy to meet assigned goals, mitigate risk and underwrite transactions that are originated by the middle market banking team and ensures that overall portfolio of relationships and transactions are in alignment with the risk profile of the bank. Our Portfolio Manager - Team Leader is responsible for maintaining acceptable levels of credit quality, consistent with the bank's credit policies, procedures, and guidelines including regular monthly, quarterly and annual portfolio tracking/reporting within established tolerances and maintains a highly credible relationship between portfolio management and Huntington Bank's credit approval authorities while developing robust portfolio analysis processes and data capture processes that manage risk and that generate valuable market...

Position Summary:   The  Personal Lines Insurance Account Manager will be responsible for managing a book of insurance business, marketing new and renewal business, and rounding out client accounts. In addition to client relationships, an Account Manager also maintains positive relationships with internal and external stakeholders. Supervisory Responsibilities:   None Essential Tasks: Assisting the Personal Lines Sales Producer in maintaining the client's insurance policies Preparing endorsements to send to the insurance carriers  Assisting with cancellations of policies Educates clients about coverages and make recommendations as needed to meet client insurance needs Handles renewals and remarkets as needed. Develop proposals and may present to clients. Handles or refers insured’s questions or delegates to appropriate team member Actively refers clients to Benefits and Commercial Lines departments for solicitation of new business Maintains detailed...

Company: Oliver Wyman Description: We are   seeking   a commercial,   pricing   and commercial excellence   focused leader with   demonstrated   experience leading pricing and commercial   excellence   programs tied to EBITDA uplift, and a background in delivering pricing transformations beyond analytics and frameworks.   Applicants with operator experience in   Chemicals/Process industries/Industrials   preferred.   About Us     At Oliver Wyman, a Marsh (NYSE: MRSH) business, we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments.    As a business of Marsh, we work alongside the world’s leading experts across risk, reinsurance and capital, people and investments, and management consulting. Together with Marsh Risk, Guy Carpenter, and Mercer, we help organizations build resilience and competitive...

As a Health and Benefits Associate Director, you will be a leader on the client service team and will be responsible for fostering relationships cross the client organization. You will be responsible for managing a wide array of projects, leveraging your experience to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to generate business by participating in new business activities and expanding existing client engagements.  You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as the pivotal point of contact on all projects and working alongside industry experts on cutting edge solutions. The Role Lead the design/management of group medical, dental, wellbeing, disability and time off plans for clients. Responsibilities include: Serving as lead project manager for clients; materially contributing to project plan...

Company: Oliver Wyman Description: Passionate about solving complex problems? Energized by making huge impacts on big challenges?  If so, it’s time to consider joining Veritas Total Solutions . We are a privately-owned management consulting company that focuses on our clients’ success and growing our team members. If you are a self-driven learner with an analytical aptitude for breaking down issues, we’ll enable you with the things you need to succeed. We Have: Fast growing management consulting company Fun, engaging clients in the energy industry Industry experts in business, technology, and consulting Teammates focused on delivering above-and-beyond Dynamic entrepreneurial culture Leadership focused on enabling you You Bring: Consulting Skills Leadership building and managing successful CTRM teams or workstreams Executive client relationship skills, including communication and interpersonal skills Proven track-record of progressive, successful roles...

Company: Marsh McLennan Agency Description: JOB TITLE: Commercial Sr. Account Consultant JOB TYPE: FLSA Exempt ESSENTIAL DUTIES & RESPONSIBILITIES: Directly manage the Client Insurance Program for assigned accounts, utilizing agency management system.  Generally, this position is a very experienced individual contributor who manages 4-6 very complex accounts.  This position is matrixed to a specific Producer or Producers under whose auspices the Sr. Account Consultant is fully responsible and accountable for the total management of specific clients and/or is the primary resource to specific Account Executives on other.  Access to a Commercial Account Manager and/or Sr. Account Manager may be available based on business need. Customer Satisfaction and Client Retention Directly manage the execution and delivery of client calendar/timeline milestones Conduct meetings and other communication with client to assess, maintain, and improve customer...

Company: Oliver Wyman Description: Passionate about solving complex problems? Energized by making huge impacts on big challenges?  If so, it’s time to consider joining Veritas Total Solutions . We are a privately-owned management consulting company that focuses on our clients’ success and growing our team members. If you are a self-driven learner with an analytical aptitude for breaking down issues, we’ll enable you with the things you need to succeed. We Have: Fast growing management consulting company Fun, engaging clients in the energy industry Industry experts in business, technology, and consulting Teammates focused on delivering above-and-beyond Dynamic entrepreneurial culture Leadership focused on enabling you You Bring: Consulting Skills Leadership building and managing successful CTRM teams Executive client relationship skills, including communication and interpersonal skills Proven track-record of progressive, successful roles and/or...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Sr. Emplo yee Benefits Account Manager to join our growing team in Houston, TX!       The Sr. Employee Benefits Account Manager is responsible for managing client retention and relationships, ensuring smooth execution of renewal workflows, and maintaining accurate client records throughout the account lifecycle. This role involves strategic collaboration, pro viding tailored insurance recommendations, overseeing invoicing and premium collection, and ensuring exceptional client communication and service at all stages.       How You Will Contribute:     Accountable and responsible for retention and client relationship management of his/her book of clients.   Follows agency pro cedures for renewal workflow and...

Company: Mercer Description: We are seeking a talented individual to join our Health & Benefits team at Mercer, a Marsh business . This role will be based in Houston and offers a hybrid work arrangement, requiring a minimum of three days per week either in the office or at a client site. As a Senior Health & Benefits Consulting Analyst , you will work closely with the team in the strategy, design, implementation, and administration of client companies’ health and welfare programs. Managing the RFP process, crafting client communications, and collaborating with internal teams and external carriers will be key to driving successful outcomes. This is great opportunity to build strong client relationships while gaining deep expertise in health and group benefits! We will count on you to: Support the consulting team by gathering, organizing, entering, and analyzing data in Excel for client projects, with an emphasis on results analysis and project...

As a Medical Claim Lead Auditor, you will apply your audit, project management and client management skills to lead client audits. You will serve as the team leader and primary interface with administrators. You will review discrepancy issues identified by field auditors, re-adjudicate claims, resolve open issues, and draft the final report. You will contribute to the creation of new tools and approaches. The Responsibilities Conduct pre-implementation and coverage specific audits and accurately document and record all audit findings Understand client’s plans and apprise team of unique provisions/issues prior to audit Adjust workloads as necessary to achieve successful completion of project Clearly communicate and professionally interact with vendor and audit team Review documentation of potential discrepancies for thoroughness and accuracy Resolve post-audit activities in an accurate and timely fashion Write quality value-added draft report in a timely manner...

Company Description WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at  wtwco.com The Cyber Broker serves as the primary liaison between insurers and clients. This person is responsible for managing major client relationships, deploying placement expertise and helping to drive revenue growth within the assigned office. This individual will advise clients and perform policy contract reviews and negotiate competitive terms and...

Exec Consultant Risk Eng - KR07HE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The position shall provide direction and oversight for all assigned Energy (and specifically oil and gas and sustainable/renewable energy accounts) assuring that best-in-class services are targeted for our customers. In addition, the role will include technical evaluation of new business and existing written accounts for the Energy Unit where evaluation of risk and exposure identification and hazard/control  assessment is required. Specific focus on battery energy storage systems, onshore wind turbines, EV charging, photovoltaic systems, fuel cells, upstream and midstream oil and gas. The position will provide and implement formal service...

Company: Marsh Description: We are seeking a talented individual to join our team at Marsh as a Sales Executive for our PEMA Practice (Private Equity, Mergers & Acquisitions) supporting the Houston, TX and Dallas, TX areas. The successful candidate will lead daily operations from a support and administrative level, coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution. We will count on you to: Advise clients on risk and placement within specialized client segments such as workers' comp, excess and surplus, casualty, property, life and health sciences, terrorism, and cybersecurity. Recommend reinsurance placements based on financial data, reinsurance policies, and quantitative analyses, often utilizing insights from junior colleagues. Develop compelling risk exposure insights by analyzing risk information and prior client cases to support client consultations....

Company: Oliver Wyman Description: About Oliver Wyman At Oliver Wyman, a Marsh (NYSE: MRSH) business, we bring deep industry insight, bold innovation, and a collaborative approach that cuts through complexity to help organizations navigate their most defining transformative moments. As a business of Marsh, we work alongside the world’s leading experts across risk, reinsurance and capital, people and investments, and management consulting. Together with Marsh Risk, Guy Carpenter, and Mercer, we help organizations build resilience and competitive advantages from every angle. With annual revenue over $24 billion and more than 90,000 colleagues in 130 countries, Marsh helps build the confidence to thrive through the power of perspective.  For more information, visit  oliverwyman.com , or follow us on  LinkedIn  and  X .      Job Overview: Oliver Wyman is seeking a Talent Manager to manage a population of ~60 consultants across Oliver...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Employee Benefits Client Executive is responsible for the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned large client benefit plans, including making appropriate recommendations based on...