52 relationship manager jobs found in Houston

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 Summary: The CRE Portfolio Manager III services, deepens, and retains assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles within the CRE organization. Duties & Responsibilities: Owns primary responsibility for the credit and monitoring of Commercial portfolio risks. Responsible for underwriting quality, portfolio administration, and credit quality of assigned portfolio working directly with the Team Leader, Regional Commercial Management, and Regional Credit Officer. As appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers....

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 Personal Lines Account Executive to join our growing team in Houston, TX! The Personal Lines Account Executive is to work closely with the producer to write new business and retain existing clients. Examine and review prospective and current clients’ insurance programs for deficiencies and develop coverage recommendations for consideration. Develop and oversee service timeline as appropriate for each client including regular client visits to build and solidify excellent relationships. Quarter Back day-to-day account service and marketing for retention and service standards. How You Will Contribute:   Serve as the primary relationship manager for a portfolio of high-net-worth clients, delivering a proactive, high-touch and concierge-level service experience Act as a trusted risk advisor,...

As a Health and Benefits Associate Manager you will contribute to a wide variety of projects involving the design, financing, and ongoing management of the full spectrum of health and benefit programs. You will support the 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, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: Partnering with client service team leader to deliver superior project management Providing superior client service in...

As a Health and Benefits Associate Manager you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs. You will support the 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, wellbeing, life, disability and absence management benefits for clients.  Responsibilities include:  Partnering with client service team leader to deliver superior project management   Providing superior client service...

As a Health and Benefits Senior Analyst, you will contribute to a wide variety of projects involving the design, financing and ongoing management of the full spectrum of health and benefit programs.   You will support the  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. Responsibilities: Materially contribute to core health and benefits projects supporting the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for clients. Responsibilities include: Partnering with client service team leader to deliver superior project management Providing...

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...

Description Summary: The Mortgage Loan Advisor works with Senior Loan Officer and Sales Manager to achieve established sales goals and learn different aspects of a loan originator position at Huntington. Responsibilities include the origination of 1-4 family residential mortgage loans, developing both internal and external referral sources to grow their business, and the cross sell of other bank products and to further OCR relationships. The Mortgage Loan Advisor will be required to adhere to all regulatory, quality, and training requirements of a mortgage origination position.  Duties and Responsibilities: Loan Origination: Achieve mortgage loan production goals through the origination of 1-4 residential mortgage loans. Business Development: Conduct business development activities with both internal and external COIs to grow the business.  This includes but is not limited to training, coaching, marketing...

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None 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 paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $18 - $22 / hour Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: We reimburse up to $10 a month to an employee for their gym Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Extra Perks: Access to disability, hospital indemnity, health advocate program, universal life, critical illness, and accident insurance plans. We even offer pet insurance Our Company: Confie and...

The Sales Enablement Specialist will work directly with a Partner-level Advisor to generate new sales opportunities, nurture existing client relationships and create customer-facing presentations. The ideal candidate will be a hardworking, task-oriented, project manager, flexible to changing business needs within an entrepreneurial environment. Under the general supervision of the Director of Sales, you will begin with an in-depth training program to gain technical knowledge of employee benefits insurance, effective selling techniques and learn the firm’s insurance and risk management value proposition to support the clients’ needs and passions. PRIMARY RESPONSIBILITIES: Identify new leads that fit the target prospect profile Execute top-of-the-funnel lead generation activities to uncover new sales opportunities via phone, email, social media. Create compelling content and execute drip campaigns to targeted companies that fit the firm’s “ideal client profile.” Help to...

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 Sr Client Manager, Employee Benefits serves as a technical resource to clients, advisors, insurance company partners and prospects while providing prompt, efficient and high-quality service. Position Summary: The Sr Client Manager, Employee Benefits serves as a...

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 Houston, 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 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. 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...

Your contribution at AIG: The quality of Senior Leadership is a defining factor for a company’s success. Senior Leaders are responsible for developing business strategies and/or translating those strategies into meaningful outcomes and ultimately, business results.  As a Senior Leader, you reach across geographical and functional boundaries to create alliances that further the organization’s objectives and market position. Your deep and broad industry knowledge allows you to foresee external conditions that could potentially affect AIG’s future. How you will make an impact Manages all Divisional Underwriting for AIG’s South region, with national scope for Oil & Petrochemicals (Downstream), and North America scope for the Upstream line.  Establishes, implements, and evaluates production and profitability goals. Direct accountability for the business results for the South region and the Upstream line with respect to profitability, penetration and/or volume....

Energy Risk Consultant Who we are American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. Get to know the business General Insurance is a leading provider of insurance products and services for commercial and personal insurance customers. It includes one of the world’s most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through a diversified, multichannel distribution network. AIG’s worldwide network of risk engineers work with clients, brokers and underwriters to help identify and...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Employee Benefits Account Manager  for our Houston, TX  office. The  Employee Benefits Account Manager  is responsible for assisting the Employee Benefits Producer is producing new business while maintaining existing policies for the clients. Some of the responsibilities for the Employee Benefits Account Manager include: Acting as the primary contact between clients, prospect, agency, and producer Working hand-in-hand with the Producer to generate proposal presentations  Maintaining positive relationships with the insurance carriers to satisfy the clients' needs and facilitate the processing of business Location:  Houston, Texas Experience:  3-5 years  of previous group employee benefits experience Education/Certification:  Group I Life and Health Agent's license  preferred...

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 mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional...

Crum & Forster Company Overview Crum & Forster (C&F) , with a proud history dating to 1822, provides specialty and standard commercial lines insurance products through our admitted and surplus lines insurance companies. C&F enjoys a financial strength rating of "A+"(Superior) by AM Best and is proud of our superior customer service platform. Our claims and risk engineering services are recognized as among the best in the industry. Our most valuable asset is our people: more than 2000 employees in locations throughout the United States. The company is increasingly winning recognition as a great place to work, earning several workplace and wellness awards, including the 2024 Great Place to Work® Award  for our employee-first focus and our steadfast commitment to diversity, equity and Inclusion. C&F is part of Fairfax Financial Holdings, a global, billion dollar organization.   For more information about Crum & Forster, please...

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence. Job Description Who you are You’re curious, energetic, and not built for routine. You thrive in fast-moving environments where priorities shift, and no two days look the same. You bring a broad marketing and communications skill set and enjoy moving quickly across projects without losing control of the details. You work well with a wide range of people – from senior executives to frontline teams – and you’re comfortable influencing, coordinating, and collaborating across all levels. You’re at your best when juggling multiple priorities and turning complexity into clear execution. Position purpose At Clearbrook, you’ll lead and execute a broad...