17 client manager associate jobs found in Houston

Description Summary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities Works with clients to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team Responsibilities Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up Provide routine updates during Advisor Team Meetings and firm staff...

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...

  When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to grow their career in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Professional Liability Broker. The Professional Liability Broker will drive new business, work to meet or exceed production goals, as well as build strong, positive relationships to increase the reputation of Burns & Wilcox. Responsibilities Build agent and broker relationships, find sources, and be creative in placing risks and identifying product opportunities Handle accounts of all sizes, must be willing to work towards handling larger accounts independently Seek opportunities to access and cultivate new brokerage markets and products Travel...

Responsibilities Summary: When someone needs coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Burns & Wilcox offers unparalleled resources and exposure for those looking to excel in the specialty insurance industry. We are looking for candidates with an entrepreneurial spirit and drive for career advancement to join our team as a Transportation Underwriter. The Transporation Underwriter will have the opportunity to grow a book of business by underwriting new business and increasing renewal business through the cultivation of client relationships.   Responsibilities: Build, maintain, and grow a book of transportation business Manage agency relationships and serve as lead client contact Create and execute marketing plans to increase new and renewal business Rate, quote and bind each risk to determine acceptability, coverage, and pricing for large or complex renewals as...

Job Title: Senior Network Engineer Location: Houston, TX (Hybrid, 4:1) Reports To: Network Manager - AMER Employment Type: Full Time   About Us Help us insure it. Tokio Marine HCC is a leading global specialty insurance group, backed by the strength and stability of the Tokio Marine Group. With more than 50 years of sustained growth and profitability, and offices across the United States, the United Kingdom, Europe, and other international locations, we offer more than 100 classes of specialty insurance—covering everything from the crops that feed us and the concerts that entertain us to rescuing travelers abroad.  Guided by our Mind Over Risk philosophy, we empower clients to pursue opportunities with confidence while fostering a culture rooted in innovation, collaboration, and trust. Always Advancing, we embrace an entrepreneurial spirit; as Experts in Tomorrow, we anticipate what’s next; and by Reaching Out, we build genuine connections that enable our people and...

Position Summary The Senior Underwriter is responsible for the profitable growth, underwriting, and brokerage/distribution management of a portfolio of complex commercial marine and specialty insurance accounts. This role evaluates new and renewal business, develops underwriting strategies, markets and negotiates placements with carriers on behalf of brokerage clients, manages broker and carrier relationships, and provides technical guidance to underwriting and brokerage staff. The Senior Underwriter exercises broad underwriting authority and sound judgment in risk selection, pricing, coverage design, and portfolio management — while also driving new business production through direct market relationships — to support the achievement of divisional growth and profitability objectives. What will your job entail? Essential Duties and Responsibilities   Underwriting & Portfolio Management   Underwrite and manage a portfolio of new and renewal...

  AIG   is reimagining   the way we help customers manage risk. Join us as   an   Analyst   in the   Underwriting -   Construction   department   to play your part in that transformation   with   opportunit ies   to   learn and   grow your skills and experience as a valued member of the team.     About Us   At AIG, helping   organizations and   people discover new potential is our purpose. As a global risk leader, we do this for our clients every day. Through our deep   expertise   in their industries and our innovative solutions that help them smartly manage risk, we enable their growth in ways they never thought possible.     But we also do the same thing for our   colleagues , because   we know our people are our greatest strength   –   the source of every insight, every   idea   and every innovation. When   we're   working as one team to do   what's   right for our...

Position Summary The Business Operations Associate/Analyst plays a critical role in supporting the day-to-day operations of a growing insurance organization. This position serves as a central operational resource, partnering with Operations, Underwriting, Technology, Compliance, and Shared Services teams to coordinate workflows, support reporting initiatives, track operational performance, and drive process improvements across the business. The ideal candidate is highly organized, detail-oriented, and enjoys working with data, managing competing priorities, and creating structure within a fast-paced environment. This role offers exposure to multiple areas of the business and opportunities for long-term career growth across Operations, Underwriting, Claims, and other functional areas. Location: This role will work on a hybrid basis out of our NW Houston office (20445 State Highway 249 Suite 240 Houston, TX 77070) What will your job entail? Job Responsibilities...

Description Job Description Summary The Senior Trust Real Estate Asset Manager is responsible for managing a complex portfolio of real estate assets held in fiduciary accounts, including commercial, residential,  agricultural and others. The role is an integral member of Huntington’s Private Bank which at its cornerstone is a client advisor culture within a team-oriented environment.  The role provides leadership and guidance on the prudency of maintaining real estate within a portfolio based on the account investment objectives, and preemptively identify potential issues, such as low account liquidity that might necessitate selling real estate or environmental hazards. Candidates must exhibit strong fiduciary judgment, strategic decision-making abilities, sophisticated negotiation skills, expertise in identifying and managing risk, and a client-centric approach to service delivery. Duties and Responsibilities:...

Description This role is primarily remote in the state of Texas except for required appearances.   At Liberty Mutual, we’re committed to delivering exceptional legal services to our customers around the world, working to uphold and protect our policyholders’ rights and positively impacting our business. As an Attorney at Liberty Mutual, you’ll join a diverse team that values a healthy work/life balance and enjoy benefits that include eligible performance bonuses, 20 days of flexible time off each year, personal holidays, and a 401(k) plan with matching contributions. If you’re looking for a place to build a long-term career while making a positive difference, consider joining our legal team where you’ll represent Liberty Mutual and our policyholders in moderately complex civil litigation matters involving claims for monetary damages or compensation for personal injuries or property damage of moderate value.   This role is for an attonrey handling...

Job Title: Senior Reinsurance Analyst Location: Houston, TX (Hybrid 4:1) Reports To: Reinsurance Reporting Manager Employment Type: Full time Work Schedule: Hybrid (4 days in office, 1 day remote) About Us Help us insure it. Tokio Marine HCC is a leading global specialty insurance group, backed by the strength and stability of the Tokio Marine Group. With more than 50 years of sustained growth and profitability, and offices across the United States, the United Kingdom, Europe, and other international locations, we offer more than 100 classes of specialty insurance—covering everything from the crops that feed us and the concerts that entertain us to rescuing travelers abroad. Guided by our Mind Over Risk philosophy, we empower clients to pursue opportunities with confidence while fostering a culture rooted in innovation, collaboration, and trust. Always Advancing, we embrace an entrepreneurial spirit; as Experts in Tomorrow, we anticipate what’s next; and by Reaching Out,...

Description Summary The Assistant Trust Real Estate Manager provides administrative, operational, and client service support to Huntington Private Bank's Trust Real Estate team. This role assists in the acceptance, onboarding, management, and disposition of real estate assets held in fiduciary accounts, while ensuring compliance with Huntington policies, procedures, and applicable regulatory requirements. The Assistant Trust Real Estate Manager works closely with Real Estate Asset Managers, Trust Advisors, Wealth Advisors, clients, beneficiaries, and third-party service providers to support the day-to-day administration of fiduciary managed real estate. Responsibilities include asset documentation management, invoice and income processing, coordination with vendors, insurance administration, and facilitating communications related to real estate asset operations and oversight. Duties and Responsibilities...

Description Summary: The Commercial Portfolio Manager Portfolio Manager II – CIP is considered a market and industry resource, providing expertise and advisory guidance in complex debt and capital solutions. Duties & Responsibilities: Manages a portfolio of commercial customers in partnership with the relationship manager. Will have highly visible role in managing the customer relationship along with the relationship manager assigned to the account. Service, deepen, and retain assigned profitable customer relationships by proactively evaluating and mitigating associated business risks and opportunities. Optimize customer relationships working directly with Relationship Managers to grow fees, deposits, and portfolio revenue. Own primary responsibility for the credit quality and monitoring of Commercial portfolio risks.  Will be responsible for risk rating new credits and ongoing updating of...

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 of the Sr. Placement Executive is to be an integral part of the team and partner with Advisors, Directors and others in the firm to deliver a high level of service to our clients.  This individual develops professional working relationships with clients,...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world-class service — both pre-and post-claims....

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for a Vice President, First-Party Construction Underwriter (Builder's Risk) as part of Sompo's Engineered Risk Business Unit. The U.S. Insurance Engineered Risk practice provides first-party property coverage for both owner and contractor controlled project specific covers for Contractor All Risk, Erection All Risk and Civil infrastructure occupancies. Working with a select group of wholesale and retail brokers, our experienced specialists tailor solutions to meet the unique needs of each client. Providing individual risk policies as well as products for niche classes, we deliver risk solutions effectively and responsively.    Location: This position can be based out of our Alpharetta, GA; Dallas, TX; Chicago, IL; Houston, TX; New York, NY; Los Angeles, CA; or San Francisco, CA areas. We strive for collaboration, which is why we offer a work environment...

Responsibilities Oversee the evaluation, classification, and rating of risk to determine acceptability, coverage, and pricing Implement underwriting policies under the direction of the Managing Director and ensure compliance with these policies Be accountable for producing business in the assigned territories  Underwrite new and renewal business Be technologically savvy and data driven. Develop those capabilities in their team Monitor critical areas, such as loss ratio, costs, retention ratio and new business hit ratio, formulating corrective action where necessary Work to become expert in classes of business written within the Burns & Wilcox office  Mentor and train underwriters and associates Participate in national and local advertising, telemarketing and agency visits  Assist with the development of strategic plans Qualifications Bachelor’s degree or...