12 client service specialist jobs found in Houston, TX

Description Summary: The Regional Credit Officer – Middle Market, Texas partners with a staff of portfolio managers and/or regional credit administrators in the credit approval, administration, and review activities for a business line or geographic region. Duties and Responsibilities: Establishes, implements and manages administrative and review systems and procedures to protect the quality and profitability of the loan portfolio. Manages credit structuring and negotiation strategy discussions with officer/business unit. Analyzes, approves/disapproves credit request exceeding line/regional approval limits. Identifies potential problem credits and works with loan workout specialist to restructure credits and/or minimize risk for loss. Advises staff, officers and/or business units on the company's overall lending policies. Performs other duties as assigned. Basic Qualifications: Bachelor's...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

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...

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...

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....

AIG   is reimagining   the way we help customers manage risk. Join us as   an   Analyst   in the   Underwriting -   Energy   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 colleagues...

Job Title: Service Center Specialist Location: Houston, TX Reports To: IT Service Center Manager Employment Type: Full time; Hybrid (4 days in office, 1 day remote) About Us Help us insure it At Tokio Marine HCC, we value innovation, collaboration, and professional growth. You’ll have the opportunity to work on impactful projects, develop your skills, and advance your career in a supportive and dynamic environment. Tokio Marine HCC is a leading specialty insurance group with offices in the United States, the United Kingdom, Europe, and other exciting locations. With the strength and stability that comes from being a member of the Tokio Marine Group, and more than forty years of growth, profitability, and stability, we offer important insurance products that most people don’t even know exist. Every policy we write is special, enabling our clients to do amazing things. From insuring the crops that feed us to the rock concerts that entertain us, to rescuing...

Summary of Role     Health & Benefits North America (H&BNA) is seeking a MidMarket Specialties Leader to play a pivotal role in driving the strategy, growth, and delivery of specialty capabilities across the MidMarket segment.   The MidMarket (MM) Specialties Leader is a key member of the Health & Benefits Strategy & Specialty leadership team with accountability for the strategy, growth, talent, and delivery of specialty capabilities serving the MidMarket segment. In this role, you will have primary responsibility for holistically advancing performance of the specialty teams (Compliance Audit & MHPAEA, Group Benefits, Health, Equity & Wellbeing, Pharmacy) through revenue growth, talent development, intellectual capital, and consistent, high quality client delivery for the MidMarket.  The MM Specialties Leader is responsible for shaping and executing the mid-market specialty strategy in support of business objectives and in collaboration with...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriting Specialist, SEMM, Retail Casualty to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. AIG underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. How you will create an impact The Underwriting Specialist will handle accounts/clients that are most complex and be responsible for underwriting an Admitted Casualty portfolio. Develops and manages underwriting strategies...

At AIG, we are reimagining the way we help customers to manage risk. Join us as Head of Energy, US South - Specialty Underwriting to play your part in that transformation and drive business growth. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Underwriting AIG Underwriting teams help to find insurance solutions in areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, and Multinational Clients. We are reimagining how we help customers to manage risk, transforming our operating model and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague – empowering our people to grow as insurance professionals and add more value to our customers and AIG. 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...

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...

Company Details     Berkley Oil & Gas, a W. R. Berkley Company, is an innovative market leader dedicated to providing unique products and services tailored to the needs of businesses operating in the energy industry. We have a deep understanding of our clients’ operations and the exposures they face, and we make it a priority to stay well informed of the changing dynamics in the industry. With well over 250 years of combined energy experience, our objective is to provide total account solutions to our customers. This includes specialized coverages, risk services that complement existing safety practices, and claims management that reflects our in-depth knowledge of hazards and losses normal to this industry.     Company URL: https://berkleyoil-gas.com/   The company is an equal opportunity employer. Responsibilities The Sr. Technical Claims Specialist position will be responsible for handling, negotiating...