25 client services associate jobs found in Houston, TX

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...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Marine Risk Consultant to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Marine Risk Consulting Marine Risk Consulting is critical to overall risk assessment and support to the Underwriters, and in the winning, and retaining of Marine clients. The zonal/regional Marine Risk Consultant is a technical expert in maritime and security operations, and is normally the connection between the client, the Underwriter, third-party Surveyors, and sometimes the broker. The Marine Risk Consultant performs an important function linking and addressing Underwriting concerns, valid Broker requirements, details and evaluation of an account such as natural and other perils, technical issues, CoE Risk Engineering data management and review processes, and the field Loss Control surveying activities. By building a...

Description Summary: Associate Director - Specialized Mortgage Solution is responsible for managing new business and existing relationships to Huntington and the continued development and deepening of the relationships with existing customers. The position requires deep understanding of all aspects of the mortgage ecosystem which include Commercial and Residential Loan Originators/Servicers/Owners and Operators.  Extensive product and treasury related expertise to service the industry vertical in all aspects of deposit gathering and day to day maintenance of account structures.  The banker will cross-sell and implement products and services.  Duties & Responsibilities: Develops and maintains profitable Banking relationships within the mortgage ecosystem.   Effectively expands/ deepens existing business relationships for this multi-billion-dollar third party servicing industry. Meets with business...

As an Associate Manager - Health and Benefits Consulting, 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...

Summary As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You’ll also contribute your thought leadership to the overall development of the Executive Compensation practice and act as a coach and mentor for fellow colleagues. Specific client engagements could include the following: Executive compensation benchmarking Short and long-term incentive design Compensation Committee advice/support Board Advisory Working closely with colleagues in other Work & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.), and our proprietary data and software solutions Partnering with colleagues in our other Health, Wealth, and Career...

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...

Account Manager- Houston, Texas (On-Site) We're seeking an experienced Account Manager who will be responsible for managing daily client service needs for an assigned book of business, working alongside a Producer or Account Executive. The role involves frequent client communication, system updates, and ensuring data integrity while adhering to corporate processes and procedures. As a key member of the client team, the Account Manager also oversees third-party vendors involved with the account. Your Impact: Client Management: Supports the renewal process at the direction of the Producer or Account Executive by participating in strategy discussions, including market selection, claims reviews, and exposure gathering; assists in drafting exposure data, loss exhibits, submissions, and proposals. Manages a renewal book of business, handling submissions, proposals, and binding, while also obtaining loss runs or policy documents from carrier websites as needed. Day...

Position Summary The Property and Casualty Underwriting Associate is responsible for ensuring the accuracy of existing policy information for renewals, communicating effectively with clients for information gathering, and supporting the underwriting process through precise documentation. The role conducts risk assessments and audits for insurance applications, calculates premium and generates reports. They ensure strict adherence to company policies, industry regulations, and compliance standards in all underwriting activities. What will your job entail? Job Responsibilities: • Evaluates and maintains existing policy information to ensure data is current, accurate, and appropriately priced for renewal. • Responds to client requests and questions, offering information and advice regarding the insurance products & underwriting appetite. • Communicates with clients to gather necessary information, resolves inquiries, and ensures a smooth underwriting process. • Prepares...

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 Senior Associate, you will be a key member of the client service team, engaging directly with clients and establishing relationships across all levels of the client organization. You will substantially contribute to the management of projects, leveraging your experience as a benefits expert to make recommendations on plan design and management for the full array of health and benefits programs. You will have the opportunity to position yourself to grow into a senior relationship management and/or leadership role by serving as a pivotal point of contact on projects and working alongside industry experts on cutting edge solutions. The Role: Play a lead role in the design and management of group medical, dental, wellbeing, life, disability and absence management benefits for  clients. Responsibilities include:  Materially contributing to and/or leading project management; monitoring progress against established objectives, budgets, timelines,...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Supports a team by identifying, soliciting, and arranging appropriate insurance coverage for clients by accessing binding authority and brokerage markets. Responsibilities include but not limited to underwriting new and renewal business, ensuring adherence to binding authority carrier guidelines, approving policy changes, maintaining workload, solving coverage issues, monitoring claims and managing...

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,...

Job Title: Investment Accountant Location: Houston, TX (Hybrid 4:1) Reports To: Investment Accounting Supervisor 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...

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....

At AIG, we are reimagining the way we help customers to manage risk. Join us as an Underwriting Specialist, Energy to play your part in that transformation. 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, 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. AIG has an exciting opportunity for an experienced Underwriter to join our Energy and Engineered Risk Property Team focusing on property coverage for clients in the power and utility sector. How...

Senior Internal Auditor Location: Houston, TX (Hybrid 4:1)   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 our business to thrive. Role Overview We are seeking a Senior Internal...

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...

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...

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...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Serves as a partner to Broker providing superior support regarding all policies and key accounts. Provides high quality service to agents and companies. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1....