5 associate director client partner jobs found in Plano

The Client Management, Market Leader (West), will be responsible for driving profitable growth, achieving persistency goals, and managing renewal targets within Guardian’s Select Markets. This role will report to the Head of Client Management within a particular region. You will: Lead and develop a team of Client Manager Associates in an assigned region. This includes oversight of daily activities, monitoring and management of business and transaction volumes to increase persistency/retention/profit. Drive consistent, efficient, and effective process and workflow activities within assigned region while maintaining a customer experience environment that directly supports driving increased revenue through great customer experience, re-enrollment, add-issues, and retention.  Partner and work in conjunction with Regional Sales and Service Leadership. Ensure effective performance management.  Engage the team by providing business updates and organization’s objectives,...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Under general supervision assists attorneys and other legal staff by providing legal administrative support, which includes all aspects of document preparation, and coordination of schedules and calendars for attorneys and case work. Collaboratively works with Claim, Claim Legal and clients as well as other 3rd parties to produce desired results. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Handles all aspects of document preparation. May draft, prepare and distribute legal correspondence and memos under management/attorney direction. Files documents timely and appropriately with courts and...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel in...

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 an Commercial Account Executive to join our growing team in Plano, Texas!   The Account Executive builds, strengthens, and expands client relationships while serving as a strategic partner across all levels of the organization. This role leads internal resources to address client needs, including risk identification and the resolution of underwriting, policy, accounting, and claims issues, ensuring clients receive comprehensive and responsive service.     How You Will Contribute :     Accurately review and   monitor   various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc. May be involved in preparation of such documents...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Energy & Power...