4 jobs found in Tyler

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 Tyler, 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 Senior Accountant is responsible for managing advanced accounting functions, ensuring the accuracy of financial records, and maintaining compliance with accounting standards. This role involves preparing and reviewing financial statements, overseeing the month-end and year-end close processes, and assisting with audits. The Senior Accountant also provides support for budgeting and forecasting activities and may mentor junior accounting staff. Strong analytical skills, attention to detail, and expertise in accounting principles are essential for success in this position. Your Impact: Prepare and review financial statements and reports for accuracy. Oversee month-end and year-end close processes. Assist with audits and ensure compliance with GAAP. Support budgeting, forecasting, and financial analysis activities. Mentor and guide junior accounting staff. Identify and implement process improvements. Successful Candidates Will Have: Bachelor's...

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 assignments...

Description Summary: The Treasury Management Advisor II acquires and develops new profitable and quality treasury management relationships. Also, retains and deepens existing customer relationships.  Duties & Responsibilities: Sales Prospecting Product pricing and structuring Customer proposals Proactively builds internal relationships with regional partners and relationship managers to drive TM opportunities Cross sells other bank products, and stays current on competitor offerings to suggest product improvements Proactive management of Banker relationship, including routine 1:1’s, development and execution of relationship plans, pipeline reviews, pre-call plans, partner plans, and joint calling Responsible for maintaining and managing to weekly and monthly sales results and ensure the timely entering of weekly data and monitor for accuracy Assists in outbound calling initiatives offer new...