Senior Client Success & Insurance Solutions Lead
IMA Financial Group, Inc.
IMA Financial Group, Inc. seeks an experienced Account Manager to handle day-to-day client requests for a mixed Mid-Market and Large/Complex book. You will prepare renewal materials, facilitate meetings, and negotiate with carriers under supervision from the Account Executive. The role emphasizes building underwriter relationships, leading projects, and supporting new business efforts. Strong MS Office skills and travel up to 30% are required. #J-18808-Ljbffr IMA Financial Group, Inc.
- ...ideas andperspectives atAHEAD. Senior Client Solutions Engineer The Senior Client... ...essential attributes of a successful Senior Client Solutions... ..., conferences, and forums. Lead Solution Verification / BOM... ...Medical, Dental, and Vision Insurance 401(k) Paid company holidays...SeniorWork at office
- ...accounting, tax and audit, embedded within key CPA firm client accounts across North America to drive efficiency and... ...in building trust and managing relationships with senior-level stakeholders. Value-Based Solution Application: Identifies misalignment between client expectations...SeniorTemporary work
- ...Care is an innovative insurance underwriting agency... ...insurance solutions, but also a leading-edge platform that enables... ...dedicated Customer Success Manager to join our... ...solutions platform to their clients, empowering them to... ...workers to senior executives. Adaptability...SuggestedWork at officeLocal areaRemote workWork from homeWorldwideFlexible hours
- A fast-growing technology company is seeking a Client Services Manager in Fort Worth, Texas. This role involves managing day-to-day client... ...a large travel brand, executing performance strategies, and leading a team. Candidates should have over four years of relevant...Senior
- TOA Global seeks an advisor and subject matter expert in recruitment, accounting, tax and audit, embedded within key CPA firm client accounts across North America to drive efficiency and commercial value. This role bridges public accounting expertise, talent strategy and...Senior
- ...Proactively interface with multiple levels of client management, building rapport and strong professional relationships • Lead Quarterly Business Reviews (QBRs) and manage... ...client meetings • Mentor junior Client Success Managers and assist in developing internal CS...Senior
- ...culture that empowers your success. Work with KPMGs... ...create innovative tax solutions. Join a diverse team helping high-profile clients understand, analyze, and... ...currently seeking a Manager/Senior Manager - Tax,... ...coverage, disability and life insurance, 401(k) plans, and a robust...SeniorLocal areaVisa sponsorship
$78.68k - $160.75k
...work with technology-enabled solutions. As a Senior, Tax Services in Deloitte... ...practice, you will support clients through complex partnership... ...partnership tax principles A successful candidate would possess... ...professional relationshipsAbility to lead projects or...SeniorWork at officeLocal areaVisa sponsorship2 days per week3 days per week$124.6k - $255.9k
...Deloitte’s Center for Health Solutions (DCHS) is seeking a Senior Research Leader to drive... ...our teams, serve our clients, develop impactful collaborations... ...industry, and government.Lead, manage, and mentor the... ...quality or independence. The successful candidate would possess...Senior- ...proud of. As a Senior Manager, Solutions, you will be responsible... ...be responsible for leading the cross functional... ...problems. The successful candidate will be a... ...relationships with clients and stakeholders. Become... ...including full health insurance (medical, dental and...SeniorLocal area
$124k - $280k
...cutting-edge software solutions and driving product innovation... ...the evolving needs of clients. These individuals... ...excellence, contributes to the success of our Firm.Examples of... ...you need to lead and deliver value at this... ...live for.The Role:As a Senior Manager in our Digital...SeniorFull timeH1bShift work$151.5k - $346k
...world for our people, for our clients and for our communities.... ...customers expect. As a Senior Manager in Solution Architecture, you will be... ...pivotal role, you will: Lead the delivery of technical solutions... ...to manage and deliver successful cloud solution...SeniorSummer holidayFlexible hours- EY is seeking a Senior Solution Architect to translate business requirements into technical architectures... ...and coordinate delivery for EY clients. You will assess the impact of... ...interact with clients daily, potentially leading client workstreams. You will also support...SeniorFlexible hours
- Tiger Analytics Inc. is seeking a Sales Leader-cum-Client Partner in Quality Engineering to drive revenue growth, own strategic client... ...deep QE services expertise and strong presales leadership. The successful candidate will represent the organization as a thought leader...Senior
$102k - $173.4k
...future. Ingram Micro is a leading technology company for... ...market reach, diverse solutions and services portfolio... ...and enabling partner success across our ecosystem.... ...(as possible) the end-clients to gather and analyze... ...coverage, basic life insurance, and wellbeing benefits...SeniorFull timeTemporary workWorldwide- ...to independently manage high net worth portfolios and cultivate client relationships. You will design and implement investment... ...monitor performance, and provide comprehensive wealth management solutions, contributing to business development. Responsibilities include...Senior
- ...Texas seeks a Trust Advisor III to administer a portfolio of complex trust accounts, delivering tailored solutions with integrity and care. You will build client relationships, guide junior staff, and ensure compliance with governing documents and regulations. If you...Senior
- ...manage high net worth portfolios and develop client relationships. You will design and implement investment... ..., and provide comprehensive wealth management solutions while contributing to business development efforts. You will lead client engagements, prepare detailed reports,...Senior
- AHEAD is seeking a Senior Client Solutions Engineer to partner with Client Directors, delivering technical presentations and design assistance for... ...building strong client relationships. In this role, you’ll lead with deep knowledge of enterprise cloud, data center...Senior
- ...Richland Hills, TX seeks a Regular full-time team member to provide industry-leading client service in person and by phone, expanding client relationships and delivering financial solutions. Cross-trained to perform teller duties as needed, you will contribute to branch...SeniorFull time
$100k - $180k
...handling immigration cases and ensuring exceptional client service. The ideal candidate must thrive with... ...ranges from $100,000 to $180,000 annually, with benefits including medical and vision insurance, and a 401(k). #J-18808-Ljbffr Strategic Recruitment SolutionsSenior- ...Manager to independently manage high‑net‑worth portfolios and develop client relationships. You will design and implement investment strategies, monitor performance and provide wealth management solutions. The role requires 6+ years in finance, a Bachelor’s degree, Series...Senior
- ...multiple priorities, working both in the office and in the field. Successful candidates will possess a Bachelor's or Master's degree in a relevant field, and must be comfortable coordinating with clients and regulatory agencies. This is not a remote position and includes...SeniorWork at office
- EY is seeking a Manager in Solution Architecture to guide clients through forecasting, planning, budgeting and BI integration within Enterprise Performance Management. You will lead engagement teams, drive business development on strategic accounts, and oversee delivery...Senior
- A leading insurance company in Texas is seeking a finance professional with a background in Business, Accounting, or Finance. The ideal candidate will have strong MS Excel and Word skills, excellent verbal and written communication abilities, and strong problem-solving...SeniorFull timeWork at officeRemote work
- ...positively impact our clients and people. Talented and... ...at our Core; Building Success Together; Passion for Excellence... ...This role is ideal for senior manager and principal... ...to provide innovative solutions and ensure... ...Leadership & Development:Lead, mentor, and develop a...SeniorFull timeWork at officeLocal areaRemote work
$150k - $175k
...driven future of customer success, from retention to growth!... ...explore how our suite of solutions is shaping the future of customer... ...Accounts segment by leading executive-level client partnerships, proactively... ...someone who thrives in a senior, ambiguity-heavy environment...Full timeRemote workFlexible hoursWeekend work- ...managing and maintaining the client/server hardware and software... ...ensure seamless integration of IT solutions. Develop and enforce... ...standards. All you'll need for success Minimum Qualifications-... ...Employee Assistance Program, pet insurance and discounts on hotels, cars...Flexible hours
- ...autonomy to reach your goals. EisnerAmper is seeking Tax Senior Associate to join the Private Client Services (PCS) team. We are seeking someone who... ...cultures, ideas and experiences come together to create new solutions. We understand that embracing our differences is what...SeniorLocal area
- EPIC Insurance Brokers & Consultants is seeking a Senior Client Manager/Team Lead to support Producers, Client Advocates, and the account team across the renewal and policy periods, focusing on a large Charter School book. The role combines client-facing service with strategic...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Success & Insurance Solutions Lead. Be the first to apply!
- senior maintenance supervisor Fort Worth, TX
- senior safety specialist Fort Worth, TX
- senior technology project manager Fort Worth, TX
- remote senior business analyst Fort Worth, TX
- senior manager clinical operations Fort Worth, TX
- senior supervisor Fort Worth, TX
- senior leadership Fort Worth, TX
- senior manager data science Fort Worth, TX
- senior business analyst Fort Worth, TX
- senior relationship manager Fort Worth, TX


