Private Placement Operations Associate
M Financial Group job in Dallas, TX
M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.
We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.
Role Summary:
The Private Placement Operations Associate will be responsible for operational administrative support. This will include creating private placement new business materials, assisting Manager of New Business with the organization and monitoring of documents, Salesforce reporting management, and quality control.
Responsibilities:
* Support new business team with Private Placement Life Insurance (PPLI) application package creation
* Assist in maintaining Private Placement reports (new business, pending business, production, etc.)
* Perform biweekly review of PBI database death sweep functions and related research
* Collect and organize production information and new case tracking
* Support team's efforts by handling, filing, and updating frequently used folders, materials for new business
* Monitor internal and external requests for accuracy and timeliness
* Periodically draft professional correspondence to administrators, Member Firms, insurance carriers, and internal teams
* Coordinate new business onboarding activities with external partners and internal departments
* Assist in the development of new white papers, brochures, presentations, and other materials related to PPLI and Magnastar
* Manage policy records and documentation to ensure case files are complete
* Review and QC completed forms and policy contracts for accuracy
* Diligently monitor team inbox for new business activity
* Assist with member firm training on various new business functions
* Support inforce policy servicing as needed
* Assist with additional projects and duties as assigned
Qualifications:
* Experience with Salesforce or other CRM system preferred
* Excellent written and verbal communication skills
* Proactive qualities with the willingness to learn
* Accuracy and attention to detail are critical for success
* Strong interpersonal skills to effectively communicate and build relationships with team members
* Able to work, both independently as well as a member of a team
* Working knowledge of Microsoft Office Suite
Job Conditions & Environment:
* This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to
work one day per week remotely
* Normal office environment/desk assignment
* Extensive use of PC's, computer terminal, display, keyboard, and mouse
* Extensive hands-on work with documents, spreadsheets, and other written documents
This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
Case Manager Sr.
M Financial Group job in Dallas, TX
M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.
We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.
Role Summary: This position is a member of M Financial's Back Office Solutions team, which provides outsourced case management and operational support to Member Firms. The person in this position focuses on delivering seamless experience to clients and Member Firms by managing underwriting processes and ensuring compliance with industry standards. On behalf of the Member Firm, this position serves as a client advocate through direct client and producer interactions, requirement procurement, carrier collaboration, and providing experience-based insight.
Responsibilities:
* Provide insurance case management to Member Firms from underwriting assessment through policy procurement, including obtaining evidence, application preparation, underwriting, and policy delivery.
* Drive a world class client experience while working directly with the client, on the firm's behalf, as a liaison between the agent, underwriter, vendors, and additional parties.
* Pre-screen client's overall insurability to order required underwriting evidence, provide a carrier or rate class recommendation, and prepare the client's insurance application (Internal underwriting support available for larger cases or complex medical history)
* Support the Broker Dealer process by assembling required forms, reviewing responses for accuracy, managing submissions, and recording initial journal entries.
* Coordinate with underwriting teams to work through New Business and Underwriting challenges
* Review writing producer's licensing and contracting to ensure they are authorized to solicit business
* Develop, document, maintain, and improve processes and procedures
* Work with teams within the organization to support operational efficiencies
* Collaborate with team to develop training for junior Case Managers as the department grows
* Partner with M Underwriting, Carriers, and Member Firms to promote best practices for Back Office
* Maintain subject matter expertise and industry knowledge of specific insurance carrier guidelines, policies, and business practices related to New Business and Underwriting processes
* Contribute to projects, strategic initiatives, or other duties as directed
Required Qualifications:
* Minimum of 7 years' case management and/or life underwriting experience in a firm or brokerage environment
* Demonstrates an anticipatory mindset, proactively identifying potential issues and implementing solutions before they arise
* Proven ability to work with high-net-worth (HNW) individuals and their advisors with the highest level of confidentiality and professionalism.
* Ability to interpret and transpose key documents such as financial statements, trust documents, medical exams, etc.
* Experience focused on the high-net-worth (HNW) market and efficient handling of smaller cases, variable business and assisting with Broker Dealer forms, and supporting PPLI, premium finance, or global citizen cases
* Advanced expertise in application preparation, maintaining exceptional accuracy and compliance with data and form requirements
* Proven ability to manage multiple producers' new business needs
* Strong understanding of insurance products, concepts, and terminology; familiarity with common medical conditions, terminology, and underwriting considerations across multiple carriers
* Comfortable making recommendations based on published carrier guidelines
* Skilled in evaluating medical evidence to ensure completeness and to identify required next steps in case progression.
* Knowledge and service skills to guide clients through each step of the insurance life cycle
* Proven experience in providing consultative, proactive experiences to agents and clients
* Exceptional customer service and interpersonal skills; excellent oral and written communication skills
* Strong organizational skills with the ability to prioritize and manage competing tasks and deadlines
* Proven analytical, problem solving, and decision-making skills
* Demonstrated ability to navigate ambiguity and drive success in an innovative environment
Job Conditions & Environment:
* This position is based on-site at our office in Uptown at the Quad in Dallas, TX and in-person presence is preferred to support collaboration and business needs, with the flexibility to work one day per week remotely. Exceptionally qualified candidates outside the Dallas area may be considered for a remote exception.
* Normal office environment/desk assignment.
* Extensive use of PC's, computer terminal, display, keyboard, and mouse.
* Extensive hands-on work with documents, spreadsheets, and other written documents.
* Potential for light travel.
This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
Senior Employee Benefits (Health & Benefits) Sales Consultant
Houston, TX job
Company:MercerDescription:We are seeking a talented individual to join our Health and Benefits Sales team at Mercer. This role can be based in Houston, Chicago or Pittsburgh where we have a Mercer office location. This is a hybrid role that has a requirement of working at least three days a week in the office.
As a Senior Employee Benefits (Health & Benefits) Sales Consultant, you will leverage Mercer's expertise to develop innovative sales strategies that address critical challenges in healthcare, financial security, and career development for employers and their employees.
We will count on you to:
Apply highly developed market and internal service offering insights to sales cold calls to engage potential clients, generate interest, and schedule meetings or presentations.
Create sales proposals, presentations, and RFP responses that creatively and effectively address complex prospect needs and appropriately communicate the business value of internal services and offerings.
Lead complex sales processes from the identification stage to closing; leading pricing negotiations, facilitating product and expectation discussions, and ultimately securing a beneficial financial outcome for the business.
What you need to have:
BA/BS degree.
Strong track record of achieving sales goals.
Experience selling to companies in the 100 - 5,000 employee benefit space.
Experiential knowledge of the Employee Benefits or Health and Benefits consulting industry and products.
Strong network and ability to gain access to C-suite level executives.
What makes you stand out:
Life and Health License
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#MERHBSP
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.The applicable base salary range for this role is $97,000 to $194,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Auto-ApplyPlacement Consultant
Dallas, TX job
ESSENTIAL DUTIES & RESPONSIBILITIES:
Collaborate with the Service Team to ensure the following processes are completed
Oversee and Manage the Process:
Ensure you have a clear understanding of the new business and renewal accounts assigned to you.
Keep track of all accounts and their respective timelines to ensure timely processing.
Primary Contact with Service Team:
Act as the main point of contact for the Service Team during the insurance placement process to ensure smooth communication and coordination.
Review Submissions to the Insurance Market:
Thoroughly review submissions to ensure accuracy and completeness.
Familiarize yourself with account details to negotiate effectively.
Facilitate Insurance Placement Strategy Calls:
Schedule and conduct strategy calls with the Service Team and/or Advisor to align on goals and strategies for each account
Submit submissions to market
Prepare and submit all necessary documentation to the insurance market.
Follow up with markets in a timely manner to ensure progress
Negotiate Coverage, Terms, and Pricing:
Engage with the insurance market to negotiate the best coverage, terms, and pricing for your clients.
Explore creative solutions to meet client needs effectively
Review Exposures, Forms, Terms, and Conditions:
Carefully review all quoted exposures, forms, terms, and conditions as they are received to ensure they meet client needs.
Provide Quote Comparisons and Proposals:
Prepare and present quote comparisons to the Service Team and/or Advisor to support decision-making.
Generate a professional final proposal with the best recommendation(s) for the client
Create schematics for shared/layered programs
Bind Orders:
Finalize and complete bind orders once terms are agreed upon.
Review binder and invoices for accuracy.
Management Systems
Understand Agency Management System and document the placement process
Ongoing Communication:
Maintain ongoing communication with the Service Team throughout the insurance placement process to address any issues or changes promptly.
Teamwork
Act as a collaborative member of the Agency to ensure superior service to all MMA clients. Responsibilities include, but are not limited to:
Attend Insurance Placement Team meetings as appropriate
Collaborate with producers/account managers and other placement colleagues on market strategy for accounts
Communicate the status of the Insurance Placement process and daily correspondence between the company, account executive, client, and producer
Build and maintain strong working relationships within the insurance market
Participate in carrier meetings to stay informed about current market conditions and appetites
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to development and education of colleagues
Support other offices/regions as needed
Technical Expertise
Demonstrate the technical expertise required to maintain the Client Insurance Program and lead the insurance placement process, including, but not limited to:
Analyze insurance quotes and recommend terms and conditions
Communicate and negotiate with insurance markets through strategy
Ability to pivot when faced with challenges
Maintain and develop knowledge of policy forms and endorsements
Design insurance program for client based on defined needs
Identify and address any coverage gaps with account service teams and insurance markets
Become a subject matter expert and resource in areas of interest or technical capability
REQUIREMENTS:
Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license
Minimum of 4-6 years of experience in middle market Business Insurance
Demonstrate ability to multi-task, prioritize work effectively with little to no direction.
Proficient at Sagitta, ImageRight, Word, Excel, and current internet technologies.
Demonstrate proactive work style
Ability to learn, analyze and comprehend various lines of insurance and communications
Demonstrate ability to service clients effectively through problem solving, appropriate confidentiality, and exercising diplomacy, sensitivity and tactfulness
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
Business Process Specialist, Private Client Services
Remote or San Antonio, TX job
Company:Marsh McLennan AgencyDescription:
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Process Specialist, Private Client Services at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A day in the life.
As our Business Process Specialist, PCS on the National AMS team, you'll be a strong process design focused professional who knows how to balance efficiency, quality and consistency in systems. Working in conjunction with the Business Process Leader, you will focus on the activities within your line of business, participating in working groups, in collaboration with national and regional representatives, to create standardized workflows across MMA National that take full advantage of our technology toolkit. In tandem with workflow design, the National Business Process Specialist will support efforts to configure our AMS, document all processes and procedures, design reporting outputs, create client deliverables and lead training efforts.
The National AMS Business Process Specialist, PCS will work to define requirements, redesign, and implement best-in class business processes, workflows and data standards. This position will consider agency management system, reporting tools, and other available technology and software when creating new processes. You will document and maintain procedures, and other business process artifacts, to be used both in training and as an ongoing reference. The AMS Business Process Specialist, PCS will report to the Business Process Leader. You will consistently demonstrate National MMA core values of integrity, collaboration, passion, innovation, and accountability.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
Understanding of the insurance brokerage business with 3+ years of experience in personal lines high net worth insurance
Proven critical thinking, analytical, and problem-solving skills
A knack for process improvement, specifically refining the efficiency, quality, and effectiveness of various workflows and procedures by deploying best practices
Strong organizational skills, with an ability to prioritize workload and balance multiple projects simultaneously, and demonstrated successful follow through on deliverables
Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future
3+ years of experience in a client facing servicing and/or business process role
Experience working with agency management systems such as Applied Epic
These additional qualifications are a plus, but not required to apply:
Experience working with client relationship (CRM) system such as Salesforce
Experience creating and maintaining procedure documentation
We know there are excellent candidates who might not check all these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Remote Work, but some travel will be required
Charitable contribution match programs
Stock purchase opportunities
To learn more about a career at MMA, check us out online: *************************** or flip through our recruiting brochure: **********************
Follow us on social media to meet our colleagues and see what makes us tick:
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Who
you
are is who
we
are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-REMOTE
The applicable base salary range for this role is $58,200 to $108,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:December 8, 2025
Auto-ApplyOliver Wyman, Veritas - Endur Mid-Level Developer/Technical Consultant
Houston, TX job
Company:Oliver WymanDescription:
Passionate about impacting companies? Energized by helping clients overcome challenging problems? If so, take your career to the next level with Veritas. You bring the enthusiasm. We'll provide the growth and opportunities to succeed.
Join our team as a: Endur Mid-Level Developer/Technical Consultant
Location: Flexible, but Houston strongly preferred
We Have:
Fun, engaging clients in the energy industry
Experts to work with
Teammates focused on delivering above-and-beyond
A dynamic, entrepreneurial culture
Leadership that cares about you and your development
You Bring:
Strong coding capabilities including Endur JVS and /or OpenComponents development, SQL, Java, C# and various .NET languages
Understanding of the Endur technical architecture
Strong Endur functional knowledge as plus
5+ years of commodities industry, consulting, or vendor experience
Understanding of energy supply, trading, and risk management
Basic understanding of Options valuation and Value at Risk methodologies
A desire to structure and organize complex problems
Drive to understand the business and user context of an application
Excellent communication and interpersonal skills
People skills to work with teammates and clients
Passion to find a better way to do things (but not reinvent the wheel)
Motivation to develop and follow programming standards
We Also Value:
Degrees in Computer Science, Computer Engineering, Software Engineering, Management Information Systems, Data Science, Mathematics, or Statistics
Experience with other commercial energy trading and risk management (ETRM) solutions including Allegro , RightAngle, CXL or other solutions
Experience with option pricing models and/or risk models, such as Value-at-Risk (VaR)
Experience with applied mathematics/statistics and advanced analytics
Interest in latest technologies (quantum computing, AI, ML, etc.)
Exciting Work You Will Do:
Collaborating with client and stakeholders to evaluate challenges/opportunities and discussing potential technical solutions to achieve desired outcomes
Participating and leading discissions regarding the selection and creation of client technology ecosystems
Sharing best practice regarding overall technical solution designs and guiding client conversations
Configuring and extending applications to meet business needs
Designing and building technical solutions based on best practice with an eye towards long term supportability
Designing and creating of architectures to capture data for the purpose of reporting, analysis and integration
Designing and creating of cloud based environments to enable project delivery and management of production systems
About Oliver Wyman:
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on X @OliverWyman.
Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.
In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplyR_311373 Sales Executive (Corporate Producer)- Commercial Property & Casualty
Houston, TX job
Company:MarshDescription:
We are seeking a talented individual to join our team at Marsh as a Sales Executive (Producer) for our Corporate Property & Casualty division based out of one of our South Central Zone offices. This is a hybrid role that requires working at least three days a week in the office or with clients. The successful candidate will drive new business development and client acquisition efforts, leveraging their sales expertise to expand our portfolio of Property & Casualty accounts while ensuring excellent client engagement and relationship management.
We will count on you to:
Maintain and expand a mid-sized book of business containing larger or nuanced Property & Casualty accounts across various industries or specialties, contributing to sales efforts for complex, high-priority accounts owned by senior colleagues.
Develop and execute sales strategies for managed accounts by understanding client needs, market trends, and internal product or service offerings.
Conduct research and analysis on relevant markets and industries to identify potential relationship needs, target new buyer hubs, and expand the book of business.
Prepare comprehensive analyses consolidating project and market data to develop competitive proposals and cross-functional opportunities.
Create project plans, strategize timelines, and deliver products and solutions efficiently to meet client expectations.
Develop custom product solutions for new or existing accounts, ensuring pricing and policy compliance.
Address escalated issues promptly, maintaining positive relationships and delivering on timelines and outcomes.
Actively engage with client organizations and nurture professional networks.
Represent the company at industry events and conferences to build a strong professional presence and stay connected to market trends.
What you need to have:
Proven experience in sales, client relationship management, or business development within Property & Casualty insurance or related fields.
Strong analytical skills with the ability to synthesize market data and client needs into actionable strategies.
Excellent communication and relationship-building skills.
Ability to develop project plans, manage timelines, and deliver solutions effectively.
Knowledge of Property & Casualty insurance products, market trends, and proposal development.
Ability to handle escalated issues professionally and efficiently.
What makes you stand out:
Existing network within Property & Casualty markets or industries.
Experience working with complex or nuanced accounts across multiple industries.
Participation in industry events, conferences, or professional associations.
Familiarity with risk management, insurance solutions, and client retention strategies.
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplyDirector - Veritas
Houston, TX job
Company:Oliver WymanDescription:
Passionate about solving complex problems? Energized by making huge impacts on big challenges? If so, it's time to consider joining Veritas Total Solutions. We are a privately-owned management consulting company that focuses on our clients' success and growing our team members. If you are a self-driven learner with an analytical aptitude for breaking down issues, we'll enable you with the things you need to succeed.
We Have:
Fast growing management consulting company
Fun, engaging clients in the energy industry
Industry experts in business, technology, and consulting
Teammates focused on delivering above-and-beyond
Dynamic entrepreneurial culture
Leadership focused on enabling you
You Bring:
Consulting Skills
10+ years of Leadership building and running successful CTRM teams
Executive client relationship skills, including communication and interpersonal skills
Significant industry network and experience prospecting/closing sales
Proven track-record of progressive, successful roles and/or project execution
Functional Knowledge
10+ years of industry, consulting, or vendor experience in commodity trading and risk management
Knowledge of energy markets such as oil, refined products, natural gas, LNG, and power
Expertise in several functional areas including front, mid or back office
Cultural Fit
A high level of energy
Motivation to collaborate, learn, and improve
Drive to make an impact
Ability to organize complex problems into a clear plan of action
We Also Value:
Application Knowledge
Working knowledge of CTRM packages (e.g. Allegro, Openlink, RightAngle)
Familiarity with other applications
Technical Skills
Experience leading design of CTRM ecosystems
Experience building systems architectures including business intelligence
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Auto-ApplyParalegal/Legal and Governance Analyst
M Financial Group job in Dallas, TX
M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.
We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Paralegal/Legal and Governance Analyst to join our team.
SUMMARY: As a member of M Financial's Legal and Corporate Governance team, you will be responsible for supporting the Corporate Secretary and in-house attorneys on a broad range of issues with a specific focus on corporate governance and compliance efforts.
RESPONSIBILITIES:
* Corporate Governance: Preparation and maintenance of corporate records, including board and committee materials, meeting minutes, resolutions and other governance documents. Assist with the scheduling and organizing documentation for board and committee meetings and annual stockholder meetings. Maintain corporate records, including, meeting minutes, entity formation documents and annual filings.
* Legal Research and Document Drafting: Conduct legal research on various issues related to corporate law, securities and insurance law, including regulations, statutes and case law and prepare summaries. Assist in drafting, editing and reviewing of legal documents such as contracts, agreements, and corporate governance documents. Maintain and update legal files and document management systems.
* Project Support: Contribute to a broad range of projects as assigned.
QUALIFICATIONS:
* Flexible and adaptable to changing work processes
* Proven ability to manage multiple demands and projects in a fast-paced work environment
* Strong understanding of risk management principles and practices
* Excellent analytical and problem-solving skills
* Effective communication and interpersonal skills to collaborate with stakeholders at all levels
* Detail-oriented with a strong focus on accuracy and quality
* Ability to work independently and manage multiple projects simultaneously
* Sound judgment and ability to make decisions in complex and ambiguous situations
* Collaborative mindset
* Understand and comply with company, policies, practices and procedures
* Proficient in the use of legal research tools such as Lexis Nexis
* Proficient in the use of Microsoft Office, especially Word, PowerPoint and Outlook
REQUIREMENTS:
* Minimum of 5 years of progressively responsible, related work experience
* Minimum of 3 years of corporate or legal experience (either at a law firm or in-house)
* Current Paralegal Certificate preferred
* Corporate Secretary experience preferred
JOB CONDITIONS AND ENVIRONMENT:
* Hybrid work environment in Dallas, TX, primarily onsite 4 days/week
* Normal office environment/desk assignment
* Extensive use of PC's, computer terminal, display, keyboard, and mouse
* Potential for light travel, up to 10%
* Extensive hands-on work with documents, spreadsheets, and other applications
This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
Associate Account Executive
Dallas, TX job
Company:MarshDescription:
We are seeking a talented individual to join our team at Marsh as an Associate Account Executive supporting our Commercial Property & Casualty clients in the Construction practice. This role will be based in our Dallas, TX office. This is a hybrid role that has a requirement of working at least three days a week in the office.
The successful candidate will support daily operations from a client service and administrative perspective, coordinating complex logistics and task assignments for client relationship projects while ensuring effective communication and problem resolution.
We will count on you to:
Use risk experience to evaluate risks, review loss experience, cash flow, and financials; develop solutions; articulate the impact of options; leverage analytics; and make recommendations to clients across commercial property and casualty lines.
Partner with senior Account Managers to retain and generate new business by leveraging strategy information and managing contract reviews and midterm changes.
Strive to meet sales goals and work with senior team members to expand the book of business.
Strengthen and maintain relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth.
Serve as a client contact, responding to complex client needs and questions to enhance the client experience.
Cultivate a comprehensive understanding of changing market conditions and ensure compliance with all standards to better serve clients.
What you need to have:
2+ years proven industry experience in a broker or underwriting P&C setting.
Strong communication and relationship-building skills.
Ability to analyze complex data and develop actionable recommendations.
Property & Casualty License or ability to obtain within 90 days of hire
What makes you stand out:
Construction experience highly preferred
A track record of meeting or exceeding sales and growth targets.
Professional certifications or advanced training in insurance or risk management.
Knowledge of commercial property and casualty insurance markets, standards, and compliance requirements.
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#LI-JG3
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplyCommercial Assistant Account Manager
Lubbock, TX job
Company:Marsh McLennan AgencyDescription:
JOB TITLE: Commercial Assistant Account Manager
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to
Generate surveys and request renewal applications
Prepare Loss Summaries
Prepare Proposals for renewal terms
Initiate Premium Finance Requests
Issue Certificates of Insurance and Auto ID cards
Prepare Schedules of Insurance for delivery to client
Prepare policies for delivery to client
Process Policy Audits and Monthly Reports
Identify and resolve Accounting discrepancies
Create requests for changes to client's coverages
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
Perform tasks assigned as part of the Agency Standard Service Plan
Attend meetings with Risk Management Team as appropriate.
Manage client's use of Certificate program, conducting training of client as needed.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Coordinate and monitor usage and quality of outsourcing teams
Demonstrate cooperation and effective communication with clients, vendors and co-workers.
Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Other duties as requested by members of Service Team
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
Complete Kaplan Pictorials
Obtain insurance designations of CISR or equivalent
Verify accuracy of endorsements and invoice as necessary
Comprehend Insurance Contract requirements for Certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Become proficient using premium analysis software.
Participate in Position Rotation
REQUIREMENTS:
Education: College Degree, preferred
Have or obtain P&C License within 12 weeks of hire
12 to 18 months insurance industry experience or comparable customer service experience required
Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
Operational knowledge of various Windows-based application programs such as Excel and Word
Willing to work overtime due to cyclical nature of business.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:
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#MMASW
#LI-AK1
Auto-ApplyOliver Wyman, Veritas - Senior Business Analyst - Houston
Houston, TX job
Company:Oliver WymanDescription:
Passionate about solving complex problems? Energized by making huge impacts on big challenges? If so, it's time to consider joining Veritas. We are a management consulting company that focuses on our clients' success and growing our team members. If you are a self-driven learner with an analytical aptitude for breaking down issues, we'll enable you with the things you need to succeed.
Join our team as a Consultant / Senior Business Analyst!
Location: Houston, TX
We Have:
Fun, engaging clients in the energy industry
Experts to work with and learn from
Teammates who go above-and-beyond
Dynamic, entrepreneurial culture
Leadership that cares about you and your development
You Bring:
Strong problem-solving skills and critical thinking
Hunger to learn new things and self-motivation around personal development
Passion to find a better way to do things (but not reinvent the wheel)
Drive to help companies achieve their objectives and goals
Polished interpersonal and team skills
Degree in Business, Engineering, MIS/CS, Finance or Economics
3 - 5 years of strong and related work experience, recommended GPA of 3.5 or higher
Proficiency in MS Office, including Excel and PowerPoint
What You Will Do:
Estimating work, linking it to value drivers/benefits and working with the client to evaluate desired pathways to achieve outcomes.
Driving concepts to completion.
Providing summary materials to support decision making and critical conversations
Evaluating overall progress to summarize team accomplishments and provide a path forward towards key objectives
Planning and structuring tasks and activities into workplans to aid in communication and execution of projects
Proactively identifying, capturing, categorizing and mitigating risks
Adapting and rightsizing the Veritas project delivery methodology to specific project demands
Establishing governance that enables executive level decisions to be connected to ground truth through accurate information flow at an appropriate cadence
Facilitating conversations with diverse experiences and POV's to towards a consensus/decision
Engaging clients for the purpose of expectation management and relationship building; enabling transparent and honest connections
Leading teams through the process of form, storm, norm, perform towards effective collaboration
Identifying resource needs to address gaps and evaluating areas of resource contention to address bottlenecks
We Value:
Consulting Aptitude
Strong work ethic
Desire to learn energy / commodities trading & marketing
Curiosity around applied mathematics/statistics and advanced analytics
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.
About Oliver Wyman:
Oliver Wyman is a global leader in management consulting. With offices in more than 70 cities across 30 countries, Oliver Wyman combines deep industry knowledge with specialized expertise in strategy, operations, risk management, and organization transformation. The firm has 7,000 professionals around the world who work with clients to optimize their business, improve their operations and risk profile, and accelerate their organizational performance to seize the most attractive opportunities. Oliver Wyman is a business of Marsh McLennan [NYSE: MMC]. For more information, visit ******************** Follow Oliver Wyman on X @OliverWyman.
Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.
In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, gender identity or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting ************.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplySurplus Lines Coordinator - Insurance Operations
Austin, TX job
Company:MarshDescription:
We are seeking talented individuals to join our Operations team at Marsh. This role will be based in Austin, TX. This is a hybrid role that has a requirement of working at least three days a week in the office.
This Surplus Lines Senior Coordinator role provides an opportunity to develop a career in the Operations of a global insurance brokerage and risk management firm during an exciting time of expansion and transformation. You will be based in our Austin office and will be a part of our Surplus Lines department which is responsible for the support and execution of the filing of Surplus Lines taxes on behalf of Marsh clients and Marsh placing brokers.
We will count on you to:
Able to clearly articulate issues, problems, and resolutions within this field.
Excellent written and oral communication skills - Influencing/persuasiveness - can explain why a process or rule needs to be followed and gain colleague support/change behavior as a result.
Quality & Compliance - high ethical behavior; understanding of rules and why they need to be followed but flexible enough to know when a solution is workable.
Drive and self-motivation - able to work independently, follow through on a task/complete a project/meet a deadline without direct on-site supervision.
Manage and record client and carrier communications in a shared document repository to ensure timely follow up and review by the client team
Remain current by understanding and following all Marsh compliance, professional and transparency standards
What you need to have:
Minimum of 1 year of experience with surplus lines taxes or related tax regulations
Intermediate Microsoft Office proficiency, knowledge of basic Excel formulas, pivot tables, and Outlook organization is beneficial
Strong communication skills, exceptional time management skills, and ability to multi-task
Attention to detail is critical to ensure we're entering accurate information into our forms and systems
Ability and aptitude to conduct research
What makes you stand out:
Bachelor's Degree
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#LI-JG3
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplyClaims Specialist
Midland, TX job
Company:Marsh McLennan AgencyDescription:
As a Claims Specialist for the Marsh McLennan Agency, you will be a claims consultant providing oversight and advocacy on behalf of our clients throughout the process of a loss event and the life of a claim.
Duties include:
You will submit claims or provide guidance on claim submission;
Review coverages and resolve claims issues;
Ensure carrier commitments are honored;
Coordinate and participate in scheduled claims reviews;
Serve as your client's advocate with adjusters and their coverage counsel;
Resolve coverage disputes whenever possible;
Assess and strategize to produce best possible claim outcomes;
Duties may also include:
Review of client's overall claims program and individual complex claims situations;
Develop strategic action plans to reach desired outcomes;
Provide guidance regarding potential large settlements;
Recommend suitable vendor partners, including claims TPAs, nurse triage, and others;
Review adjuster's claim action plans; facilitate claims resolutions;
Evaluate insurance company claim reserves and push for reductions where appropriate;
Monthly updating/reporting with Producers regarding claims on assigned accounts;
REQUIREMENTS:
High School Diploma, Bachelor's degree preferred;
Adjusters license;
Knowledge of accepted industry standards and practices;
Ability to think critically, solve problems, plan and organize activities, serve clients, negotiate, effectively communicate verbally and in writing and embrace new challenges;
Analytical skill necessary to make decisions and resolve issues inherent in handling of claims;
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:
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Auto-ApplyProof of Insurance Supervisor
Austin, TX job
Company:MarshDescription:
We are seeking a talented individual to join our team at Marsh. This role will be based in Austin, Texas. This is a hybrid role that has a requirement of working at least three days a week in the office.
We are seeking a talented individual for Proof of Insurance Supervisor to join our team at Marsh. This individual will be responsible for leading a team of coordinators and responsible for supporting strategic growth and change of the department. The ideal candidate will have strong leadership skills, industry knowledge, and a proven ability to drive process improvements to support our clients and internal stakeholders.
We will count on you to:
Ensure all certificate issuance processes comply with industry regulations, company policies, and client preferences, maintaining documentation and audit readiness.
Stay informed on relevant insurance and compliance standards to mitigate risks.
Oversee the accurate and timely issuance of certificates, ensuring quality control and adherence to standards.
Lead stakeholder engagement sessions with business and internal teams to identify opportunities for process improvements.
Ensure team members adhere to professional standards, operational policies, and procedures.
Provide ongoing feedback, coaching, and development opportunities to foster a motivated and engaged team.
Manage resource planning to maintain adequate staffing levels and monitor daily workflows and team productivity.
Oversee escalations and inquiries, ensuring timely resolution, and continuously evaluate workflows to enhance efficiency while maintaining high standards.
What you need to have:
3+ years of experience in insurance operations in a supervisory role
Strong knowledge of insurance policies, certificates of insurance, and industry regulations
Excellent leadership, communication, and organizational skills
Proven ability to manage multiple priorities and meet deadlines
Proficiency MS Office
What makes you stand out:
Bachelor's degree preferred
Why join our team:
We help you be your best through professional development opportunities, interesting work and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
#LI-JG3
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplySenior Manager - Veritas
Houston, TX job
Company:Oliver WymanDescription:
Passionate about solving complex problems? Energized by making huge impacts on big challenges? If so, it's time to consider joining Veritas Total Solutions. We are a privately-owned management consulting company that focuses on our clients' success and growing our team members. If you are a self-driven learner with an analytical aptitude for breaking down issues, we'll enable you with the things you need to succeed.
We Have:
Fast growing management consulting company
Fun, engaging clients in the energy industry
Industry experts in business, technology, and consulting
Teammates focused on delivering above-and-beyond
Dynamic entrepreneurial culture
Leadership focused on enabling you
You Bring:
Consulting Skills
Leadership building and managing successful CTRM teams
Executive client relationship skills, including communication and interpersonal skills
Proven track-record of progressive, successful roles and/or project execution
Functional Knowledge
Industry, consulting, or vendor experience in commodity trading and risk management
Knowledge of energy markets such as oil, refined products, natural gas, LNG, and power
Expertise in several functional areas including front, mid or back office
Cultural Fit
A high level of energy
Motivation to collaborate, learn, and improve
Drive to make an impact
Ability to organize complex problems into a clear plan of action
We Also Value:
Application Knowledge
Working knowledge of CTRM packages (e.g. Allegro, Openlink, RightAngle)
Familiarity with other applications
Technical Skills
Experience leading design of CTRM ecosystems
Experience building systems architectures including business intelligence
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Auto-ApplyClient Service Associate
M Financial Group job in Dallas, TX
M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.
We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions.
Role Summary:
MAGNASTAR is the industry's most recognized and reputable multi-carrier private placement variable life insurance (PPLI) product-and the only multi-carrier platform of its kind. It is a proprietary offering of M Financial and is available exclusively through M Financial Member Firms. Given the growth of MAGNASTAR and importance of providing the highest level of service, we are seeking Client Service Associates who will be responsible for delivering accurate, timely, and courteous service to contract owners, agents, and third parties. CSRs handle high volume email and telephone inquiries, utilizing multiple systems to research and provide accurate information. A strong understanding of life insurance and financial products-or the ability and willingness to learn quickly-is key to success in this role.
Responsibilities:
Client Support: Manage and respond to high volumes of phone and email requests from contract owners, agents, and third parties; building sustainable relationships.
Product Expertise: Develop a working knowledge of Private Placement Life Insurance (PPLI) and apply this expertise to accurately process requests.
Issue Resolution: Identify client needs, research issues, provide accurate solutions, and escalate complex problems to the appropriate levels.
Issue Resolution: Identify client needs, research issues, provide accurate solutions, and escalate complex problems to the appropriate levels.
System Navigation: Utilize multiple department systems and search tools to access and manage client information.
Documentation: Document client interactions and policy information with timely and accurate notes in the database.
Team Collaboration: Work with internal teams to meet service and quality standards and to ensure data integrity and compliance.
Process Adherence: Adhere to guidelines and quality standards, consistently working to meet or exceed department quality goals.
Qualifications:
High school diploma or GED equivalent.
Prior experience with life insurance or financial products preferred.
Strong analytical and problem-solving skills.
Excellent oral and written communication skills.
Strong organizational skills and attention to detail.
Team-oriented with flexibility to thrive in a fast-paced environment; ability to effectively collaborate with management and team members in person and remote.
High degree of professionalism and excellent customer service skills.
Ability to learn and adapt quickly to multiple systems and concepts.
Job Conditions & Environment:
his position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely.
Normal office environment/desk assignment.
Minimal travel required.
Extensive use of PC's, computer terminal, display, keyboard, and mouse.
Extensive hands-on work with documents, spreadsheets, and other written documents.
This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
Vehicle Product Application Specialist
Waxahachie, TX job
Job Description
Hiring Immediately! INTEGRO has immediate opportunities available for those with and without any prior experience.
JOIN OUR TEAM
With over 40 years in the automotive industry, INTEGRO is a fast-growing company looking to expand our team with people who have great character, take pride in their work, and want to build a career.
INTEGRO is looking for individuals to join our team at one of our dealership locations and seeking those who are self-motivated with a strong work ethic and great attention to detail. As part of our team, you will be working onsite at one of our automotive dealership locations processing both new and used vehicle inventory, playing a key contributing role in providing exceptional customer service.
No prior automotive experience is required - paid onsite training is available!
What we offer:
Competitive compensation with bonus/incentive potential
Payroll processed weekly with direct deposit
Healthcare options including medical, vision, and dental
401(k) savings and retirement plans
Life insurance
Paid time off
Paid onsite training with growth opportunities
Full-time and part-time positions available
What we are looking for:
Respectful and reliable with a positive “team-player” mindset.
Exceptional attention to detail.
Strong work ethic with the ability to work in a fast-paced, customer service-driven environment.
Present yourself well with a clean, professional appearance.
Excellent communication and time management skills.
Flexible schedule and available weekends.
Proactive, reliable, and trustworthy.
Takes pride in their work and enjoys working outdoors.
Valid driver's license with a clean driving record.
Pass drug screening and background check.
Prior automotive experience is a plus but not required.
Overview of this position's responsibilities:
Clean/wash exterior and interior of vehicles, including washing cars applying exterior and interior protectants.
Printing and applying marketing or vehicle information.
Checking and filling tire pressure.
Inspect vehicles for noticeable defects and communicate all defects to the manager.
Must maintain a safe, clean, and organized work area.
Follow all safety instructions and company policies.
Provide exceptional customer service and work with your team to ensure all customer needs are met.
Other duties may be assigned based on location requirements.
This position does require frequent movement and getting into and out of vehicles repeatedly during each work shift. Portions of this work may be completed inside or outside under varying climate conditions.
Flat-Rate Positions Available: Rates from $500 - $850 weekly! Apply with us and start your future today!
With over 40 years in the automotive industry, we have provided a wide range of products and services to all levels within the automotive sector. If you are looking for a career in the automotive industry, this is an excellent opportunity for you.
INTEGRO is proud to be an equal opportunity employer and a drug-free, alcohol-free, and substance-free workplace. All employment is contingent upon completing a background investigation and drug testing.
INTEGRO is proud to be an equal opportunity employer and a drug-free, alcohol-free, and substance-free workplace. All employment is contingent upon completing a background investigation and drug testing.
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Oliver Wyman - 2026 Summer Analyst - Veritas, A Business of Oliver Wyman
Houston, TX job
Company:Oliver WymanDescription:
Oliver Wyman - Veritas, Summer 2026 Intern
What We Do:
As a business of Oliver Wyman, Veritas leverages our extensive applied experience to solve our client's most challenging problems in commodity trading. Our goal is to help clients build and maintain a competitive edge by using advanced analytics and artificial intelligence to drive insights.
We also help clients enter new markets and streamline their operations through the adoption of best practices, as well as the implementation and enhancement of commodity trading risk management systems.
Our delivery approach and program management are tailored to help clients enable trading outcomes. We prioritize optimization, timeliness, and budget adherence to drive positive change and deliver substantial business value.
Internship Overview:
Join Veritas' consulting team as a summer intern to challenge yourself, learn from energy industry leaders, and launch your career.
Interns will work on client projects and contribute to solutions for Veritas clients.
You will be surrounded by thought leaders in commodity trading and experts in management consulting who prioritize teamwork and creation of positive culture.
Responsibilities:
Work on a team of 2-5 consultants for commodity trading or energy industry clients.
Analyze issues, formulate and make recommendations, and help clients implement solutions. Deliverables may vary based on experience and degree pursued.
Participate in office-wide meetings and project group meetings.
Gain consulting skills and technical knowledge.
Engage in initiatives that promote positive culture and facilitate knowledge sharing
Qualifications:
Class of 2027 -
Completion of the 3rd year of your undergraduate program
Pursuit of a degree in Business, Engineering, MIS/CS, Finance, or Economics is preferred.
Strong academic track record: GPA of 3.5 or higher for non-engineering degrees and 3.3 or higher in engineering is preferred.
Proficiency in MS Office, including Excel and PowerPoint is required.
Compensation:
$1450 weekly
The internship is expected to last 8 weeks, starting on a mutually agreed date.
Future Opportunities:
Successful candidates will be considered for full-time positions with Veritas following graduation.
Oliver Wyman, a business of Marsh McLennan (NYSE: MMC), is a management consulting firm combining deep industry knowledge with specialized expertise to help clients optimize their business, improve operations and accelerate performance. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit oliverwyman.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Auto-ApplySenior Engagement Lead - Risk Consulting
Houston, TX job
Company:MarshDescription:
Marsh Advisory provides leading risk expertise and advanced analytics based on unrivalled data, and our dynamic solutions fully adapt to your business goals. Our insights and advice help lower your cost of risk, improve performance, and implement new strategies to expand what is possible for your business, helping you keep ahead of risk.
Advisory is seeking candidates for the following position based in one of the Marsh offices:
Senior Consultant
What can you expect?
To succeed in this role, you will be expected to provide advice on risk mitigation, fire protection solutions and coordinate client service independently or in combination with clients and Marsh colleagues in support of client objectives.
You will makes technical recommendations on design of protection systems, manage loss prevention program execution, research, data collection and documentation to provide guidance to clients
You will also visit client sites to produce comprehensive property site evaluation reports in accordance with national/HPR guidelines.
The duties will extend to creating complex presentations/slides and extracts and summarizes key insights for senior client management that drive changes and risk improvement at client sites.
That will entail being up-to-date on industry trends, technical changes around property risk issue to improve client's business environment and risk management programs
To support that work you will need experience with developing pricing for consulting projects, and support the development of service proposals with management to improve profitability and efficiency
What is in it for you?
A company with a strong brand, with experience developing solutions for todays and tomorrow's toughest challenges
A culture of internal mobility, diversity, inclusion, and collaboration
Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations
Flexible work opportunities for work/life balance
Competitive pay and a full benefits package, starting Day 1 (Medical, Dental, Vision, Short- and Long-Term Disability and Life Insurance, Employee Stock Purchase program, and a generous paid time-off allowance); plus a fixed company contribution AND a company match on your 401k, after one year of service
We will count on you to:
Act independently to drive the development of large project proposals to expand client base
Lead complex and/or unique projects for clients to provide exceptional results
Work along with other property risk consultants to provide engineering based results for clients
Travel up to 25% of the time
What you need to have:
Bachelor's degree or equivalent;
Minimum 5 to 10 years managing large accounts
Highly Protected Risk background and/or FM Global experience
Positive can do attitude with good communication skills
What makes you stand out?
Ability to consult with others
Ability to work in collaborative environments
Strong reporting and writing skill set
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world's top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
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