24 financial representative jobs found in Plano

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull and Company   is seeking   an   Underwriting Assistant   to join our growing team in   Dallas, TX !            Under guidance of the Internal Operations Leader, individual whose primary responsibilities include carrying out direction of underwriting assistant functions to provide support and integrity of underwriting practices.     How You Will Contribute:      Assists the Account Executive when underwriting or brokering risks, ensuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.   Perform other duties as assigned by members of management...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Hull and Company   is seeking   an   Underwriting Assistant   to join our growing team in   Dallas, TX !            Under guidance of the Internal Operations Leader, individual whose primary responsibilities include carrying out direction of underwriting assistant functions to provide support and integrity of underwriting practices.     How You Will Contribute:      Assists the Account Executive when underwriting or brokering risks, ensuring that all required information is obtained, proper applications are completed, quotes & binders are confirmed in writing, policies are issued promptly and accurately, state filings (where applicable) are made and taxes paid in accordance with appropriate state laws.   Perform other duties as assigned by members of management...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking   a   Commercial Lines Account Executive   to join our growing team in   Plano, TX !         The Commercial Lines Account Executive   is responsible for   the retention and growth of an assigned book of business .    The Account Executive builds relationships with clients and prospects to achieve client satisfaction.     How You Will Contribute:       Cultivate relationships with clients, prospects, carrier partners, and teammates to drive retention and new business .   Lead renewal process for assigned   book of business .   Oversee the completion of administrative tasks including issuance of certificates of insurance, auto ID cards, and processing policies/endorsements .   Identify   gaps in coverage...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a   Technical Program Manager - CRM   to join our growing team in Plano, TX .   The CRM Program Manager will lead the planning, business design, implementation, and adoption of enterprise customer relationship management capabilities on the Salesforce platform. The role will coordinate business leaders across Small Commercial, Middle Market Commercial, Large Commercial, Personal Lines, and Employee Benefits, together with Technology, Operations, Data, Architecture, Change Management, and external system implementation partners.   This individual will be accountable for delivering a common CRM foundation with controlled segment-specific variations. The role requires strong program management discipline, practical Salesforce implementation experience, business-process...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking   a   Cloud Platform Engineer   to join our growing team in   Plano, TX!         We are seeking a hands-on Senior Cloud Platform Engineer to help build, automate, support, and scale enterprise Azure cloud services. This role will contribute to cloud platform engineering, infrastructure automation, operational excellence, and standardized cloud service delivery across the organization. The ideal candidate has strong Azure engineering experience and is passionate about Infrastructure as Code ( IaC ), automation, cloud operations, and platform standardization. This engineer will work closely with cloud architects, application teams, security, networking, and operations teams to deliver secure, scalable, and reliable cloud solutions.   This role combines cloud...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking a   VP, Sr Benefits Consultant   to join our growing team in   Plano, TX!       Responsible for employee benefits account management responsibilities. This includes day to day client contact. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assist clients with daily service functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other adhoc reports and analysis.     How You Will Contribute :     Fully manage book of business,   retention   and growth....

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Senior QA Engineer to join our growing team in Plano, TX ! The Senior QA Engineer will have the opportunity to ensure the highest quality of our applications through comprehensive testing strategies, automation frameworks, and performance validation. The role requires expertise in both manual and automated testing, including building frameworks from scratch, implementing CI/CD pipelines, and validating integrations across complex systems. The ideal candidate is highly skilled and motivated, with exceptional communication skills, strong analytical and problem-solving abilities, and a proactive “can-do” attitude. Responsibilities include designing and executing detailed test cases, performing functional and performance testing, and collaborating closely with developers and stakeholders to uphold...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Property & Casualty Broker   to join our growing team in   Dallas or Houston, TX !     The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role .    The Commercial Lines P&C Broker   is responsible for   assisting   in achieving incremental sales goals, along with participating in various training and educational opportunities.       How You Will Contribute:     Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner   to   establish   positive relationships, increase revenues, and   retain   policies upon...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Property & Casualty Broker   to join our growing team in   Dallas or Houston, TX !     The Commercial Lines P&C Broker will gain technical knowledge along with an understanding of internal processes and procedures necessary to be effective in a Broker or Binding Authority Underwriter role .    The Commercial Lines P&C Broker   is responsible for   assisting   in achieving incremental sales goals, along with participating in various training and educational opportunities.       How You Will Contribute:     Develop the skills to interact with company and retail agent personnel in a diplomatic and knowledgeable manner   to   establish   positive relationships, increase revenues, and   retain   policies upon...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Dynamics 365 Developer to join our team in Plano, TX! The Dynamics 365 Developer is a critical member of the Dynamics Delivery team within Brown & Brown’s Retail Software Engineering organization. You will play a crucial role in the design, development, implementation, and maintenance of business applications built on the Microsoft Dynamics 365 platform. Your focus will be on delivering high-quality software solutions to enhance operational efficiency, streamline processes, and drive business growth. You will work closely with cross-functional teams, including business analysts, designers, architects, agile evangelists, and other developers, to ensure the successful delivery of products that meet business requirements and align with industry best practices.   How You Will Contribute:...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a   VP, Engineering & Operations  to join our growing team in Plano, TX!         The Vice President, Engineering & Operations is a transformative technology executive responsible for defining and delivering the next generation of enterprise engineering, operations, cloud, and infrastructure capabilities. Reporting directly to the CITO, this leader will set a bold vision for modern technology adoption, operational excellence, and organizational maturity. The ideal candidate is a visionary who embraces new technologies and approaches to accelerate technical capability, elevate skill sets, strengthen culture, and evolve operating models. This role requires a dynamic people leader who excels at building high ‑ performing teams and designing organizations that...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Property & Casualty Geographic Sales Leader to join our growing team! This role will be responsible for increasing sales volume and profitability in a dedicated geography and line of business segment through impactful leadership, strategic planning, and ongoing development of new and seasoned producers. How You Will Contribute: Establish a plan for sustainable organic growth, focusing on financial results, new business and customer retention, and talent acquisition and development. Establish, direct, and monitor sales goals and objectives that are aligned with the national practice and regional strategy. Lead, coach, and motivate the sales teams with an unwavering commitment to revenue growth. Partner with national, market and local leadership to regularly evaluate and identify short-term...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Head of AI & Data Platform Engineering – Specialty Distribution to join our growing team in Plano, TX or Daytona Beach, FL! The Head of AI and Data Platforms is responsible for leading the Specialty Distribution Data and AI Engineering function and defining the strategy, operating model, and execution roadmap for enterprise-grade data and AI products. This role enables the business to consume trusted data, analytics, reporting, insights, automation, and AI solutions that improve decision-making, operational performance, customer experience, and growth. This leader will oversee the design, delivery, governance, and ongoing operation of scalable data platforms, data products, AI solutions, and engineering practices. The role requires a strategic technology leader who can partner with...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Head of AI & Data Platform Engineering – Specialty Distribution to join our growing team in Plano, TX or Daytona Beach, FL! The Head of AI and Data Platforms is responsible for leading the Specialty Distribution Data and AI Engineering function and defining the strategy, operating model, and execution roadmap for enterprise-grade data and AI products. This role enables the business to consume trusted data, analytics, reporting, insights, automation, and AI solutions that improve decision-making, operational performance, customer experience, and growth. This leader will oversee the design, delivery, governance, and ongoing operation of scalable data platforms, data products, AI solutions, and engineering practices. The role requires a strategic technology leader who can partner with...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. The VP IT Strategy & Architecture - Retail is a visionary technology executive responsible for shaping the long‑term technology direction of Retail Technology while ensuring the implementation of day-to-day architectural decisions in support of that long-term strategy delivery. This leader will define and ensure the execution of a Retail Technology strategy and supporting architecture that both enables the delivery of the Retail business objectives, while also advancing the Enterprise technology strategy. As a direct report to the Retail CIO and matrix report to the Enterprise IT Strategy & Innovation SVP this role influences the entire retail technology landscape and plays a critical part in enabling business growth through modern, scalable, and forward‑thinking solutions. How You Will Contribute: Strategic Leadership...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Sr. Financial Consultant to join our growing team in Plano, TX!         Leads and oversees the servicing of financial consulting needs for employee benefit clients.   Utilizes industry knowledge and expertise to retain clients by providing financial, industry trends, and strategic insights guiding clients through impactful benefit changes.  Independently evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist in negotiating renewal proposals and preparing and recommending plan changes and/or alternative funding recommendations.       How You Will Contribute:     Oversight of monthly financial reports...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking an Commercial Account Executive to join our growing team in Plano, Texas!   The Account Executive builds, strengthens, and expands client relationships while serving as a strategic partner across all levels of the organization. This role leads internal resources to address client needs, including risk identification and the resolution of underwriting, policy, accounting, and claims issues, ensuring clients receive comprehensive and responsive service.     How You Will Contribute :     Accurately review and   monitor   various documents such as certificates of insurance, Auto ID cards, binders, audits, endorsements, renewal information request forms, insurance specifications, proposals, contract reviews, etc. May be involved in preparation of such documents...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group is seeking a Property Broker to join our growing team in Plano, TX! We are a merit-based company, hard work & performance is recognized & rewarded in this office. High performers for these positions tend to be analytical, intuitive, and possess generally good business instincts & critical thinking skills. How You Will Contribute: Build agent and broker relationships Manage current book of business Provide excellent customer service Seek opportunities to access and cultivate new markets Effectively manage carrier relationships Provide guidance and training to Assistant Broker Review and analyze risks, ensuring all required information is obtained Licenses and Certifications: CIC or CPCU designation Skills & Experience to Be Successful: Bachelor’s...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. \Brown & Brown is Seeking a Property Casualty Producer to join our growing eam in Plano, TX . How You Will Contribute Prospect, develop, propose, and bind new business Actively pursue new client prospects through telemarketing, networking, and personal referrals Assist in the collection of required coverage information and necessary deposit and renewal premiums Maintain the proper documentation for existing and prospective clients Oversee all aspects of your new clients with the assigned account manager Drive and support cross-selling strategies for existing clients, as well as new relationships Foster and seek relationships with teammates across all levels of Brown & Brown Ensure compliance with government agencies and corporate policies and procedures Attend training sessions, courses, etc. to maintain...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Dynamics 365 Developer to join our team in Plano, TX! The Dynamics 365 Developer is a critical member of the Dynamics Delivery team within Brown & Brown’s Retail Software Engineering organization. You will play a crucial role in the design, development, implementation, and maintenance of business applications built on the Microsoft Dynamics 365 platform. Your focus will be on delivering high-quality software solutions to enhance operational efficiency, streamline processes, and drive business growth. You will work closely with cross-functional teams, including business analysts, designers, architects, agile evangelists, and other developers, to ensure the successful delivery of products that meet business requirements and align with industry best practices. How You Will Contribute:...