20 financial services analyst jobs found in Plano

Position Summary The Technical Support Analyst is responsible for troubleshooting and resolving issues with modern networks, switches, routers, firewalls, and wireless technologies. The role ensures continuous improvement of customer service by driving initiatives for increased first-call resolution and implementing enhancements in technical support processes. They maintain accurate documentation, perform ticket reviews, manage the RMA process, and provide subject matter expertise and support across IT departments. What will your job entail? Job Responsibilities: • Troubleshoots modern networks, switches, routers, firewalls, and wireless technologies. • Provides resolutions to problems, recommend corrective actions for recurring issues, and escalate complex problems to appropriate support tiers when necessary. • Ensures continuous enhancement of the customer service experience, driving initiatives to increase first-call resolution, and implementing improvements in...

Client Manager Associate, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine?  Are you a team player who is adept at collaborating across internal teams?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager Associate who will be the main contact for client relationships in the 2-99 life segment. This role is directly accountable for client retention, growth, profitability, satisfaction, and enhancing the client experience. You will: Assume overall responsibility for management of clients (2-99 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants. Work closely with the respective sales team on account management strategies and positions....

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Director Bank Credit Risk, you will lead a team of analysts responsible for credit risk identification, development and delivery of credit strategies, and monitoring of credit performance for consumer credit portfolios to optimize profitable growth within risk appetite using quantitative methods. Owns and drives...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a Credit Risk Analytics Manager I, you will play a pivotal role in supporting the execution, maintenance, and enhancement of analytical models. You will be instrumental in complex data gathering and sophisticated analysis, contributing significantly to the preparation of Loss Forecasts and comprehensive risk management...

Tokio Marine HCC – Surety Group, a member of the Tokio Marine Group of Companies, has an opportunity for Senior Contract Bond Underwriter at our Plano, TX branch office. Job Summary Under general direction, reviews contract bond applications to evaluate, classify, and rate each risk to determine acceptability, coverage, and pricing. Establishes, maintains and develops agency and/or broker relationships. Has expanded underwriting authority and significant business development responsibility.   Key Responsibilities Relying on limited experience and knowledge, this role is responsible for accomplishing the following assignments. These assignments are varied in nature. Review contract bond applications to evaluate, classify, and rate each risk to determine acceptability and rating. Perform analysis of applicant's financial statements, collateral, and related due diligence. Prepare bond execution and Financial Adjustment Notices (FAN) reports. Approve within given...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Employer: United Services Automobile Association   Tasks: Identify and manage existing and emerging risks that stem from business activities and the job role. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled. Follow written risk and compliance policies...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity Employer: United Services Automobile Association Tasks: Gathers, interprets, and manipulates structured and unstructured data to enable advanced analytical solutions for the business. Develops scalable, automated solutions using machine learning, simulation, and optimization to deliver business insights and business...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The General Manager/Site Leader  is responsible for ensuring consistent experience for employees and leaders across the USAA Plano campus . Cultivates robust communication between each of the GM/Site Leaders to broaden visibility and increase consistency in approach to geographical operations. Ensures facilities are...

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 Senior Benefits Consultant (Large Market) to join our growing team in Plano, TX!       The S enio r Benefits Consultant serves as a Co-Service Leader with a tenured VP, Senior Benefits Consultant, both reporting to the Department Lead for a portfolio of six large, complex self-funded (ASO) clients, representing 10k-20k total employees with an average of 7k+ enrolled medical lives, with expected portfolio growth projected to double within 4–5 years. This is a highly client-facing, service-oriented role that demands strategic consulting, operational excellence, and the ability to lead all aspects of H&W benefits programming, plan performance, and engagement.       Working in close partnership with a tenured VP, Sr Benefits Consultant, the Sr Benefits...

Client Manager, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine?  Are you a team player who is adept at collaborating across internal teams?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for client relationships. This role is directly accountable for client retention, satisfaction, and enhancing the client experience. You are A proactive client advocate focused on delivering an exceptional customer experience A relationship builder who partners effectively with clients, brokers, and internal teams A strategic thinker who uses data and insights to drive client retention, satisfaction, and growth A consultative problem-solver who aligns tailored benefit solutions to client needs A collaborative team player who thrives in...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Network Engineer to join our growing team in Plano, TX! The Network Engineer is responsible for the design, implementation, configuration, monitoring, support, and optimization of enterprise network infrastructure across both physical on-premise deployments and cloud environments. This role requires strong technical expertise in routing, switching, wireless networking, security, and network operations, with the ability to troubleshoot complex issues and support critical business infrastructure. The ideal candidate is a hands-on technical professional with experience managing modern network environments, supporting multi-site connectivity, and maintaining secure, high-performing network operations. How You Will Contribute:   Configure, deploy, monitor, and support enterprise network...

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. 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...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  This individual contributor position works under general direction, and within broad authority limits, to manage commercial claims with high complexity and exposure for a specific line of business. Responsibilities include the coordination of all claim resolution activities in accordance with company protocols, while achieving quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Manages highly complex investigations of claims, including coverage...

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity We are currently seeking a Product Management Director (individual contributor) to lead the development, enhancement, and optimization of brokerage products and digital investing experiences. This role will drive product strategy, roadmap execution, and cross-functional collaboration to deliver innovative solutions 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 Insurance Placement Specialist to join our growing team. The Property & Casualty Insurance Placement Specialists primary responsibility is the marketing of new or renewal accounts through negotiation with underwriters to obtain optimal coverage and pricing for our commercial insurance clients. How You Will Contribute Marketing policies for each account generating over $5,000 in revenue Data entry of information from the application onto the carrier portal Determine the appropriate insurance markets to be approached for assigned accounts Obtain and analyze quotations and declinations from various insurance companies Negotiate pricing and coverage terms with underwriters and wholesalers Identify coverage discrepancies/differences between carrier options...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  CNA seeks to offer a comprehensive and competitive benefits package to our employees that helps them — and their family members — achieve their physical, financial, emotional and social wellbeing goals. For a detailed look at CNA’s benefits, check out our Candidate Guide . JOB DESCRIPTION: When you join the National Accounts Property team, you are responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. You will be recognized as a technical expert in underwriting shared & layered property policies for the National Accounts team. Under general management direction, you will work within broad limits of...

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:...

Client Manager, Premier Do you have a passion for doing the right thing for customers and making their experience the best they could possibly imagine?  Are you a team player who is adept at collaborating across internal teams?  Is a culture where “People Count,” “We Do the Right Thing,” and “We Hold Ourselves to Very High Standards” important to you? If so, Guardian is seeking a Client Manager who will be the main contact for client relationships. This role is directly accountable for client retention, satisfaction, and enhancing the client experience. You will Assume overall responsibility for management of clients (100-1999 lives) with the objective of ensuring that client satisfaction, persistency, growth, and profitability goals are achieved. Build strong relationships with clients and brokers/consultants. Work closely with the respective sales team on account management strategies and positions. Strategically managing the lifecycle of a client to drive...

Primary Details Time Type: Full time Worker Type: Employee Title: Next Generation Associate Underwriter Accident & Health The Opportunity : The purpose of this role is to support Accident & Health (A&H) underwriters in preparing quotes, following up with producers, and reviewing plan changes and amendments. You’ll work closely under supervision to build a strong foundation in A&H underwriting principles and operations. As a participant in QBE's Next Generation Underwriting Program, you’ll gain real-world experience as an Associate Underwriter, sharpen your interpersonal skills, and engage in an accelerated training curriculum that prepares you for a long-term career in underwriting within a global and diverse environment. This is a year-long program based in Marblehead, Massachusetts, where you’ll receive immersive, hands-on training and shadowing opportunities with our expert A&H underwriting team. The goal is to equip you with the...