13 personal banker jobs found in Plano

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...

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...

Description We are seeking an experienced Middle Market Senior Underwriter to underwrite commercial property & casualty risks in the middle market segment. As an individual contributor, you will make analytical, data-driven underwriting decisions within delegated authority, with limited guidance from leadership. You will evaluate and price moderately complex to complex accounts, manage broker and client relationships, and help shape product and portfolio strategy for your book of business. To be considered for this role, candidates must reside within the specified geographic location. This position requires regular in-person visits with local brokers and agents, so remote hires outside the designated territory cannot be accommodated. Key Responsibilities Underwrite middle market commercial accounts within assigned authority by assessing submissions, reviewing coverage terms, exposures, loss history, financials, and supporting information to...

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...

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 Lead Development Product Owner – AI Product Solutions selected for this position will join AI enablement teams in USAA’s Technology organization.  The candidate will have an opportunity to support a value chain of AI delivery that runs from pilots through production.  The candidate selected for this position will be...

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 candidate selected for the Senior Development Product Owner - AI Product Solutions position will join AI enablement teams in USAA’s Technology organization.  The candidate will have an opportunity to support a value chain of AI delivery that runs from pilots through production.  The candidate selected for this position...

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  Receptionist / First Impressions Ambassador  to join our growing team in Plano, TX!            Bridge Specialty Group is seeking a friendly, organized, and professional Receptionist to join our Plano office. This role serves as the first point of contact for visitors, clients, carriers, and teammates while providing administrative support to ensure the office operates efficiently. The ideal candidate enjoys helping others, thrives in a fast-paced environment, and takes pride in creating a welcoming and professional experience for everyone they interact with.     How You Will Contribute:      Greet and assist visitors, clients, and vendors in a professional and welcoming manner.   Answer, screen, and direct incoming phone calls.   Manage incoming and outgoing mail,...

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  Receptionist / First Impressions Ambassador  to join our growing team in Plano, TX!            Bridge Specialty Group is seeking a friendly, organized, and professional Receptionist to join our Plano office. This role serves as the first point of contact for visitors, clients, carriers, and teammates while providing administrative support to ensure the office operates efficiently. The ideal candidate enjoys helping others, thrives in a fast-paced environment, and takes pride in creating a welcoming and professional experience for everyone they interact with.     How You Will Contribute:      Greet and assist visitors, clients, and vendors in a professional and welcoming manner.   Answer, screen, and direct incoming phone calls.   Manage incoming and outgoing mail,...

Description Our Lare Construction casualty team is seeking an experienced Underwriter to join a high-performing group focused on large accounts, complex wrap-ups, and joint venture projects nationwide. This role will be responsible for growing and developing the Central region while maintaining a profitable book of business through sound underwriting decisions, strong customer and broker partnerships, and effective use of underwriting tools, systems, and specialized resources. The successful candidate will also mentor and guide less experienced underwriters within their area of expertise, providing regular coaching and feedback to support employee development. In addition, this role will participate in strategic projects that advance the goals of the department and the company.   Risk Selection and Underwriting: Evaluate, price, and underwrite complex construction risks by assessing account eligibility, exposures, coverage needs, program structure,...

Overview Good Things Start Here.   Good things are happening at Berkshire Hathaway GUARD Insurance Companies—an A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities to grow, GUARD is a place where people build meaningful, long‑term careers.   Good Things You Can Count On. Hybrid schedule: 2 days remote / 3 in‑office Predictable hours (no nights, weekends, or holidays) Competitive pay + generous PTO Medical, dental & vision starting day one 401(k), tuition reimbursement & longevity bonuses Responsibilities What You’ll Do Evaluate, select, and price commercial lines business while supporting the performance and profitability of the portfolio.   Work closely with distribution partners and agency relationships, applying underwriting judgment and market awareness to support...

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  Web Application Architect  to join our growing team in Plano, TX.       We are seeking a talented and experienced Web Application Architect to join the Bridge Specialty Group IT organization. Reporting to the Head of IT Architecture, this role will lead the architecture, modernization, and governance of highly interactive, transactional web applications used by customers, brokers, underwriters, operational teams, and business partners.    The Web Application Architect will define modern front-end and full-stack application patterns, guide UI/UX design and implementation, and shape secure integrations between web experiences, enterprise backend services, and third-party applications. This role will work closely with Product Owners, UX/UI Designers,...

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...