25 tax senior 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. Brown & Brown is seeking a Financial Consultant to join our growing team in Plano, TX! The Financial Consultant leads and oversees the servicing of financial consulting needs for employee benefit clients. Utilizes technical expertise to retain clients by providing financial expertise.  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. Develop reporting requirements and any customizations in those reports. Support Benefit Consultants in preparing requests for meetings including coverages & contracts....

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! This position will be an acknowledged technical expert in Markel Claims, responsible for resolving claims posing the highest exposure to the company. The position will have significant autonomy. The position will act as a leader and resource to other examiners and managers in the Casualty Claims division and will provide legal and claims support to the Casualty underwriting business partners. Job Responsibilities Manage a full case load of the most complex/high exposure claims within Casualty Claims...

Description The USRM Data and Analytic Engineering (DAE) organization is seeking dynamic and forward-thinking Data Engineering People Leader to help shape the future of Personal Markets through the Frontier Program a bold, multi-year transformation initiative focused on radically simplifying and accelerating how we go to market. As part of this high-impact program, you’ll lead Data Engineering efforts that power data insights and decision making across our Product, Pricing, Modeling and Distribution organizations. You’ll collaborate with cross-functional squads, tech leads, and architects to deliver scalable solutions that support our DAE roadmap and the Unified Insurance Platform (UIP), enabling smarter decisions, faster execution, and seamless customer experiences. If you're energized by complexity, passionate about data, and ready to lead in a space where engineering meets strategy, this is your opportunity to make a lasting impact.   **This is a...

Description Role Overview This position plays a pivotal role in driving the development and deployment of the end-to-end Unified Insurance Platform (UIP) leveraging Guidewire PolicyCenter. It is a highly impactful and visible opportunity to inspire teams and shape the future of insurance technology within the organization. Technical Oversight and Engineering Solutions The role is responsible for providing technical direction and engineering solutions for the most complex and strategic system and application development initiatives. This involves implementing technological advancements that align with business objectives and long-term strategies, developing thorough and integrated system, technical, and product recommendations. Design Reviews and Architecture Standards The incumbent oversees design reviews and frameworks for multiple product teams and substantial portfolios. By collaborating closely with Solution Architects and Tech Enablement, this...

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 moderate direction, and within defined authority limits, to manage commercial claims with moderate to high complexity and exposure for a specific line of business. Responsibilities include investigating and resolving claims according to company protocols, quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). This position enjoys a flexible, hybrid work schedule and is available in Plano TX, Brea CA, Downers Grove IL or Portland OR CNA office. JOB DESCRIPTION: Essential Duties & Responsibilities: Performs a combination of duties in...

Description   We deliver our customers peace of mind every day by helping them protect what they value most. Our passion for placing the customer at the center of everything we do is driving transformational shift at Liberty Mutual. Operating as a tech startup within a Fortune 100 company, we are leading a digital disruption that will redefine how people experience insurance. At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying flexibility of remote work for focused tasks and projects.   Job Introduction:  Do you have the skills and drive to join a tech team that’s working to digitally transform a trillion-dollar industry? From test-driving the latest technologies to creating intuitive consumer apps, Liberty Mutual is...

Description Job Summary   Major Accounts Property Underwriting is growing our Large Property team and looking for an experienced Executive Property Underwriter to own new and renewal business across the Central Region (15 states, Minnesota to Texas). This is a production-focused role underwriting large property accounts (single-carrier and quota-share) with total insured values (TIV) of $300M+. You’ll operate with meaningful underwriting authority, apply data-driven judgment, and partner with senior brokers and internal teams to write profitable, technically sound business.   Typical starting salary is $128,501-$208,000   What you’ll do:   Manage a targeted portfolio of brokers, agents, and clients across the Central Region Underwrite and bind large property accounts (TIV $300M+) single-carrier and quota-share Analyze exposures, set pricing, and make acceptance decisions within underwriting authority Communicate complex coverage and...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Non-Subscriber Claims Examiner - General Liability | Jurisdiction Texas | Hybrid - Must reside in Texas Are you looking for an opportunity to join a global industry leader where you can bring your big ideas to help solve problems for some of the world’s best brands?  Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.  Deliver innovative customer-facing solutions to clients who represent virtually every...

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...

Description Liberty Mutual has an immediate opening seeking an experienced claims professional to join our Shared Economy Bodily Injury team.  The Senior Technical Claims Specialist Commercial Sharing Economy determines coverage, investigates complex and highly complex Commercial Casualty claims, determines liability, sets and adjusts reserves, evaluates the claim, negotiates a settlement, authorizes and resolves the claim. In this role, you will demonstrate a high level of expertise and sound judgment in complex matters; may as a subject matter expert.   Responsibilities As the claim’s owner, determines coverage, investigates the claims, determines liability, sets and adjusts reserves, evaluates the claim, negotiates a settlement, authorizes and pays the claim; may deny claims. Reviews lawsuit documentation and supporting documents, claims file, investigation, etc. Establish actions to be taken to resolve lawsuit. Includes determining loss coverage,...

Description At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying the flexibility of remote work for focused tasks and projects.   Are you looking for an opportunity to join a claims team with a fast-growing company that has consistently outpaced the industry in year-over-year growth? Liberty Mutual has an excellent claims opportunity available. As a Commercial Insurance Claims Representative , you will review, and process simple and straightforward Commercial claims within assigned authority limits consistent with policy and legal requirements. In addition to a wide range of benefits, as a direct employee, your insurance education and training are paid by Liberty Mutual.   You will be required to go into the...

Description We are seeking a detail-oriented and proactive professional to join our team as Senior Restoration Property Specialist!   The daily responsibilities of this role could be fulfilled remotely and the candidate does not need to be in an office, but we prefer the candidate to be near in any of the hubs from the listed locations in the job. In this role, you will independently manage, investigate, and coordinate various EMS activities, ensuring effective handling of a high volume of vendor assignments and policyholder interactions. You will be responsible for complex damage estimation, vendor invoice review, and payment processing, all while delivering exceptional customer service. This position requires a solid background in insurance claims and water mitigation, along with strong communication, organizational, and negotiation skills.   Responsibilities: Responds to inbound calls from water mitigation vendors and makes outbound...

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 Marketing Executive to join our growing team!     Reporting to the Marketing Team Leader, the Property Casualty Marketing Executive will play a critical role in executing marketing strategies, maintaining strong relationships with key carrier partners, and guiding the marketing team to achieve our objectives. You will collaborate closely with the Risk Management Leader to drive success and enhance our marketing processes.    How You Will Contribute:   Lead all marketing efforts for middle and large accounts with revenue exceeding $15K. Manage the end-to-end marketing process for new and renewal business, ensuring alignment with company objectives.  Schedule and lead appointments with key carrier partners, maintaining and strengthening these crucial relationships. Respond...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The position encompasses IT and Cyber underwriting. The focus of the position includes reviewing, analyzing, accepting, and declining risks to ensure profitability for Markel. The incumbent will communicate with underwriting management and national IT and Cyber product line leaders on individual accounts, current and proposed producers, and make recommendations concerning operations, systems and procedures when appropriate. The Senior Underwriter will review exposures, terms, conditions and pricing while...

Description As an Executive Underwriter/Senior Underwriter - Excess Casualty Major Accounts Construction and Energy, you will be part of a dynamic team of underwriters responsible for the profitable growth and retention of our Construction and Energy Major Umbrella and Excess book of business. We are looking for a production underwriting champion that will partner with Agents and Brokers and be responsible for developing, growing, and maintaining a complex and profitable, book of accounts. Depending on experience, we will consider this role at the Senior Underwriter or Executive Underwriter level. You will be responsible to market, manage, underwrite, and appropriately evaluate acceptable risks within delegated authority levels to maximize profitability and meet business plans.  If this sounds like you and you are ready to join a dynamic organization, please read on!   This would be considered a Hybrid role in the posted territories.   Responsibilities...

Description At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying the flexibility of remote work for focused tasks and projects.   Are you looking for an opportunity to join a claims team with a fast-growing company that has consistently outpaced the industry in year-over-year growth? Liberty Mutual has an excellent claims opportunity available. As a Commercial Insurance Claims Representative, you will review, and process simple and straightforward Commercial claims within assigned authority limits consistent with policy and legal requirements. In addition to a wide range of benefits, as a direct employee, your insurance education and training are paid by Liberty Mutual.   You will be required to go into...

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. The Opportunity USAA is seeking a talented Director, Retirement Income to lead multiple teams of Health, Life or Retirement Income Specialists, Sales/Solutions Consultants, and/or Business Process Owners who are responsible for providing appropriate solutions to our members to facilitate their financial security. Responsible for driving and delivering on product, member, and financial goals for Life Co. Leads and develops managers to improve performance and reduce variability amongst sales staff. Analyzes existing workflow and...

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.  Start the next chapter of your career as a Complex Claims Consultant in Healthcare for CNA Insurance. CNA is a market leader in insuring healthcare providers and facilities, including dentists, physicians, nurses, nurse practitioners, physical therapists, counselors, pharmacists, massage therapists and more than 100 other categories of medical service providers, along with the facilities and practices in which they work. This role will support the Healthcare business and interact with these key customers. You will be responsible for the overall investigation, management and resolution of Healthcare professional liability claims in multiple states. You will be recognized as a technical...

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 moderate direction, and within defined authority limits, to manage commercial claims with moderate to high complexity and exposure for a specific line of business. Responsibilities include investigating and resolving claims according to company protocols, quality and customer service standards. Position requires regular communication with customers and insureds and may be dedicated to specific account(s). This position enjoys a flexible, hybrid work schedule and is available in any location near a CNA office. JOB DESCRIPTION: Performs a combination of duties in accordance with departmental guidelines: Manages an inventory of...

Description At Liberty, you'll thrive in a hybrid setting that fosters in-person collaboration, innovation and growth. This approach optimizes both remote and in-person interactions, enabling you to connect and ideate with your team and deepen valuable relationships across the company, while still enjoying the flexibility of remote work for focused tasks and projects.   Are you looking for an opportunity to join a claims team with a fast-growing company that has consistently outpaced the industry in year-over-year growth? Liberty Mutual has an excellent claims opportunity available. As a Commercial Insurance Claims Representative, you will review, and process simple and straightforward Commercial claims within assigned authority limits consistent with policy and legal requirements. In addition to a wide range of benefits, as a direct employee, your insurance education and training are paid by Liberty Mutual.   You will be required to go into...