11 client executive jobs found in Plano, TX

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 Are you a strategic, client-focused financial professional driven by a passion for empowering individuals to achieve their long-term financial aspirations? We are seeking a dynamic Retirement Income Advisor to play a pivotal role in guiding our clients toward lasting financial security and prosperity. If you excel 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 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. 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...

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...

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...

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...

Description If you’re looking for a claims role where you can make a real impact—not just manage a desk—this is it. Our Construction Liability team handles moderate to high-exposure claims for some of the largest owner/developers, general contractors, and subcontractors across the country. From NY Labor Law and OCIP/CCIP programs to road construction losses, underground utility strikes, and major liability exposures tied to active job sites across the Country, the work is challenging, fast-moving, and meaningful. The Senior Claims Specialist works within a Claims Team navigating some of the most challenging construction claims in the industry. You will work in a team of claims professionals who may work in office or remote depending on their location. You will partner with a strong leadership team that values accountability, collaboration, and growth. If you enjoy working along top talent, making tough decisions, and being part of a team that takes pride 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...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies has an immediate for a Director of Pricing to join its Actuarial team! This individual is responsible for integrating industry and company performance data to develop and implement pricing strategies across various regions, markets, and products within our Workers Compensation business. Additionally, this position will provide essential technical support to guide the effective use of the company’s pricing models and analytical tools.  Works closely and communicates effectively with internal and external clients, data analytics team, actuaries, underwriting, marketing, and other departmental teams to turn data into critical information and knowledge that can be used to make sound organizational decisions. Ability to present findings back to the business by exposing assumptions and validations in a way that can be easily understood by business counterparts is essential.     ESSENTIAL RESPONSIBILITIES AND...

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 Benefits Specialist to join our growing team in Plano, TX ! The Benefits Specialist supports consultants and client teams by coordinating day‑to‑day service needs, managing data, and ensuring accurate and timely delivery of client work. This role collaborates closely with internal partners and external vendors on benefit plan updates, reporting requests, escalated issues, and implementation activities. The specialist reviews plan utilization, interprets performance trends, and assists in developing renewal and plan design recommendations. This position plays a key role in preparing client materials, managing project timelines, and ensuring smooth operational execution—always with a focus on accuracy, client satisfaction, and service excellence. How You Will Contribute: Client &...

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...