17 customer experience banker jobs found in Plano

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Sign-On Bonus Opportunity of up to $1,000* Pay Range: $12 - $18 / hour  Our Perks: Unlimited/Uncapped commission Lucrative incentive sales plans, bonuses and sales contests No Cold Calling- We have a high volume of inbound sales leads and walk in traffic Comprehensive paid training and licensing with continuous on-going training and mentorship Recognition culture Comprehensive Benefits package including medical, dental, vision and life insurance Retirement Plan: A 401K plan with a percentage of company-matched contributions Fitness: Discount gym membership to over 12,200 fitness centers and 9,300 on-demand workout videos including a $15 a month reimbursement. Employee Assistance Program: Confidential assistance to you or anyone in your household who is experiencing personal or professional problems — at no cost Mental Health Benefit: 12 therapy sessions and 13 additional psychiatric sessions. Extra Perks: Access to disability, hospital...

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.   The Workers Compensation Claims Specialist works within a Claims Team under direct supervision, develops the knowledge and skills needed to conduct thorough investigations, make decisions about liability / compensability, evaluate losses, negotiate settlements and manage an inventory of commercial property/casualty and disability claims by participating in a comprehensive training program, one-on-one mentoring, and on-the-job training. Assists in providing service to policyholders/customers on mid-sized and/or large commercial accounts.   We are open to filling this position as an...

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...

Are you a highly organized professional who enjoys supporting sales teams and ensuring operational excellence? Do you thrive in a collaborative environment where attention to detail, customer service, and process accuracy are critical to success? Guardian is seeking a Sales Support Associate II to provide operational and administrative support for a regional sales team, ensuring the timely execution of sales-related activities, maintenance of critical business records, and delivery of exceptional service to internal and external partners. In this role, you will help drive efficiency and accuracy across sales operations while serving as a key partner to Regional Group Office (RGO) staff. You Are A detail-oriented and customer-focused professional who excels in a fast-paced environment. You are comfortable managing multiple priorities, coordinating activities across teams, maintaining accurate records, and communicating with both internal stakeholders and external...

The Client Management, Market Leader (West), will be responsible for driving profitable growth, achieving persistency goals, and managing renewal targets within Guardian’s Select Markets. This role will report to the Head of Client Management within a particular region. You will: Lead and develop a team of Client Manager Associates in an assigned region. This includes oversight of daily activities, monitoring and management of business and transaction volumes to increase persistency/retention/profit. Drive consistent, efficient, and effective process and workflow activities within assigned region while maintaining a customer experience environment that directly supports driving increased revenue through great customer experience, re-enrollment, add-issues, and retention.  Partner and work in conjunction with Regional Sales and Service Leadership. Ensure effective performance management.  Engage the team by providing business updates and organization’s objectives,...

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 primary purpose of this position is to act as a resource and serve as an integral member of the underwriting team able to overcome obstacles in the workload and meet timelines by fulfilling basic underwriting support responsibilities. This position will handle day-to- day client servicing including managing workflow and reinforcing the ease of doing business with Markel by meeting or exceeding agents/brokers expectations and providing quality service on a consistent basis. Job Responsibilities...

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 Claims Examiner - Workers Compensation | Jurisdiction: TX, OK, LA | Licensing: Home state required | Capped Caseload 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?    Be a part of a rapidly growing, industry-leading global company known for its excellence and customer service.   ​  ARE YOU AN IDEAL CANDIDATE?  We are looking for driven individuals...

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....

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...

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! 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 Energy & Power...

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...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a The Solutions (Application) Architect 2 to drive the definition, design and implementation of technology reference implementations, shared components and/or core application frameworks; with primary focus on web and cloud based application services using the Microsoft technology stack, various third party services and proprietary builds. This role will link the business mission, strategy, and processes of an organization to its IT strategy, and documents this using multiple architectural models or views that show how the current and future needs of an organization will be met in an efficient, sustainable, agile and adaptable manner. Ensures that all systems are working at optimal levels and offers support to application development regarding new technologies and system requirements. Must be legally authorized to work in the United States, without requiring, now or in the future,...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for an IT Business Systems Analyst 2 to serve as a bridge between IT and business units, analyzing business needs and translating them into actionable technical solutions. This role involves managing and enhancing various business systems to support efficient processes, improve productivity, and align IT solutions with organizational goals. This resource will become a systems experts, offering the advantage of efficiency gain and optimization through advisement on functional and non-functional testing and support for workflow and requirements with end users. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. ESSENTIAL RESPONSIBILITIES   BUSINESS REQUIREMENTS GATHERING Work closely with technical product owners, IT resources, and stakeholders across departments to understand business...