38 relationship manager 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. The Opportunity We are seeking a dedicated Senior IT Manager in Advice Technology who will be working with USAA's Member Value organization to provide timely advice to our membership. The position plays an essential role in ensuring the execution of the business roadmap for Advice platforms.   The candidate selected for this position will partner with other technology leaders, and lead engineers and scrum masters to move our work through the funnel from planning to implementation.  This role will work actively to ensure adherence...

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...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home. As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the...

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...

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...

Tokio Marine HCC – Surety Group, a member of the Tokio Marine Group of Companies, has an opportunity for Regional Marketing Representative at our Plano, TX branch office. Job Summary Under supervision, identifies, develops, and maintains strategic relationships with current and potential producers of profitable business within assigned marketing region.   Key Responsibilities Relying on limited experience and knowledge, this role is responsible for accomplishing the following assignments. These assignments are varied in nature. • Responsible for new business through outside sales and marketing to brokers and agents within assigned territory. • Foster additional business opportunities through writing of correspondence and attending trade shows. • Conduct sales calls to cultivate and maintain long-term client relationships. • Manage and increase existing blocks of business. Develop a strong relationship with brokers and agents through on-site visits and resolving...

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 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 for complex...

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 a 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 the flexibility of remote work for focused tasks and projects.     This role has a hybrid work schedule (2 days onsite) and we are considering candidates based in Portsmouth, NH, Boston, MA, Plano, TX, Indianapolis, IN.   You must be authorized to work in the United States without...

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.  Officer-level role responsible for leading a Liability Claims operation. This position contributes to the development of strategic objectives for General Liability, aligned with the company’s broader priorities. Ensures consistent execution of claims-handling practices and leads ongoing operational initiatives and continuous improvement efforts. Accountable for overall quality, customer service delivery, and productivity for the line of business. Partners with internal and external stakeholders and may have regional or national scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Leads the...

Do you want to join a high performing Sales team? If yes, come join the Group Benefits Sales organization through our Early Career Program. Guardian is seeking a Sales Trainee, who will participate in the Group Sales Early Career Development Program, which includes structured training and mentorship to become a Sales Representative in Group Benefits. The program provides: Selling skills training Mentorship from top performers Product training Travel to in-person learning events Networking with Guardian Leadership and other internal business partners The opportunity to gain experience, learn and advance your career Throughout the program, this individual will effectively learn Guardian’s business, culture, product and service offerings, and processes. The Sales Trainee will be trained to become a Sales Representative, which is responsible for selling employee benefit products and services to corporations.  You will accomplish this by developing a network of...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a Director of  Reserving to join its Actuarial team!  This individual will oversee the quarterly analysis of loss and loss adjustment expense reserves and provide data to the Finance Department for external financial reporting.  This individual will also conduct research into key drivers affecting loss reserves, including emerging types of claims, claim frequency and severity trends, and loss development patterns and diagnostics.  The position requires clear and engaging communication of information to Senior Leadership with effective data visuals on a frequent basis.    Reports directly  to Chief Actuary.      ESSENTIAL RESPONSIBILITIES AND PRINCIPAL ACCOUNTABILITIES Manages and directs the work of the reserving team (e.g., Actuaries, Analysts), including keeping everyone on task to complete recurring assignments within tight timeframes....

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...

Do you want to be part of a collaborative Benefits Technology team? Are you an innovator who is excited by the changing insurance landscape as a result of technology advancement? 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 Technology Practice Leader to provide technical and functional benefits technology expertise to support our distribution team and enable the sale of digital as a product. You are: An experienced and responsive leader who thrives in partnering with sales and broker teams with a solution owner mindset developing strategies to increase the adoption of our external digital integrations and promoting the value of our deep partnerships while delivering value and consistency. You will: Provide in depth technical and operational expertise of benefits technology platforms. Advise, guide, and support Guardian’s Group Sales Representatives &...

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...

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 VP, SR Benefits Consultant to join our growing team in Plano, TX ! The VP, SR Benefits Consultant is responsible for employee benefits and account management responsibilities. This includes day-to-day client contact and assistance with daily service functions. Utilizes technical expertise to retain present clients. Administers marketing and renewal functions. Assists Team Lead in servicing the financial consulting needs of the employee benefit clients. Evaluates financial and utilization metrics for clients including but not limited to monthly financial reports, utilization metrics and benchmarks as well as assist with other ad hoc reports and analysis. How You Will Contribute: All responsibilities that fall within the Account Manager & Financial Analyst career tracks. Development...

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...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, we are seeking a highly skilled DevOps Engineer 2 – Networker to join our Infrastructure team. This role serves as a critical link between traditional on-premises networking and modern cloud-native architecture. The ideal candidate is a NetDevOps advocate who prioritizes "Infrastructure as Code" (IaC) and is passionate about transitioning legacy processes into scalable, automated Azure environments Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.   ESSENTIAL RESPONSIBILITIES Azure Network Architecture: Lead the design and management of sophisticated Azure network topologies, including VNETs, Azure Virtual WAN, and Virtual Hubs (vHubs). Infrastructure as Code (IaC): Develop, version, and maintain Terraform modules to provision corporate network resources, ensuring rigorous consistency across development,...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a Senior Database Administrator to design, manage, and optimize SQL Server databases with a strong emphasis on Microsoft Azure cloud solutions. This individual ensures the performance, scalability, security, and governance of database systems critical to business operations, leading Azure-based database initiatives, enforcing data security and governance policies, safeguarding sensitive data, and ensuring compliance with organizational and regulatory standards while mentoring team members and aligning solutions with business objectives.   KEY RESPONSIBILITIES Designs, deploys, and manages Microsoft SQL Server databases on-premises and in Azure (e.g., Azure SQL Database, Azure SQL Managed Instance) with secure and governed architectures. Optimizes SQL Server performance through query tuning, index management, and resource optimization while adhering to data governance and...

When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their individual Plans. And that’s just the beginning…   With...

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 - Liability | Bodily Injury and Litigation | Licensing: TX/FL preferred | Jurisdiction: Multi State (Hybrid - TX or WI) 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...