15 financial planner jobs found in San Antonio

Position Summary: The Account Coordinator provides administrative support to internal account managers and maintains a professional relationship with our external clients. Supervisory Responsibilities: None Essential Tasks: • Conducts data entry into Excel spreadsheets, internal agency management system, carrier websites, House Bill requests • Assists in marketing of accounts as directed by account managers • Assists with the preparation of reports, proposals and other presentation materials • Audits billing statements for accuracy on behalf of clients • Generates open enrollment materials such as enrollment guides, election forms, personalized confirmation sheets, enrollment/change forms, etc • Assists in processing necessary paperwork for submission to carrier –implementation • Attend local enrollment/client meetings as needed • Delivers outstanding customer service • Maintains agency files accurately and consistently • Attends and completes any training sessions or...

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 Member Demand Generation Marketing is fundamental to deepening member relationships with USAA. This role will significantly enhance our analytical expertise in Member Demand Generation Marketing, enabling data-driven optimizations that accelerate business performance across the entire member lifecycle. The ideal candidate...

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 As a dedicated Intermediate Level Decision Science Analyst - Member Value, you will join our Member Value and will be instrumental in transforming member service experiences through in-depth, end-to-end analytics. You will uncover critical insights to drive higher member satisfaction and value, refine service strategies, and...

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 As a dedicated Decision Science Analyst Senior - Member Value, you will contribute to transforming member service experiences by supporting end-to-end analytics. You'll help uncover valuable insights that improve member satisfaction and support our service strategies. You'll work closely with experienced team members, learn to...

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 As a dedicated  Mid Level Decision Science Analyst - Member Value , you will join our Member Value and will be instrumental in transforming member service experiences through in-depth, end-to-end analytics. You will uncover critical insights to drive higher member satisfaction and value, refine service strategies, and optimize...

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 building a team of highly motivated Assistant General Counsels to join our Insurance Counsel legal team and support our 50-state coverage model. Strong preference will be given to candidates who have a significant, demonstrable track record of directly handling pre-litigation insurance coverage matters, including...

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 As a dedicated Accounts Payable and Receivable Assistant , you will perform financial and accounting processes and maintain required documentation within established guidelines and frameworks. You will provide support through one or more of the following functions: account reconciliations, invoice and payment processing,...

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 This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60 mile radius of a USAA office will be expected to work on-site 4 days per week. The Climate Risk and Exposure Analytics team is situated in the Actuarial group within USAA’s P&C business. The...

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 Employer:  United Services Automobile Association   Tasks: Leverages expert business/analytical knowledge to participate or lead discussions with cross functional teams to understand and collaborate highly complex business objectives and influence solution strategies. The business problems analyzed are typically...

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 Workers Compensation Examiner | Jurisdiction: TX | Public Entity experience preferred 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...

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 Join our USAA Signal Fellowship Program and play a key role in driving critical business initiatives while gaining hands-on experience across the entire data lifecycle, from data governance to data analysis. This program offers a unique opportunity for military affiliates to launch a rewarding career in a data-driven role...

Role Overview The Senior Operations Coordinator plays a vital role in ensuring the organization runs efficiently and effectively. This individual helps assist in day-to-day operational processes, helps implement data-driven improvements that support organizational growth and excellence. The ideal candidate is highly organized, proactive, and detail-oriented — someone who anticipates needs and thrives in a dynamic, fast-paced environment. What the Senior Operations Coordinator Handles What This Allows the Organization to Achieve Day-to-day operational processes & workflows Leadership can focus on strategy and growth Vendor management, procurement & contracts Cost-effective, compliant purchasing practices Financial admin: deposits, payments & invoicing Accurate, timely financial operations Facilities, access cards & office administration A well-run, secure, and productive workplace Key Responsibilities Helping oversee and improve day-to-day...

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 VP, Risk Management - Property & Casualty (P&C) will report directly to the SVP, Chief Risk Officer - P&C and will be responsible for recognizing and reporting strategic and aggregate risks across the P&C business while advancing the Risk Management function for aggregation, quantification, and...

Higginbotham , a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Senior Commercial Lines Account Manager in our San Antonio, TX office. Position Summary:  Provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts. Essential Tasks: Collectively or independently plans, designs and implements appropriate insurance programs for clients that coincide with agency guidelines Maintains knowledge of new developments or changes with various carriers and new Federal/State laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures: documents electronic filing accordingly Provides technical support to Producers (coverage-wise, with proposal, suspense items,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Texas Security General Insurance Agency a company of Bridge Specialty Group is seeking a New Business Underwriter to join our growing team in San Antonio, TX!     Under the direct supervision of the Operations Manager and the Office Leader, the New Business Underwriter quotes new and renewal business in a timely , efficient, friendly and accurate manner to include timely turnaround time on all new and renewal business all the while being responsible for growing revenues.  This position interacts with company and retail agent personnel in a diplomatic and knowledgeable manner to establish positive relationships, increase revenues and retain policies upon expiration.  Also, performs related work as requested by Management.  This person, in concert with other new/renewal...