7 financial planner jobs found in Alpharetta, GA

Associate Underwriter - UOTRAN We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              We’re in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They’re at the heart of everything we do. And by joining us, you’ll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value self-starters and all ideas are...

Overview In a support role to the team the Multi-Line Underwriting Assistant responsibilities include the following, but are not limited to: Responsibilities New Business support, such as, pre-bind risk analysis within prescribed authority, reconciliation of binds to ensure all issued. Renewal support including pre-underwriting review, quoting, system updates, data collection and any other non-core underwriting type duties as directed. Broker of record handling Endorsement review and pre-screening as directed Cancellation and reinstatement handling as directed. Recommendation review and handling. Special projects as needed Maintains ownership of tasks assigned and provide acceptable service standards when processing and assigning tasks. Provide agency support to assigned agents by answering general questions, providing endorsement status, cancellation status, billing inquires, etc. or directs to correct...

Location: Alpharetta, GA Work Model: Hybrid Position type: Full time - salary We’re a team of employees passionate about delivering best-in-class customer service and innovation in the industry. We prioritize integrity, relationships, and excellence in all aspects of our work. Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do! As a Middle Market Underwriter, you’ll help Central fulfill its promise to its customers by effectively managing your assigned territory, building strong relationships with agents, writing a profitable book of business, and providing top-notch service. Key Responsibilities of the Role Manage and underwrite assigned book of middle market business to achieve profitability and meet financial objectives Select profitable new business through analysis of the risks presented, coverage requested, and losses incurred Classify and...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an Assistant Vice President  in our E&S Property team. Our E&S Property team considers all types of commercial occupancies for catastrophe protection based on individual risk characteristics. We entertain single location risks as well as large schedules of locations and consider risks throughout the US including those located in both catastrophe prone and non-catastrophe prone areas. Location: This position will be based out of our Alpharetta, GA or Ch i cago, IL offices. We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Effectively drive acceptable submission activity and quickly determine acceptability of risk in accordance with Sompo guidelines and standards. Able to quickly...

Experienced Technical Assistant/Jr. Underwriting Assistant supporting Westfield Specialty Insurance's growing E&S Casualty Team. Review and analyze incoming transactions and related information for completeness accuracy and quality. Excess Casualty new business submissions, renewal submissions and endorsements processing including rating, policy construction and assembly in a timely and accurate manner. Regularly reviews and adheres to department processing guidelines and procedures to ensure accuracy including recommended changes/enhancements. Manage underwriting relationships with timely responses relative to service inquiries. Maintain all correspondence activity with internal and external customers including daily diaries on pending transactions. Compliance with state rules and regulations relative to cancellations and reinstatements. Gathering and analyze underwriting information including experience reports, final audits,...

Job Responsibilities Reviews individual accounts for exposure identification and acceptability of risk in accordance with company guidelines and standards. Sets up new business, renewal business applications for quoting, coordinates timely quote turnaround and reviews quote for accuracy. Supports renewals by ordering and analyzing reports, gathering information, and providing a checklist of what the underwriter needs to address at renewal. Coordinates renewal file information with the appropriate renewal underwriters and examiners. Verifies and validates data accuracy on submitted applications and documents, such as applicant information, policy information, and financial documents, to ensure that all required data is complete and accurate. Collaborates with the underwriting team to develop risk assessment strategies and protocols, which may include conducting market research, analyzing historical data, and identifying emerging risks. Prepares reports and presentations on...