45 financial planner jobs found in Chicago

About Us  We’re not like other insurance companies. From our specialty products to our business model, our culture to our results — we’re different. Different is who we are, and how we work, interact, deliver and succeed together. Creating a different and better insurance experience doesn’t just happen. It takes focus and a shared passion for going beyond the expected to forge relationships and deliver care that makes a difference. This approach rises from and is supported by our talented, ethical and smart team of employee owners united around a single purpose: to work alongside our customers and partners when they need us, in unexpected ways, with exceptional results. Apply today to make a difference with us.  RLI is a Glassdoor Best Places to Work company with a strong, successful background. For decades, our financial track record has been stellar — a testament to our culture and validation of our reputation as an excellent underwriting company....

Description Summary: The Asset Based Lending (ABL) Relationship Manager ensures loans are properly serviced, clients’ financial status is reviewed, and collateral is appropriately analyzed and verified. Duties & Responsibilities: Responsible for more complex deals. Evaluates all aspects of existing transactions of an assigned portfolio of clients to determine viability of the credit and makes the appropriate recommendations to senior management and credit committee. Credit monitoring includes independent analysis of financial data, collateral trends, industry knowledge, economic conditions in order to form an independent conclusion as to as entity’s financial condition and ascertain the key credit issues/mitigates and what risk exist in current loan structure. Handles a mix of primarily direct and agent deals with multiple bank participants which are larger highly complex deals. Develops a working...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: Doubtless Pet Insurance Partnerships – North America is seeking an Insurance Agent- Sales who will report to the Sales Supervisor. Agents are responsible for educating prospective customers on our pet insurance products, identifying customer needs, recommending appropriate coverage options,...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  Job Summary: Doubtless Pet Insurance Partnerships – North America is seeking an Insurance Agent- Sales who will report to the Sales Supervisor. Agents are responsible for educating prospective customers on our pet insurance products, identifying customer needs, recommending appropriate coverage options,...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary The Senior Brokerage Assistant plays a key role in supporting a growing Property and Construction brokerage team by managing the operational and administrative activities that drive exceptional client service and account management. This position is responsible for coordinating renewals, processing policy and binder documentation, assisting with quoting activities, supporting accounting functions, maintaining accurate records, and serving as a liaison between brokers, carriers, and clients. This is an excellent opportunity for a...

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry. Position Summary The Brokerage Assistant provides operational and administrative support to a dynamic Casualty brokerage team, helping ensure the accurate and timely processing of insurance transactions throughout the policy lifecycle. This role assists with policy administration, endorsements, quoting, binder issuance, account documentation, and account servicing activities while partnering closely with brokers, carrier partners, and internal teams. This is an excellent opportunity for a recent college graduate or early-career professional...

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency:  English (Required) Work Shift: 1st Shift (United States of America) Please review the following job description: Join our team! Successful and leading title insurance agency seeks a highly self-motivated, detail-oriented, and experienced Commercial Coordinator with a positive attitude to be a part of our team. This position is responsible for handling large volumes of files for NY & National Commercial transactions. Attention to detail, great communication skills (verbal & written) great organizational...

Assistant Vice President – Mass Tort and Complex Casualty Claims At AIG, we are reimagining the way we help customers to manage risk. Join us as a Mass Tort and Complex Casualty Assistant Vice President to play your part in that transformation. You’ll work with some of the best claims and underwriting minds in the industry addressing challenging claims and sophisticated coverage issues, and helping our businesses develop products to address the rapidly evolving risk environment. Grow your career at the forefront of Casualty insurance. In Complex Casualty Claims, we strive to live AIG’s corporate values: Take Ownership, Set the Standard, Win Together, Be an Ally, Do What’s Right. At AIG, we are committed to creating a culture that truly respects and celebrates each other’s talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through our flexible work arrangements, diversity and inclusion learning, cultural awareness activities and...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Director – TPA Oversight to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact As Complex Claims Director – TPA Oversight, you will analyze and process bodily injury and third-party property damage claims by investigating and gathering information to determine the exposure on the claim; ensure proactive claims handling aimed at the prompt...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  The Infrastructure Project Manager will manage infrastructure project delivery for Clarus' hosted technology environment, with a focus on planning, coordination, execution tracking, communication, and operational readiness across Azure, Microsoft 365, and related enterprise services.  This is a hands-on...

Job Description Team: Accounting Salary Range: $45,000 - $55,000 USD Location: Remote - Chicago area preferred but not necessary This role is aligned to our hub location. While we’re especially interested in candidates in or near this area, we welcome applications from other areas of the United States as well.   Opportunity for Impact Applied is where insurance technology gets reinvented, and we build it fast. Our cloud software and AI-powered solutions reach thousands of agencies and brokers worldwide, setting the pace for what modern insurance can do.   We’re looking for a Purchasing Coordinator  to join our Accounting Team and that will be responsible for supporting day-to-day purchasing activities, including processing purchase requests, maintaining accurate records, communicating with vendors and internal departments, and assisting with follow-up on purchasing-related matters. This position requires strong...

Established in 2021,   Independence Pet Holdings   is a corporate holding company that manages a diverse and broad portfolio of modern pet health brands and services, including insurance, pet education, lost recovery services, and more throughout North America.   We believe pet insurance is more than a financial product and build solutions to simplify the pet parenting journey and help improve the well-being of pets. As a leading authority in the pet category, we operate with a full stack of resources, capital, and services to support pet parents. Our multi-brand and omni-channel approach include our own insurance carrier, insurance brands and partner brands.  The Infrastructure Project Manager will manage infrastructure project delivery for Clarus' hosted technology environment, with a focus on planning, coordination, execution tracking, communication, and operational readiness across Azure, Microsoft 365, and related enterprise services.  This is a hands-on...

Company Details     From middle market to Fortune 500 companies, Berkley Custom’s team is committed to providing excellent service and a consistent approach to meet the needs of their brokers and their customers, bringing specific expertise in excess casualty as well as a variety of targeted primary and excess programs.   They seek to outperform competitors with focus and deep understanding of their client’s priorities and by developing creative risk solutions to meet their long-term needs. Their key differentiators include the following: EXCLUSIVE PARTNERSHIPS – Berkley Custom works exclusively the wholesale brokerage community as well as their program partners, and continually builds upon long established relationships with a passion for superior service for their appointed producers. INDUSTRY PROFESSIONALS  – Berkley Custom attracts and retains professionals with significant experience in their field, many with over 25 years in the...

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 | Dedicated Client | Jurisdiction: Midwest States | Licensing: MI preferred - Hybrid 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?    Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected organizations.   Be a part of a...

Job Description About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.  In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Acrisure is seeking a US Indirect Tax Manager to join our growing team in Chicago.  The role will be pivotal in the corporate tax function, primarily engaging in the Company’s domestic indirect tax compliance and process development. You will also...

AIG is reimagining the way we help customers manage risk. Join us as a Summer Intern in the Forensic Accounting department to play your part in that transformation with opportunities to learn and grow your skills and experience as a valued member of the team. About Us At AIG, helping organizations and people discover new potential is our purpose. As a global risk leader, we do this for our clients every day. Through our deep expertise in their industries and our innovative solutions that help them smartly manage risk, we enable their growth in ways they never thought possible. But we also do the same thing for our colleagues, because we know our people are our greatest strength – the source of every insight, every idea and every innovation. When we're working as one team to do what's right for our colleagues and our communities, we can achieve excellence together. We encourage colleagues to give back to the causes they care most about, supporting these efforts through our...

Position Summary The Office Manager is a highly visible, multifaceted role that combines proactive executive support, event planning, and workplace experience to help leaders and employees operate at their best. This role provides support to a number of designated leaders while helping support the workplace experience for approximately 130 employees across multiple MGUs sharing the Chicago office. Responsibilities include managing complex calendars, meetings, travel, communications, and expenses, as well as planning and executing a regular cadence of leadership meetings, employee events, and business gatherings. What differentiates this position from a traditional administrative role is its Workplace Experience lens. This individual looks beyond individual requests to connect leaders, employees, events, visitors, and office operations, creating a cohesive and professional experience across the businesses we support. Success requires someone who can anticipate needs, exercise...

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! This position will be responsible for the resolution of moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. The primary purpose of this job is to handle claims from coverage enquiry through legal liability assessment (where relevant) and quantum analysis, to timely and accurate resolution; ensuring mitigation of indemnity and expense exposure while communicating developments and outcomes as necessary to all...

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.  Individual contributor responsible for the overall strategic management and resolution of highly complex claims that involve personal and advertising injury exposures, including but not limited to intellectual property, class action, and commercial disparagement. Review coverage and formulate coverage position letters based on jurisdictional issues and relevant case law. 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...

Guardian's Group Benefits Client Management team is hiring a Client Manager Associate! The Client Manager Associate, Premier Market will assume overall responsibility for managing a client book of business in the 2-99 life space. They will be responsible for persistency, growth, and profitability of this book through relationship development with clients, brokers, and key Guardian internal partners. These partners include Underwriting, Sales Support, Service and Claims. This position will also directly work with Sales Representatives to uncover opportunities to add additional lines of coverage to existing business. This position requires the individual to be an ambassador to the business and always use best practices. The Client Manager Associate is directly and/or indirectly accountable for activities associated with renewing plans (plan retention) and adding new lines of coverage (“add issue”) including, but not limited to, generating plan options and quotes for additional...