3 financial planner jobs found in Fresno, CA

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Account Coordinator, Xpress is responsible for ensuring the accuracy, timeliness, and execution of all policy documents, renewals, and day-to-day servicing requests for small commercial accounts, acting as the primary contact for any administrative tasks related to a client's policies. The Account Coordinator must remain knowledgeable of advances in the insurance business as well as keeping abreast of the types of insurance products available.    A GLIMPSE INTO YOUR DAY...

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: Markets, identifies, solicits, and arranges appropriate insurance coverage for clients by accessing markets. Responsibilities includes but not limited to underwriting new and renewal business, approving policy changes, developing staff, maintaining workload, and managing written business up to and including the time of binding according to company guidelines and established procedures. Serves as an...

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: Supports a team by identifying, soliciting, and arranging appropriate insurance coverage for clients by accessing binding authority and brokerage markets. Responsibilities include but not limited to underwriting new and renewal business, ensuring adherence to binding authority carrier guidelines, approving policy changes, maintaining workload, solving coverage issues, monitoring claims and managing...