3 wealth planner jobs found in Irvine

Overview The Senior Claims Examiner I, CA is responsible for prompt efficient review and disposition of insurance claims through effective research, evaluation, investigation, negotiation and interaction with insureds or claimants. Maintains a solid understanding of AmTrust’s mission, vision, and values. Upholds the standards of the AmTrust and Claims organization. Responsibilities Investigates the claim or coverage by making timely and appropriate contact with involved or interested parties including but not limited to the insured or employer representatives, claimants or injured workers, witnesses and producers. Determines, reviews and analyzes coverage. While operating autonomously, elevates coverage issues as needed with appropriate resources and drafts positions as required. Responsible for setting of timely and accurate reserves based on facts, company standard and experience. Establishes effective litigation...

*Please Note: This is a hybrid opportunity for our Southern California EB Team and will require up to 3 days/week in our Irvine or other office location. The Small Group Account Manager is responsible for managing an assigned book of business while developing long-term relationships with clients. This position will also be responsible to respond to the day-to-day client inquiries and any needed client analytics. The Account Manager will interface with vendors and key clients internally and externally, create client deliverables, and ensure quality standards are met. The Account Manager performs these essential functions of the position while meeting RSC quality and service standards. The Account Manager has a smaller book of business with less complex clients and assists the Team Leader on their clients. The Account Manager is responsible for revenue growth – client expansion – on their personal book of business. The qualified candidate must have strong knowledge across the...

The Financial Analyst has a strong background in financial analysis, strategic planning, and data-driven decision-making. This role is responsible for providing advanced financial insights, conducting complex financial modeling, and collaborating with cross-functional teams to drive informed business strategies. The Financial Analyst's contributions will directly impact the organization's financial performance and strategic direction. This role focuses on both customer and service profit analysis, pricing relating to RFPs and internal and external customer reporting requests. A minimum of 3-5 years' experience in an analytic role, business or financial, is preferred.  Qualified candidates will have a college degree from a four-year accredited college/university.  A degree in business administration or similar is preferred. This position is Hybrid, 2 days a week in the office.   ESSENTIAL DUTIES & RESPONSIBILITIES: Conduct comprehensive financial analysis...