6 wealth planner jobs found in Irvine, CA

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...

Company Details   Berkley Enterprise Risk Solutions, A Berkley Company specializes in w orking with large, motivated employers operating in a broad range of industries. We seek companies who are looking for customized risk management solutions to their workplace safety challenges, and who at the time of account submission, generate a minimum of $400,000 in annual workers compensation premium. In addition to basic Guaranteed Cost, BERS’ offers a variety of loss sensitive plans, including Retrospectively Rated and Large Deductible. BERS’ is an open brokerage market. The company is rated A+, XV by AM Best & Company.   The company is an equal employment opportunity employer. Responsibilities The Assistant Vice President - Underwriting will be responsible for engaging brokers to develop business submission opportunities.  Meet with brokers and policyholders to present terms and address service opportunities,...

Company Details   Berkley Surety is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and commercial surety accounts through multiple distribution channels in both the United States and Canada. We write on behalf of W. R. Berkley Corporation member company Berkley Insurance Company, which has an A.M. Best rating of A+ (Superior). We pride ourselves on building strong relationships with our agents. We highly value the insight and expertise our agency partners bring to the table which helps us provide timely and predictable surety solutions.   Company URL: www.berkleysurety.com Responsibilities As an Manager- Contract Underwriting, you will manage, produce, and underwrite new and renewal business from assigned agents/brokers in the primary line of business. Your role will be crucial in achieving budgeted financial results through...

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 Personal Lines High Net Worth Claims Consultant serves as a trusted advisor to high‑net‑worth and ultra‑high‑net‑worth clients by providing white‑glove claims advocacy and end‑to‑end claims management. The individual in this role partners closely with clients, carriers, adjusters, and internal service teams to ensure timely resolution, exceptional service, and optimal claim outcomes across complex personal lines exposures. A GLIMPSE INTO YOUR DAY Serves as the primary...

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...