15 financial planner jobs found in Los Angeles

Job Description Responsible for the full cycle of the Accounts Receivable function, including the processing and posting of payments, reporting and follow-up of outstanding broker premiums, and resolving of customer issues. Maintain an up-to-date Accounts Receivable system with primary focus on cash application. Strong Excel skills, able to filter, create formulas, create V-Look ups a must. Strong MS Suite of products skills Enter, reconcile, and allocate cash receipts, which include wires, ACH, credit cards, and checks. Help prepare checks for deposit by researching invoices to be applied to and coding for proper account to be deposited into. Backup to person that processes check deposits to the bank via a scanner. Daily retrieval of electronic wire transfers from the bank as well as 2 Lockbox accounts. Contact clients on all invoicing issues by phone and/or email; issues could be related to over- or short-pay or scenarios where amounts received don’t match...

Job Title:   Senior Marketing Specialist Location:   Encino, CA Reports to:   Marketing Project Manager Employment Type:   Full time Job Req ID:   2026 Req Begin Date:  7 /20/2026 About TMHCC Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries around the world. Every policy we write is special, enabling our clients to do amazing things. From insuring the crops that feed us to the rock concerts that entertain us, to rescuing international travelers in trouble. Organic growth and over 60 successful acquisitions have grown our 2023 Gross Written Premium (GWP) to over $7.5 Billion. Our workforce has grown to 4,300 worldwide … big, but not so big that you cannot make a difference. Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description A day in the life of a Large Loss Contents Property Adjuster: You will be traveling to customer’s home to inspect large loss contents claims. Handle escalated claims files that have complex contents. Conduct a thorough coverage investigation of the loss and ensure the policy was applied correctly. You will be on site inspecting as well as using advanced video technology to collaborate with onsite vendors to identify damages and write a contents damage estimate. Communicate empathetically with customers and help them...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Senior Claims Assistant  Employment Type:  Full-Time  FLSA Status:  Non-Exempt  Location:  In-Office  Summary:    We are looking for a highly capable Senior Claims Assistant to join our team and work from either our Los Angeles, Omaha, or Richmond office. We work together in the office five days a week in order to strengthen our culture, build team connections, and drive profitability. The position reports to a Claims Support Supervisor, based in Houston. This role is responsible for providing robust clerical support to our team of Claims Adjusters working across a wide variety of specialties and...

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 (HYBRID- West Hills, CA/3 Days Remote) 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?    Apply your knowledge and experience to adjudicate complex customer claims in the context of an energetic culture.   Deliver innovative customer-facing solutions to clients who represent virtually every industry...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Job Title:   Claims Examiner I Location:   Encino, CA Reports to:   Claims Manager Employment Type:   Full time Job Req ID:   2026 Req Begin Date:  6 /12/2026 About TMHCC Tokio Marine HCC (TMHCC) brings 50 years of service to the specialty insurance industry, today offering over 100 products to commercial customers in 180 countries around the world. Every policy we write is special, enabling our clients to do amazing things. From insuring the crops that feed us to the rock concerts that entertain us, to rescuing international travelers in trouble. Organic growth and over 60 successful acquisitions have grown our 2023 Gross Written Premium (GWP) to over $7.5 Billion. Our workforce has grown to 4,300 worldwide … big, but not so big that you cannot make a difference. Our Good Company values, including integrity, empowerment, and commitment to customer service, and a culture of innovation, communication, and collaboration make TMHCC a great place to work....

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Senior Construction Defect Technical Claims Specialist Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office or Remote   Summary:      We are looking for a highly capable Senior Construction Technical Claims Specialist Team Lead to join our team and work from any of the following Argo offices: Albany, Chicago, Los Angeles, New York City, Omaha, or Richmond (VA). Alternatively we can fill this role with a fully remote employee, except in the States of AK, DE, HI, KY, MI, MS, MT, ND, SD, or VT.  This role will be adjudicating our most complex construction defect claims for our customers and...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Senior Construction Defect Technical Claims Specialist Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office or Remote   Summary:      We are looking for a highly capable Senior Construction Technical Claims Specialist Team Lead to join our team and work from any of the following Argo offices: Albany, Chicago, Los Angeles, New York City, Omaha, or Richmond (VA). Alternatively we can fill this role with a fully remote employee, except in the States of AK, DE, HI, KY, MI, MS, MT, ND, SD, or VT.  This role will be adjudicating our most complex construction defect claims for our customers and...

Company Argo Group Argo Group is an underwriter of specialty insurance products in the property and casualty market. Argo offers a full line of products and services designed to meet the unique coverage and claims-handling needs of businesses. The Argo entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Senior Construction Defect Technical Claims Specialist Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office or Remote   Summary:      We are looking for a highly capable Senior Construction Technical Claims Specialist Team Lead to join our team and work from any of the following Argo offices: Albany, Chicago, Los Angeles, New York City, Omaha, or Richmond (VA). Alternatively we can fill this role with a fully remote employee, except in the States of AK, DE, HI, KY, MI, MS, MT, ND, SD, or VT.  This role will be adjudicating our most complex construction defect claims for our customers and...

Position Summary:   The primary functions of an Account Coordinator are to coordinate workflow with Account Managers for clients and to establish depth in the client relationship. A self-starter who shows motivation, confidence, ambition, resilience, embraces challenges, sets goals, sets higher expectations, focused on successfully outcomes, promotes teamwork, promotes, and shares best practices, willingness to help others. Must have experience and/or exceed expectations for promotion for a period for proven success record. Relies on extensive experience and judgement to plan work and accomplish department goals.  Some supervision necessary. Supervisory Responsibilities:   None Essential Tasks: The essential functions include but are not limited to the following: Coordinate management of client accounts with Account Executive. Mentor to Account Coordinator I and II. Prepare group meeting and enrollment materials for clients. Conduct group meetings and employee...

Account Executive - Southwest, US Accident & Health (A&H)  About the position Join us as an Account Executive to play an influential role in driving sales growth at AIG Accident & Health, a leading provider of insurance products and services focused on managing risk for both commercial and personal customers. We offer a broad range of products through a diversified, multi-channel distribution network, including one of the world's most far-reaching property casualty networks. In this role, you will report to the Head of Sales and Distribution, North America Accident & Health and be responsible for overseeing the Southwest sales territory. The ideal candidate will have a demonstrated track record of developing relationships with internal and external trading partners and creating a pipeline of new business opportunities aligned with the business strategy. How you will create an impact Oversee a sales territory for Accident & Health products....

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

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 business....

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 business....