4 financial planner jobs found in Neenah, WI

Summary The Director, Policy Administration Solutions, is responsible for the delivery of robust, and scalable solutions needed to run our company with operational excellence and flexibility. The key areas of focus are policy, claims, billing, customer care, document management, and imaging – both on JM’s paper and our partners via the General Agency.  A passion for people focused leadership while levering new disruptive technologies like AI will be key to driving success. The Director partners closely with business leaders to map out strategy, develop plans and deploy new or enhanced products and/or services. The leader must be passionate about creating dependable, open, and agile solutions levering AI, automation, reusable components, and data analytics. The Policy Administration systems will be part of our platform ecosystem and will be leveraged in agreed upon architecture patterns. Beyond tight business relationships, the leader will work closely with Technology peers...

Summary   Product Analyst II is responsible for product development and maintenance including identifying trends in product experience and making appropriate recommendations. This role will have a focus on compliance ensuring regulatory compliance primarily in insurance policy form development, form and rate filing, and other regulatory compliance areas such a service contract filings. Assist in the administration and development of company products, systems, and reports in such a manner to support the specialized protection and financial security provided to our customers.   Why Jewelers Mutual  Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we...

Summary Provides excellent service to policyholders, agents, adjusters, and coworkers over the phone and through written communication. Researches, reviews, prepares initial gathering of information for the Underwriting team to review and determine acceptable risk.  Provides follow-up as necessary.  Consistently meets expectations for quality, accuracy, and timeliness.  Works closely with Personal Lines Underwriters, jewelers, agents and policyholders to fulfill customer and business requests. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products,...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our strategic business partners. The Account Manager is responsible for strategizing and delivering personalized approaches to drive results across key performance indicators in support of organizational business plans, while balancing incoming partner requests. Critical functions within this role include onboarding new partners expediently and efficiently, cultivating strong relationships that drive engagement and sales growth, and training partner organizations to promote our insurance products effectively and compliantly. This position works closely with Business Development, Operations and P&L leadership to appropriately influence the direction of the product(s)/program(s). Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially...