24 wealth planner jobs found in Omaha

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! Document Management Technician is responsible for executing the prescribed Performance Goals outlined by the Document Managment Supervisor within the Specialty Division of Markel. Performance Goals to articulate productivity and accuracy standards for the Document Management Technician. Assist with the processing or routing of a variety incoming documents or email requests Recognition of Underwriting, Claims, or Audit documents to make appropriate decision on processing Understanding and expertise to...

Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s): Senior Claims Specialist Employment Type: Full-Time FLSA Status: Exempt Location: In Office | Any employee, in any Clearbrook office, can apply for this opportunity and stay in their current location.     Summary: We are looking for a highly capable Senior Claims Specialist to join our team and work from our Omaha office.  Alternatively, we can fill this position in our Albany, Chicago, Los Angeles, New York City, or Richmond (VA) offices. We work together in the...

Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s): Senior. Claims Representative Employment Type: Full-Time FLSA Status: Non-Exempt Location: In Office - Any employee, in any Clearbrook office, can apply for this opportunity and stay in their current location.   Summary: We are looking for a highly capable Senior Claims Representative to join our team and work from our Omaha office.  Alternatively, this position can be filled in our Albany office.  The Senior Claims Representative is responsible for the investigation,...

Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s): Senior Claims Representative Employment Type: Full-Time FLSA Status: Non-Exempt Location: In Office - Any employee, in any Clearbrook office, can apply for this opportunity and stay in their current location.   Summary: We are looking for a highly capable Senior Claims Representative to join our team and work from our Omaha office.  Alternatively, this position can be filled in our Albany office.  The Senior Claims Representative is responsible for the investigation,...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Schedule / Shift: Monday - Friday 8:30 AM - 5:30 PM. 40 hours per week.  Scheduled hour for lunch each day.  Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver consistent, customer-focused support. Insurance Policy Servicing &...

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):  Garage Property Damage Claims Adjuster Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office  Summary:    We are looking for a highly capable Garage Property Damage Claims Adjuster to join our team and work from either our Omaha, NE office.  Alternatively, we can also fill this role in our offices in Albany, NY, Richmond, VA, Chicago, IL, or Los Angeles, CA offices . 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 manager based in Denver and is focused on adjudicating...

Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s): AVP, Claims Quality Assurance & Performance Management Employment Type: Full-Time FLSA Status: Exempt Location: In-Office | Any employee, in any Clearbrook office, can apply for this opportunity and stay in their current location.     Summary: Clearbrook is looking to align the Quality Assurance function across both Argo and Farm Family, while keeping the function aligned with the individual lines of business underwritten by each business.  The Quality Assurance...

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): Bilingual Claims Assistant Employment Type: Full-Time FLSA Status: Non-Exempt Location: In-Office Summary: We are looking for a highly capable Bilingual Claims Assistant to join our team and work from our Omaha office.  Alternatively, this role can be filled in our Chicago, Los Angeles, Richmond, or Albany offices. 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...

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence. Job Description Summary: The HR Business Partner is responsible for partnering with the US Business Heads and their teams to align talent with business strategy and to help business units achieve their objectives by creating teams of knowledgeable, enthusiastic, collaborative people who see their values and successes as inseparable from those of our organization. To ensure regulatory and legal compliance across all locations in respect of all HR-related activities. To partner with Centers of Expertise (Learning & Development, Compensation, Benefits, HRIS and Talent Acquisition) and Shared Services to ensure they provide the support needed for...

Company Farm Family Farm Family specializes in farm and ranch protection with a wide range of products including flexible farm packages, business owner policies, commercial package, workers compensation, commercial auto and select personal auto coverage. Farm Family is a leader in serving the Northeast and Mid-Atlantic markets and is pursuing growth across the U.S. The Farm Family entities are wholly-owned subsidiaries of Clearbrook Group Holdings Inc. Job Description Business Title(s):  Customer Service Manager  Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office  Summary:    We are looking for a highly capable Customer Service Manager to join our team and work from our Omaha, NE office.  This role will manage a team of Client Service employees working in a call center providing exceptional customer service to client’s inquiries, concerns, and requests about products and services offered by Farm Family.   The majority of the Client...

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...

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):  Garage Property Damage Claims Adjuster Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office  Summary:    We are looking for a highly capable Garage Property Damage Claims Adjuster to join our team and work from either our Omaha, NE or Richmond, VA office.  Alternatively, we can also fill this role in our offices in Albany, NY, Chicago, IL, or Los Angeles, CA offices . 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 manager based in Denver and is focused on adjudicating...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   The Insurance Agent at Milepost Insurance Agency LLC delivers exceptional customer experiences by helping prospective and current policyholders navigate their insurance needs. This role is responsible for selling new policies through inbound calls, assisting customers with coverage questions, explaining insurance options in a clear and understandable way, and providing ongoing support throughout the customer journey. The Insurance Agent works in a fast-paced, high-volume call center environment and contributes to a collaborative, team-focused culture centered on trust, service, and customer success. This...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   The Insurance Agent at Milepost Insurance Agency LLC delivers exceptional customer experiences by helping prospective and current policyholders navigate their insurance needs. This role is responsible for selling new policies through inbound calls, assisting customers with coverage questions, explaining insurance options in a clear and understandable way, and providing ongoing support throughout the customer journey. The Insurance Agent works in a fast-paced, high-volume call center environment and contributes to a collaborative, team-focused culture centered on trust, service, and customer success. This...

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):   Bilingual Claims Intake/FNOL/Triage Specialist   Employment Type:   Full-Time   FLSA Status:   Non-Exempt   Location:   In-Office       Summary:   We are looking for a highly capable Bilingual Triage Specialist to join our team in Omaha, Chicago, or Los Angeles.  Alternatively, we can also fill this role in our Albany, New York City or Richmond, VA offices.  The position works to diligently and quickly set up and assign new claims as our customers report them. This role is well positioned to move into Claims Trainee positions when they become available to grow their...

Great opportunity to join our Retirement and Private Wealth Team! Are you a bright, outgoing, people-oriented person? If so, this is the career for you. As an Education Consultant and Wealth Advisor , you will engage retirement plan participants and their families in holistic financial well-being by providing recommendations that will help them drive positive financial outcomes while growing and maintaining your book of personal wealth clients. You will have continuous learning  and development opportunities to work towards your career goals . Your job responsibilities as the Education Consultant and Wealth Advisor: Manage a strong Client relationship and provide exceptional service Provide financial education and advice to help employees make informed decisions about retirement savings and other aspects of their financial wellbeing Educate the employee on their retirement picture, including social security, pension plans, state governmental plans, employer...

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 Commercial General Liability & Workers’ Compensation Claims Adjuster  Employment Type:  Full-Time  FLSA Status:  Exempt  Location:  In-Office    Summary:    We are looking for a highly capable Senior Commercial General Liability and Workers’ Compensation Claims Adjuster to join our Claims team and work from either our Richmond, VA, or Omaha, NE offices.  Alternatively, we are also open to filling the position in Albany, NY, Chicago, IL, Los Angeles, CA, or New York City, NY.  The position reports to a manager based in Rockwood, PA. This role will be adjudicating workers’ compensation claims in...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.    We’re actively seeking a talented Wholesaler Concierge Desk Associate to join our team in Omaha, NE, specifically focused on supporting the life and annuity sales teams within the Consumer Markets Division. The team plays a lead role in fostering adoption of all sales enablement tools throughout the sales organization in order to drive sales efficiency.  As...

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Internal Wholesaler in Omaha, Nebraska . This position is responsible for achieving sales goals for the Broad Market Life Insurance products including Term Insurance and Universal Life Insurance within an assigned region of the United States. The Internal Wholesaler (IWS), Life Insurance will partner with assigned Field...

Company: NICO National Indemnity Company Want to work for a company with unparalleled financial strength and stability that offers “large company” benefits with an exciting, friendly, and “small company” atmosphere?  Our companies, as members of the Berkshire Hathaway group of Insurance Companies, provides opportunities for professionals interested in just that.   A Brief Overview   What are we looking for? The Product Owner - ServiceNow is responsible for identifying, organizing, prioritizing, and assessing work for an IT delivery team. The Product Owner's responsibilities include gathering feature requests, scheduling releases and coordinating sprints. Abilities include identifying user needs and working with cross-functional teams to manage product releases. Responsible for facilitating communication between stakeholders and delivery team(s), as well as helping clearly define what should be built on behalf of the relevant business team(s) and why. Expected to interact...