8 wealth planner jobs found in Phoenix

CopperPoint has an exciting opportunity for a Supervisor Workers Comp Claims. In this leadership role, you will oversee a team of workers’ compensation claims professionals, driving performance, accountability, quality claims management, and exceptional customer service. You will lead claims adjusters across multiple experience levels, as well as administrative staff, while partnering with a regional team supporting the Southwest. We are seeking a dynamic leader with in-depth workers’ compensation claims handling expertise in some or all of the following jurisdictions: AZ, CO, UT, NV, NM, TX, OK, MO, KS, FL, GA, NC, SC, as well as additional eastern states.   Job responsibilities: Ensures high level claims handling to comply with all regulatory guidelines, internal best practices, timeliness and results. Regularly communicates throughout the department and ensures alignment of goals and quality assurance, key initiatives and performance. Hires, develops,...

Job Responsibilities and Requirements The Implementation Electronic Interface Specialist will have the competency within the implementation organization, to develop the necessary capabilities that enables our organization to capitalize on our opportunity and reach our aspirational goals to be the solution for total absence and supplemental employee benefits. The CDIS will be engaged in the support of the Large Case Implementations, their customers and/or vendor resources in the review, tracking and discussions around the FMLA/LOA History/Takeover, Disability & Paid Family History/Takeover, EOI and Eligibility Data File support management.  They will focus on the process of data transfer that are managed either internally by the client or by other vendor carriers in coordination with our internal IT business partners. They will support client on-boarding migration activities ranging from 100 – 100,000+ eligible lives. The CDIS will be responsible to successfully track and...

Crum & Forster Company Overview Crum & Forster (C&F) provides market leading property & casualty, accident & health, specialty and standard commercial lines insurance solutions. A true underwriting company, we have a 200-year history of helping our customers manage risk with laser-focused expertise, integrity and discipline. Our people are empowered to make decisions and problem-solve with you smartly and swiftly. Our annual gross written premium is 6.2 billion. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best.   Our most valuable asset is our people. We have 3000 employees, and locations throughout the United States and India. With our employee-first focus, the Company is consistently recognized as a great place to work, earning multiple workplace and wellness awards, including the Great Place to Work® Award, Fortune 100 Best Companies to Work For, Fortune Best Workplaces for Parents, Fortune Best...

CopperPoint has an exciting opportunity for an AVP, Managing Executive Underwriter. This leadership role is responsible for driving the underwriting performance, profitability, growth, and retention of the Middle Market portfolio across Arizona, Nevada, Utah, and New Mexico. The AVP, Managing Executive Underwriter leads and develops a high-performing underwriting team while serving as the executive underwriting authority for the region's most complex commercial accounts. Working closely with Business Development and agency partners, this position executes strategic underwriting initiatives, fosters strong distribution relationships, and ensures consistent application of CopperPoint's underwriting philosophy to achieve profitable growth.   Essential Duties & Responsibilities: Leadership & Talent Development Leads, coaches, develops, and manages a team of underwriters to achieve individual, departmental, and company objectives. Establishes performance...

CopperPoint has an exciting opportunity for an Executive Underwriter. This role supports the achievement of short- and long-term business strategies by driving profitable growth through sound underwriting practices and effective agency marketing within an assigned territory. Partnering closely with Business Development, the Executive Underwriter develops and strengthens agency relationships while applying advanced technical underwriting expertise to complex commercial risks. This position also serves as a mentor and technical resource, providing training, coaching, and development to Underwriters and Senior Underwriters to support team performance and underwriting excellence.   Job Responsibilities: Analyzes all lines accounts to make sound decisions based on individual risk characteristics, exposure analysis, hazard recognition and controls. Adheres to individual authority levels. Prices business according to company underwriting and pricing guidelines....

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Lender Services Representative plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. This position focuses on assisting customers with mortgage accounts, escrow accounts, property insurance questions, and claims-related concerns. The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism. This role requires strong...

National General is a part of The Allstate Corporation, which means we have the same innovative drive that keeps us a step ahead of our customers’ evolving needs. We offer home, auto and accident and health insurance, as well as other specialty niche insurance products, through a large network of independent insurance agents, as well as directly to consumers.  Job Description The Client Service Associate plays a key role in a specialized, mortgage servicing environment, supporting lenders by managing borrower and insurance-related inquiries within a high-volume call center setting. This position focuses on assisting customers with mortgage accounts, escrow accounts, property insurance questions, and claims-related concerns. The associate is responsible for delivering high-quality customer service, resolving inquiries efficiently, often within a single interaction, and handling escalated situations with empathy and professionalism. This role requires strong communication,...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Large Group Senior Employee Benefits Account Executive to join our growing team in Phoenix, AZ! The primary responsibility of the Large Group Senior Employee Benefits Account Executive is to manage their assigned book of business with a high level of independence and autonomy. The Senior Employee Benefits Account Executive will have a comprehensive knowledge base of Employee Benefits, including funding mechanisms, compliance requirements, and benefit trends. The Senior Employee Benefits Account Executive is a coach and mentor for the team and uses discretionary judgment on advanced tasks and special projects that support the success of the Employee Benefits Team and the firm. How You Will Contribute:   Work with producers on new business opportunities, including attending initial prospect...