9 financial planner jobs found in Phoenix, AZ

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 Associate | GL & BI | Jurisdiction: NV, WA, OR, AK, HI CA | AZ licensing preferred (Phoenix, AZ- Hybrid) 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...

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...

This is an opportunity to join Ascot Group - one of the world’s preeminent specialty risk underwriting organizations. Designed as a modern-era company operating through an ecosystem of interconnected global operating platforms, we’re bound by a common mission and purpose: One Ascot. Our greatest strength is a talented team who flourish in a collaborative, inclusive, and entrepreneurial culture, steeped in underwriting excellence, integrity, and a passion to find a better way, The Ascot Way. The Ascot Way guides our people and our organization. Our underwriting platforms collaborate to find creative ways to deploy our capital in a true cross-product and cross-platform approach. These platforms work as one, deploying our capital creatively through our unique Fusion Model: Client Centric, Risk Centric, Technology Centric. Built to be resilient, Ascot maximizes client financial security while delivering bespoke products and world class service — both pre- and post-claims....

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...

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...

Position Title Senior Relationship Manager (Corporate Banking) - Phoenix   Location Phoenix, AZ 85012   Job Summary Responsible for new business development and relationship management targeting companies with sales of $50 million or greater within the Phoenix, AZ area. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship.   Job Responsibilities: New Business Origination:  Developing and maintaining relationships to generate direct deal flow; Coordinate the team approach to...