4 financial planner jobs found in Stevens Point

Sentry is seeking a highly motivated and results-oriented Digital Paid Media Specialist to join our performance-driven paid media team. In this role, you will play a critical part in driving the success of our B2B e-commerce business line by managing and optimizing paid media campaigns across various digital channels. What You'll Do As a Digital Media Specialist, you will: Lead the launch, execution, and optimization of strategically planned paid media campaigns specifically for our B2B e-commerce business line.  Manage and optimize campaigns across a diverse range of channels, including paid search (e.g., Google Ads, Bing Ads), paid social (e.g., LinkedIn, Facebook, X), and programmatic advertising platforms.  Continuously monitor, analyze, and report on campaign metrics and performance, identifying trends and opportunities for improvement.  Conduct A/B testing and other experimentation to refine campaign strategies and maximize ROI.  Collaborate closely with...

Investigate and resolve insurance claims in an efficient and accurate manner, independently manage a caseload, negotiate settlements, and communicate effectively with all parties. This position will be located in our Stevens Point, WI - Division Street Office; Madison, WI office; or Edwardsville, Il office locations under a hybrid work model. What You’ll Do: As a Senior Claims Representative on our Commercial Liability teams, you'll provide superior service by conducting prompt claim investigations, which includes evaluating coverage, determining liability, and settlement of damages across multiple lines of business. In addition, you will: Verify coverages by thoroughly reviewing the policy and interpreting policy terms, conditions, and language, which may require working with coverage counsel. Evaluate complex liability by taking recorded statements from involved parties and witnesses, reviewing police reports, and compiling other pertinent evidence. Analyze all...

Join Sentry's team as a Corporate and Transactional Paralegal! Sentry’s Corporate and Transactional Paralegals perform a variety of complex legal activities, including reviewing and helping negotiate a variety of commercial agreements, assisting with maintenance of Sentry’s trademark portfolio, and mergers and acquisitions activities.   What You'll Do As a Corporate and Transactional Paralegal, you will: Review and negotiate legal agreements, providing guidance and recommendations to business stakeholders on agreement terms and alternative provisions to resolve differences between the organization and external parties. Champion the adoption of new legal technologies, including AI, into Sentry’s corporate and transactional practice area by actively reviewing, evaluating, and implementing them into legal workflows. This involves providing thoughtful guidance on responsible technology use while fostering continuous innovation and evolution of processes and tools....

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...