2 financial planner jobs found in Westfield Center, OH

Job Summary The Agribusiness Underwriting Assistant provides support to underwriters and other insurance professionals in the underwriting process. The role is responsible for gathering and analyzing information related to insurance applications, policy renewals, and endorsements. The role works closely with underwriters, providing administrative support and helping to ensure that all applications are processed accurately and efficiently. The role obtains information from agents and customers, prepares information for collaborations and renewal meetings, processes necessary new business quotes quote revisions and coordinates policy issuance. The role may also be responsible for communicating with brokers and other stakeholders to gather additional information and answering questions related to policies and applications.   Job Responsibilities Reviews individual accounts for exposure identification and acceptability of risk in accordance with company guidelines and...

Job Summary The Product Research Senior Analyst will play a key role in helping our Product Managers and Product Management Leaders utilize data to identify initiatives that drive profitable growth. In this role, you will pull together information from multiple sources, uncover trends and key performance drivers, and translate complex findings into clear recommendations. You bring curiosity, a problem-solver mindset, and the confidence to work independently while still collaborating closely with partners across the organization.   Job Responsibilities Partners with internal teams (e.g. Actuarial, Underwriting) and external partners in uncovering human-centered insights, and skillfully translates these insights into meaningful opportunities for new products. Conducts qualitative and quantitative ethnographic research to uncover the most critical unmet needs and uncertainties affecting business owners and their operations. Aids in the synthesis of research activities to...