27 financial planner jobs found

Associate Underwriter - UOTRAN We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              We’re in the business of helping people achieve amazing things. From opening a small business to buying a car or home to recovering from illness or injury and so much more, we help people protect the things that matter. And you can help us when you join our team of underwriters. They’re at the heart of everything we do. And by joining us, you’ll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, we value self-starters and all ideas are...

At AIG, we are reimagining the way we help customers to manage risk. Join us as a Senior Production Specialist to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Lexington Underwriting AIG’s Lexington Insurance Company is the leading US-based surplus lines insurer. For over 50 years, it has provided flexible solutions to companies and organizations of all sizes – from Fortune 100 corporations to small and middle market entities. Lexington is renowned for its ability to help brokers find solutions to the most challenging insurance needs of their clients. Drawing on their entrepreneurial spirit, colleagues are encouraged each day to rise to challenges and embrace opportunities to make a difference. How will you create an impact Independently select, monitor, and price new and renewal business according to Company guidelines per Underwriter’s level of authority as outlined in...

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 Field Case Manager This Field Case Manager will cover our Augusta, GA region and must live in this region in order to be considered. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; through advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all involved parties. While frequent travel is...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

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 Examiner - Workers Compensation | Jurisdiction: Southeast states | Licensing: FL or Home state required - Remote 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?    Deliver innovative customer-facing solutions to clients who represent virtually every industry and comprise some of the world’s most respected organizations.   Be a part...

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 Casualty Field Adjuster PRIMARY PURPOSE:  To investigate and adjust property and casualty claims, both residential and commercial, with little to no supervision.  ESSENTIAL FUNCTIONS and RESPONSIBILITIES Inspects claims and contacts involved parties in a timely manner. Investigates circumstances of claim(s) as required for coverage determination, cause, and compensable damages/reserves. Examines insurance policies and other records to determine insurance...

Description Summary: The Business Banking Underwriter III is responsible for underwriting Business Banking loans to determine credit worthiness and compliance with Bank lending policy.  Duties & Responsibilities: Supports Business Banking production by maintaining an individual pipeline of work. Reviews all financial and credit application information to make sound credit decisions. Loans would typically include those with more complex credit structures and customer exposure up to $4MM.  Utilizes single approval authority up to $3MM. Appropriately assess risk profile of borrower.   Assist with training and mentoring new hires as well as providing support for the UWI & UW II job families as needed. Tasks as needed to support the line of business and job family. Performs other duties as assigned. Basic Qualifications: Bachelor's degree 5+years’ experience with business or...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. Job Summary We are seeking an experienced and people-focused HR Manager to join our team. This role will be pivotal in driving a positive workplace culture through effective employee relations and leading our full-cycle recruitment processes. The HR Manager will also assist with employee experience initiatives and talent management programs to help attract, develop, and retain top talent within our organization. Key Responsibilities Serve as the primary...

Overview Origami Risk is seeking a Senior Event Operations Manager to own the complete operational execution of Elevate, our flagship Q4 user conference (~900 attendees), and other events supporting our sales and GTM teams. This role demands someone deeply hands-on across all aspects of event production, from venue and vendor negotiations to detailed budget management, timeline coordination, and onsite logistics. You'll be the operational backbone of these events, managing complex vendor relationships, tracking every deliverable, and solving real-time problems to ensure flawless execution.   The ideal candidate has planned multiple large-scale B2B SaaS conferences, thrives in the weeds of production details, and brings rigor to budgeting and vendor coordination. You should be comfortable traveling to Elevate and other sales and GTM events (US locations TBD) and conducting site surveys, with an annual travel commitment not to exceed 4 weeks. In this role,...

Overview In a support role to the team the Multi-Line Underwriting Assistant responsibilities include the following, but are not limited to: Responsibilities New Business support, such as, pre-bind risk analysis within prescribed authority, reconciliation of binds to ensure all issued. Renewal support including pre-underwriting review, quoting, system updates, data collection and any other non-core underwriting type duties as directed. Broker of record handling Endorsement review and pre-screening as directed Cancellation and reinstatement handling as directed. Recommendation review and handling. Special projects as needed Maintains ownership of tasks assigned and provide acceptable service standards when processing and assigning tasks. Provide agency support to assigned agents by answering general questions, providing endorsement status, cancellation status, billing inquires, etc. or directs to correct...

Complex Claims Director, TPA Oversight At AIG, we are reimagining the way we help customers to manage risk. Join us as a Complex Claims Director to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair and professional service with empathy and efficiency. How you will create an impact Analyze and process bodily injury and third-party property damage claims by investigating and gathering information to determine the exposure on the claim; ensure proactive claims handling aimed at the prompt and cost-effective resolution...

Join us as a War Hazard Claims Examiner to grow your career at the forefront of Federal Workers Compensation insurance.   Make your mark in Claims Our Claims teams are the proven problem solvers of choice for clients, delivering consistent technical excellence and showcasing our service differentiation to create an unparalleled global claims handling experience. Through a robust stakeholder feedback loop and supported by consistent processes and leadership, we take pride in delivering responsive, fair, and professional service with empathy and efficiency.   How you will create an impact   Review, investigate, and manage War Hazards Compensation Act (WHCA) claims in compliance with federal regulations, contractual obligations, and company policies. Evaluate claim documentation, including medical records, employment records, incident reports, and insurance policies, to determine eligibility for recovery under the War Hazards Compensation Act and pursue reimbursement...

Workforce Productivity Tool Leader Role Summary: The Workforce Productivity Tool Leader is responsible for shaping, enabling, and continuously improving the organization’s use of AI-enabled productivity, collaboration, and workplace efficiency tools. This role sits at the intersection of business productivity, employee experience, technology adoption, and governance, ensuring that tools such as Microsoft 365 Copilot, Anthropic Cowork, Microsoft Chat and Claude, workflow automation platforms, and related digital workplace solutions are used effectively, securely, and consistently across the enterprise. Key Responsibilities Tool Analysis, Enablement and Adoption: Lead efforts to review and validate efficacy of AI powered workforce productivity adoption programs.  Partner effectively across Information Technology, Legal Enterprise Risk and other key stakeholders to ensure prioritized tools are enabled within organizational and regulatory guidelines. Define strategy for...

Join us as a Real Estate Portfolio Analytics & Planning Lead to take your career to the next level with a global market leader.   How you will create an impact This is a fantastic role reporting to our Global Head of Strategy and Portfolio Management, where you will lead the development, governance, and delivery of portfolio analytics, reporting, and planning capabilities across the Global Real Estate portfolio. You will ensure the accuracy, consistency, and integrity of portfolio data while transforming complex information into actionable insights that support strategic workplace, occupancy, and capital planning decisions. Some of the key responsibilities include Own the integrity, accuracy, and governance of real estate portfolio data, including reconciliation of source systems, validation of key metrics, and continuous improvement of data quality processes. Develop and maintain enterprise portfolio reporting, dashboards, and analytical frameworks that support...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details:     3445 Gordy Parkway Marietta, GA 30066 Position Schedule / Shift:    Monday - Friday 8:30am - 6pm (Possible Rotating Saturday's 9:00am - 1:00pm)  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...

The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. POSITION SUMMARY: The Advisor, Employee Benefits sells new accounts and renews existing accounts in keeping with firm and individual goals. Advisors build and maintain relationships with clients, prospects, the service team, insurance company partners, and centers of influence while identifying and soliciting sales prospects. PRIMARY RESPONSIBILITIES: Presents proposals in a professional manner, reviewing coverages in detail to ensure understanding. Communicates with clients, prospects, insurance company partners, and service team in an articulate and effective manner. Finalizes the sale and collects necessary documents, applications, etc., and briefs the service...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details:   This is an onsite position located in our Chastain Park Facility.   Position Summary :     As a Service Advisor,   you’ll   serve as the primary point of contact for customers throughout the vehicle service process. This role involves assessing customer needs, recommending maintenance and repair services, preparing repair orders, and communicating with both customers and technicians to ensure work is completed accurately and efficiently. Successful candidates have strong customer service, communication, and organizational skills, along with the ability to manage multiple priorities in a fast-paced environment. The Service Advisor plays a key role in delivering   a positive   customer experience and supporting overall service department performance.   Key Responsibilities :   Serve as the primary point of contact...

Join Starr, a global leader in commercial insurance with over a century of expertise. We empower our employees to innovate, make impactful decisions, and build lasting client relationships worldwide. At Starr, you'll work in an entrepreneurial culture alongside accessible leaders, leveraging our financial strength and vast industry experience to deliver solutions for our clients, no matter how complex. Grow your career with a rapidly growing company that invests in its people and their ability to drive real progress. On-Site Role Locations: Atlanta, Alpharetta or NYC Position Overview: The AVP, Claims Vendor Management is responsible for overseeing the strategic relationships with third-party service providers in support of the end-to-end lifecycle of commercial property and casualty claims. This role is accountable for optimizing vendor costs, ensuring compliance with service level agreements (SLAs), and enhancing claims processing efficiency. The AVP serves as the...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...