28 financial planner jobs found

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidiaries of Clearbrook Holdings Inc. Argo and Farm Family partner with agents and brokers to provide insurance solutions that enable businesses to manage risks with confidence. Job Description The Premium Audit Manager oversees the newly centralized Premium Audit function, which includes owning the end-to-end premium audit process, overseeing vendors who execute Argo’s premium audits, and owning the resolution of escalated audit issues from vendors, insureds, brokers, and internal colleagues. The objectives of this role include: freeing up underwriter capacity by removing underwriting roles from premium audit decisions and activities as much as possible; ensuring that Argo receives the fullest extent of available audit premium across eligible lines of business; minimizing expenses related to the premium audit function; helping...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: The Contact Center Representative is a key front-line role responsible for representing the organization to our customers, credit unions, and other stakeholders. This position involves managing a high volume of inbound calls in a fast-paced, high-pressure environment. The representative educates customers on policy provisions, interprets both financial and...

Job Description: IT Solutions Architect – WDM Iowa   We are looking to add a Solutions Architect to join our Information Technology team in West Des Moines, Iowa . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!   Essential Responsibilities: Architect new applications, services, integrations, and technology solutions that align with business needs, architectural standards, and technology strategy. Translate solution architecture and technical direction for key initiatives to development and implementation teams and serve as an architectural stakeholder throughout project delivery. Support the adoption of established technology standards, architectural patterns, and strategic technology direction through solution architecture, project engagement, and technical leadership. Research emerging technologies, including insurance industry...

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 🌟 Kirkwood Center Career Event | Meet, Interview, and Grow with Sedgwick 🌟 Kirkwood Center Hiring Event | Discover Your Future with Sedgwick Walk In Interview. Get Connected. Start Your Career Journey . Join us at the Kirkwood Center for an exciting opportunity to meet the Sedgwick team, explore career paths, and interview for rewarding full-time positions. Whether you're looking for a new career, a chance to grow professionally, or an organization that invests...

Job Description: We are looking to add an Application Support Analyst II to join our IT team in West Des Moines, Iowa . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! The purpose of this position is to support the administration, operational health, and effective use of Brokerage Services applications and technology solutions. This role partners with business users, IT Delivery teams, vendors, and IT support organizations to configure, maintain, troubleshoot, and optimize applications that support business functions. The position is responsible for supporting application administration activities, resolving user issues, coordinating with technical teams on defects and enhancements, monitoring application performance, and identifying opportunities to improve application effectiveness, user experience, and operational efficiency. Essential...

Job Description: We are looking to add a Application Support Director to join our IT team in West Des Moines, Iowa . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Basic Function: The purpose of this position is to lead the Brokerage Services Application Services team, ensuring effective administration, support, operational health, and performance of applications critical to Brokerage Services business functions. This role partners closely with Business Operations, Delivery teams, IT Support and IT Operations to coordinate issue resolution, support application upgrades, monitor service health, identify systemic issues and trends, and drive continuous improvement initiatives that improve application stability, user experience, and business value. Essential Responsibilities: Application Administration & Support Lead teams responsible for...

Job Description: We are looking to add a HRIS Analyst to join our Talent & Culture team in West Des Moines, Iowa . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Here’s a bit of what you’d do: Provide Workday technical and functional expertise for complex and day-to-day processes supporting all functions in the HCM and FIN modules. Maintain employee information that is accurate, complete and fulfills legal requirements. Build, test, and create successful outcomes leveraging comprehensive understanding of HR practices. Documents and processes employee-related changes, including hires, terminations, job changes, benefit updates and payroll transactions.  Ensure HRIS or related systems are updated appropriately.  Develops workflows in HRIS to improve efficiencies for users. Maintain, organize and determine appropriate set-up and design of...

Job Description: We are looking to add a Salesforce Administrator II to join our IT team in West Des Moines, Iowa . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Basic Function: The purpose of this position is to play a vital role in configuring the Salesforce platform to deliver new functionality to enhance the user experience for our employees and customers. The Salesforce Administrator II should enjoy learning new business processes in order to translate them into technical solutions on the Salesforce platform. Essential Responsibilities: Salesforce configuration changes, including (but not limited to) page layouts and lightning pages, record types, approval processes, apps, and flow. Analyze requirements and translate into scalable solutions with a focus on exceptional user experience. Support enterprise custom applications (HMA...

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 🌟 Sedgwick Dubuque Open House Hiring Event: Meet Your Future Team & Launch Your Career! 🌟 🌟 Sedgwick Dubuque Open House Hiring Event: Meet Your Future Team & Launch Your Career! 🌟   Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions. The company provides a broad range of resources tailored to our clients’ specific needs in casualty, property, marine, benefits, brand protection and other lines. Every day,...

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 Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Coralville IA: 273 Ridgeway Drive, Coralville IA 52241 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and customers...

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 Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Cedar Rapids, IA: 333 1st Street SE, Suite 200, Cedar Rapids, IA 52401 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees...

Role Details Job Title: Business Development Manager Location: Remote Reports To: Regional Vice President of Sales Employment Type: Full Time Job Requisition ID: 2026-606 Requisition Begin Date: 06/18/2026 Requisition End Date: 08/18/2026 Posting may close earlier if filled or business needs change. Role Overview When you join ProAg, you join a welcoming, dynamic, flexible, and engaging culture that truly cares about each other, our agents and our policyholders. Here, you’ll learn and grow as we help you as you create a career that’s meaningful to you. ProAg, a member of Tokio Marine HCC group of companies, is looking for a relationship-focused, ambitious Business Development Manager located in South Dakota or Iowa. This is an individual contributor role that offers an immense opportunity to develop strategic relationships with current and potential producers of profitable business across the eastern region of the United States. This role will...

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 Walk-In Interviews: Care Team Representative Opportunities Our Teams Thrive Together! We collaborate in person and embrace a flexible hybrid work style. To join our team, you'll need to live near our Center of Excellence in:   📍 Dubuque, IA 4141 Westmark Avenue Dubuque, IA 52002 Walk-In Interviews Available   Looking for your next opportunity? Stop by and meet our team! Hiring managers will be on-site and ready to speak with qualified candidates. 📅 September...

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 Coralville Hiring Event 🚀 Open House Hiring Event – Launch Your Career With Us!   Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions. The company provides a broad range of resources tailored to our clients’ specific needs in casualty, property, marine, benefits, brand protection and other lines. Every day, in every time zone, the most well-known and respected organizations place their trust in us to help their...

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position provides quality service to all TruStage employees (active, retired, and separated) and other customers (dependents, beneficiaries, retirees, terminated staff, contractors, Business Areas, and HR Staff) in support of our HR service-oriented mission. As part of a centralized integrated employee service center operation, the HR Service Center Generalist...

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 Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Dubuque, IA: 4141 Westmark Avenue, Dubuque IA 52002 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and customers from...

Job Description: Step into a role where your client service expertise makes a meaningful impact. We are looking to add a Workers’ Compensation Claims Specialist to join our Creative Risk Solutions team. Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from...

Job Description: Step into a role where your client service expertise makes a meaningful impact. We are looking to add a Workers’ Compensation Claims Specialist to join our Creative Risk Solutions team. Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from...

Job Description: We are looking to add a Sr. HRIS Manager to join our Talent and Culture team in West Des Moines, Iowa . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! The Sr. HRIS Manager is responsible for the strategy, governance, optimization, and ongoing effectiveness of Holmes Murphy's workforce technology ecosystem, including Workday and related systems. This role leads a team of HR technology professionals and partners closely with Talent & Culture, Finance, Enterprise Technology, and business leaders to ensure workforce systems support organizational goals, improve operational efficiency, and enhance the employee experience. This position serves as the primary functional leader for HR technology while balancing strategic planning, system governance, analytics oversight, and team leadership. HR Technology Leadership Lead the...

Job Description: Systems Administrator II – West Des Moines, Iowa We are looking to add a Systems Administrator to join our IT team in West Des Moines, Iowa . Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! Basic Function: The purpose of this role is to maintain and support technical infrastructure, hardware, and system software components. Essential Responsibilities: Analyze, troubleshoot, and resolve system hardware, software and networking issues. Configure, optimize, fine-tune, and monitor operating system software and servers. Provide recommendations for improvements. Manage and coordinate tech support tickets and the escalation process between tier 2 and tier 3 support. Perform system maintenance tasks, such as system back-ups, recovery, and file maintenance. Manage administration for phone, fax, email, operating systems,...