20 wealth planner jobs found

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Technology Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Job Description: We are looking to add a Financial Consultant to join our EB team in Minneapolis, MN . 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: Runs and analyzes client monthly financial reporting (MFSR) and presents MFSRs to clients. Provides intermediate-level financial reporting and presents results to clients. Works independently and/or under senior team member's guidance to assist with client budget modeling as needed. Recommends basic strategic and tactical initiatives based upon clinical and financial data. Analyzes IBNR results with senior team member oversight. Attends client meetings with occasional day and overnight travel required. Articulates how emerging market conditions impact client health and welfare plans from a cost and clinical perspective. Articulates employee benefit...

Great opportunity   to start a career in the insurance industry!     Are you a bright, outgoing , people -oriented person? If so, this is   the   career for you.     At HUB, we value education and continuous   learning and   are excited to   assist   you along your career development path.      As   a   Commercial Lines Service Specialist,   you will   provide professional, courteous service to our clients and internal team. Provides support in obtaining,   maintaining , expanding, and servicing commercial accounts.      Your job responsibilities as a   Commercial Lines Service Specialist :   Respond promptly and professionally to the service needs of our clients   Work closely with the team in providing exceptional service   Assist   team in following HUB process/procedures related to binders, certificates, endorsements, policy   check   and other...

As an Industrial Hygienist you will complete Industrial Hygiene Services for our casualty line of business primarily for our National Account customers. Sentry’s dedication to customer service is embodied by our best employees. At Sentry, our associates take care of our customers with a passion for service and delivering business results. We are seeking an experienced, self-motivated, technical and results driven individual to fill a highly skilled position in our National Accounts – Industrial Hygiene Services Division. As an Industrial Hygienist you will work with Corporate Risk Management, Safety Management, and Plant/Facility Management contacts as well as brokerage firms to complete Industrial Hygiene Services for our casualty line of business primarily for our National Account customers. This position can be filled as an Industrial Hygienist or Industrial Hygienist Senior based on the selected candidate’s related skills and experience. What You'll Do The...

Help us insure it Tokio Marine HCC is a global industry-leading specialty insurance group, backed by the strength and stability of the Tokio Marine Group. Offering over 100 classes of specialty insurance, we empower clients to pursue opportunities confidently through our “Mind Over Risk” philosophy. More than an insurance company, we are an organization built on innovation, unity, and trust. At our core, we are Always Advancing, driven by innovation and an entrepreneurial spirit that keeps us moving forward. Our people are Experts in Tomorrow, using curiosity and smart working to anticipate what’s next. With a culture rooted in Reaching Out, we foster genuine collaboration and support, ensuring every individual has the opportunity to succeed and make a difference. Role Overview Responsible for developing, managing, and expanding strategic national partner relationships while serving as the primary point of contact for key national accounts. This role leads relationship...

Help us insure it Tokio Marine HCC is a global industry-leading specialty insurance group, backed by the strength and stability of the Tokio Marine Group. Offering over 100 classes of specialty insurance, we empower clients to pursue opportunities confidently through our “Mind Over Risk” philosophy. More than an insurance company, we are an organization built on innovation, unity, and trust. At our core, we are Always Advancing, driven by innovation and an entrepreneurial spirit that keeps us moving forward. Our people are Experts in Tomorrow, using curiosity and smart working to anticipate what’s next. With a culture rooted in Reaching Out, we foster genuine collaboration and support, ensuring every individual has the opportunity to succeed and make a difference. Role Overview Investigates claims liability and determines the extent of liability on a submitted claim for a specific individual. Accurately processes the claim according to the policies or contracts that exist,...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Technology Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

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   Personal Lines Licensed Customer Service Representative  to join our growing team in Minnesota!         The Canopy Group – Minnetonka, Belle Plaine, or Le Sueur, MN   Our fast-growing independent Insurance Agency is looking for a motivated licensed Customer Service Representative to join our team. The Canopy Group was named MIIAB 2018 Agency of the year. Our successful candidate is a team player with insurance customer service experience , superior communication skills, and thrives in a fast-paced work environment.   The Insurance Customer Service Representative will assist our clients with service inquiries, and cross-sell additional lines of personal insurance to existing clients. The position requires superior phone and interpersonal...

Description Summary: Manages the daily activities of a high-volume, fast-paced Accounts Payable team comprised of direct reports and team leads, including both exempt and non-exempt employees. The team supports multiple lines of business within the organization, with responsibility focused exclusively on payables associated with new contract fundings rather than general AP. Duties and Responsibilities: Manage daily activities for Accounts Payable, coordinating with other departments. Ensure the team is adequately staffed and all personnel are trained. Assist with daily workflow when required, especially on high volume days, requiring attention to detail in high pressure situations. Review and recommend new methods and procedures to improve efficiency. Plan and schedule activities to align with operational goals. Resolve complex problems and ensure quality of service levels. Prepare and monitor...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Technology Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Job Description: We are looking to add a Client Service Specialist to join our Employee Benefits team in St. Louis Park, MN . 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: Assist in managing client accounts and provide support to internal service team. Support the implementation and renewal process of employee benefit programs by gathering needed information, submitting to carriers, and preparing proposals to clients. Draft Request for Proposals (RFPs) for review by appropriate senior service team member, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by appropriate senior service team member. Assist sales and service teams with preparation/creation of materials for presentations. With...

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As an  Account Manager, you will be the main contact for our clients. You will build relationships with your team and clients while assisting them with customer service and ensuring their needs are met. You will have continuous learning and development opportunities to work towards your career goals. Your job responsibilities as an Account Manager: Provide exceptional service with accuracy in processing renewals, endorsements, policies, and audits by agency required timelines. Ensures timely processing of invoices and client requests. Work with client/team on gathering marketing data, preserving quotes, client/carrier correspondence and updated client information in agency management system. Prepares and...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Technology Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As an Office Coordinator , you will be the first point of contact for guests, clients, and employees, ensuring a welcoming and professional environment. This role manages front desk operations, including phone and email communications, visitor management, scheduling, and coordination of the office. The Office Coordinator also supports facility needs, event logistics, and culture initiatives to ensure the smooth operation of the office and a positive workplace experience. Your job responsibilities as an Office Coordinator: Greet and assist visitors and clients upon arrival, directing them to the correct conference rooms or contacts. Create an inviting and collaborative culture for employees, clients, and...

Help us insure it Tokio Marine HCC is a global industry-leading specialty insurance group, backed by the strength and stability of the Tokio Marine Group. Offering over 100 classes of specialty insurance, we empower clients to pursue opportunities confidently through our “Mind Over Risk” philosophy. More than an insurance company, we are an organization built on innovation, unity, and trust. At our core, we are Always Advancing, driven by innovation and an entrepreneurial spirit that keeps us moving forward. Our people are Experts in Tomorrow, using curiosity and smart working to anticipate what’s next. With a culture rooted in Reaching Out, we foster genuine collaboration and support, ensuring every individual has the opportunity to succeed and make a difference. Role Overview Makes underwriting recommendations and decisions to protect the financial assets of the company and the carrier. Reviews proposal requests to evaluate, classify, and rate each risk to determine...

Help us insure it Tokio Marine HCC is a global industry-leading specialty insurance group, backed by the strength and stability of the Tokio Marine Group. Offering over 100 classes of specialty insurance, we empower clients to pursue opportunities confidently through our “Mind Over Risk” philosophy. More than an insurance company, we are an organization built on innovation, unity, and trust. At our core, we are Always Advancing , driven by innovation and an entrepreneurial spirit that keeps us moving forward. Our people are Experts in Tomorrow , using curiosity and smart working to anticipate what’s next. With a culture rooted in Reaching Out , we foster genuine collaboration and support, ensuring every individual has the opportunity to succeed and make a difference. This is a hybrid role located onsite in Minnetonka, Minnesota Role Overview Under supervision, responsible for all aspects of corporate sales and analysis both internally and externally. This...

Great opportunity to join our Employee Benefits team! Are you a bright, outgoing, people-oriented person? If so, this is the career for you. At HUB, we value education and continuous learning and are excited to assist you along your career development path. As an Employee Benefits Account Manager , you will provide support to the Strategic Account Executive. You will build relationships with internal and external customers while providing guidance and assistance. You will have continuous learning and development opportunities to work towards your career goals. What makes us different than all the rest? Our Vision:  To be everywhere risk exists – today and tomorrow. Helping protect what matters most. Our Mission:  To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities. Our Core Values: Entrepreneurship:  We encourage innovation and educated...

Job Description Commercial Lines Account Manager Are you a dynamic, results-oriented professional seeking a challenging and rewarding career? If so, this role may be the perfect fit for you! At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey. As an  Account Manager, you will be the main contact for our clients. You will build relationships with your team and clients while assisting them with customer service and ensuring their needs are met. You will have continuous learning and development opportunities to work towards your career goals. Your job responsibilities as an Account Manager: Provide exceptional service with accuracy in processing renewals, endorsements, policies, and audits by agency required timelines. Ensures timely processing of invoices and client requests. Work with client/team on gathering marketing data, preserving quotes, client/carrier correspondence and...

Step into a dynamic, client-focused role at HomeServices Insurance (HSI) —a trusted name under the HomeServices of America family—where your expertise in personal and commercial insurance becomes a powerful asset in protecting what matters most. As a key player on our high-performing team, you’ll assess client risk, deliver customized coverage solutions, and drive results through proactive sales, relationship-building, and strategic insurance placement. HSI offers a highly competitive incentive plan directly tied to new business production—with unlimited earning potential—empowering you to take control of your success while growing your career within one of the nation’s most respected real estate networks. Job Duties and Responsibilities (Essential Job Functions)       Market and sell personal lines insurance policies. Proactively contact all leads to recommend appropriate insurance, quote and place coverage. Identify and assess client risk exposures. (65‑75%)...

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📍 Eden Prairie, MN: 11000 Prairie Lakes Drive, Eden Prairie, MN 55344 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...