14 wealth planner jobs found

A company built to serve you. It's your career, Shelter it! Administrator of Agency Records $21.08 - $26.14 per hour Job Level: Individual Contributor Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands.  Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position. What You Will Be Doing: Calculate, process and distribute monthly, quarterly and annual Agent, Agency Recruiting Specialist (ARS), Sales District Leader (SDL), and Regional Sales Leader (RSL) bonuses. Assist in preparing and distributing TrAC Recruiting Documents and overseeing and administering the TrAC Staff Reimbursement Program. This includes determining eligibility, assisting Agents with signing-up for the program, and reimbursing Agents who...

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 RN Field Case Manager This Field Case Manager will cover our St. Louis, MO/Southwestern IL to include Belleville, O'Fallon and Edwardsville regions and must live in this area in order to be considered. Must be an RN and have as least 1.5 years of prior Field Case Manager workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though...

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 RN Field Case Manager This Field Case Manager will cover our Kansas City (MO/KS) region and must live in this area in order to be considered. Must be an RN and have as least 1.5 years of prior Field Case Manager workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely...

A company built to serve you. It's your career, Shelter it! New Business Specialist $19.28-$23.13 minimum starting pay Job Level: Individual Contributor Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands.  Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position. What You Will Be Doing: The New Business Specialist is responsible for accurately and efficiently managing all documentation, communication, and collaboration involved in the processing of new life insurance applications within the Life Company. This role serves as the central communication point between Underwriters, Medical Records Retrieval Specialists and field marketing including Agents and Sales District Leaders. Responsible for core duties...

Company Shared Services Argo and Farm Family are specialty property and casualty insurance brands whose underwriting companies are wholly-owned subsidaries 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 Office Services Coordinator acts as an ambassador for Clearbrook by cultivating an inviting and engaging environment for employees and external office visitors, as well as potential clients and customers reaching out by phone. The Office Services Coordinator will deliver exceptional customer service assistance in accordance with our company values, and support leadership with building management needs and vendor relationships. How You Will Make an Impact: Must be able to work on site Monday through Friday from 8:00am – 5:00pm local time. Oversee the day-to-day operations of the Springfield office. Greets and directs internal...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Our team members and leaders are expected to foster connection and teamwork by being present in the office at least 2 days per week. The opportunity:   The...

The primary role of the Surety Account Manager is to handle the day-to-day client service requirements on an assigned book of business, with the service requirements consisting primarily of preparing, issuing, and invoicing surety bonds. The book of business will have a Producer or Account Executive who has overall responsibility for service, placement, and business development.    The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.   Your Impact: Respond promptly to client requests for bonds, quotes, and information; clarify requirements and timelines and gather needed documentation. Serve as a primary client contact, routing inquiries to appropriate internal resources when needed. Keep Account Executive (AE) informed of client needs,...

Position Summary: The Team Leader will oversee the operations and performance of a designated office(s). This role involves managing a team of professionals, ensuring efficient operations, maintaining compliance, and driving the region toward achieving its strategic goals. The ideal candidate will have strong leadership skills, a thorough understanding of the employee benefits industry, and the ability to adapt to changing market conditions. Supervisory Responsibilities: • Oversees and mentors a team of employee benefit employees, providing guidance, support, and performance evaluations • Participates in hiring processes with Talent Operations, onboards new employees, and facilitates ongoing training and professional development on a monthly, quarterly, and yearly basis • Sets performance goals, conducts regular 1:1’s, and implements improvement plans when necessary • Addresses and resolves conflicts among team members promptly and effectively to maintain a positive work...

Sun Life U.S. is one of the largest providers of employee and government benefits, helping approximately 50 million Americans access the care and coverage they need. Through employers, industry partners and government programs, Sun Life U.S. offers a portfolio of benefits and services, including dental, vision, disability, absence management, life, supplemental health, medical stop-loss insurance, and healthcare navigation. We have more than 6,400 employees and associates in our partner dental practices and operate nationwide. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Sun Life embraces a hybrid work model that balances in-office collaboration with the flexibility of virtual work. Internal candidates are not required to relocate near an office. The opportunity: The Senior Manager, Stop Loss and Health Claims leads our dynamic claims unit. In this critical role,...

Responsible for assessing client’s risk exposure on personal and/or commercial property, making appropriate recommendations and placing coverage to address those risks. 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%) Foster referral relationships with all real estate personnel including agents, office managers and mortgage brokers to maximize sales opportunities. (20-25%) Provide work direction as appropriate to new business specialists to ensure all aspects of client on-boarding are completed properly and in a timely manner. (0-5%) Actively monitor and report to management any circumstances that may lead to a potential or actual insurance errors and omissions claim, DOI (department of insurance) or related complaints. (0-5%) Remain current on industry trends and...

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 Experienced Property & Casualty Producer to join our growing team in Kansas City, MO .  Reporting to a Profit Center Leader or executive, the Experienced Property & Casualty Producer is responsible for driving new business growth by identifying prospects, presenting tailored insurance solutions, and closing new property and casualty opportunities. This role partners with leadership to achieve sales goals, collaborates with the service team to ensure excellent client delivery, and actively prospects through calls, outreach, and in‑person visits. The Producer maintains expertise in target markets through ongoing networking and professional development while supporting additional projects as needed.  How You Will Contribute:   Responsible for the development and successful acquisition of new...

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 EB Producer to join our growing team in Kansas City, MO .  Reporting to a Profit Center Leader or executive, the EB Producer is responsible for driving new business growth by identifying prospects, presenting tailored insurance solutions, and closing new property and casualty opportunities. This role partners with leadership to achieve sales goals, collaborates with the service team to ensure excellent client delivery, and actively prospects through calls, outreach, and in‑person visits. The Producer maintains expertise in target markets through ongoing networking and professional development while supporting additional projects as needed.  How You Will Contribute:   Responsible for the development and successful acquisition of new business revenue from new and existing clients. Participation in...

Role Overview As a Client Relations Agent you will build customer relationships for TMHCC. This position adds value to the client experience for new business acquisition and renewal business retention. Primary responsibilities include guiding new and existing customers through the surety bond application process, answering customer questions to ensure account accuracy, and closing sales for warm leads generated in-house through our website. Key Responsibilities Explain and promote various surety bond products to clients, ensuring they understand the benefits and requirements. Facilitate bond applications with Clients and answer questions as needed. Collaborate with other internal team members (including underwriters, account managers, and service representatives) to ensure seamless bond processing and customer satisfaction. *All Client Relations Agents must pass the Missouri Property & Casualty Insurance Producer Licensing Exam after being hired and onboarded....

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%) Foster...