96 financial care officer jobs found

Job Description: We are looking to add a Sr. Client Service Consultant to join our Property Casualty team in Madison, WI . 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: Take ownership and lead accounts by servicing the largest and most complex accounts; Client Service Specialist and Client Service Consultant support dependent upon account size. Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are...

Supports the client services management team and designated clients through a variety of tasks including gathering information and facilitating general client interactions. This associate will utilize multiple systems to monitor and resolve service-related items that arise to assist with timely completion of service items, annual non-discrimination testing, and other compliance related items. Works closely with 401(k) colleagues for continued education and development of 401(k) technical knowledge. What You'll Do   As an Associate Client Services Specialist,   you will:  Monitor and maintain workflow tasks for assigned clients to ensure requests and services are completed within the required deadlines  Monitor incoming email and voice messages while corresponding with clients to provide accurate information regarding employer contributions, payroll, and plan information  Collect, verify, and update required customer information accurately within Sentry systems...

Performs routine activities related to the scanning of records for multiple business units  As a Scanning  & Distribution Technician, you will perform routine activities related to the scanning of records for multiple business units; prepare boxes and files for scanning, operate various data imaging equipment, perform quality reviews, and enter meta data and source information according to business area guidelines.  We are currently seeking candidates to fill our Document Scanning Technician role for a 3-5 year assignment. This position will be located on-site at the Dixon-Stevens Point Office and will be regularly scheduled to work Full-time 40- Hours a week. The hours for this position are between 7 a.m.- 5 p.m., Monday-Friday. What You’ll Do Performs various activities as they relate to scanning of physical files and records. Prepares documents for scanning, which may include document sorting, page separation, photocopying, unbinding, and repositioning files...

This role works with security domains and maintains and improves the associated systems to reduce security risks to the organization. Sentry is looking for an experienced information security professional to join the Information Security Operations team. This role works with security domains and maintains and improves the associated systems to reduce security risks to the organization. What You'll Do As an Information Security Platform Engineer, you will: Be responsible for end-to-end management of at least one core security platform. Provide technical maintenance services and help with implementation of patches to integrated security systems and solutions ensuring continuous availability and operations. Conduct monitoring through automated functional and performance testing, investigate potential problems and determine solutions to avoid service interruptions. Research, propose and implement new features and functions for assigned security domain to...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker, you are a Financial Concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You will process customer transactions accurately and efficiently in order to provide exemplary customer service while educating customers on bank products, services and technology. Duties and Responsibilities: Providing excellent customer service and...

Are you organized, detail-oriented, and enjoy keeping things running smoothly behind the scenes? We’re looking for a Records & Materials Handler to join our team! In this role, you’ll be responsible for sorting, filing, and maintaining our stored records, ensuring easy access and timely purging according to established policies. You’ll also play a key part in fulfilling supply requisitions, pulling and packing orders for Sentry personnel nationwide, and managing inventory documentation.  If you thrive in a structured environment and have a knack for precision, we encourage you to apply!    What You'll Do   As a Records & Materials Handler, you will: Logs and processes incoming records and closed files i.e., sorts incoming boxes, assures bar code label is affixed, stages files in groups according to retention date, determines appropriate storage location according to established procedures, records files in scanner and transfers file information to database, places...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business $2,500 New Agent Ramp-up Incentive This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success If you enjoy helping people, building relationships, and earning more through performance, we’ll provide the training, tools, and support to help you succeed Success in this role comes from: Consistent outreach Proactive engagement with prospective clients Strong follow-up Community networking Building trust with clients Location Details: Milwaukee, WI Position Schedule / Shift: ·Monday - Friday 8:30 am – 6:00 pm (Possible...

Investigate and resolve insurance claims in an efficient and accurate manner. You’ll independently manage a caseload, negotiate settlements, and communicate with all parties. This position will be located in our Stevens Point, WI; Nashville, TN; Davenport, IA; Goldsboro, NC; Madison, WI; El Paso, TX; or Edwardsville, Il office locations under a hybrid work model. What You’ll Do: As a Senior Claims Representative on our Commercial Lines - Liability teams, you'll provide superior service by conducting prompt claim investigations, which includes evaluating coverage, determining liability, and settlement of damages. In addition, you will: Verify coverages by thoroughly reviewing the policy and interpreting policy terms, conditions, and language, which may require working with coverage counsel. Evaluate complex liability by taking recorded statements from involved parties and witnesses, reviewing police reports, and compiling other pertinent evidence. Analyze all...

Sentry’s Project Managers manage department specific projects and portfolio initiatives. Join the Project Management Office where we lead a variety of strategic priorities from cloud, platform, and infrastructure projects to marketing or business initiatives. What You'll Do As a Project Manager, you will: Deliver department level projects or assists with cross-department projects or portions of portfolio level initiatives, typically involving multiple teams across IT functions or business areas. Facilitate communication, problem-solving and negotiation across teams, while collaborating at the manager to director level to ensure stakeholder and general project alignment. Lead core project delivery activities such as planning, schedule management and project risk management including contributing ideas and content such as solutions, risks, issues, and other project related artifacts. Provide financial tracking and cost management support for department level...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

Unlock your potential by joining an integrated team of Accounting professionals in Treasury Services and learn the dynamic world of investments and separate accounts. This position can be filled as an Associate Financial Analyst or Financial Analyst based on the selected candidate’s qualifications and experience. This position offers career growth opportunities for the right candidate. This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas. What You’ll Do As a member of our Treasury Services team, you will play an integral role to the continued success of our team by: Completing the accounting, processing, and reconciliations for various integrated systems for investments and separate accounts Applying appropriate accounting principles and assuring proper recording, assembling, and...

This position will be located in our Sentry Strongs office in Stevens Point, WI.  The Operations Technician Senior will support commercial lines (CL) operational and underwriting processes within guidelines by handling a variety of basic to moderately complex policy transactions that support the review and acceptance/decline of new or renewal CL business. This team member assists on behalf of underwriting, claims, and agents, compiles and/or shares policy and coverage for assigned lines of business and customers. They will ensure proper documentation and records management according to regulatory and Sentry standards.   What You’ll Do •Provide operations support, including processing of new and renewal transactions and policy updates •Perform moderately complex operations support duties and handle production problem listings •Utilize various systems and sites to manage and process requests related to the Transportation and Regional businesses •Use problem-solving skills...

In this role, you will work hand in hand with Business partners to document and file our products with state DOIs, as well as to help build systematic underwriting rules. As one of the largest mutual insurance companies in the US, Sentry is committed to offering coverage at a competitive price and providing outstanding service and support. To offer our customers competitive products and outstanding service it takes an effective team. A Personal Lines Product Analyst is a key part of the team in our Madison, WI office. This is a great opportunity to start or grow your career, while taking on new challenges to develop professionally. Bring your strong curiosity, multi-tasking skills and a “can do” attitude to this opportunity. This position can be filled as a Product Analyst or Associate Product Analyst based on the selected candidate’s related skills and experience. This position will be located at our office in Madison, WI in a hybrid work model and is not a...

Workplace Technology Engineers are responsible for leading the design, implementation, and maintenance of innovative technology solutions. At Sentry, we’re more than just insurance—and we can offer you more than just a job. We want you to enjoy a career with us, where you’re in the driver’s seat of your career path with access to resources to help you succeed personally and professionally. What You’ll Do You’ll be a valuable contributor to our team. As a Sentry associate, we believe in your skills and knowledge. Your input and participation matters. You’ll have the opportunity to: Innovate: . Through use of emerging technologies, tools, and vendors you’ll have the ability to identify opportunities for innovation and improvement within the workplace technology environment. Learn: Sentry provides several resources to help you further your career and continue your personal development, including Sentry University, LinkedIn Learning, and peer-led educational sessions...

Provides support to Underwriters by handling a variety of tasks needed for their evaluation of new and renewal business. As an Assistant Underwriter- Transportation, you’ll work closely with other Business Products functions and interacts daily with the product and premium services, premium audit, safety sciences, accounting, and operations support units to ensure service and quality objectives are met. What You’ll Do: Receive and respond to phone calls and emails from agents, brokers, and sales personnel regarding all coverage and transaction types to obtain information needed to properly underwrite, price, and program policies/accounts. Work on underwriting assignments such as loss and risk exposure evaluation through the use of manuals, established procedures, and collected information. Refer business outside of authority limit. Apply underwriting policies, philosophies, and procedures to evaluate the overall acceptability of risk to determine if it fits...

As a Cycle Dealership Sales Specialist, you will contribute to profitable premium growth by increasing motorcycle dealer engagement with our motorcycle insurance product. Sentry’s motorcycle team is seeking a motivated, self-starter who has a passion for building and maintaining strong relationships with motorcycle dealers within a defined territory.  This position will manage a large geographic territory and will be staffed within the Central US territory.  What You'll Do As a Cycle Dealership Sales Specialist, you will coordinate and lead motorcycle dealership training, relationship management, complaint handling, prospecting and communication within your territory.  Additionally, you will: Promote product and brand at assigned, motorcycle events to identify and foster production sources and relationships. Provide insurance product expertise and leads product and related process training efforts for dealerships and related affinity associations. Provide...

Oversees the operational and strategic management of the claims supplier portfolio to optimize the value, cost, and risk. This role will report to our Stevens Point, WI office. What You’ll Do: Our Claims Supplier Management Analyst will oversee the operational and strategic management of the claims supplier portfolio to optimize the value, cost, and risk. You will collaborate with claims management (supplier relationship and application owners), IT management, and corporate procurement in supplier acquisition, compliance, maintenance renewals, service level agreement adherence, and more. In addition, you will… Maintain a comprehensive listing and overview of claims suppliers and services. Compile and monitor supplier contract dates and provide timely awareness of renewal dates to enable visibility of key contract items such as contract terms, pricing, current costs, and SLA Adherence. Coordinate quarterly business reviews/annual reviews/partnership reviews...

We are adding a Digital Solutions Architect to our team!  This is a hybrid position requiring to be In-Office 10 days per month. Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for employees to get involved, learn, network,...

The Advanced Analytics Modeler translates raw data into actionable business information. This role, in the Advanced Analytics Department, applies economic, quantitative, and statistical skills in the development of pricing, underwriting, sales, and claims models to achieve profitable growth and make sound business decisions across all areas of Sentry Insurance. This position can be filled as an Advanced Analytics Modeler I or Advanced Analytics Modeler II based on the qualifications and experience of the selected candidate. This position will be located at our Office in Stevens Point, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas. What You’ll Do Build comprehensive analytics solutions to improve business outcomes such as pricing accuracy, resource efficiencies, business workflows, and identification of trends and opportunities. Identify data...