27 financial planner jobs found

The Underwriting Administrative Assistant is responsible for providing direct and comprehensive administrative support to leadership to maintain efficient operation of the department. This position must be committed to completing a wide variety of tasks with strong attention to detail, accuracy, and follow-through. The admin contributes to the success of the business by providing personalized and timely support, thus allowing leadership and teams to focus on decision-making and strategic responsibilities Responsibilities: Department support Draft, review, and execute communications on behalf of leaders. Assist with expense management & budget planning as needed. Act as point of contact for various company policies and teams including workplace environment and IT. Act as point of contact for various vendors. Provide a high level of professional support which includes a balance of experienced administrative work, as well as ongoing ad-hoc project and business...

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 - Liability PRIMARY PURPOSE : To analyze complex or technically difficult general liability claims to determine benefits due; to work with high exposure claims involving litigation and rehabilitation; to ensure ongoing adjudication of claims within service expectations, industry best practices and specific client service requirements; and to identify subrogation of claims and negotiate settlements. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Analyzes...

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,...

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Visit our website to discover how Sun Life...

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 Sedgwick Career Kickoff: Opportunities Await in Cedar Rapids Career Kickoff: Opportunities Await in Cedar Rapids   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...

Job Description: We are looking to add a Salesforce 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 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...

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: Tax Manager, West Des Moines, Iowa We are looking to add a   Tax Manager to join our Finance 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 oversee all activities in the Tax finance function as required by the company and external regulators. Responsibilities will include tax research and planning, income tax and indirect tax compliance, and assisting with other areas such as tax incentives and employment tax.    Essential Responsibilities:   Oversee all activities of the tax function to ensure accurate and timely management of all tax components including direct and indirect tax filings, reconciliation, and payments; External Partner relationship management; Shareholder relations; Tax projections; Tax Research and process...

About Us: EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products sold through a variety of distribution channels, including more than 20,000 independent agents and independent marketing organizations (IMOs). Since 2003, we have provided exceptional customer service to our clients by operating with integrity and passion. Our efforts are supported by a dedicated workforce who execute their responsibilities through teamwork and an entrepreneurial spirit. EquiTrust sells products nationwide and is headquartered in Chicago, Illinois, with operations in West Des Moines, Iowa. Position Summary: The Distribution Experience Manager is responsible for management, development, control and oversight of a team of Sales and Marketing professionals. This position works closely with members of the Sales and Marketing team and performs both a leadership and management function. The Distribution Experience Manager is expected to carry out...

Job Description: Job Description Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own.  That’s why we’re actively seeking a talented Field Wholesaler to join Pacific Life's Consumer Markets Division (CMD) to cover the Iowa territory. The Consumer Markets Division leverages its strengths in product development, technology, service, and risk management to create retirement solutions for individuals, families, and...

Job Description: 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. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Maine, Connecticut, and New Jersey is required.   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 leader, to...

Job Description: We are looking to add an Information Security Compliance Analyst II to join our Information Security 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:                                                                                           The purpose of this position is to support the information security program, including initiatives related to strategy, policies, standards, risk management, awareness, and training. This role will also support the enhancement of the Enterprise’s overall governance program. Essential Responsibilities: Conduct comprehensive risk assessments and provide detailed reports on findings and required mitigations. Lead the development and maintenance of policies, ensuring they address regulatory requirements. Oversee implementation of risk...

Job Description: 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. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Maine, Connecticut, and New Jersey is required.   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 leader, to...

Company Details   Rated Best Places to Work 2020, 2022 and 2024 by Business Insurance, by Business Insurance, Continental Western Group is a regional property casualty insurance company offering commercial products and services through independent agents in the Midwest. CWG provides unique value through the service provided by our experienced group of employees and independent agents. Since 1886 - Strong, Local and Trusted.   As a Berkley company, we enjoy operational flexibility that allows us to deliver quality coverage solutions.  W. R. Berkley Corporation , and all member insurance companies, are rated A+ (Superior) by A.M. Best Company and carry Standard & Poor’s Financial Rating of A+ (Strong).    This role would ideally be based in one of our two offices where we offer a hybrid work schedule with four days in the office; and one day remote where it makes sense to do so.   Urbandale, IA Lincoln, NE Alternatively,...

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...

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 Responsibilities:   Business Case Development: Aid in the creation of business case, including initiative definition, size, success criteria, benefits, and stakeholder identification, by leveraging solution architecture and product management. Support the Business owner to shepherd the initiative(s) through the approval process. Planning & Execution: Provide...

Job Description: We are looking to add a Benefits Administrator to join our Talent & Culture (HR) team in West Des Moines, IA . This role will implement and manage the benefits strategies in alignment with the organization’s overall business operations to attract, retain and motivate employees. 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: Administer benefit and retirement programs, such as medical, dental, life insurance, disability and 401(k). Manage and administer leave of absence with vendor and HRIS and oversee absence policies, procedures, and practices. Manage benefit vendor relationships and elevating concerns, as needed. Responsible for ensuring benefit and retirement programs are accurately reflected in Human Resources Information System (HRIS). Own annual Open Enrollment strategy, administer and...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. The Crop Division of Great American has been helping generations of farmers take control of their risks since 1915. The D​ivision is also one of a select few private companies authorized by the United States Department of Agriculture Risk Management Agency (USDA RMA) to write MPCI...