33 financial planner jobs found

Summary The Director, Policy Administration Solutions, is responsible for the delivery of robust, and scalable solutions needed to run our company with operational excellence and flexibility. The key areas of focus are policy, claims, billing, customer care, document management, and imaging – both on JM’s paper and our partners via the General Agency.  A passion for people focused leadership while levering new disruptive technologies like AI will be key to driving success. The Director partners closely with business leaders to map out strategy, develop plans and deploy new or enhanced products and/or services. The leader must be passionate about creating dependable, open, and agile solutions levering AI, automation, reusable components, and data analytics. The Policy Administration systems will be part of our platform ecosystem and will be leveraged in agreed upon architecture patterns. Beyond tight business relationships, the leader will work closely with Technology peers...

Summary   Product Analyst II is responsible for product development and maintenance including identifying trends in product experience and making appropriate recommendations. This role will have a focus on compliance ensuring regulatory compliance primarily in insurance policy form development, form and rate filing, and other regulatory compliance areas such a service contract filings. Assist in the administration and development of company products, systems, and reports in such a manner to support the specialized protection and financial security provided to our customers.   Why Jewelers Mutual  Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we...

We are adding an  OIPA Business Solutions Analyst t o our team!    Who We Are: Since 1909, NGL 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, and offer professional and personal development opportunities. With over 100...

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 supports the strategic development and activation of the TruStage brand and plays a key role in strengthening brand presence, consistency, and experience across the enterprise. Reporting to the Head of Brand Strategy & Engagement, this role translates enterprise brand strategy into clear guidance, programs, and brand marketing initiatives...

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 solves complex problems and identifies innovative solutions, interprets business issues, and implements best practices. This position supports optimizing existing capabilities in marketing while identifying and implementing new capabilities to generate strong future growth. Additionally, this role will be a key player in executing the future state vision...

Join Sentry's team as a Corporate and Transactional Paralegal! Sentry’s Corporate and Transactional Paralegals perform a variety of complex legal activities, including reviewing and helping negotiate a variety of commercial agreements, assisting with maintenance of Sentry’s trademark portfolio, and mergers and acquisitions activities.   What You'll Do As a Corporate and Transactional Paralegal, you will: Review and negotiate legal agreements, providing guidance and recommendations to business stakeholders on agreement terms and alternative provisions to resolve differences between the organization and external parties. Champion the adoption of new legal technologies, including AI, into Sentry’s corporate and transactional practice area by actively reviewing, evaluating, and implementing them into legal workflows. This involves providing thoughtful guidance on responsible technology use while fostering continuous innovation and evolution of processes and tools....

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment...

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 is an entry level attorney career position. This position has responsibility for completing assigned legal aspects of corporate projects for the businesses, operations and corporate affairs of TruStage. The position has responsibility in assisting in the handling of complex legal matters, under the supervision and guidance of senior attorneys. Job...

Summary Provides excellent service to policyholders, agents, adjusters, and coworkers over the phone and through written communication. Researches, reviews, prepares initial gathering of information for the Underwriting team to review and determine acceptable risk.  Provides follow-up as necessary.  Consistently meets expectations for quality, accuracy, and timeliness.  Works closely with Personal Lines Underwriters, jewelers, agents and policyholders to fulfill customer and business requests. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation. As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products,...

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 will partner with the retirement wholesaling team, along with product, and implementation teams to provide support for pre- and post-sale activities. This position will work closely with external and internal wholesalers to enhance distribution through financial advisors, TPA’s, DCIO’s and other centers of influence. This position will collaborate with...

We are adding a Customer Solutions Specialist I  to our team!  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   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...

We are adding a Customer Solutions Specialist I to our team! This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   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...

It’s a great time to join AAA The Auto Club Group!   JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Join America’s most trusted brand with over 100 years of service. Why Choose AAA The Auto Club Group (ACG) ACG offers excellent and comprehensive benefits packages: Medical, dental and vision benefits 401k Match up to 6% Paid parental leave and adoption assistance Paid Time Off (PTO), 10 company paid holidays per year, CEO days, Floating Holidays Tuition Reimbursement Professional certification reimbursement program and other professional development opportunities Complimentary AAA Membership Discounts, perks, and rewards and much more Paid volunteer day annually Career growth opportunities: Property and Casualty Insurance Sales Agent, Life Insurance Specialist, Travel Agent, Performance Coach, and Membership Development Specialist...

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 is responsible for leading the data analytics strategy, scope and function, working with a team to develop, communicate and track results of business plans and developing predictive models for revenue, risk and general business analysis. This role leads the efficient and profitable execution of strategies and campaigns that are focused/clear, aligned...

Acuity is seeking a Director - Internal Audit to have oversight and overall management of the Acuity Internal Audit Department. Internal Audit provides independent, objective assurance and advisory services designed to add value and improve the organization’s operations. This role evaluates the effectiveness of governance, risk management and the internal control environment at Acuity. The Director - Internal Audit shall provide advice, insight, and foresight to the Officer and Board Audit Committees, enabling the successful achievement of organizational goals, while conforming to Global Internal Audit Standards. ESSENTIAL RESPONSIBILITIES: Develop and oversee the internal audit department, ensuring it operates independently, objectively and in conformance with the Global Internal Audit Standards. Provide leadership and direction on internal audit engagements across all Acuity functions. Seek and engage in thought leadership dialog with peer leaders, officers, and...

A career at Auto-Owners is challenging and rewarding.  Our group of caring associates create financial security by helping individuals and businesses make a new start when a loss occurs. Job Description We offer a merit-based work-from-home program based on job responsibilities. After initial training in-person, you could have the flexibility of work-from-home time as defined by the leadership team Auto-Owners Insurance, a top-rated insurance carrier, is seeking a motivated and experienced field claims professional to join our team. This job handles insurance claims in the field under general supervision through the life-cycle of a claim including but not limited to: investigation, evaluation, and claim resolution. This job provides service to agents, insureds, and others to ensure claims resolve accurately and timely. This job requires mastery of claims-handling skills and requires the person to: Investigate and assemble facts, determine policy coverage,...

About HUB In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world’s largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected — through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of-a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. Why Choose HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development .   Our entrepreneurial culture fosters an environment...

This role serves as a senior-level accountant position within the Financial Reporting Team. The individual in this role will also have the opportunity to support the finance division in a broad range of activities, gain valuable experience, and have exposure to various finance leadership levels and other business functions.       RESPONSIBILITIES:     Leader in monthly general ledger closing process, including addressing issues, identifying and implementing improvements Maintains general ledger which may include preparing, posting and reviewing monthly journal entries, reconciling and analyzing accounts, or coordinating the reconciliation of accounts to the general ledger Performs quarterly or annual procedures to support financial statement integrity, and researches ad-hoc technical accounting questions  Serves as a resource to the Finance division by providing support and analysis over general technical accounting questions and procedures Fully...

We are adding an Accounts Payable Specialist !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   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...