23 financial planner jobs found

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...

Job Description: We are looking to add a Placement 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: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Develop applications from raw data, such as current policies or specifications and information available on the internet. Create and set up loss histories using Excel software from gathered information. Run building valuations. Set up new clients in the agency management system (AMS) and other appropriate software. Input policy information in AMS for smooth transition to the Client Experience Team. Request and monitor process for the loss...

Provides customer service support at the Wellness Center front desk by greeting members and providing prompt information to current and prospective members. As a Fitness Attendant at Sentry’s Wellness Center, you will play a critical part in providing health and wellness service to other Sentry Insurance associates. Hours for this on-call role vary by business needs, typically falling Monday through Friday between 5:30 am and 6:30 pm What You’ll Do As a Fitness Attendant, you will: Perform general administrative tasks at the Wellness Center front desk including, but not limited to greeting members, answering phones, responding to emails, and inquiries in person. Perform routine cleaning and preventative maintenance of exercise equipment. Monitor member safety and maintains security of the Wellness Center confirming all member are scanned upon entry and memberships are up to date. Processes new memberships, files paperwork, and enforces Wellness Center policies. Lead...

We are looking to add a Scanning and Distribution Tech to our Stevens Point, WI office team! Our Scanning and Distribution Tech provide support to the Enterprise Scanning and Mail Services organization by performing routine activities related to the distribution of outgoing mail/packages, operates various data imaging and mailroom equipment and performs miscellaneous administrative duties. This role will report to our Stevens Point, WI office and will be regularly scheduled to work less than 20 hours a week. Current hours for the role would be Mondays 6:15-2:45pm, and Fridays 6:15am to 10:15am CST. What You'll Do The Scanning & Distribution Technician operates equipment including an opener, photocopier, scanner, and various other machines. In addition, you will: Monitor various systems and reports to ensure accuracy within the overall mail transaction process. Be responsible for the filing, maintenance, storage, retrieval and destruction of hard copy mail in...

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...

We are adding an Agent Solutions Coordinator !  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...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our large scale jeweler partners. The Key Account Manager is responsible for developing personalized approaches to drive results across the entire portfolio of jeweler offerings; insurance referral programs, care plan, asset protection, shipping solution, and all other programs. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer the direction of the product(s)/program(s). 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...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: Waukesha, WI Position Schedule / Shift: Monday - Friday 8:30 am - 5:30 pm Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver consistent, customer-focused support. Insurance Policy Servicing & Processing Service insurance...

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  Personal   Lines Leader   to join our growing team in   Milwaukee, WI!         The purpose of the leader is to drive a culture of success through client retention, new business, efficient processes, and teammate engagement while   maintaining   positive operating margins. The leader will develop,   direct,   and   monitor   short-term and long-term business goals and   objectives   of the profit center. The leader will also   establish , maintain, and cultivate client, carrier, and enterprise-wide business partnerships. The leader will recruit, develop, and   retain   top   talent;   and manage the overall profitability of the Profit Center through effective leadership.       How You Will Contribute:   Serve as lead...

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....

Summary: Responsible for adjudicating PL, CL, Shipping and CarePlan claims as assigned.  The claims specialist also assists with administrative duties for the department, helping the team effectively negotiate and resolve claims in a timely manner and in accordance with established good faith handling procedures.     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, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence....

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our partners. The Key Account Manager is responsible for strategizing personalized approaches to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer performance. 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...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our small agency partners. The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include managing existing personal lines agency relationships and book of business and onboarding new partners efficiently while complying with all contractual agreements.  Additionally, this role will cultivate strong relationships to drive new business growth, train best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership and operations to appropriately steer the direction of the product(s)/program(s).  Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the...

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,...

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...

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 has responsibility for completing assigned legal work for the business of TruStage, focusing primarily on drafting and negotiating commercial transactions documents with strategic vendors and partners. This Position will develop legal expertise and establish primary responsibility and accountability for identified projects and/or legal work. The position...

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...

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...