7 financial planning service associate jobs found

If you’re passionate about helping people protect what matters most to them at a Fortune 100 company with nearly $70 billion in annual sales, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This role reports to the assigned line of business Product Director   Our Product Management team is focused on delivering and maintaining best in class insurance products for our business partners that are compliant with state regulations, support strategic goals of the planning units, and are approved by state departments of insurance with the fewest objections as possible. This role is critical to the success in achieving excellence in the management of...

Job Description: Innovative Captive Strategies is seeking an experienced Sr. Event Manager to lead the planning and execution of client events, captive meetings, conferences, and travel programs. This role combines event strategy, logistics, budgeting, vendor management, and onsite event leadership to deliver exceptional experiences for clients and partners. What You'll Do Plan and execute meetings, conferences, and client events from start to finish. Manage hotel contracts, room blocks, registration websites, attendee communications, transportation, food & beverage, and event logistics. Build and manage event budgets, vendor contracts, and final reconciliations. Serve as the primary contact for hotels, venues, suppliers, and destination management companies. Lead onsite event operations and troubleshoot issues as they arise. Identify new venues, destinations, and creative attendee experiences. Collaborate with internal stakeholders to ensure successful event...

Job Description: Innovative Captive Strategies is seeking an experienced Sr. Event Manager to lead the planning and execution of client events, captive meetings, conferences, and travel programs. This role combines event strategy, logistics, budgeting, vendor management, and onsite event leadership to deliver exceptional experiences for clients and partners. What You'll Do Plan and execute meetings, conferences, and client events from start to finish. Manage hotel contracts, room blocks, registration websites, attendee communications, transportation, food & beverage, and event logistics. Build and manage event budgets, vendor contracts, and final reconciliations. Serve as the primary contact for hotels, venues, suppliers, and destination management companies. Lead onsite event operations and troubleshoot issues as they arise. Identify new venues, destinations, and creative attendee experiences. Collaborate with internal stakeholders to ensure successful event...

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, How You'll Contribute As a Policy Administration Data and Analytics Manager, you will lead the reporting, analytics, and performance insights function within Policy Administration. You will be responsible for overseeing a team of data and analytics professionals, developing reporting strategies, ensuring data accuracy and governance, and delivering actionable...

Job Description: We are looking to add a Senior Programs Underwriter to join our Innovative Program Solutions team in West Des Moines, IA . This team member will build a portfolio of IPS business collaborating with a supportive internal team with agent and carrier professionals.  You will have the opportunity to help create and continuously improve underwriting guidelines, efficient workflows and operational processes that deliver optimal value for clients and partner stakeholders.  In this role, you will exhibit the ability to understand client business operations and apply underwriting expertise to create best in class risk solutions and services. Essential Responsibilities: Develop and negotiate price, coverage terms and conditions for all new and renewal business generating profitable and sustainable growth. Collaborate with agents and brokers and align with carrier appetite and IPS guidelines. Manages and underwrites an IPS portfolio of business. Conduct...

The Filing Analyst II is responsible for the filing of insurance products with the state departments of insurance. Driving expedited results through consistent and efficient filing processes and strong relationships with state departments of insurance. Understanding variability in state filing requirements. Developing accuracy and consistency in exception pages available on Reference Connect. Supports success of UFG objectives through managing multiple filing projects at a time providing timeline analysis to necessary project teams. Responsibilities: Build relationships with State Departments of Insurance to create a better understanding of what the state is expecting from UFG. Fully understand the SERFF filing system, process and procedures. Prepare and submit rule and form filings to the State Department of Insurance through SERFF for new and existing products. Monitor filing progress, state objections and approvals and communicate filing status with stakeholders....

Company Details   Company URL: https://www.berkleytechnologyservices.com/                                           Berkley Technology Services (BTS) is a dynamic company committed to providing world class IT services. We offer a unique culture, enabling our team members to be on the cutting edge of technology while delivering high quality solutions. We are looking for outstanding individuals who will bring unique perspectives, insight and innovation to our teams. BTS, a member company of W. R. Berkley Corporation, has facilities located in Des Moines, Iowa and Wilmington, Delaware.  Our functions include working with various third parties to develop, integrate, and support insurance systems of WRBC's operating units. BTS strives to provide these functions in a holistic manner including helpdesk support, system connectivity, and operational support. Additional responsibilities include coordinating communications regarding best practices in the use of...