14 financial planning service associate jobs found

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Claims team is currently seeking an Auto PD Adjuster – Service Claims. This is a full-time, exempt role with a hybrid work schedule (two days in the office) at one of our Hanover offices:  Worcester, MA Richmond, VA Syracuse, NY  Itasca, IL Howell, MI  POSITION OVERVIEW: The Adjuster Service Claims is responsible for managing a caseload of moderately complex claims from initiation to resolution. This includes determining coverage, conducting thorough investigations, evaluating damages, and negotiating settlements in accordance with policy terms, best practices, and jurisdictional requirements. The role involves direct communication with insureds and third...

For more than 170 years, The Hanover has been committed to delivering on our promises and being there when it matters the most. We live our values every day, demonstrating we  CARE  through our values,  Sustainability  initiatives and  inclusive corporate culture .   Our Claims team is currently seeking an Auto PD Adjuster – Service Claims. This is a full-time, exempt role with a hybrid work schedule (two days in the office) at one of our Hanover offices:  Worcester, MA Richmond, VA Syracuse, NY  Itasca, IL Howell, MI  POSITION OVERVIEW: The Adjuster Service Claims is responsible for managing a caseload of moderately complex claims from initiation to resolution. This includes determining coverage, conducting thorough investigations, evaluating damages, and negotiating settlements in accordance with policy terms, best practices, and jurisdictional requirements. The role involves direct communication with insureds and third...

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....

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 Director is responsible for a team of Territory Managers (field-based senior production underwriters) spread throughout the East Coast and the respective book of business within our Commercial Middle Market Construction Services organization. This is a remote/WFH (work-from-home) role, requiring travel throughout the territory as well as conferences and leadership/team meetings - average travel is likely on a monthly basis, including overnight trips....

Description T he North America (NA) Chief Reserving Actuary will lead the North America Reserving function. Position involves being responsible for the team performing thorough reserve analysis, maintaining reasonable and adequate reserves for this $20 Billion reserve base, clearly and transparently communicating results of reserve studies to key stakeholders, identifying elements of the reserve analysis that is particularly relevant to future business decisions by the NA business unit, effectively managing and leading a large team, and building strong relationships with business leaders and other key leaders throughout the organization.   Responsibilities    Provide an independent assessment of the NA reserves and associated reserve risks, ensuring the adequacy and accuracy of the NA reserves. Ensure use of accurate, sound, and innovative approaches in projecting and setting reserving guidelines that are consistent with those of Global Risk Solutions...

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....

A career at Concord Insurance Group 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 This job is responsible for supervising and coordinating activities within an assigned Claims Division area of responsibility involving the products or services of the Company by working individually or through associates. Work is performed independently. Responsibilities Make suggestions and recommendations as to the hiring, termination, advancement, promotion or any other change of status of associates. Assist management by supervising office/department activities in accordance with Company policies and applicable laws. Supervisory responsibilities include but not limited to: training and developing associates and conducting performance appraisals; planning, assigning, and directing work to meet Company objectives; ensure that associates...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Overview The Risk Control Consultant II serves as a business consultant, helping policyholders improve workplace safety, reduce losses, and strengthen risk management practices. The consultant partners with insureds across a variety of industries, provides technical guidance, and shares industry expertise with underwriting and senior management to support informed business decisions. Maintains a solid understanding of AmTrust's mission, vision, and values and upholds the standards of the organization.   This role will primarily service the Boston area, with additional responsibility for New Hampshire, Vermont, Maine, Rhode Island, Connecticut, and Upstate New York.  Responsibilities Provide risk control consultation and evaluation services to support the selection and retention of new and renewal commercial multi-line business. Prepare reports, analyze data, and identify injury and loss trends to assist underwriting and...

Description The Company   Liberty Mutual Investments manages Liberty Mutual Insurance Group’s global investment portfolio across public and private markets, with more than $100 billion in assets under management. LMI combines the scale and stability of a global insurer with the agility of a sophisticated investment organization, investing across a broad range of asset classes to generate attractive risk-adjusted returns and support Liberty Mutual’s long-term financial strength. As LMI advances its 2030 strategy, the firm is expanding its capabilities, scaling private markets, modernizing its operating platform and introducing new investment structures to support growth. Delivering on that strategy requires disciplined program execution, effective cross-functional coordination, and an operating model that can absorb increasing complexity without sacrificing speed or rigor.   The Opportunity   Program Management sits within GIS Strategy & Execution —...

Description The Company    Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty’s promises.   LMI offers the best of both worlds — the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.   Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding...

Grow With Us!  At Hilb Group, we recognize that our associates are our greatest asset. We promote a service-driven culture of high performance that encourages career and professional development. The Hilb Group is currently seeking a motivated and ambitious Consultant to join our team. This position can report to our agency located in Farmington, CT, Southborough, MA, Canton, MA or Cranston, RI. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is an in-office position. Responsibilities: ​ Develop and execute client benefit strategies; advise clients on all areas of compliance. Assist in preparing requests for proposals and renewals of benefit coverage. Provide client utilization and monthly financial reporting to clients with analysis of activity and large claim detail. Partner with Producers to lead client meetings and presentations, and onboard new clients. Delegate tasks,...

Actuary & AVP - Lexington Property Pricing At AIG, we are reimagining the way we help customers to manage risk. Join us as a Actuary & Assistant Vice President - Lexington Property Pricing to take on key responsibilities within a world-class actuarial function. Make your mark in Actuarial Our Actuaries are on the front lines, quantifying risk, pricing insurance and reserving losses for AIG’s major insurance operating companies, globally. We collaborate with Finance, Claims, Operations, Marketing and Risk Management, among other functions. As an AIG actuary, you will be challenged and encouraged to reach your greatest potential to help improve how we predict, manage and mitigate risk. How you will create an impact We are seeking an actuarial professional with industry expertise to lead the Lexington Property pricing team.  The individual will partner with the business and support teams on strategy, risk selection, pricing, and portfolio construction.  They...

Description About Capstone Partners: Capstone Partners is one of the largest and most active investment banking firms in the U.S. For over 20 years, Capstone Partners has been a trusted advisor to leading middle market companies, offering a fully integrated range of investment banking and financial advisory services uniquely tailored to help owners, investors, and creditors through each stage of the company's lifecycle. Capstone's services include M&A advisory, debt and equity placement, corporate restructuring, special situations, valuation and fairness opinions, and financial advisory services. Headquartered in Boston, the firm has 175+ professionals in multiple offices across the U.S. With 12 dedicated industry groups, Capstone delivers sector-specific expertise through large, cross-functional teams. Capstone is a subsidiary of Huntington Bancshares Incorporated (NASDAQ: HBAN). For more information, visit...