39 wealth planner jobs found

Primary Duties Investigate claims thoroughly, including coverage and identifying subrogation. Manage medical issues and schedule timely appointments. Work closely with Team Manager to identify red flags.   Consistently keep claim files documented and updated  Ensure that all medical payments are issued timely and appropriately. Requirements Successfully pass tests in states where they are required for license Complete required ongoing education credits to maintain license Attend training and become proficient with workers’ compensation statutes for the states that you have been assigned Strong oral and written communication skills Strong analytical skills and attention to detail Time management skills and demonstrated ability to manage multiple priorities with accuracy and efficiency Ability to provide professional and friendly customer service Proficient knowledge of Microsoft Office suite Skills & Knowledge Excellent oral and written...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Sales Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details:   This is an onsite position located in our Chastain Park Facility.   Position Summary :     As a Service Advisor,   you’ll   serve as the primary point of contact for customers throughout the vehicle service process. This role involves assessing customer needs, recommending maintenance and repair services, preparing repair orders, and communicating with both customers and technicians to ensure work is completed accurately and efficiently. Successful candidates have strong customer service, communication, and organizational skills, along with the ability to manage multiple priorities in a fast-paced environment. The Service Advisor plays a key role in delivering   a positive   customer experience and supporting overall service department performance.   Key Responsibilities :   Serve as the primary point of contact...

Location: Alpharetta, GA Work Model: Hybrid Position type: Full time - salary We’re a team of employees passionate about delivering best-in-class customer service and innovation in the industry. We prioritize integrity, relationships, and excellence in all aspects of our work. Our employees fully utilize their talents and bring their best selves to work. We believe who you are is just as important as what you do! As a Middle Market Underwriter, you’ll help Central fulfill its promise to its customers by effectively managing your assigned territory, building strong relationships with agents, writing a profitable book of business, and providing top-notch service. Key Responsibilities of the Role Manage and underwrite assigned book of middle market business to achieve profitability and meet financial objectives Select profitable new business through analysis of the risks presented, coverage requested, and losses incurred Classify and...

About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.  Job Summary: Acrisure is seeking a Workers’ Compensation Claims Examiner. This role is responsible for managing lost time workers’ compensation claims from assignment through resolution while ensuring timely, accurate, and compliant claim handling. The adjuster will...

Job Posting End Date: August 23 When you join the team at Unum, you become part of an organization committed to helping you thrive. Here, we work to provide the employee benefits and service solutions that enable employees at our client companies to thrive throughout life’s moments. And this starts with ensuring that every one of our team members enjoys opportunities to succeed both professionally and personally. To enable this, we provide:  Award-winning culture  Inclusion and diversity as a priority  Performance Based Incentive Plans Competitive benefits package that includes: Health, Vision, Dental, Short & Long-Term Disability  Generous PTO (including paid time to volunteer!)  Up to 9.5% 401(k) employer contribution  Mental health support  Career advancement opportunities  Student loan repayment options  Tuition reimbursement Flexible work environments  *All the benefits listed above are subject to the terms of their...

About the ROLE   Each day at AssuranceAmerica is different, but as a ​ SAS Administrator ​ in ​ IT ​ , you will :   ​ ​ Bear responsibility for the overall availability and health of the SAS environment through user training, maintenance, performance tuning, and troubleshooting system-related issues. ​   ​ ​ Maintain custom SAS processes as needed or directed (SAS re-rater, reporting, automation, etc.) ​   ​ ​ Administer the SAS platform by controlling security, accessibility , connections to data sources to align with company compliances. ​   ​ ​ Learn and maintain best practices for deployment, implementation, and administration of various SAS products. ​   ​ ​ Apply SAS security “Hot Fixes” as required to align with IT procedures. ​   Work with cross - functional teams to create, implement, and deploy business solutions as needed....

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   $2,500 Sign-On Bonus Payment Terms: $1000 paid after 30 days of employment, $1500 paid after 90 days of employment. Join America’s most trusted brand with over 100 years of service HOW WE REWARD OUR EMPLOYEES UNLIMITED Income Potential *Average Earnings $75,000 - $100,000 (base plus commissions) Pay Structure · UNLIMITED LEADS, at no cost · Elevated tiered commissions for the first 12 months · Annual Base Pay $25,000 (non-exempt, eligible for overtime) ACG offers excellent and comprehensive benefits packages:  · Medical, dental and vision benefits  · 401k Match  · Paid parental leave and adoption assistance   · Paid Time Off (PTO), company paid holidays, CEO days, and floating holidays  · Paid volunteer day annually  · Tuition assistance program, professional certification reimbursement program and other professional development opportunities  ·...

Claim Intake Department Segmentation Technician At AIG, we are reimagining the way we help customers to manage risk. Join us as a Claim Intake Department (CID) Segmentation Technician to play your part in that transformation. You’ll work with some of the best claims and underwriting minds in the industry with segmenting new excess and specialty lines claim files and helping our businesses develop products to address the rapidly evolving risk environment. Grow your career at the forefront of Casualty insurance. In CID, we strive to live AIG’s corporate values: Take Ownership, Set the Standard, Win Together, Be an Ally, Do What’s Right. At AIG, we are committed to creating a culture that truly respects and celebrates each other’s talents, backgrounds, cultures, opinions and goals. We foster a culture of inclusion and belonging through our flexible work arrangements, diversity and inclusion learning, cultural awareness activities and Employee Resource Groups (ERGs). With global...

ABOUT HUB INTERNATIONAL: HUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions. WHAT WE OFFER YOU: At HUB we believe in investing in the future of our employees.  Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization.  We offer: Competitive salaries and benefits offerings Medical/dental/vision   insurance and voluntary insurance options Health Savings Account funding 401k matching program Company paid Life and Short-Term Disability Plans Supplemental Life and Long-Term Disability...

Overview Position Summary:   If you’re passionate about helping people restore their lives when the unexpected happens to their homes and providing the best customer experience, then our Mercury Insurance Property Claims team could be the place for you! Upon completion of the training program, ideal candidates will transition into a property claims field adjusting position traveling to loss sites that have been damaged by fire, water, weather, or other unexpected events. You may also handle some claims via virtual technology and/or collaborate with vendors.    The Property Claims Field Adjuster ll will learn apply knowledge of current Company policies, applicable regulatory standards, and procedures to investigate, evaluate and settle moderate Homeowner's property claims in a timely and efficient manner as to prevent unnecessary expense to the Company and policyholders, and provide exceptional service to our customers.   Geo-Salary...

This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.  We stand apart for our outstanding client service, intelligent risk taking and superior risk adjusted returns for our shareholders. We also proudly maintain an entrepreneurial, disciplined and ethical corporate culture.  As a member of AXIS, you join a team that is among the best in the industry. At AXIS, we believe that we are only as strong as our people. We strive to create an inclusive and welcoming culture where employees of all backgrounds and from all walks of life feel comfortable and empowered to be themselves. This means that we bring our whole selves to work.  All qualified applicants will receive consideration for employment without regard to any protected characteristic, including age, color, disability, ethnicity, gender identity, marital status, national origin, pregnancy, race, religion, sex, sexual orientation, veteran status, or...

Job Description Are you looking for your next opportunity? Sompo has a unique opportunity for an Assistant V ic e President in our E&S Property team. Our E&S Property team considers all types of commercial occupancies for catastrophe protection based on individual risk characteristics. We entertain single location risks as well as large schedules of locations and consider risks throughout the US including those located in both catastrophe prone and non-catastrophe prone areas. Location: This position will be based out of our Alpharetta, GA or Chicago, IL offices . We strive for collaboration, which is why we offer a work environment where our employees thrive and develop long-lasting careers. Our business, your impact, our opportunity: What you’ll be doing: Effectively drive acceptable submission activity and quickly determine acceptability of risk in accordance with Sompo guidelines and standards. Able to quickly review...

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...

Job Description Help us insure it Tokio Marine HCC is a global industry-leading specialty insurance group, backed by the strength and stability of the Tokio Marine Group. Offering over 100 classes of specialty insurance, we empower clients to pursue opportunities confidently through our “Mind Over Risk” philosophy. More than an insurance company, we are an organization built on innovation, unity, and trust. At our core, we are Always Advancing, driven by innovation and an entrepreneurial spirit that keeps us moving forward. Our people are Experts in Tomorrow, using curiosity and smart working to anticipate what’s next. With a culture rooted in Reaching Out, we foster genuine collaboration and support, ensuring every individual has the opportunity to succeed and make a difference. This is a hybrid role located onsite in Kennesaw, GA Role Overview Under supervision, responsible for all aspects of corporate sales and analysis both internally and externally....

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees.  Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our...

The salary range for this job posting is $97,153.00 - $194,990.00 annually + bonus + benefits. Pay Type: Salary The above represents the full salary range for this job requisition. Ultimately, in determining your pay and job title, we'll consider your location, education, experience, and other job-related factors, and will fall within the stated range. Your recruiter can share more information about the specific salary range during the hiring process. Encova Insurance has an immediate opening for Production Underwriter, Package Lines for Georgia for accounts over $100k in premium. This is a remote position for candidates in GA who will travel throughout the state and visit agencies in order to develop new and existing relationships. A company vehicle will be provided. We may hire a senior level depending on candidate qualifications and the posting is inclusive of the non-senior and senior-level full range. The position will report to a Regional Vice President, Commercial...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Technology Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Account Executive manages and develops the overall strategy for insured accounts and non-insurance risk transfer techniques including placement of insurance policies. The Account Executive is responsible for providing accurate and responsive management on more complex accounts, while providing guidance and mentorship in a team environment.  In addition, the Account Executive will build and maintain relationships with clients to encourage new and repeat business opportunities....