20 wealth planner jobs found

At OneAmerica, we deliver on promises when customers need us most.  We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals.  We keep our promises, so we can help them achieve their goals and realize their definition of financial success. Job Summary We are seeking a highly organized and proactive Administrative Assistant Sr to provide comprehensive support for two Vice President's in the Enterprise Technology department. This role requires a self-starter who thrives in a fast-paced environment, demonstrates exceptional discretion, and excels at managing multiple priorities with minimal supervision. Why Join Us? - This is an opportunity to work closely with executive leadership and contribute to the success of a high-impact division. If you are a detail-oriented professional who enjoys being at the center of operations, we encourage you to apply. Responsibilities:...

AIG Warranty delivers a full range of service solutions including warranty management administration, extended service programs, customer service support, service network management, claims processing services, and service contract underwriting. With over 20+ years of experience, we are one of the warranty and service industry's leading providers, which is why many of the world's largest and most respected brands choose us. When retailers or manufacturers want flexible and innovative service solutions that will ensure the focus of building customer retention and customer satisfaction, they turn to us. Position Overview: Reporting to a Claims Team Manager, the Claims Examiner - Bilingual works directly with the insured, service contractors, clients, and other internal and external stakeholders to support the Warranty claims team. Claims Examiners - Bilingual are responsible for the handling of all Warranty insurance claims for major clients in our diverse portfolio. Our...

Customer Service Representative, HVAC Our Customer Service Representative, HVAC position is a great opportunity to join our growing team! This position is Hybrid working in our Jeffersonville, IN. office. Make your mark in General Insurance General Insurance is a leading provider of insurance products and services – focused on helping to manage risk for commercial and personal customers. We offer a broad range of products through a diversified, multi-channel distribution network, including one of the world’s most far-reaching property casualty networks. About AIG Warranty AIG Warranty delivers a full range of service solutions including warranty management administration, extended service programs, customer service support, service network management, claims processing services, and service contract underwriting. With over 20 years of experience, we are one of the warranty and service industry's leading providers, which is why many of the world's largest and...

Job Title: Employee Services Associate FLSA: Non - Exempt Job Family: Employees Services Department: Employee Services Location: Corporate Office (Fort Wayne, IN)   JOB SUMMARY Provide a professional and positive employee services (guest, conference, and food services) experience and ensure the company’s branding and professional standards are exhibited for employees and corporate guests that support the organization's culture and priorities. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Provide support for on-premises food services locations and functions: Cafeteria, Cafe/Coffee Shop, and Vending Machines. Responsible for sanitizing areas through the safe and appropriate use of cleaning agents, chemicals, or solvents. Replenish drip coffee...

Job Posting End Date: June 11 For more than 75 years, Colonial Life & Accident Insurance Company has had one mission: to help America’s workers preserve and protect the vitally important things they work so hard to build. Headquartered in Columbia, South Carolina, we offer a wide range of financial protection options, helping more than 3.7 million people in over 86,000 companies. In addition to our personal benefits counseling expertise, we’re a pioneer of payroll deduction and innovator of enrollment technology. Our end-to-end capabilities and commitment to going above and beyond enable us to provide unmatched customer service. With more than 10,000 sales representatives and more than 1,000 home office professionals, we’re here to help during life's most challenging times. General Summary: General Summary This position is responsible for providing training and development support to new 1099 sales managers and reps across their specified territory. This includes...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Field Case Manager This Field Case will cover our Southbend, IN, Merrillville, IN/Warsaw, IN and Kalamazoo, MI region and must live in this area in order to be considered. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as a liaison and providing communication between all involved...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance RN Field Case Manager This Field Case Manager will cover our Indianapolis, IN region and must live in this area in order to be considered. Must have as least 1.5 years of prior Field Case Manager workers compensation experience. PRIMARY PURPOSE OF THE ROLE: Sedgwick Field Case Managers work face to face with their injured workers and medical providers t o facilitate; though advocacy, progressive medical treatment, and timely return-to-work; while acting as...

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers 2) led by advantaged underwriting in insurance 3) to protect the whole home As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies. In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED. Job Title: Senior Software Engineer II Location:  India...

Job Description: Pacific Life is seeking a skilled sales professional to support the growth of Broker Distribution within the Workforce Benefits organization. You will play an integral part in Pacific Life’s efforts to establish and grow a $1B revenue, profitable business in the Workforce Benefits market. This role is considered to be 100% remote, as travel is required, and our ideal candidate for this role will have the territory of Indiana and Kentucky. As  Sales Representative, Broker Distribution you’ll play a key role in the startup and long-term success of this business by working with leaders in the Workforce Benefits division to meet established goals and objectives.  Your focus will be on building relationships, developing and executing broker specific strategies and driving growth toward sales goals within the Broker Distribution Channel.  You are responsible for bringing our business to the broker market and meeting annual metrics-based sales objectives. The...

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...

At WorldTrips, a proud member of the Tokio Marine HCC group of companies, we believe in more than just business—we believe in empowering our people. As a global leader in specialty travel medical and trip protection insurance, we are passionate about preparing travelers for the unpredictable while fostering a work environment where bold ideas and transformative solutions are valued at every level. Our mission, "To Be a Good Company," reflects our commitment to people and community, recognizing the importance of giving back and driving positive change. We are proud to be named as a Top Workplace Winner for the past three years by IndyStar! Our renovated office, located in Carmel, IN, is only steps away from the Carmel City Center for shopping, dining, and entertainment. This is a hybrid position (3 days in office). Tokio Marine HCC offers a competitive salary and a generous employee benefit package that includes among other benefits, subsidized medical, prescription,...

The salary range for this job posting is $69,152.00 - $123,921.00 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. Ideal candidates will reside in Indiana , Ohio or Kentucky and have underwriting experience with Package Lines and Workers' Compensation. We will also consider candidates who live in any of our listed payroll approved states that have the necessary underwriting experience. This role will underwrite accounts averaging between $35k - $75k. We may hire a senior level depending on candidate qualifications. (Compensation shown is inclusive of the non-senior and senior level) This role will report to a Regional Vice President,...

At OneAmerica, we deliver on promises when customers need us most.  We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals.  We keep our promises, so we can help them achieve their goals and realize their definition of financial success. Job Summary We are seeking a highly organized and proactive Administrative Assistant Sr. to provide comprehensive support for the Vice President Chief Accounting Officer. This role requires a self-starter who thrives in a fast-paced environment, demonstrates exceptional discretion, and excels at managing multiple priorities with minimal supervision. Why Join Us? - This is an opportunity to work closely with executive leadership and contribute to the success of a high-impact division. If you are a detail-oriented professional who enjoys being at the center of operations, we encourage you to apply. Responsibilities: Serve as a...

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 accounts averaging over $75k in premium. Ideal candidates will reside in Central Indiana, preferably, Fort Wayne, South Bend or Indianapolis. This position will travel the assigned territory to 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...

Customer Service Representative- Warranty Our Customer Service Representative, HVAC position is a great opportunity to join our growing team! This position is Hybrid working in our Jeffersonville, IN. office. Make your mark in General Insurance  General Insurance is a leading provider of insurance products and services – focused on helping to manage risk for commercial and personal customers. We offer a broad range of products through a diversified, multi-channel distribution network, including one of the world’s most far-reaching property casualty networks.   About AIG Warranty AIG Warranty delivers a full range of service solutions including warranty management administration, extended service programs, customer service support, service network management, claims processing services, and service contract underwriting. With over 20 years of experience, we are one of the warranty and service industry's leading providers, which is why many of the world's...

At OneAmerica Financial, our purpose is to create more certainty for our customers that leads to better moments, every day. Our commitment is to advance stability and growth in every solution and relationship.  We deliver financial strength that builds for generations, and we are always aspiring, looking ahead, and collaborating to achieve more, together.  Come be a part of this journey with us as we champion lives! The Individual Life Claims Associate is responsible for helping our customers maintain a sense of security by independently and effectively managing an assigned caseload of claims, in a fair and ethical manner and within all requirements and service standards. Job Summary Responsible for helping our customers maintain a sense of security by independently and effectively managing an assigned caseload of claims, in a fair and ethical manner and within all requirements and service standards. Individual Life Claims Associate is responsible for: Reviewing and...

Job Title: Account Executive - Brotherhood Works / Employee Benefits FLSA Status: Exempt Job Family: Affiliates Department: Brotherhood Works - Insurance Services Location: Corporate Office (Fort Wayne, IN) JOB SUMMARY Responsible for achieving Brotherhood Works sales targets by identifying and pursuing qualified leads in alignment with the company’s marketing initiatives and agent engagement activities. Additionally, responsible for assessing the specific needs of Brotherhood Works’ unique prospect niche and creatively presenting the company’s value proposition by recommending tailored solutions that address those needs. POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Achieve annual new sales targets established by the sales...

At AIG, we are reimagining the way we help customers to manage risk. Join us as an HVAC Operational Account Manager to play your part in that transformation. It’s an opportunity to grow your skills and experience as a valued member of the team. Make your mark in the HVAC Business unit AIG Warranty delivers a full range of service solutions including warranty management administration, extended service programs, customer service support, service network management, claims processing services, and service contract underwriting. With over 20 years of experience, we are one of the warranty and service industry's leading providers, which is why many of the world's largest and most respected brands choose AIG.  We deliver flexible and innovative service solutions to our OEM and retail partners, focusing on the HVACR industry.  How you will create an impact The HVAC Operational Account Manager will manage processes for assigned HVAC accounts while striving to enhance...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Care Team Representative Entry-level, Care Team Representative Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Indianapolis, IN: 8909 Purdue Road, Suite 501, Indianapolis, IN ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and...

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. Visit our website to discover how Sun Life is making life brighter for our customers, partners and communities.   Job Description: Location : We support US flexible working arrangements in the contiguous 48 states, however for this position you must reside in Indiana, preferably near Indianapolis .     At Sun Life, we look for optimistic people who want to make life brighter for our  Clients . We...