26 wealth planner jobs found

Join our Claims Academy - we are building the next generation of expert Claims Adjusters! Location: Dubuque, Iowa - in office Start a career you didn't know existed with a company that invests in you. We’re experiencing rapid growth and are expanding our team. No experience? No problem. Through our Claims Academy, you’ll receive hands-on training, mentorship, and support to build a long-term career in the insurance industry. From day one, you’ll learn directly from experienced adjusters, trainers, and mentors who are fully invested in your success. What You'll Do As a Claims Adjuster, you’ll learn how to guide individuals through the claims process and ensure they receive the support and resolution they need. You’ll become the go-to person managing claims from start to finish. You’ll build relationships and guide people primarily over the phone and through email, serving as their main point of contact throughout the claims process. Through our training program, you’ll...

Job Description: We are looking to add an Office Administrator to join our Office Services team in West Des Moines, Iowa . 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! Basic Function:                                                                                                              This role is responsible for ensuring efficient office operation and for providing superior customer service to our internal and external clients. The Office Administrator I is responsible for all office and employee desk needs and will serve as the point of contact for vendors and building management.  Essential Responsibilities: Greet visitors, answer incoming phone calls, and deliver best-in-class service to clients and employees. Partner with office leaders to coordinate department and office meetings, and company events. Code invoices and prepare...

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.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description A day in the life of a Coordinated Property Adjuster, and what it takes to do the job! As a Coordinated Property Adjuster, you will be dedicated to providing exceptional service to our policyholders. Your primary responsibility will be handle escalated claims files that have complex contents or additional living expense damage to  ensure our customers receive the highest level of support and resolution for these specific claims. Spend your day handling claims virtually from home. Handle escalated claims files that have...

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 Sedgwick your Career Starter - Cedar Rapids Hiring Event Open House Career Event!   Sedgwick is a leading global provider of technology-enabled risk, benefits and integrated business solutions. The company provides a broad range of resources tailored to our clients’ specific needs in casualty, property, marine, benefits, brand protection and other lines. Every day, in every time zone, the most well-known and respected organizations place their trust in us to help...

Job Description: Job Description Innovative Captive Strategies (ICS) is seeking an experienced Sr. Employee Benefits Captive Insurance Program Manager to deliver exceptional service and strategic support to agency partners, clients, and carrier partners. In this role, you will collaborate closely with senior leadership and captive leaders to manage and grow employee benefits captive insurance programs while ensuring a best-in-class client experience. This position is ideal for a seasoned benefits professional who thrives in a collaborative environment, enjoys leading complex initiatives, and brings deep knowledge of captive insurance and self-funded medical programs. Client & Partner Engagement Serve as a primary point of contact for agency partners, clients, and carrier partners, responding to inquiries and resolving issues in a professional and timely manner Build and maintain strong relationships with insurers, underwriters, third-party...

Job Description: Job Description Innovative Captive Strategies (ICS) is seeking an experienced Sr. Employee Benefits Captive Insurance Program Manager to deliver exceptional service and strategic support to agency partners, clients, and carrier partners. In this role, you will collaborate closely with senior leadership and captive leaders to manage and grow employee benefits captive insurance programs while ensuring a best-in-class client experience. This position is ideal for a seasoned benefits professional who thrives in a collaborative environment, enjoys leading complex initiatives, and brings deep knowledge of captive insurance and self-funded medical programs. Client & Partner Engagement Serve as a primary point of contact for agency partners, clients, and carrier partners, responding to inquiries and resolving issues in a professional and timely manner Build and maintain strong relationships with insurers, underwriters, third-party...

Company Details   Founded in 1967,  W. R. Berkley Corporation  has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.     Along the way, we’ve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion.     Today the Berkley brand comprises more than 50 businesses worldwide and is divided into two segments:  Insurance and Reinsurance & Monoline Excess.  Led by our Executive Chairman, founder and largest shareholder, William. R. Berkley and our President and Chief Executive Officer, W. Robert Berkley, Jr., W.R. Berkley Corporation is well-positioned to respond to opportunities for future growth.    This role is based in our Urbandale, IA location where we offer a hybrid work schedule with 4 days in the office; and 1 day remote: The company is an equal...

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.   DentaQuest manages dental and vision benefits for more than 33 million Americans. Our outcomes-based, cost-effective solutions are designed for Medicaid and CHIP, Medicare Advantage, small and large businesses, and individuals. With a focus on prevention and value, we aim to make quality care accessible to improve the oral health of all....

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Florida and Kentucky is required. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Florida and Kentucky is required. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Louisiana and Mississippi is required. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Louisiana and Mississippi is required. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to...

Company Details   Rated Best Places to Work 2020, 2022 and 2024 by Business Insurance, Continental Western Group is a regional property casualty insurance company offering commercial products and services through independent agents in the Midwest. CWG provides unique value through the service provided by our experienced group of employees and independent agents. Since 1886 - Strong, Local and Trusted.   As a Berkley company, we enjoy operational flexibility that allows us to deliver quality coverage solutions.  W. R. Berkley Corporation , and all member insurance companies, are rated A+ (Superior) by A.M. Best Company, and carry Standard & Poor’s Financial Rating of A+ (Strong).     This role is based in our Urbandale, IA location where we offer a hybrid work schedule with four days in the office; and one day remote where it makes sense to do so.       The Company is an equal employment opportunity employer. #LI-hybrid, #LI-LD1...

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📍 Coralville IA: 273 Ridgeway Drive, Coralville IA 52241 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and customers...

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, Iowa. Position Summary: The Internal Wholesaler is responsible for helping to drive sales in the financial institution channel, partnering with the Regional Vice President. This position works closely with the RVP and financial professionals to achieve territory sales goals for both annuity and life insurance products offered by EquiTrust. The role features a...

Job Description: We are looking to add a Workers’ Compensation Claims Specialist to join our Creative Risk Solutions team. 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: ·   Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. ·  I nvestigates, evaluates, and resolves lost time Workers’ Compensation claims, including litigated claims. ·   Mediates situations as they arise between the insured and the insurance company, with little to no support from leader, to include researching coverage issues. ·   Enters and maintains accurate information on a computer system during the claim process, to include final settlement information. ·   Generates checks for...

Job Description: Creative Risk Solutions (CRS), a proud line of business under the Holmes Murphy umbrella, is a leading Third-Party Administrator (TPA) specializing in innovative claims management solutions. At CRS, we believe in doing things differently—empowering our team to deliver exceptional service, embrace creativity, and make a real impact for our clients. We are looking to add a Workers’ Compensation Claims Specialist to join our team. Experience handling claims in Minnesota, South Dakota, Wisconsin, Pennsylvania, and Iowa is preferred. Essential Responsibilities: Receives, gathers and accurately transmits workers’ compensation information to the company, from communications with the insured, claimants, and internal staff in a timely manner. Investigates, evaluates, and resolves Workers’ Compensation claims. Mediates situations as they arise between the insured and the insurance company, with some support from leader as needed, to include researching...

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📍 Cedar Rapids, IA: 333 1st Street SE, Suite 200, Cedar Rapids, IA 52401 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees...

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📍 Dubuque, IA: 4141 Westmark Avenue, Dubuque IA 52002 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and customers from...