23 wealth planner jobs found

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....

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our jeweler partners. The Account Manager is responsible for developing personalized approaches to drive results across the entire suite of solutions offered to the jeweler from Jewelers Mutual. This includes insurance referral programs, care plan, shipping solution, appraisal solution, asset protection, and any new solutions that are developed. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer the direction of the product(s)/program(s). Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry...

In this role, you will provide exceptional service to all guests by assisting them in a friendly, efficient, courteous and professional manner. At The Inn at SentryWorld, our business is about people and the relationships we build. Our atmosphere is welcoming and our team is genuine, dedicated, and insightful when it comes to delivering excellent service. If you enjoy forming long-lasting connections join our Front Desk team. As our Full-time Front Desk Attendant, we’ll count on you to create an exceptional first impression and luxury experience for all our guests What You’ll Do As a Front Desk Attendant, you will: Provide guests with a friendly and efficient check-in confirming guest information, verifying room rate, selecting room, coding electronic keys, providing welcome packet, and providing directions to room. Provide detailed and accurate information in person or over the phone regarding hotel policies, services, amenities, and special promotions. Assist...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Position Schedule / Shift: Monday - Friday 8:30 AM - 5:30 PM. 40 hours per week.  Scheduled hour for lunch each day.  Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver consistent, customer-focused support. Insurance Policy Servicing & Processing...

We are adding a Customer Solutions Specialist I to our team! This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource...

Job Description: We are looking to add a Placement Consultant to join our Property Casualty team in Madison, WI . 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: Independently perform the daily tasks required to efficiently manage client service which includes renewal marketing and placement of insurance for assigned clients as well as responding to daily client service needs. Develop applications from raw data, such as current policies or specifications and information available on the internet. Create and set up loss histories using Excel software from gathered information. Run building valuations. Set up new clients in the agency management system (AMS) and other appropriate software. Input policy information in AMS for smooth transition to the Client Experience Team. Request and monitor process for the loss...

Provides customer service support at the Wellness Center front desk by greeting members and providing prompt information to current and prospective members. As a Fitness Attendant at Sentry’s Wellness Center, you will play a critical part in providing health and wellness service to other Sentry Insurance associates. Hours for this on-call role vary by business needs, typically falling Monday through Friday between 5:30 am and 6:30 pm What You’ll Do As a Fitness Attendant, you will: Perform general administrative tasks at the Wellness Center front desk including, but not limited to greeting members, answering phones, responding to emails, and inquiries in person. Perform routine cleaning and preventative maintenance of exercise equipment. Monitor member safety and maintains security of the Wellness Center confirming all member are scanned upon entry and memberships are up to date. Processes new memberships, files paperwork, and enforces Wellness Center policies. Lead...

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. At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Visit our website to discover how Sun Life...

We are adding an Agent Solutions Coordinator !  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource Groups for...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our large scale jeweler partners. The Key Account Manager is responsible for developing personalized approaches to drive results across the entire portfolio of jeweler offerings; insurance referral programs, care plan, asset protection, shipping solution, and all other programs. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer the direction of the product(s)/program(s). Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   Location Details: Waukesha, WI Position Schedule / Shift: Monday - Friday 8:30 am - 5:30 pm Position Summary The Auto Club Group is seeking a customer-focused Field Insurance Service Representative to support members with insurance policies, payments, renewals, and product inquiries. This role combines service, problem-solving, and sales support to help members protect what matters most while promoting ACG’s insurance, membership, and financial products. Key Responsibilities Customer Service & Member Support Respond to customer insurance inquiries, explain product features and ACG service advantages, support sales processing, and resolve member/customer complaints with management support as needed. Participate in team service efforts and help deliver consistent, customer-focused support. Insurance Policy Servicing & Processing Service insurance...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown   is seeking  Personal   Lines Leader   to join our growing team in   Milwaukee, WI!         The purpose of the leader is to drive a culture of success through client retention, new business, efficient processes, and teammate engagement while   maintaining   positive operating margins. The leader will develop,   direct,   and   monitor   short-term and long-term business goals and   objectives   of the profit center. The leader will also   establish , maintain, and cultivate client, carrier, and enterprise-wide business partnerships. The leader will recruit, develop, and   retain   top   talent;   and manage the overall profitability of the Profit Center through effective leadership.       How You Will Contribute:   Serve as lead...

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....

Company Details   Berkley Management Protection offers a modular suite of management liability products through the Grove℠, their bespoke and easy to use platform tailored towards independent agents. Their Trellis Management Liability Portfolio℠ of coverages include directors and officers, employment practices, fiduciary, cyber, crime and miscellaneous professional liability.   Company URL:    https://www.berkleymp.com/ Responsibilities The Underwriter will manage all related underwriting tasks for renewal accounts required in assigned regions to promote written premium growth and favorable loss ratio results.  The role will work closely with the TMs, AVPs, RVPs across assigned regions.    Duties and responsibilities include but are not limited to: Responsible for renewal accounts which focus on underwriting and pricing risks in accordance with BMP’s business rules and personal underwriting authority....

The Opportunity Are you ready to take your career in client management to the next level? As a Senior Client Manager, you'll be at the forefront of building and nurturing client relationships, using your insurance know-how, dynamic communication skills, and strong leadership skills. Leading client meetings independently and alongside Client Executives, you'll showcase your expertise while supporting and guiding your team to success. Plus, you'll be a key player in assisting the sales team, making this role both challenging and rewarding for ambitious professionals looking to make a real impact.   How You Will Make an Impact Take ownership of being the first point of contact for designated clients, ensuring their needs are met promptly and with precision, bolstering our reputation for exceptional service by expertly managing internal resources and allocating tasks with precision. Play a pivotal role in cross-selling and rounding out accounts, as well as...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our partners. The Key Account Manager is responsible for strategizing personalized approaches to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include onboarding new partners efficiently while complying with all contractual agreements, cultivating strong relationships to drive new business growth, training best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership, Business Development, and Operations to appropriately steer performance. Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by...

Summary: This role serves as the primary relationship liaison between Jewelers Mutual and our small agency partners. The Associate Account Manager is responsible for servicing the small agency business to drive results across key performance indicators tied to organizational business plans while balancing incoming requests. Critical functions within this role include managing existing personal lines agency relationships and book of business and onboarding new partners efficiently while complying with all contractual agreements.  Additionally, this role will cultivate strong relationships to drive new business growth, train best practices at all levels of partner organizations to ensure regulatory compliance and improve sales. This position works closely with P&L leadership and operations to appropriately steer the direction of the product(s)/program(s).  Why Jewelers Mutual: Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the...

We are adding a Customer Solutions Specialist I  to our team!  This is a hybrid position requiring individuals to work in office 10 days per month; or as needed for business needs.   Who We Are: Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.   NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer  Employee Resource...

What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it. The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The primary purpose of this position is to act as a resource and serve as an integral member of the underwriting team able to overcome obstacles in the workload and meet timelines by fulfilling basic underwriting support responsibilities. This position will handle day-to- day client servicing including managing workflow and reinforcing the ease of doing business with Markel by meeting or exceeding agents/brokers expectations and providing quality service on a consistent basis. Job Responsibilities...

Overview The primary location for this position is in or near Madison, Wisconsin.   This position is based out of your home with a company-provided vehicle for travel to the claim sites. Grinnell Mutual employees and their family members enjoy a comprehensive health benefits package that reduces premiums for commitment to a healthy lifestyle, along with a full suite of disability and life insurance and a 401(k) program with a company match. Property Claims Adjusters receive a one-time home office reimbursement up to $1,000 to set up their remote home office and monthly internet expenses paid by the company. Grinnell Mutual offers a flexible work environment and paid holidays where the office is closed. Please note that candidates must be eligible to work in the U.S. without Grinnell Mutual sponsorship.    This position may be filled at the level equal to the individual's qualifications and experience. The Reinsurance Adjusting Program provides in-depth...