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financial planning and design coordinator with life insurance product expertise

100 financial planning and design coordinator with life insurance product expertise jobs found

EPIC Insurance Brokers & Consultants
08/12/2026  
Financial Planning and Design Coordinator with Life Insurance Product Expertise
LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. 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 New York City 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....
EPIC Insurance Brokers & Consultants New York, NY
EPIC Insurance Brokers & Consultants
08/12/2026  
Financial Planning and Design Coordinator with Life Insurance Product Expertise
LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. 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 New York City 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....
EPIC Insurance Brokers & Consultants Jersey City, NJ
EPIC Insurance Brokers & Consultants
08/12/2026  
Financial Planning and Design Coordinator with Life Insurance Product Expertise
LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. 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 New York City 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....
EPIC Insurance Brokers & Consultants United States
EPIC Insurance Brokers & Consultants
08/12/2026  
Financial Planning and Design Coordinator with Life Insurance Product Expertise
LOCATION: We are open to hiring remote candidates but the preference is to be located close to the NY Metro area. PLEASE NOTE:  Experience with Life Insurance products is required. 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 New York City 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....
EPIC Insurance Brokers & Consultants Greenwich, CT
HUB International
08/13/2026  
Client Service Associate, Wealth Management - Potential for Hybrid Work
Discover a Career That Empowers You - Join HUB International   At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it.   In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve.   We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products...
HUB International Rockville, MD Full Time
EPIC Insurance Brokers & Consultants
08/12/2026  
Assistant Client Manager- Commercial P&C Accounts
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 New York City and founded in 2007, our company has over 4,000 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...
EPIC Insurance Brokers & Consultants Dallas, TX
EPIC Insurance Brokers & Consultants
08/12/2026  
Assistant Client Manager- Commercial P&C Accounts
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 New York City and founded in 2007, our company has over 4,000 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...
EPIC Insurance Brokers & Consultants Houston, TX
EPIC Insurance Brokers & Consultants
08/12/2026  
Copy of Assistant Client Manager- Commercial P&C Accounts
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 New York City and founded in 2007, our company has over 4,000 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...
EPIC Insurance Brokers & Consultants Austin, TX
USAA
08/12/2026  
HR Enablement Director
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The HR Enablement Director provides strategic leadership and execution support to advance HR initiatives through effective enablement, readiness, change management, and adoption practices. Partners across HR Centers of Expertise (COEs), HR Business Partners (HRBPs), Communications, and enterprise stakeholders to ensure HR...
USAA San Antonio, TX Full Time
Crum & Forster
08/12/2026  
Business Development Manager, Southern Region - REMOTE
Crum & Forster Company Overview Crum & Forster (C&F) provides market leading property & casualty, accident & health, specialty and standard commercial lines insurance solutions. A true underwriting company, we have a 200-year history of helping our customers manage risk with laser-focused expertise, integrity and discipline. Our people are empowered to make decisions and problem-solve with you smartly and swiftly. Our annual gross written premium is 6.2 billion. C&F enjoys a financial strength rating of "A+" (Superior) by AM Best.   Our most valuable asset is our people. We have 3000 employees, and locations throughout the United States and India. With our employee-first focus, the Company is consistently recognized as a great place to work, earning multiple workplace and wellness awards, including the Great Place to Work® Award, Fortune 100 Best Companies to Work For, Fortune Best Workplaces for Parents, Fortune Best Workplaces...
Crum & Forster Glastonbury, CT Full Time
CNA
08/12/2026  
Senior Product Owner, Insurance Solutions
You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  We are looking for an Insurance Operations Senior Product Owner who can drive transformative operational initiatives and deliver business value through generative AI solutions. This role is a hybrid execution position supporting the rollout of generative AI initiatives across business operations. You will serve as the bridge between business stakeholders and delivery teams—intaking and shaping AI use cases, translating needs into clear requirements, developing prompts, and iteratively testing and refining outputs until they are reliable, repeatable, and fit-for-purpose. You will help establish a disciplined prompt lifecycle (design → test → refine → version) and enable end-users through...
CNA Lake Mary, FL Full Time
HUB International
08/12/2026  
Financial Planning & Service Associate - Potential for Hybrid Work
Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and...
HUB International Bethesda, MD Full Time
Tokio Marine HCC
08/12/2026  
Actuarial Supervisor
Role Details Job Title: Actuarial Supervisor Location: Troy, Michigan - Hybrid (3 days in-office, 2 days work-from-home) Employment Type: Full-Time Requisition Begin Date: 08/10/2026 Requisition End Date 10/10/2026 (Posting may close earlier if filled or business needs change.) Help us insure it Tokio Marine HCC - Public Risk Group,  a member of the Tokio Marine group of companies, is a market leader in providing specialized insurance products for municipal entities. We cover counties, cities, townships, villages, police departments, prisons, fire departments and more. We serve the growing insurance and risk management needs of medium and large governmental entities and provide property and casualty insurance coverages in multiple states. Role Overview We are looking for a collaborative, experienced Actuarial Supervisor to lead actuarial analysis and help drive informed business decisions across multiple lines of business. This role will oversee...
Tokio Marine HCC Troy, MI Full Time
USAA
08/11/2026  
HR Strategy and Planning Director (Enablement)
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity The HR Strategy & Planning Director provides strategic leadership and planning support to HR executive leadership by translating enterprise priorities, workforce insights, and business needs into a clear HR strategic direction, multi-year roadmap, and operating plan. Leads HR strategic planning, portfolio prioritization,...
USAA San Antonio, TX Full Time
USAA
08/11/2026  
Digital/Technical Product Manager Senior - P&C Billing and Payments
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful. We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs. The Opportunity As a dedicated Digital/Technical Product Manager Senior for P&C Billing and Payments , you will facilitate the discovery, delivery, and performance of digital and technology products and their experiences for USAA and its members. Collaborates with internal stakeholders and partners to tackle complex and challenging...
USAA San Antonio, TX Full Time
Nationwide
08/11/2026  
Consultant, Data Product Owner (ESS Programs & E-Risk)
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 role combines Data Product Owner and Business Advisor responsibilities, bringing together strong communication, stakeholder partnership, and data expertise. The position translates business needs into clear data requirements and supports the delivery of trusted data for Programs and E-Risk. Key responsibilities include sourcing, validating, and delivering Policy, Claims, Coverage, and related data for reporting, analytics, operational decisions, and...
Nationwide Columbus, OH Full Time
Allstate
08/11/2026  
Principal, Strategic Planning & Integration
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 Core Engineering & Platforms (CEP) provides foundational (Core) capabilities, applying a disciplined Engineering first mindset, and advancing scalable, reusable Platforms across the ecosystem This role ensures critical priorities do not operate in silos, acting as the connective tissue, bringing cohesion across CEP by connecting work, signals, and outcomes across a wide set of product domains without introducing additional friction. Streamlining how CEP engages customers across products and services while cultivating strategic vendor...
Allstate Remote, OR Full Time
HUB International
08/11/2026  
Financial Planning & Service Associate - Potential for Hybrid Work
Discover a Career That Empowers You - Join HUB International At HUB International, we believe the best workplaces do more than offer a job. They invest in their people, celebrate their communities, and build cultures where everyone belongs. We are proud to be that kind of company, and the recognition we have earned reflects it. In 2026, Newsweek named us one of America's Greatest Workplaces for Culture, Belonging, and Community, and one of America's Most Patriotic Companies. We were recognized among the top 20 Best Finance Companies to Work For as rated by women, and our internship program earned a fourth place ranking in Vault's 2026 Best Internships for Insurance. These are not just awards. They are a reflection of the daily choices our people make to show up for each other and for the clients we serve. We help individuals, families, and businesses protect and plan for what matters most through a broad array of insurance, retirement, and wealth management products and...
HUB International Glen Allen, VA Full Time
Pacific Life
08/10/2026  
Sr Director AI Enterprise Engineering
Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Sr Director of AI Engineering to join our Engineering Excellence team in Newport Beach, CA. As a Sr Director of AI Engineering, you’ll move Pacific Life, and your career, forward by advancing PL engineering through leveraging AI toward agentic adoption where the work supports it or is required. This role owns delivery...
Pacific Life Newport Beach, CA Full Time
HUB International
08/08/2026  
Commercial Insurance Due Diligence Project Manager
About HUB HUB International is one of the world's largest insurance brokers, with more than 550 offices across North America. We advise businesses and individuals across every major industry on how to protect what matters most, combining the resources and reach of a global firm with the entrepreneurial culture of an independent brokerage. Our people are recognized throughout the insurance community for their expertise, advocacy, and commitment to doing right by their clients. Why Choose HUB? Throughout our network of more than 550 HUB offices in North America, we offer a competitive, exciting, and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development.  Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on...
HUB International Chicago, IL Full Time

 

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