38 sr retirement specialist jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist. FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as Arizona Life and Health license. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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 will serve our Public/Government sector clients in the territory of Westchester County and Queens. Living within the territory is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and...

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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 position will serve our public/government sector clients in the San Antonio community, and living in the greater San Antonio metroplex or surrounding area is strongly preferred. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist. FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as State Life and Health license. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial 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. Are you passionate about helping individuals secure their financial futures? Do you have a knack for building relationships and leading teams? If so, we invite you to join our dynamic team as a Senior Retirement Specialist. FINRA Series 6, 63, 65 or 7, 66 licenses required for this role as well as State Life and Health license. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities...

Title:   Retirement Benefits Specialist, Sr   Department:   Pension Union:   UFCW 3000 Bothell   Grade:   8 FLSA:   Non-exempt   Hours per week:   40 Position   Summary The Retirement Benefits Specialist, Sr performs advanced technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory requirements, and plan guidelines. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key   Duties   and   Responsibilities Processes retirement benefit applications; verifies the accuracy of information, researches or investigates past service, related credits, and insurance deductions. Responds to inquiries from participants, beneficiaries, and union representatives regarding retirement benefits. Determines...

Position Summary The Claims Technical Review Specialist, Sr provides advanced quality review of claims processing and delivers practical training to improve team effectiveness and efficiency in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities Reviews the work of new hires and existing employees; audits claims processing to identify areas for individual performance improvement; provides instructional feedback to increase team members’ skill level in claims processing. Performs technical review and analysis of all types of claims, including large dollar and technically complex claims, to ensure accuracy and adherence to prescribed procedures and plan guidelines. Identifies potential procedural or system issues and suggests possible solutions for process and...

Description Summary:   The Segment Risk Specialist Sr works with the Segment Operational Risk Manager in the administration of the corporate risk management program and the business segment(s) to identify key risks and controls and develop and conduct testing of those controls.  Duties & Responsibilities: Key Responsibilities: Conduct ongoing credit risk assessments for active merchant accounts, evaluating financial health and exposure levels. Monitor transactional activity and account performance to identify anomalies, emerging risks, and potential fraud. Lead investigations and escalations for high-risk accounts, ensuring timely and well-informed decisions. Create and maintain departmental procedures for account monitoring, risk reviews, and escalation handling. Develop and manage dashboards and reporting tools to track key risk indicators and portfolio trends. Collaborate with Sales,...

Description Job Description: As a Treasury Management Specialist Sr. at Huntington Bank, you’ll play a vital role in fostering client relationships, delivering innovative treasury solutions, and supporting portfolio growth. You’ll provide comprehensive sales support and sales analysis for the Treasury Management Advisors. Key Responsibilities: Research client financial structures and cash flow needs to recommend tailored treasury solutions Work with Treasury Management Advisors to develop pricing strategies, perform financial modeling, and evaluate profitability Stay ahead of industry trends and competitor offerings to position our solutions effectively Prepare compelling pitch materials, account strategies, and client review documents to support business development efforts Partner with cross-functional teams to ensure seamless implementation and accurate billing for treasury services...

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 Claim 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...

Overview Position Summary: The Sr. Digital Content & Communications Specialist is a key team member responsible for integrating, optimizing, and evolving the digital platforms, tools, and processes that support all sales and field communications. This role bridges communications, marketing technology, and analytics—ensuring the right content reaches the right audience at the right time and delivers measurable business value. Working closely with functional stakeholders, this role ensures best-in-class digital engagement, drives innovation, and leverages performance data to continuously improve communication effectiveness and efficiency throughout the agent network.   The Sr. Digital Content & Communication Tech Lead reports to the Manager of Business Content & Communication.   Geo-Salary Information An in-person interview may be required during the hiring process   State specific pay scales for this role are...

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 Claim 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...

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 Claim 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...

Company: Marsh Corporate Description: We are seeking a talented individual to join our Global Events Team at Marsh . This role will be based in New York. This is a hybrid role that has a requirement of working at least three days a week in the office This person will manage and produce internal and external US and International events from conception through completion while providing outstanding client service in a fast-paced environment. This person should be a team player who is passionate about hospitality, detail oriented, and highly creative. You will be part of a collaborative team that truly cares about professional development and bringing out the best in each other. The Sr. Event Specialist will have the opportunity to work on impactful and rewarding events that make a difference for the company and our industry as well as provide opportunities to work with thought provoking executives and leaders. We will count on you to: Lead complex...

Argo Group International Holdings, Inc .  and American National, US based specialty P&C companies, (together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. (“BWS”), a New York and Toronto-listed public company. BWS is a leading wealth solutions provider, focused on securing the financial futures of individuals and institutions through a range of wealth protection and retirement services, and tailored capital solutions. Job Description PURPOSE OF THE JOB:   Litigation jobs are ultimately responsible for negotiating lawsuits and directing the activities of defense attorneys. This includes directing and reviewing litigation strategy and actions of defense counsel for claims involving litigation and/or complex injuries, etc. which are to be handled with advanced technical proficiency including responsibilities such as investigation, coverage and exposure evaluation, negotiation, and resolution. ESSENTIAL FUNCTIONS: Makes...

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! We are seeking a strategic and innovative individual to lead the Wholesale & Specialty Product Portfolio, driving technology strategy, product innovation, and operational excellence across Property, Casualty, Professional, and Binding lines. Reporting to Product Solutions & Services leader, this role delivers business value through technology, optimizes speed to market, and ensures a seamless experience for Markel employees and partners. The ideal candidate possesses deep insurance expertise,...

Company: Marsh Description: We are seeking a talented individual to join our Casualty Healthcare team at Marsh specializing . This role will be based in one of our Central or East coast offices. This is a hybrid role that has a requirement of working at least three days a week in the office. What can you expect? Be an integral member of a world leader’s best in class placement team that delivers expert broking & strategic solutions to help manage risk with confidence Build and maintain relationships with underwriters to manage the placement of insurance programs Make an impact- your work will help people and businesses become more safe, secure and successful and you can create a career that matters Take lead on complex placement/technical support activities on big accounts, such as ensuring procedural compliance, reviewing data and updating annual renewal exhibits, maintaining accurate placement system entries, to ensure contract execution as required...

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: Senior Client Relationship Executive What you will do: The Senior Client Relationship Executive (SCRE) is responsible for the overall relationship and financial management of our most complex clients including, but not limited to: Large clients or blocks of clients with complex benefit plans...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. The Sr Employee Benefits Client Executive is responsible for leading the tactical and operational leadership in the design, development, implementation, administration, and communication of all assigned client benefit plans, including making appropriate recommendations...

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 Risk Control 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,...