Job Title: Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Managing Partner HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth. Core Responsibilities:
Business Development:
Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.
Client Relationship Management:
Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.
Serve as the primary point of contact and trusted advisor for client's financial needs.
Financial Planning:
Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning.
Develop personalized financial plans based on client's goals and objectives.
Investment Management:
Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.
Monitor and adjust portfolios as needed to optimize performance.
Insurance and Risk Management:
Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
Client Education:
Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
Compliance and Ethics:
Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
Qualifications Required:
Bachelor's degree in Finance, Economics, Business Administration, or related field.
Previous experience in financial services or wealth management preferred.
Strong analytical skills with the ability to interpret complex financial data.
Excellent interpersonal and communication skills, with a client-focused mindset.
Detail-oriented with the ability to multitask and prioritize tasks effectively.
Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).
Benefits:
Competitive salary commensurate with experience.
Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Opportunities for professional development and career advancement within the firm.
Collaborative and supportive work environment with a focus on work-life balance.
HORAN History: Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanwealth.com to learn more. Securities offered through M Holdings Securities, Inc., an unaffiliated registered broker-dealer, member FINRA | SIPC. Investment advisory services offered by HORAN Wealth, LLC, registered with the U.S. Securities and Exchange Commission. Not FDIC Insured | No Bank Guarantee | May Lose Value
$68k-109k yearly est. 60d+ ago
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Consultant III HPR Loss Control
Tokio Marine America 4.5
Columbus, OH job
About Tokio Marine:
Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations.
We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success.
Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide.
Job Summary
Provide professional Highly Protected Risk (HPR) loss control services to Tokio Marine America clients and Tokio Marine Management, Inc. Coordinates and conducts loss control management evaluations, physical surveys, loss analysis and training to assist Tokio Marine clients to improve and maintain loss control activities. Coordinates and conducts loss control management evaluations, physical surveys and loss analysis to assist Tokio Marine Management Underwriting in their evaluation of risk. Provide loss control technical support to Tokio Marine departments such as underwriting, claims and coordination. Coordinate loss control activities on select accounts ensuring service plans are maintained and completed, responding to customer requests and needs and supporting underwriting and claims at renewal and during the policy period.
Essential Job Functions
Performs loss control surveys of prospects and clients on request for information underwriting and evaluation from a loss control viewpoint for desirability.
Coordinates loss control service to select clients requiring defined service standards.
Prepares reports for clients, Underwriting and Branch concerning the loss control in effect, including loss analysis, conditions noted, recommendations for improvement and future needs.
Assists in the development and presentation of programs and training seminars for clients and other departments in the Company.
Responds to special requests from Underwriting Department and clients with prior approval from Loss Control Department Management.
Develops and maintains Loss Control instructions for multi-location clients being coordinated by Loss Control.
Completes all work scheduled in regular service assignments or requests in a timely manner.
Maintains membership and actively participates in professional organizations approved by Departmental standards guidelines.
Utilizes PC programs (Taurus, Presentation Software, etc.) in preparing presentations for prospects and clients.
Plans and performs work scheduling in a timely and cost-effective manner.
Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at the Company.
Qualifications
Bachelor's degree in engineering / science or equivalent job experience preferred.
Five years' experience servicing major accounts preferred.
Possesses a specialty in HPR loss control or comparable property insurance background.
Good communication skills, both written and oral and capable of making presentations to a group.
Good computer skills to include the use of Microsoft software, and other software.
Valid driver's license free of any major violations.
Physically capable of performing the job requirements - walking, carrying and climbing.
Capable of significant amounts of travel.
Salary range $150,000 to $170,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.
TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply.
Benefits:
We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities.
EEO Statement
Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.
$150k-170k yearly 2d ago
Service Desk Technician II
California Casualty 4.4
Colorado Springs, CO job
Do More…
Surrounded by the giants of the property and casualty insurance industry, California Casualty has stood in stark contrast to its competitors for more than eleven decades. With a mission to protect the individuals that serve our communities, and a tight-knit culture stemming from its family ownership, working for California Casualty provides caring and skilled individuals with the opportunity to put down roots and leave work knowing they've done more for those who do so much.
Owned and operated by the Brown family since 1914, California Casualty writes personal lines home and auto insurance for firefighters, educators, law enforcement, and nurses. In addition to its customer first focus, California Casualty also provides its group-member with unique policy features and affinity-based pricing. In line with the mission and values mentioned above, California Casualty is currently looking to add to its existing team with a new Service Desk Tech II and we hope that might be you!
From providing technical assistance and support to internal users, to ensuring the smooth operation of our computer systems, software, and hardware, your work will help us continue to deliver the exceptional financial protection our group members deserve!
Your Role Explained.
Roles and responsibilities of the Service Desk Tech II position include:
Service Desk Support: Diagnoses and resolves hardware and software issues. Troubleshoots network and connectivity problems. Assists users with account setup, password resets, and access-related issues. Utilizes remote support tools to assist users located offsite. Provides guidance on remote connectivity and virtual collaboration tools. Monitors system performance and reports issues to the IT team. Ensures tickets are closed within specified timeframes per established service level agreements. Escalates complex problems to the appropriate IT teams when necessary.
Hardware/Software Deployment: Assists with installing, configuring, and upgrading hardware and software as needed. Collaborates with other IT teams on the implementation of new technologies.
Linux Administration: Administers Linux-based servers and troubleshoot Linux-related issues.
Documentation: Maintains accurate and up-to-date documentation of support activities, solutions, and configurations. Creates and updates knowledge base articles for common issues.
Training: Facilities training sessions for users on hardware and software usage.
Other Duties as Required: Job may require fulfilling other incidental or related duties as assigned, assisting and training others, and performing duties of higher rated positions from time to time for developmental purposes.
What We're Looking For.
To ensure success within this role, we are looking for a candidate with the following skillsets and experience:
Minimum Requirements
2+ Years of Service Desk Experience
High School Diploma or Equivalent
Preferred Education, Experience, & Certifications
Some Insurance Industry & Guidewire Applications Experience
Bachelor's Degree in Information Technology, Computer Science, or a Related Field
IT Certifications (e.g. CompTIA A+, Microsoft Certified IT Professional)
This position is located in our Colorado Springs Service Center.
The pay range for this position is $31.00 - $41.35 per hour; however, base pay offered may vary depending on job-related knowledge, skills and experience. The company also offers a full range of medical, financial and other benefits, including eligibility for the company's performance sharing plan and paid time off such as holidays, vacation, sick and personal holidays.
California Casualty is an Equal Opportunity Employer
A leading insurance provider seeks a Senior Trial Attorney in Denver, CO. You will represent clients in defense of bodily injury and property damage claims, provide counsel to business clients, and manage complex litigation projects. This role requires a Juris Doctorate and a keen understanding of insurance defense. Join a dynamic legal team offering competitive compensation between $115,000 and $152,650 annually, along with opportunities for professional development and work-life balance.
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$115k-152.7k yearly 1d ago
Managing Partner: Build & Lead High-Impact Teams
Modern Woodmen 4.5
Denver, CO job
A prominent financial services organization seeks a managing partner in Denver, CO. You will lead and build a dynamic team of financial representatives, focusing on recruiting and mentoring. This role offers unlimited income potential, guided training, and the autonomy to develop your career. Ideal candidates should have securities licenses, integrity, and a passion for building relationships while helping others achieve their financial goals.
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$85k-156k yearly est. 1d ago
General Liability Claims Supervisor
Network Adjusters, Inc. 4.1
Denver, CO job
Network Adjusters is seeking an experienced General Liability and/or Construction Defect Claims Supervisor to join our third-party administrative insurance handling team. This leadership role is ideal for professionals who thrive in fast-paced claims environments and are passionate about team development, technical excellence, and delivering strong customer service outcomes.
This position offers the opportunity to work within a trusted organization committed to integrity, reliability, and professional development through ongoing training and growth opportunities.
About the Role
General Liability Claims Supervisors oversee the full lifecycle of claims handling while ensuring compliance, service standards, and industry best practices are consistently met. In this role, you will hire, onboard, train, and develop a team of adjusters specializing in general liability and construction defect claims, providing both strategic and technical guidance throughout the claims process.
You will play a key role in maintaining departmental protocols, supporting complex claim resolution, and delivering strong customer service outcomes for carriers, clients, and internal stakeholders. This is a desk-based role.
Responsibilities
Supervise and manage a team of claims adjusters, providing guidance, training, and ongoing support to drive performance and professional development
Hire, onboard, train, and develop staff as needed
Review and analyze coverage, policies, claim forms, and supporting documentation to ensure accurate and compliant claim handling
Oversee the full claims lifecycle, including damage evaluation, loss determination, settlement negotiations, and resolution
Ensure compliance with all regulatory requirements, company guidelines, and industry Best Practices
Implement and monitor quality control standards and QA/QC measures to ensure consistency, accuracy, and efficiency in claims handling
Collaborate with carriers, attorneys, claimants, and internal stakeholders to resolve disputes and provide a positive claims experience
Track and analyze team and departmental performance metrics, establish targets, and implement strategies to meet or exceed goals
Prepare and present reports to senior management and clients, highlighting performance trends, risks, and improvement opportunities
Stay current on industry regulations, case law, statutes, and evolving claims best practices
Qualifications
Minimum 5 years of claims handling experience in General Liability or Construction Defect claims
Minimum 3 years of supervisory or managerial experience, preferably within insurance claims
Strong leadership skills with the ability to mentor, motivate, and develop a team
Superior knowledge of case law, statutes, and procedures impacting claim handling and valuation
Excellent analytical, evaluation, strategic, and negotiation skills
Ability to prioritize workload and manage multiple tasks effectively in a fast-paced environment
Strong problem-solving skills with keen attention to detail
Proficiency in MS Office Suite and other standard business software
Polished written and verbal communication skills
Bachelor's degree in a relevant field or equivalent work experience
Compensation & Benefits
Salary: $110,000-$140,000 annually (based on licensure, certifications, and experience)
Training, development, and career growth opportunities
401(k) with company match and retirement planning
Paid time off and company-paid holidays
Comprehensive medical, dental, and vision insurance
Flexible Spending Account (FSA)
Company-paid life insurance and long-term disability
Supplemental life insurance and optional short-term disability
Strong work/family and employee assistance programs
Employee referral program
Location
📍 Denver, CO
Remote opportunities may be available for experienced candidates who meet all required criteria.
About Network Adjusters
Founded in 1958, Network Adjusters has built a reputation as a leading provider of insurance claims administration and independent adjusting services. Serving the insurance industry for nearly seven decades, Network Adjusters, Inc. brings together the best elements of third-party claims administration and independent adjusting services. From our primary offices in New York, Denver, and Kentucky to our national network of experts, our superior experience and ongoing training are the keys to successfully managing our clients claims and handling specialized insurance needs. All our Claim Directors have extensive backgrounds working with major insurance carriers, giving us a thorough understanding of factors critical claims handling. It all adds up to measurable results-the proof is in our extensive track record of settled claims and unmatched recovery abilities.
$110k-140k yearly 4d ago
Medical Assistant- Family Physicians of Western Colorado
Primary Care Partners 4.1
Grand Junction, CO job
✨ Why Join Primary Care Partners? We Take Care of You While You Care for Others! ✨
At Primary Care Partners, we believe that taking care of our team is just as important as taking care of our patients. That's why we offer:
💯 100% Employer-Paid Health Insurance Premiums - Your health matters to us.
🏖️ Paid Vacation and Sick Time - Because rest and recovery are essential.
⚖️ A Strong Commitment to Work-Life Balance - We strive to create a positive, supportive environment where every individual can thrive both professionally and personally.
Base pay $17-20
Benefits (1) $7-8
Total pay range with Benefits $23-28
Robust Benefit coverage includes outstanding retirement including annual 401k contribution and profit sharing, 100% coverage for Health insurance, life, disability and multiple other benefits incl. Dental, vision, critical illness and injury coverage, long term care, pet insurance etc.
Role Description
This is a full-time, on-site role for a Medical Assistant with Family Physicians of Western Colorado, part of Primary Care Partners, located in Grand Junction, CO. The Medical Assistant will be responsible for supporting healthcare providers in delivering primary care. Day-to-day tasks include assisting with patient exams, recording medical histories, preparing treatment rooms, and performing routine clinical duties such as administering injections or drawing blood. The role also involves patient communication and education to ensure a positive healthcare experience while supporting community health and family medicine practices.
Qualifications
Experience and knowledge in Primary Care and Family Medicine
Competence in basic medical procedures, including injections, vitals, blood draws, and taking medical history
Strong interpersonal and communication skills to provide patient education and support
Ability to work collaboratively with healthcare providers and team members
Completion of a certified Medical Assistant program is preferred
$23-28 hourly 5d ago
Director, Portfolio Management & Product Due Diligence -WFG (Hybrid)
Aegon 4.4
Remote or Denver, CO job
Full Time
Customer Service
United States
The Director of Portfolio Management and Product Due Diligence is responsible for the portfolio design, due diligence, marketplace research, pricing strategy, product profitability, and product implementation for World Financial Group (WFG) and Transamerica Financial Advisors (TFA). Works closely with the VP Director of Strategic Partnerships to design the product and provider roadmaps and direct product due diligence activities to facilitate sales growth in the US and Canada. Oversees the ongoing monitoring of life insurance, annuity, and securities product solutions available on WFG and TFA platforms to provide a manageable set of competitive offerings to meet customer demands.
*Candidate is expected to work Hybrid in our Denver, Philly or Baltimore office
Responsibilities
Oversee approved product offerings to ensure competitive, profitable offerings to insurance agents, registered representatives and investment advisor representatives.
Maintain ownership of the product portfolio and associated impacts to sales, earnings, and profitability metrics. Interact with distribution leadership to gather feedback on product related needs.
Lead and enhance product due diligence processes ensuring alignment with short-term and long-term strategies, growth and expense targets, customer and regulatory requirements. Define business outcomes and KPIs for the product in collaboration with key stakeholders. Develop and maintain policies, procedures, governance charters, and committee guidelines to ensure a consistent and repeatable process.
Develop due diligence talent and implement a control framework to ensure the efficacy of the due diligence policies and procedures.
Present recommendations to Product Review Committee and communicate and obtain approvals, where needed, from control functions (finance, legal, risk, compliance) and maintain meeting minutes and governance documents. Coordinate internal audit and other oversight organizations.
Supervise team members responsible for analysis, tools/systems and product information.
Ensure products are placed and administered on the platforms as designed for maximum impact, optimal sales support and overall results. Oversee the implementation of new products addressing operations and supervisory administration, revenue and commission expense modeling and reporting, operational readiness and change management related to new offerings, and field training.
Work with Marketing, Operations, and Technology departments to ensure product information is up to date - including product guides, pricing, commission tables, etc. so that accurate information is easily obtainable.
Provide competitive intelligence, provide business leadership on pertinent regulatory issues related to the product offering or distribution channels, identify market opportunities and associated new product strategies. Build and present business case rationale for product decisions based on market trends, agent/customer needs, regulatory and channel requirements, due diligence, etc.
Qualifications
Extensive background in portfolio management, product development, and/or product due diligence (typically 10 or more years)
FINRA Series 6 or 7
FINRA Series 63
Life & Health insurance license
Strategic and critical thinker with strong business acumen
Product orientation with a strong sense of ownership to drive new business and to maintain existing business
Demonstrated success in portfolio management and modern product delivery processes including ideation, complex pipeline prioritization, value management, capacity planning, voice of the customer, etc.
Able to distill complex scenarios and large volumes of information into digestible formats with data driven, meaningful solutions, and prioritized plans for sensible execution
Ability to create and manage product roadmaps
Excellent communication skills with ability to present complex/abstract concepts in simple, cogent terms
Ability to influence others and develop partnerships at all levels across the organization
Preferred Qualifications
Bachelor's degree in business or finance
FINRA Series 24/26
Sales and training experience
Working Conditions
Moderate Travel 10 to 25%
Travel for meetings with product providers and attendance at company events
The Salary for this position generally ranges between $160,000 - $185,000 annually . Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
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$160k-185k yearly 5d ago
Associate Underwriter
Burns & Wilcox 4.6
Remote or Centennial, CO job
When someone needs insurance coverage for the unique, the unusual, or the unconventional, they come to Burns & Wilcox. Our Associate Underwriters directly service a book of business under the supervision of an Underwriter, offering the opportunity to learn the specialty insurance business and career advancements into an Underwriter role. Interested? Join our team!
Responsibilities:
Service a book of business under the direct supervision of an underwriter
Log applications, prepare binders, and process policies and endorsements
Bind risk, post the invoice, and process technical data
Screen renewal applications and send out renewal letters; perform some of the underwriting and prepare quotes for underwriter approval
Assist with new business development
Order and follow up on inspections and handle endorsement requests and referrals for the underwriter
Manage relationships with retail agents and follow up on any outstanding information needed to complete the underwriting file
Qualifications:
Bachelor's degree or equivalent combination of education and work experience
Insurance experience in underwriting and/or brokerage support with excess & surplus lines preferred
Sales & marketing experience preferred
Be technologically savvy and data driven
Compensation Package
Competitive overall compensation package with base salary + discretionary bonus. Base salary range of $65,000-$75,000.
Flexible, hybrid, and remote work options
Health benefits & 401K with employer match
Employer paid continuing education courses and designations
Many opportunities for career advancement
About our Company
Burns & Wilcox, the flagship organization of H.W. Kaufman Group, is North America's leading wholesale insurance broker and underwriting manager. Burns & Wilcox offers wide ranging and comprehensive solutions to serve retail insurance brokers and agents of all sizes, from the large houses to the more than 30,000 independent brokers and agents worldwide. Fueled by its freedom from Wall Street and private equity, Burns & Wilcox is a privately owned company whose standards of service, depth of market relationships and outstanding talent are unsurpassed in the specialty insurance sector.
Equal Opportunity Employer
The H.W. Kaufman Group of companies is an equal opportunity employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, gender, gender identity, age, national origin, disability, veteran status, marital status, sexual orientation, genetic information or any other status or condition protected by the laws or regulations in the locations where we operate.
$65k-75k yearly 4d ago
Urology Opening - Cleveland, Ohio
Healthcare United 4.7
Cleveland, OH job
Healthcare United is actively seeking a Board -Eligible/Board -Certified Urologist to join a well -established and highly busy single -specialty group with multiple locations in Cleveland, Ohio. This is a fantastic opportunity for both experienced urologists and 2025 Fellows.
Job Description:
Join a thriving single -specialty urology group with a strong reputation in the Cleveland area.
Practice general urology with opportunities to focus on subspecialties.
Work across multiple clinic locations within the Cleveland metro area.
Monday to Friday schedule, 8:00 AM - 5:00 PM.
Light call schedule, ensuring a balanced work -life integration.
Partnership option available for long -term career growth.
Requirements
Must be Board -Eligible or Board -Certified in Urology.
Open to 2025 Urology Fellows.
Active Ohio medical license preferred.
Strong communication skills and a patient -focused approach.
Willingness to work collaboratively within a team -oriented environment.
Benefits
Competitive base salary starting at $350,000, plus production bonuses.
Comprehensive benefits package including health, dental, vision, and retirement plans.
Partnership track available, offering significant long -term earning potential.
Malpractice insurance provided.
Relocation assistance, if needed.
Located in the vibrant Cleveland metro area, offering excellent dining, shopping, and recreational opportunities.
Hiring Now - Interested candidates, including 2025 Fellows, are encouraged to apply for this exciting opportunity to advance their careers in a dynamic and supportive environment.
$27k-33k yearly est. 60d+ ago
Commercial Property Manager
Hays 4.8
Toledo, OH job
Commercial Property Manager | Office | Toledo, OH
Your new company
Hays Real Estate team has partnered with a regional developer in the Midwest, who are looking to hire an experienced Commercial Property Manager to lead two commercial office properties across their Toledo OH portfolio.
Your new role
As the Property Manager you will be responsible for managing the day-to-day operations, tenant relations, and construction projects across each asset under your purview. Duties will include, but not limited to, conducting regular property inspections to ensure highest level of building standards, managing building staff assignments, and implementing preventative maintenance programs. You will also be responsible for preparing monthly/quarterly financial reports along with annual budget. Due to the nature of the tenants across each property, hospitality and ensuring regular contact with tenants to maintain strong relationships is vital. With substantial capital improvements planned for the coming year, experience overseeing capital projects and working with contractors will be also be key.
What you'll need to succeed
To be considered for the Property Manager job in Toledo, candidates will possess the following:
You will have a minimum of 5+ years of commercial office property management experience.
Strong property financial experience.
Ability to multi-task and prioritize depending on urgency.
Excellent customer and tenant relations.
Proficient in Microsoft Office.
Bachelor's degree, or equivalent experience.
What you'll get in return
In return, our client is offering an extremely competitive salary depending on experience. Additionally, full medical benefits package, PTO, and 401K will also be part of the compensation.
$42k-63k yearly est. 4d ago
Property Claims Adjuster
Network Adjusters, Inc. 4.1
Denver, CO job
Network Adjusters is seeking experienced Property Claims Adjusters to join our third-party administrative insurance handling team. This role supports the investigation, evaluation, negotiation, and resolution of first-party commercial property insurance claims while delivering consistent, high-quality claims management in alignment with industry best practices.
This position offers the opportunity to work within a trusted organization committed to integrity, reliability, and professional development through ongoing training and growth opportunities.
About the Role
Property Claims Adjusters are responsible for managing first-party commercial property claims from inception through closure. Claims may include fire, water, theft, or other property damage exposures of varying complexity and severity. In this role, you will investigate losses, analyze policy language, evaluate damages, determine coverage, negotiate settlements, and handle litigated matters as needed while maintaining clear, professional communication with all involved parties.
Adjusters routinely inspect damaged property, gather statements from claimants and witnesses, coordinate with contractors and external experts, and ensure all claim activity complies with state-specific regulations and Network Adjusters' Best Claims Practices. This is a desk-based role.
Responsibilities
Deliver superior customer service to insureds, claimants, carrier clients, and internal stakeholders while meeting all client-specific reporting and analysis requirements
Review and analyze coverage using policy conditions, provisions, exclusions, and endorsements, including jurisdictional considerations such as negligence laws, financial responsibility limits, and immunity
Investigate claims to establish negligence, determine liability, and identify potential sources of recovery through fact-finding and interviews
Manage property damage and other first-party losses requiring specialized investigation and coordination with external experts in compliance with applicable laws
Establish, maintain, and adjust claim and expense reserves in a timely manner
Develop, document, and execute plans of action for claim resolution, including effective diary management and follow-up
Document all claim activities in accordance with established procedures and Best Practices
Draft and issue denial letters, reservation of rights, tenders, and other routine or complex correspondence
Collaborate with senior technical claim personnel to ensure proper file handling and strategic guidance
Determine settlement values using independent judgment, applicable limits, and deductibles, and negotiate settlements within assigned authority
Identify and pursue subrogation opportunities when applicable
Ensure compliance with all state-specific regulatory requirements and quality standards
Manage multiple competing priorities to ensure timely payments, follow-up, and resolution
Qualifications
Minimum 2 years of experience handling first-party property claims (commercial experience preferred)
College or technical degree, or equivalent relevant business experience
Ability to obtain and maintain required adjuster licenses, including completion of continuing education
Strong verbal and written communication skills with a customer-focused, empathetic approach
Proficiency in MS Word, Outlook, Excel, and general business software
Strong analytical, investigative, and decision-making skills, with high attention to detail and accuracy
Excellent negotiation and conflict management abilities
Strong organizational and time management skills, with the ability to multitask in a fast-paced environment
Ability to maintain confidentiality and exercise sound judgment
Bilingual proficiency preferred but not required
Compensation & Benefits
Salary: Starting from $65,000+ annually (based on licensure, certifications, and experience)
Training, development, and career growth opportunities
401(k) with company match and retirement planning
Paid time off and company-paid holidays
Comprehensive medical, dental, and vision insurance
Flexible Spending Account (FSA)
Company-paid life insurance and long-term disability
Supplemental life insurance and optional short-term disability
Strong work/family and employee assistance programs
Employee referral program
Location
📍 Denver, CO
This role is on-site only; remote or hybrid arrangements are not available.
About Network Adjusters
Founded in 1958, Network Adjusters has built a reputation as a leading provider of insurance claims administration and independent adjusting services. Serving the insurance industry for nearly seven decades, Network Adjusters, Inc. brings together the best elements of third-party claims administration and independent adjusting services. From our primary offices in New York, Denver, and Kentucky to our national network of experts, our superior experience and ongoing training are the keys to successfully managing our clients claims and handling specialized insurance needs. All our Claim Directors have extensive backgrounds working with major insurance carriers, giving us a thorough understanding of factors critical claims handling. It all adds up to measurable results-the proof is in our extensive track record of settled claims and unmatched recovery abilities.
$65k yearly 4d ago
Surety Field - Regional Director - Large Contract
Cincinnati Insurance Company 4.4
Remote or Fairfield, OH job
MAKE A DIFFERENCE Share your talents and develop your skills as you build a career in a professional environment with a personal feel.
Description Make a difference with a career in insurance
At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we're looking for extraordinary people to join our talented team. Our service-oriented, ethical, knowledgeable, caring associates are the heart of our vision to be the best company serving independent agents. We help protect families and businesses as they work to prevent or recover from a loss. Share your talents to help us reach for continued success as we bring value to the communities we serve and demonstrate that Actions Speak Louder in Person .
If you're ready to build productive relationships, collaborate within a diverse team, embrace challenges and develop your skills, then Cincinnati may be the place for you. We offer career opportunities where you can contribute and grow.
Build your future with us
Our Surety Field department seeks a regional director for our Surety Field Operations for Large Contract. This position is in our Western, Washington,territory.
Positions serving territories away from our Headquarters in Fairfield, Ohio, are fully remote.
Starting Pay: The pay range for this position is $130,000 - $195,000 annually. Pay is based on the applicant's education, experience, location, knowledge, skills and abilities. Eligible associates may also receive an annual cash bonus and stock incentives based on company and individual performance.
Be ready to:
manage and develop a large contract surety book for the assigned territory by:
identifying opportunities and working with agencies to write new accounts
conducting meetings with agents and contractors
evaluating principals, operationally and financially, for surety credit
approving bonds and programs within assigned authority
recommending underwriting decisions on bonds or accounts exceeding authority
understanding and employing the company's underwriting approach and philosophy
performing analysis and recording activity in underwriting and administrative systems
appoint new agency relationships that have a core focus on surety development
develop and maintain close agency relationships
display a high degree of professionalism, underwriting expertise and familiarity with the local construction and economic environment
support commercial surety and small contract lines with a hands-on knowledge of related tools, procedures and objectives
develop growth and profitability plans, including cross-selling strategies, for all surety lines
communicate and interact with associates, agencies and customers effectively
give polished surety presentations to agents and bond principals
travel to meet with agents, account executives and bond principals in your assigned territory
Be equipped with:
basic computer skills, including proficiency in Microsoft Excel
strong organizational and decision-making skills
excellent written and verbal communication skills
strong proficiency with financial analysis and knowledge of construction accounting methods
existing agency and contractor relationships that can attract and develop large contract surety business (preferred)
the ability to:
evaluate and interpret bonds, contracts, credit reports and loan agreements
adapt to change
manage multiple, competing tasks
work independently and with others
set and adhere to goals
work as needed to get the job done
deliver superior service
Bring education and experience from:
a bachelor's degree (preferably in finance, accounting or economics)
a minimum of five years of surety underwriting experience focusing on larger contractors with higher levels of bond activity
supplemental surety and/or insurance-specific training or knowledge, such as an Associate in Fidelity and Surety Bonding (AFSB), Charter Property Casualty Underwriter (CPCU), or other designations and/or courses of study
Enhance your talents
Providing outstanding service and developing strong relationships with our independent agents are hallmarks of our company. Whether you have experience from another carrier or you're new to the insurance industry, we promote a lifelong learning approach. Cincinnati provides you with the tools and training to be successful and to become a trusted, respected insurance professional - all while enjoying a meaningful career.
Enjoy benefits and amenities
Your commitment to providing strong service, sharing best practices and creating solutions that impact lives is appreciated. To increase the well-being and satisfaction of our associates, we offer a variety of benefits and amenities .
Embrace a diverse team
As a relationship-based organization, we welcome and value a diverse workforce. We grant equal employment opportunity to all qualified persons without regard to race; creed; color; sex, including sexual orientation , gender identity and transgender status ; religion; national origin; age; disability; military service; veteran status; pregnancy; AIDS/HIV or genetic information; or any other basis prohibited by law. All job applicants have rights under Federal Employment Laws. Please review this information to learn more about those rights.
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$46k-78k yearly est. 2d ago
Meeting & Events Planner
Aegon 4.4
Denver, CO job
Job Family Marketing - General About Us At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment - one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life.
Today, we're part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of what's important to them.
We're empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good - for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate, which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7,000 people. It's part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide.* For more information, visit transamerica.com.
Summary
The Meeting and Events planner will plan and execute a variety of World Financial Group meetings and events. This person will work closely with clients, vendors, travel specialists and marketing coordinators to provide quality programs and the highest-level customer service to event participants.
Responsibilities
* Plan small/medium size meetings and events and assist with larger meetings for employees and clients.
* Provide support to the client before, during and after meetings and events. Update and follow meeting checklists. Execute on-site support when applicable.
* Research meeting sites, hotels, and other vendors to compare services and cost estimates.
* Negotiate terms and conditions of contracts and ensure all company clauses are included.
* Create registration website. Develop necessary reports (rooming lists, manifests, etc.)
* Handle food and beverage selections, and determine needs for audio-visual, transportation, and other services as needed.
* Allocate planned budgets for meetings and events.
* Ensure materials (invites, websites, presentations, etc.) are compliance approved and meet brand standards.
* Maintain accurate and updated meeting records.
* Apply fundamental concepts; work on assignments of limited scope and complexity with some oversight; make recommendations for changes to procedures and perform varied work requiring some originality or ingenuity.
Qualifications
* Bachelor's degree in marketing or relevant field, or equivalent combination of education and experience
* Three years of related work experience
* Proficient computer skills including email, routine database activity, word processing, spreadsheets, graphics, etc.
* Excellent interpersonal skills and the ability to work with diverse personalities in a tactful and flexible manner
* Good reasoning skills and sound judgment
* Ability to handle multiple projects, while meeting related deadlines
*
Preferred Qualifications
* Event management software (Stova, C-Vent or similar)
Working Conditions
* Office Environment
* Ability to lift and/or carry 25-30 pounds of audio/video equipment and other meeting materials
* Frequent Travel 25 to 50%
Compensation
* The Salary for this position generally ranges between $68,000- $83,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
* Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company's discretion.
Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration, sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.
This is a hybrid position requiring three days in office per week in one of our hub locations (Philadelphia, Denver, Baltimore). Relocation assistance will not be provided for this position.
This is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.
Compensation Benefits
* Competitive Pay
* Bonus for Eligible Employees
Benefits Package
* Pension Plan
* 401k Match
* Employee Stock Purchase Plan
* Tuition Reimbursement
* Disability Insurance
* Medical Insurance
* Dental Insurance
* Vision Insurance
* Employee Discounts
* Career Training & Development Opportunities
Health and Work/Life Balance Benefits
* Paid Time Off starting at 160 hours annually for employees in their first year of service.
* Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
* Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
* Parental Leave - fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
* Adoption Assistance
* Employee Assistance Program
* Back-Up Care Program
* PTO for Volunteer Hours
* Employee Matching Gifts Program
* Employee Resource Groups
* Inclusion and Diversity Programs
* Employee Recognition Program
* Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. We're thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads, and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company-sponsored, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees. They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamerica's Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
$68k-83k yearly Auto-Apply 27d ago
Senior Trial Attorney (Remote - Denver, CO)
Allstate Insurance Company 4.6
Denver, CO job
Join the legal frontline and champion the defense for both the insured and the Company! As a Senior Trial Attorney, you'll handle subrogation recoveries, bodily injury, property damage claims, and more, with trial work and alternative dispute resolution. Beyond the courtroom, you'll provide vital counsel to business clients and coordinate between legal teams. Stay ahead of the game by monitoring new laws and regulations, ensuring our strategies remain sharp. Embrace the excitement of constant challenges and victories in this dynamic role!
Key Responsibilities
Represents insured individuals and the Company in the defense of bodily injury, property damage lawsuits, and subrogation.
Counsels and assists clients and claim representatives through the litigation process.
Prepares thoroughly for and conducts hearings, trials, arbitrations, mediations, and depositions.
Prepares and presents pre‑ and post‑trial motions effectively.
Assists colleagues in resolving calendar conflicts in a collaborative manner.
Offers counsel to business clients on day‑to‑day legal matters.
Manages projects efficiently, fostering coordination and collaboration among legal teams.
Keeps abreast of and evaluates new laws, regulations, and case law; identifies and summarizes relevant issues; collaborates with other areas of the Law and Regulation (L&R) department; provides proactive advice and counsel to business units on the impact of new laws; monitors legal representation.
Education
Juris Doctorate and active membership in good standing with the Colorado State Bar.
Minimum Requirements
3+ years of proven litigation experience or strong litigation‑type skills, such as case strategy development, legal research, and advocacy, with the ability to manage complex disputes and work effectively under pressure.
First or second chair jury trial experience is preferred.
Proven experience with insurance defense is preferred.
Proficiency in Microsoft Office, LexisNexis (preferred), and internet research.
Strong teamwork skills, able to collaborate effectively with attorneys, paralegals, and administrative assistants under the guidance of Lead Counsel.
Capacity to manage a substantial case load.
Comfortable working in a remote environment and willing to travel throughout the greater Denver, CO area.
Explore the Benefits of Joining Allstate's Client Legal Services:
Exceptional Work‑Life Balance: At Allstate, we understand the importance of achieving harmony between work and personal life. Our in‑house litigation roles provide more predictable schedules, allowing you to excel professionally while enjoying a fulfilling personal life.
Professional Growth Opportunities: With ample opportunities for advancement and professional development, you'll have the support and resources you need to reach new heights in your legal career.
Holistic Understanding of the Business: As part of the Allstate legal team, you'll gain invaluable insight into our diverse business operations, objectives, and culture. This comprehensive understanding enables you to align legal strategies closely with the company's goals, fostering impactful contributions and strategic partnerships across departments.
Direct Client Collaboration: Working in‑house at Allstate means collaborating directly with internal stakeholders and business units. This close partnership cultivates deeper client relationships, facilitating a nuanced understanding of their needs and priorities. By providing proactive legal guidance and support, you'll play a pivotal role in driving the company's success.
Strategic Influence and Impact: As an integral member of our legal team, you'll have the opportunity to shape strategic decisions and risk management initiatives. Your insights and expertise will inform key business decisions, empowering you to mitigate risks effectively and drive positive outcomes that directly impact Allstate's bottom line.
Diverse Legal Challenges: In‑house litigation roles at Allstate encompass a broad spectrum of legal work beyond traditional litigation, including regulatory compliance, risk assessment, and dispute resolution. This diversity of challenges ensures continuous professional growth and development, expanding your skill set and enhancing your career trajectory.
Skills
Court Appearances, Documentation Review, Evidence Gathering, Legal Documents Preparation, Legal Pleadings, Legal Research, Legal Writing, Litigation, Trial Work
Compensation
Compensation offered for this role is $115,000 - 152,650.00 annually and is based on experience and qualifications.
Allstate generally does not sponsor individuals for employment‑based visas for this position.
Effective July 1, 2014, under Indiana House Enrolled Act (HEA) 1242, it is against public policy of the State of Indiana and a discriminatory practice for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For jobs in San Francisco, please click “here” for information regarding the San Francisco Fair Chance Ordinance.
For jobs in Los Angeles, please click “here” for information regarding the Los Angeles Fair Chance Initiative for Hiring Ordinance.
To view the “EEO Know Your Rights” poster click “here”. This poster provides information concerning the laws and procedures for filing complaints of violations of the laws with the Office of Federal Contract Compliance Programs.
To view the FMLA poster, click “here”. This poster summarizing the major provisions of the Family and Medical Leave Act (FMLA) and telling employees how to file a complaint.
It is the Company's policy to employ the best qualified individuals available for all jobs. Therefore, any discriminatory action taken on account of an employee's ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, sexual and reproductive health decision, marital status, medical condition, military or veteran status, national origin, race (include traits historically associated with race, including, but not limited to, hair texture and protective hairstyles), religion (including religious dress), sex, or sexual orientation that adversely affects an employee's terms or conditions of employment is prohibited. This policy applies to all aspects of the employment relationship, including, but not limited to, hiring, training, salary administration, promotion, job assignment, benefits, discipline, and separation of employment.
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$115k-152.7k yearly 1d ago
Armed Transportation Officer - Colorado
Asset Protection and Security 4.1
Aurora, CO job
Job Description
Asset Protection & Security Services, a 30-year company, with 24 years of those years specializing in detention and transportation, is looking for people to be part of our team. If you meet the requirements or have questions, please contact us.
Position: Armed Transportation Officers
Duties: transporting, guarding, and escorting detainees.
Requirements: US citizen, 21 years of age, 3 years' combined experience with either law enforcement, military, or corrections, pass a background check, high school diploma/GED, meet armed security license requirements, CDL preferred, bi-lingual preferred, prior federal clearance preferred, pass a drug test, and be in overall good physical health.
Pay: up to $38.89
Benefits: vacation, sick leave, health insurance options.
Qualified applicants will be considered without regard to their race, color, religion, sex sexual orientation, gender identity, national origin, disability or status as a protected veteran.
$38.9 hourly 27d ago
Residential Property Inspector - Alamosa, CO
CIS Group of Companies 4.6
Alamosa, CO job
Looking to Supplement Your Income or Just Be Productive? Become an Independent Residential Insurance Inspector with CIS Group!
Are you looking for a flexible, rewarding opportunity that allows you to be your own boss and take control of your schedule? CIS Group is seeking motivated, detail-oriented individuals to join our team as 1099 Property Insurance Inspectors. If you own an LLC and are looking to diversify your work, this might be the perfect opportunity for you!
Why Work With Us?
Since 1996, CIS Group has been one of the largest and most trusted names in the insurance inspection industry. We offer a platform that allows Independent Contractors to create and grow their own businesses, work flexible hours, and take on a variety of inspections. Whether you're supplementing your current work or looking for a new venture, this position offers flexibility and autonomy.
What You'll Do:
Travel to residential homes to complete exterior (interior photos here and there) property inspections.
Take photos, collect property data, and upload your findings using your smartphone or tablet.
Provide high-quality, professional service that delivers accuracy and on-time service, with exceptional communication.
Maximize this opportunity by utilizing your unique skillset
Watch this video to see an example of an exterior-only inspection:
Click here to watch
What We're Looking For:
1099 Independent Contractors - Be your own boss, set your own schedule!
Flexible Hours - Work during daylight hours, Monday through Saturday.
Comfortable Working Outdoors - This role requires you to work in various weather conditions.
Tech-Savvy - A recent smartphone or tablet capable of taking and storing hundreds of photos.
Computer Access - Wi-Fi-enabled for uploading data.
Reliable Vehicle & Driver's License - Travel to residential properties within your area.
Strong Communication Skills - You're a professional and a persistent communicator. You're not someone who just disappears when things get tough.
Microsoft Excel Familiarity - Basic computer skills are necessary for managing your inspections.
Compensation:
Independent Contractors - You get paid per inspection.
Fees - Vary based on location and inspection type, allowing for higher earning potential as you demonstrate competency.
Why This Is Perfect for You:
You've taught yourself how to solve problems and take on new challenges, and you're driven to succeed no matter the obstacles. This opportunity will allow you to create and or build your own business, and the flexibility to grow your income in an industry that remains resilient even through economic downturns.
Ready to take control of your future and join a company that values your persistence and resourcefulness?
Submit your resume now and become part of the CIS Group team!
Pay = $1,000 monthly working 3 days per month
$1k monthly Auto-Apply 30d ago
Wealth Advisor
Horan Wealth 3.4
Horan Wealth job in Cincinnati, OH
Job Title: Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt Position Reports To: Vice President, Wealth Advisor HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on personalized financial planning and investment strategies, we strive to empower our clients to achieve their financial goals and secure their financial future. As a Wealth Advisor at HORAN Wealth, you will be responsible for providing comprehensive financial planning and investment advisory services to clients. You will work closely with clients to understand their financial goals, develop tailored strategies, and help them achieve long-term financial success. The ideal candidate is a knowledgeable, ethical, and client-focused professional with a passion for helping people manage their wealth. Core Responsibilities:
Client Relationship Management:
Build and maintain strong relationships with clients by providing personalized financial advice and exceptional service.
Serve as the primary point of contact and trusted advisor for clients' financial needs.
Financial Planning:
Conduct comprehensive financial assessments, including cash flow analysis, risk management, retirement planning, tax planning, and estate planning.
Develop personalized financial plans based on clients' goals and objectives.
Investment Management:
Create and manage investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.
Monitor and adjust portfolios as needed to optimize performance.
Insurance and Risk Management:
Evaluate clients' insurance needs and recommend appropriate life, disability, and other insurance products to protect their financial well-being.
Client Education:
Educate clients on financial concepts, investment options, and market trends. Provide ongoing education and support to help clients make informed decisions.
Compliance and Ethics:
Adhere to all regulatory and compliance requirements, maintaining the highest ethical standards in all interactions with clients and colleagues.
Business Development:
Proactively identify and pursue new business opportunities through networking, referrals, and community involvement.
Qualifications Required:
Bachelor's degree in Finance, Economics, Business Administration, or related field.
Previous experience in financial services or wealth management preferred.
Strong analytical skills with the ability to interpret complex financial data.
Excellent interpersonal and communication skills, with a client-focused mindset.
Detail-oriented with the ability to multitask and prioritize tasks effectively.
Proficiency in Microsoft Office suite and financial planning software (e.g., Excel, PowerPoint, MoneyGuidePro).
Benefits:
Competitive salary commensurate with experience.
Comprehensive benefits package, including health insurance, retirement plans, and paid time off.
Opportunities for professional development and career advancement within the firm.
Collaborative and supportive work environment with a focus on work-life balance.
HORAN History: Since 1948, HORAN Wealth has served as a trusted advisor offering retirement planning, wealth management, and life insurance for estate and business planning. HORAN Wealth has a strong regional presence with a national footprint. With offices in Cincinnati, Ohio; and Ft. Mitchell, Kentucky HORAN Wealth serves both corporate and individual clients in 48 states. We strive to bring the best services, resources, and value to our clients through premier national partnerships with M Financial Group and Retirement Planning Advisory Group. Our integrity, commitment to excellence and industry knowledge are foundations upon which HORAN Wealth has built a reputation for delivering high quality products and services. Visit horanassoc.com to learn more. How to Apply: If you are passionate about helping clients achieve their financial goals and thrive in a fast-paced, team-oriented environment, we encourage you to apply for the Associate Wealth Advisor position at HORAN Wealth. Please submit your resume and cover letter outlining your qualifications and interest in the role. Please visit the HORAN Careers Page or *************************** and click on the job title to apply, or email ******************** if you have any questions. We look forward to hearing from you!
$66k-115k yearly est. Easy Apply 60d+ ago
Consultant III HPR Loss Control
Tokio Marine America 4.5
Cincinnati, OH job
About Tokio Marine:
Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations.
We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success.
Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide.
Job Summary
Provide professional Highly Protected Risk (HPR) loss control services to Tokio Marine America clients and Tokio Marine Management, Inc. Coordinates and conducts loss control management evaluations, physical surveys, loss analysis and training to assist Tokio Marine clients to improve and maintain loss control activities. Coordinates and conducts loss control management evaluations, physical surveys and loss analysis to assist Tokio Marine Management Underwriting in their evaluation of risk. Provide loss control technical support to Tokio Marine departments such as underwriting, claims and coordination. Coordinate loss control activities on select accounts ensuring service plans are maintained and completed, responding to customer requests and needs and supporting underwriting and claims at renewal and during the policy period.
Essential Job Functions
Performs loss control surveys of prospects and clients on request for information underwriting and evaluation from a loss control viewpoint for desirability.
Coordinates loss control service to select clients requiring defined service standards.
Prepares reports for clients, Underwriting and Branch concerning the loss control in effect, including loss analysis, conditions noted, recommendations for improvement and future needs.
Assists in the development and presentation of programs and training seminars for clients and other departments in the Company.
Responds to special requests from Underwriting Department and clients with prior approval from Loss Control Department Management.
Develops and maintains Loss Control instructions for multi-location clients being coordinated by Loss Control.
Completes all work scheduled in regular service assignments or requests in a timely manner.
Maintains membership and actively participates in professional organizations approved by Departmental standards guidelines.
Utilizes PC programs (Taurus, Presentation Software, etc.) in preparing presentations for prospects and clients.
Plans and performs work scheduling in a timely and cost-effective manner.
Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities at the Company.
Qualifications
Bachelor's degree in engineering / science or equivalent job experience preferred.
Five years' experience servicing major accounts preferred.
Possesses a specialty in HPR loss control or comparable property insurance background.
Good communication skills, both written and oral and capable of making presentations to a group.
Good computer skills to include the use of Microsoft software, and other software.
Valid driver's license free of any major violations.
Physically capable of performing the job requirements - walking, carrying and climbing.
Capable of significant amounts of travel.
Salary range $150,000 to $170,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base.
TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply.
Benefits:
We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities.
EEO Statement
Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.
$150k-170k yearly 2d ago
Complex Adjuster Trainee
Root Insurance 4.8
Columbus, OH job
The Opportunity
As a Complex Adjuster Trainee, you'll manage a caseload of, low-complexity claims while developing the advanced skills needed to become a Complex Adjuster. Over the next six months, you'll build expertise in evaluating liability, interpreting policy language, and handling more nuanced claim scenarios.. Our goal is to leverage technology, data, and a team of highly talented people to build a claims experience that is recognized as number 1 in the industry.
You will receive role-specific training with Root and will need to self-study before completing an adjuster licensing exam (paid for by Root). This position may be required to have an onsite presence based on operational needs.
Salary Range: $45,000 - $50,000
Root is a “work where it works best” company. This means we will support you working in whatever location that works best for you across the US.
How You Will Make an Impact
Deliver a high-quality claims experience for all policyholders and claimants by managing claims with professionalism and empathy
Verify coverage and assist in determining liability for a range of accident scenarios, under guidance from senior adjusters or claims leadership
Obtain detailed accident statements from drivers, passengers, and witnesses to develop clear liability perspectives
Maintain consistent, prompt, and courteous contact with all involved parties throughout the claim lifecycle
Use time management and organizational skills to proactively manage pending claims, tasks, and correspondence
Coordinate vehicle repairs and assist customers with rental reimbursement processes
Participate in team reviews of claims handling practices to strengthen understanding of policy language and claim best practices
Engage in continuous learning to develop a strong understanding of:
Policy interpretation
Liability assessment and shared negligence scenarios
Court decisions and legislation affecting claims functions
Emerging claims guidelines and industry best practices
Recommend process and product improvements based on observed opportunities
Interact and communicate effectively with customers, peers, vendors, and managers
Support the development of claims documentation and training materials as knowledge grows
What You Will Need to Succeed
Bachelor's degree or equivalent work experience
Successful history of time management, multi-tasking, and customer-facing communication
Ability to secure an adjuster insurance license within 90 days of the start date
Strong written and verbal communication skills
Proficient in Microsoft Office Suite and/or Google Suite
High sense of professionalism while remaining empathetic
Curious in nature
Willingness and ability to keep learning
Great attention to detail with high organizational skills
Ability to approach problems with an open mind
Strong decision-making capabilities
Ability to complete other duties as assigned
As part of Root's interview process, we kindly ask that all candidates be on camera for virtual interviews. This helps us create a more personal and engaging experience for both you and our interviewers. Being on camera is a standard requirement for our process and part of how we assess fit and communication style, so we do require it to move forward with any applicant's candidacy. If you have any concerns, feel free to let us know once you are contacted. We're happy to talk it through.
Please see our Privacy Notice available HERE for more information on how we process your personal data.
Zippia gives an in-depth look into the details of HORAN, including salaries, political affiliations, employee data, and more, in order to inform job seekers about HORAN. The employee data is based on information from people who have self-reported their past or current employments at HORAN. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by HORAN. The data presented on this page does not represent the view of HORAN and its employees or that of Zippia.