22 jobs found in Walnut Creek, CA

Position Title Senior Credit Products Specialist - Private Banking Location Walnut Creek, CA 94596 Job Summary The Senior Credit Products Specialist - Private Banking is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops...

Client Relationship Manager - SA08AE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford’s Group Benefits segment is a market leader in life and disability insurance and an expanding suite of voluntary products and services, providing businesses with the employee benefits solutions necessary to attract and retain top talent.  We view underwriting human achievement to be at the heart of what we do, aiming to build resilience in our communities, empower personal and business success for our customers and create a culture where our employees can thrive. Our Walnut Creek, CA and or Seattle, WA office is seeking a Client Relationship Manager to join our dynamic team – Must be within market to be considered....

Objective: The Small Group Benefits Account Manager role is responsible for servicing and managing a book of business consisting of small group accounts, typically with less than 50 lives. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.   What You’ll Do: Client Service & Account Management. Serve as the day-to-day contact for small group accounts, providing timely and professional service support. Work alongside Mavrix Insurance Advisor on new business placements. Manage policy renewals, coverage changes, billing questions, and other service needs. Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues, open enrollment, and ensure client satisfaction.   Submission Preparation & Marketing: Prepare summaries and...

Company: Mavrix is the future of high-end insurance distribution – an exclusive, technology-powered franchise built for elite agents and the clients they serve. We are redefining the insurance industry by replacing outdated models with smarter, faster, and more profitable solutions. Our agents focus on selling; we handle the rest.   Objective: The Commercial Account Manager role is responsible for servicing and managing a book of business consisting of small commercial accounts, typically under $10,000 in revenue. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.   What You’ll Do: Client Service & Account Management. Serve as the day-to-day contact for small commercial clients, providing timely and professional service support. Manage policy renewals,...

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 Underwriting 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,...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  JOB DESCRIPTION: We are seeking an experienced Administrative Assistant II to provide proactive, high-quality administrative and operational support to leaders within our Commercial Underwriting organization. This role helps leaders operate efficiently by managing complex logistics, preparing data-driven materials, and serving as a trusted partner across teams.   The ideal candidate is highly organized, detail oriented, adaptable, and comfortable working in a fast paced, collaborative environment while handling sensitive and confidential information with discretion.   Qualified candidates should have intermediate skills in the Microsoft Office Suite, including PowerPoint and Excel,...

Vertical Strategy & Leadership Own and execute the strategic direction for the Management Liability vertical across the organization Define the vertical’s value proposition, market positioning, and growth roadmap Establish underwriting focus, target industries, and product offerings within Management Liability specialty lines Serve as the internal subject‑matter expert on Management Liability exposures, and evolving market trends Revenue Growth & Business Development Drive new business growth through strategic relationships with retail brokers, carriers, and MGAs Partner with brokers to identify, pursue, and close complex Management Liability placements Support key accounts and marquee opportunities, including structure design and carrier negotiations Manage overall renewal production to fulfill existing client and account retention goals Monitor vertical performance, pipeline health, and revenue targets   Carrier & Market Management...

Regional Bond Manager - UW06DA We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           The Regional Surety Bond Underwriting Manager will have the opportunity to expand an existing book of business while leading an established underwriting team. You will supervise and perform all underwriting functions including marketing, financial & industry analysis and servicing your team’s commercial surety portfolio. Responsibilities: • Lead production underwriter for the territory. • Profit and loss responsibility for the book of business within the region. • Supervises a regional team of underwriters, though remains accountable as the ultimate manager of the book of business. • Sets the surety business plan for the region, in line with...

Position Title Senior Relationship Manager - Middle Market (San Francisco, California)   Location Walnut Creek, CA 94596   Job Summary Responsible for new business development and relationship management targeted to middle market companies with sales of $50 million or greater within the San Francisco area, targeting Northern California. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship.   Job Responsibilities: New Business Origination:  Developing and maintaining relationships to...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  JOB DESCRIPTION: For over three decades, CNA has been a trusted provider of insurance solutions for technology companies of all sizes, from emerging startups to global enterprises—across software, IT services, hardware, media, and telecommunications. Our Global Technology Practice delivers specialized coverage including Technology Errors & Omissions (Tech E&O), Cyber Liability, comprehensive international solutions, to complement our traditional Property & Casualty lines. With deep industry expertise, flexible capabilities, and a collaborative approach, we craft innovative insurance programs tailored to the unique needs of each client. CNA remains the carrier of choice...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  JOB DESCRIPTION: Grow your underwriting career at a company that offers access and collaboration with the home office, ample promotional opportunities and evolving underwriting centers that allow you to focus on larger accounts. The Life Sciences Underwriter is responsible for using technical, sales and analytical skills to provide insurance solutions that help CNA’s customers manage risk. The Underwriter will have a thorough understanding of CNA’s strategies and appetites and will use internal and external data to make appropriate individual and portfolio risk decisions. Essential Duties and Responsibilities: Underwriting Expertise ·   Reviews applications and financial...

Executive Underwriter - UW07CD Senior Underwriter - UW08CA We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.           Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they’ve always been done isn’t a part of the job. Here, you’ll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you’ll have any number of opportunities for your career to grow in whatever direction you choose. Middle & Large Business Construction Underwriter At The Hartford, we help people achieve amazing things by protecting what matters most. As a Construction Underwriter, you’ll be...

You have a clear vision of where your career can go. And we have the leadership to help you get there.  At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a book of business of the highest complexity. Recognized as the most senior level, technical expert in an underwriting specialty. In conjunction with senior level management, works within the broadest limits of authority requiring the highest degree of technical complexity and coordination. May have national or company-wide scope of responsibility in specialty area. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works with senior management on the most complex underwriting risks...

Regional Sales Executive - SM06IE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              SUMMARY The Regional Sales Executive (RSE) will direct, implement, and drive The Hartford's disciplined Small Business sales strategy to grow our industry leading small commercial market share in the Region.  The successful candidate will lead a high-performance sales team in developing superior trading relationships with a wide variety of distribution partners and models. This role is responsible for setting priorities for the territory, building a strong team which fosters collaboration and open dialogue, while involving staff in critical decision making and planning initiatives. The RSE is expected to develop strong relationships with Small...

Sr Staff Attorney - LM07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              About The Hartford : For more than 200 years, The Hartford has helped protect customers through changing times with a focus on integrity and service—and has been recognized by Ethisphere as one of the World’s Most Ethical Companies (multiple years). Our legal team plays a direct role in protecting that reputation by delivering thoughtful advocacy and principled outcomes.  Role Summary:  The Hartford’s Staff Legal team is built for attorneys who want the depth and challenge of sophisticated litigation—with the stability, resources, and collaboration of an in-house practice. In this role, you’ll handle a variety of auto and general liability...

Objective: The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial Services Division’s clients and to the Advisors the Client Service Manager supports in the Division. The Client Service Manager is expected to enhance client relationships as well as be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role. Managing ahead of the Advisors day-to-day flow and staying on top of each client are of paramount importance. Client Service Manager must be highly conscientious, organized, and accurate in their work. The team is open to someone local to the Bay Area, or near our Walnut Creek, CA office.   Responsibilities Include: Respond to all client requests as soon as possible. Update voicemail greeting message daily. Create, maintain, and update client and prospect accounts and agreements...

Sr Exec Cons Risk Engineering - KR07ME We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Senior Construction Account Specialist provides Risk Engineering services for all assigned construction accounts assuring that best in class services are targeted to this customer group.  This will be a remote position supporting our West U.S. clients. At the tactical level, the Senior Construction Account Specialist will provide and implement service planning and direct initiatives to assure the delivery of exceptional construction specific Risk Engineering services.  This will include timely completion of daily work assignments on any and all construction Survey and Service accounts including preparation of reports for underwriters...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American's Bond Division has been underwriting surety and fidelity bonds for over 90 years. Great American is known for expert underwriting, solid financial strength, market leadership and creative solutions to all bonding needs. With a highly diverse product line, Great...

Sales Executive - SG08DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.              The Hartford is adding dedicated sales talent to expand our reach. “Ready to Own Your Sales Career?” Step out of account management and into a role where you drive the growth, build relationships, and make an impact. The Sales Executive will work with independent producers and brokers to develop strong relationships and profitable business within the 2 to 99 employee segments of the group benefits market. As The Hartford is looking to grow our Group Benefits small employer business segment, we're continuing to make investments in our Small Business Segment and adding dedicated Small Business Sales Executives. Small Business Sales Executives will...