14 client manager jobs found in Walnut Creek

Company: Description: Summary The Client Manager II applies experience and critical thinking skills to anticipate client needs. The Client Manager II demonstrates an ability to understand and articulate expanded and/or alternative methods of managing the clients benefit programs, to include current trends such as consumer driven healthcare, alternative funding arrangements, and health & productivity management. Introduce plans designed to support the clients’ organizational strategic initiatives and make recommendations accordingly based on client feedback/interest level. Essential Duties & Responsibilities Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive. Acting in the capacity of the project manager, further refine strategy with the client’s input and as carrier data/feedback is received. Develop marketing strategy for clients based on their needs, history...

Company: Description: CM The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Company: Description: CM The applicable base salary range for this role is $64,700 to $120,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Objective: Heffernan Insurance Brokers is looking for an experienced Account Manager to join its Commercial Lines team based out of Walnut Creek, CA. This is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s insurance and risk management needs.    Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review and analysis. Prepare account specifications, negotiate pricing and finalize policy conditions. Prepare summaries to be transmitted with policies.  Policies to be checked and transmitted in a timely manner. Prepare invoices, work with staff to issue COIs & EOIs in an expeditious manner that will meet both client and vendor needs. Prepare account proposals for presentation. Provide technical competence in areas of coverage and current markets. Explain and clarify coverage...

Position Title Senior Relationship Manager -Corporate Banking (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. Pay Range: $140,622 - $186,324 - $232,026 Please note the posted base pay range above does not take...

Company: Description: Benefit Analyst Department:       Employee Health & Benefits Status :               Non-exempt Reports To:       Client Service Executive Summary Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information.  Essential Duties & Responsibilities Support the Client Service Team with the renewal process. Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups. For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed.  For all other client RFP’s, follow processes...

Description The Executive Underwriter works independently and autonomously on all but the most complex accounts/cases (subject to required process oversight). Underwrites policies within underwriting authority. Makes decisions on whether to accept business by making analytical, data-driven decisions based on data and information provided, including pricing the risk.   Responsibilities: Manages a portfolio of Construction brokers/agents and clients, leveraging market presence and expertise to develop and underwrite profitable business while acting as a representative for Liberty. Maintains relationships with senior or market-leading brokers and key agents, sustaining a strong market presence and established agent/broker relationships. Strengthens existing relationships and develops new ones, articulating key coverage differences with a high degree of detail. Manages an assigned book of business to optimize rate adequacy, retention,...

Objective: Heffernan Insurance Brokers is seeking a Manager of Financial Planning & Analysis to join our growing Finance team. This role is ideal for a strong analytical leader who enjoys building scalable processes and operating in a fast-paced, growth-oriented environment where adaptability and personal ownership are critical to success. The Manager of FP&A will play a key role in leading the company’s budgeting, forecasting, and financial reporting processes while partnering closely with operational teams. This position offers meaningful exposure to senior leaders and the opportunity to help shape the evolution of the Finance function. We are looking for someone who brings strong financial acumen, intellectual curiosity, and a hands-on ownership-driven approach to problem solving in a collaborative environment with the ability to independently drive work to completion and operate confidently in executive-facing settings.   Core Responsibilities Include:...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a Small Business Underwriter to join it's Northern California team! The Small Business Underwriter is responsible for successfully completing the Underwriting Training Program, evaluating new and renewal business in accordance with established guidelines, and aiding more experienced underwriting personnel in developing and maintaining agency relationships. ESSENTIAL RESPONSIBILITIES   SUBMISSION MANAGEMENT AND SUPPORT Coordinates with the underwriting support team to bind agreed upon policies.   AGENCY COMMUNICATION AND SERVICE COORDINATION Communicates effectively with external clientele and internal resource partners telephonically, via electronic correspondence and if appropriate, in the field. Contributes to productive agency relationships and client retention. Ensures deadlines are met and prompt responses are provided. Occasionally accompanies other...

Company: Description: SUMMARY Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position. ESSENTIAL DUTIES & RESPONSIBILITIES Assist client service teams with the insurance bidding and renewal process. Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy. Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely...

ABOUT US With more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace—something we truly value. We’ve created an approachable and collaborative atmosphere. Here you’ll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining...

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 Administrative/Clerical, Claim, Legal 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...

Job Description Job Description Job Title : Carrier Placement Specialist Department : Client Solutions Location : West Division Acrisure’s West Division began with a small group of agency partners joining together for the best interest of their clients and teams. Through collaboration and trust, they revealed the individual strengths and the extraordinary advantage at their doorsteps. As their success became a reality, people took notice, and the platform grew. Their entrepreneurial spirits drove the partnership that led the Acrisure West Division to where it is today, with a culture built on organic partnership. Acrisure is a fast-growing fintech leader that operates a global insurance broker. Acrisure provides a broad array of insurance and financial related solutions, including commercial property and casualty, personal lines and employee benefits insurance, real estate services, cyber services and asset and wealth management. Acrisure’s massively...

Job Description Job Description About Acrisure    A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. Job Summary: Account Managers perform more routine responsibilities and are primary points of contact for clients they oversee. Account Managers are individual contributors with occasional guidance or direct supervision. Account managers...