16 account manager jobs found in Walnut Creek, CA

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Manager - Surety to their  team in Napa, CA Metro Region.  Job Summary The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance. The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk appetite,...

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 We are redefining the insurance industry by replacing outdated models with smarter, faster, and more profitable solutions.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,...

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....

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...

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...

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...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a UI/UX Designer 2 to be responsible for designing customer experiences for a variety of internal and external facing applications. Initiates ownership of the design strategy for multiple digital products, leveraging data and user research to define a seamless experience across platforms. This individual is highly collaborative, hands-on, and partners with various Product, Engineering, and Marketing stakeholders to ensure a customer-focused and engaging experience at every interaction.   Reports To: AVP or Director, Business Applications Some travel may be required.   ESSENTIAL RESPONSIBILITIES Makes strategic design decisions based on user needs, business goals, and resources. Facilitates conversations and collaborates with technical and non-technical stakeholders, including Designers, Product Managers, Marketing Managers, Architects, and Engineers. Conducts user...

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...

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...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a mid-level Technical Product Owner in its Walnut Creek Office. The TPO 2 will be responsible for owning the delivery of complex IT products and solutions from concept to deployment and will work closely with technical teams to translate high-level business requirements into detailed technical specifications aligning with the organization's strategic goals, while leveraging technical expertise and product management experience to enhance product delivery, improve team efficiency, and support the product's vision and roadmap. Area of Focus: Marketing KEY RESPONSIBILITIES   PRODUCT BACKLOG OWNERSHIP & REFINEMENT Takes full ownership of managing, grooming, and prioritizing the product backlog in alignment with business objectives. Writes detailed, clear, and actionable user stories and epics, incorporating technical requirements and constraints. Collaborates with...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has a need for an IT Business Systems Analyst 2 to serve as a bridge between IT and business units, analyzing business needs and translating them into actionable technical solutions. This role involves managing and enhancing various business systems to support efficient processes, improve productivity, and align IT solutions with organizational goals. This resource will become a systems experts, offering the advantage of efficiency gain and optimization through advisement on functional and non-functional testing and support for workflow and requirements with end users. ESSENTIAL RESPONSIBILITIES   BUSINESS REQUIREMENTS GATHERING Work closely with technical product owners, IT resources, and stakeholders across departments to understand business needs, processes, and objectives. Conduct interviews, workshops, and document analysis to gather detailed requirements for new systems or system...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a Software Engineer 2. This individual will need extensive technical expertise to join our dynamic development team. Responsibilities include designing, developing, and maintaining software solutions in a hybrid development environment, encompassing on-premises, cloud, and hybrid infrastructures. The ideal candidate should have strong experience with C#, .NET, and React, along with a deep understanding of modern development practices across various environments.   ESSENTIAL RESPONSIBILITIES Design, develop, and maintain software solutions using C#, .NET, and React in on-premise, cloud, and hybrid environments. Collaborate with product managers, architects, and other developers to gather and translate business requirements into technical specifications. Contribute to the architectural design of systems, ensuring scalability, performance, security, and maintainability. Build...