3 administration jobs found in Walnut Creek

Objective:    TRIOS is a wholly owned subsidiary of Heffernan Group (HG). TRIOS is looking for an insurance professional to join its full-service digital wholesale team. This is a role for those looking to grow into a business development and relationship management role, while deepening technical coverage knowledge.    The right candidate for this role has some experience in cyber brokering or underwriting. Responsibilities Include:    Inside Sales   Sales support for Producer and/or Vertical Director    Develop and grow strong relationships with agencies/producers/account managers    Assist with account-level new business growth and renewal strategies, driving transactional business flow through the Marketplace platform.   Be a technical resource for agency partners on form language and comparing coverage for Specialty lines of business.    Account Servicing   Autonomously handle complex accounts as well as...

Objective: Heffernan Financial Services is looking for an experienced, motivated, and focused Tax Advisor to join its expanding team. The Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. This position requires a combination of technical tax knowledge, excellent communication skills, and a customer-centric approach.   Core Responsibilities Include:  Provide tax advice and planning strategies to internal employees and existing clients. Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with clients’ financial goals and investment strategies. Assist in the preparation of financial statements and reports as needed. Offer year-round support for tax questions, notices, and audits. Collaborate with Financial Advisors to identify tax-saving opportunities as part of...

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 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...