5 client relationship manager employee benefits jobs found in Walnut Creek, CA

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Sales Producer to their  team in Northern California.  Job Summary: The Employee Benefits Sales Producer is someone who actively develops and maintains a pipeline of new potential clients and continually sources referrals for new business opportunities. As a consultant to your clients, you will analyze and develop comprehensive solutions to meet your clients’ goals. You will actively partner with Account Management to ensure the success of new business and retention of existing business. Essential Functions: Establish and build strong, integrity-based relationships with decision makers Identify new potential clients and develop strategies to convert them to clients Continually source referrals for developing additional contacts and new business opportunities Attend industry events to sources referrals and...

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 coverages, including Technology Errors & Omissions (Tech E&O), Cyber Liability, and comprehensive international solutions, complemented by our traditional Property & Casualty capabilities. With deep industry expertise, flexible underwriting capabilities, and a collaborative approach, we design innovative insurance programs tailored to each client’s unique risk profile. CNA...

WHAT WE'RE LOOKING FOR Berkshire Hathaway Homestate Companies, Workers Compensation Division, is looking for a Lien Claims Professional to join our Bay Area team! This adjusting professional will manage a caseload of settling/settled claims requiring lien resolution, negotiating optimal outcomes within authority parameters to achieve closure while managing cost-containment, and is always service-centric with internal and external partners. Sound like YOU?   ESSENTIAL RESPPONSIBILITIES Thoroughly reviews assigned claim files and provides detailed summary of lien exposure, vendor involvement, and potential issues.  Creates a resolution-focused plan of action, sets appropriate diaries, and calculates appropriate reserves.  Updates strategy and reserves as information becomes available within authority parameters.  Seeks additional authority timely as needed.  Analyzes vendor billing in each claim file and identifies discrepancies or misalignment with claim...

Company Details   Preferred Employers Insurance, A Berkley Company specializes in providing workers’ compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company’s distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.   Company URL:      https://www.peiwc.com   The company is an equal opportunity employer. Responsibilities We are seeking Workers’ Compensation Claims Examiners and Senior Claims Examiners to join our team. In these roles, you will be responsible for the analysis and...

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...