8 client service manager jobs found in Walnut Creek, CA

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...

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 Seattle, WA Hartford office is seeking a Client Relationship Manager to join our dynamic team – As a Client Relationship Manager, you are...

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...

WHAT WE'RE LOOKING FOR Are you searching for a unique opportunity that offers exceptional training and career growth with a dynamic and growing organization? Are you a Spanish speaker looking to apply those skills in a professional environment? Berkshire Hathaway Homestate Companies is searching for bright individuals looking to begin a challenging, yet rewarding career path as a Workers’ Compensation Claims Adjuster.   Upon successful completion of the Claims Training program, the Claims Adjuster Trainee will be responsible for management of a caseload of workers compensation claims from inception to resolution.  Responsibilities include initial investigation and analysis, strategic planning, management of medical care and legal process, and client relations.  This individual will continue to build on claims knowledge and claims will increase in number and complexity.     RESPONSIBILITIES Completes classroom training introducing workers’ compensation claims handling...

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...

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...

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...