12 compliance jobs found in Walnut Creek, CA

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...

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.  Under technical direction, responsible for underwriting risks in a book of business. Works within specific limits of authority on assignments requiring significant technical complexity and coordination. Utilizes underwriting policies and guidelines, rating manual rules and insurance laws and regulations. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Reviews applications and financial requirements for risks requiring complex underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Also, determines the need for additional evidence of insurability...

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.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops...

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...

Company Details Berkley Speciality Property is a leading Lloyd's Syndicate underwriting Property, Crisis Management, Engineering & Construction, Asset Protection and Specialty Casualty.   The company is an equal employment opportunity employer. Responsibilities The AVP, Commercial Property Binding Authority Broker is responsible for the development and implementation of the account evaluation and binding strategy at WRB Specialty.  The position reports to the Director of Specialty Property and works with both Field and Staff functional areas.  S/he executes, binds, and monitors accounts for WRB Specialty business and is in regular contact and communication with WRB Underwriting based in London.  Key functions include but are not limited to: Daily management of the workload to ensure the effective solicitation, selection, pricing, and retention of profitable business. Helps to develop and implement best...

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...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value and recognize the benefits derived when people with different backgrounds and experiences work together to achieve business results. Our goal is to create a workplace where all employees feel included, empowered, and enabled to perform at their best. Great American's Bond Division has been underwriting surety and fidelity bonds for over 90 years. Great American is known for expert underwriting, solid financial strength, market leadership and creative solutions to all bonding needs. With a highly diverse product line, Great...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate need for a Supervisor in our IT Business Applications team to oversee a team of application analysts and specialists, ensuring business applications are running efficiently and effectively to meet organizational goals. This individual will focus on application management, process improvement, and collaboration with various business units to support and enhance business systems.   KEY RESPONSIBILITIES Supervises the day-to-day operations of the Business Applications team, providing guidance and support to ensure efficient and reliable performance of applications Oversees the configuration, implementation, and support of business applications, ensuring they align with organizational needs and objectives. Manages incident response and troubleshooting for application issues, working with internal teams and vendors as necessary to resolve problems. Ensures proper documentation of...

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...

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...