7 customer experience banker jobs found in Walnut Creek, CA

Regional Bond Manager - UW06DA 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 Regional Surety Bond Underwriting Manager will have the opportunity to expand an existing book of business while leading an established underwriting team. You will supervise and perform all underwriting functions including marketing, financial & industry analysis and servicing your team’s commercial surety portfolio. Responsibilities: • Lead production underwriter for the territory. • Profit and loss responsibility for the book of business within the region. • Supervises a regional team of underwriters, though remains accountable as the ultimate manager of the book of business. • Sets the surety business plan for the region, in line with...

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 coverage including Technology Errors & Omissions (Tech E&O), Cyber Liability, comprehensive international solutions, to complement our traditional Property & Casualty lines. With deep industry expertise, flexible capabilities, and a collaborative approach, we craft innovative insurance programs tailored to the unique needs of each client. CNA remains the carrier of choice...

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 book of business of the highest complexity. Recognized as the most senior level, technical expert in an underwriting specialty. In conjunction with senior level management, works within the broadest limits of authority requiring the highest degree of technical complexity and coordination. May have national or company-wide scope of responsibility in specialty area. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works with senior management on the most complex underwriting risks...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Personal Lines Underwriter   to join our growing team! This Personal Lines Underwriter is responsible for quoting, binding and servicing complex property submissions with a non admitted carrier.  Product Specialists also assist customers in determining risk placement amongst a wide variety of admitted and non admitted products offered by our agency.      How You Will Contribute:     Use critical thinking, understanding of the market and underwriting best practices to determine individual risk acceptability, pricing, best coverage, terms and conditions within established authority and carrier guidelines. Provide clear communication and documentation of rationale for decisions and options.  Review inspection reports to confirm eligibility and accuracy of...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Personal Lines Underwriter   to join our growing team! This Personal Lines Underwriter is responsible for quoting, binding and servicing complex property submissions with a non admitted carrier.  Product Specialists also assist customers in determining risk placement amongst a wide variety of admitted and non admitted products offered by our agency.      How You Will Contribute:     Use critical thinking, understanding of the market and underwriting best practices to determine individual risk acceptability, pricing, best coverage, terms and conditions within established authority and carrier guidelines. Provide clear communication and documentation of rationale for decisions and options.  Review inspection reports to confirm eligibility and accuracy of...

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...

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...