13 customer support officer jobs found in Walnut Creek

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...

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...

Description Liberty Mutual Surety™ is currently recruiting for a Senior Surety Underwriter to join our Large Commercial   t eam.   As a Senior Surety Underwriter, you will develop and underwrite profitable surety business, and service independent agents, brokers, and large commercial a ccounts within an assigned territory. Using your excellent relationship skills, you will build and maintain positive partnerships our agents, brokers, and accounts as a trusted advisor and underwriting resource for our producers and customers. You will also use your business and financial acumen to perform primary credit underwriting and financial/risk analysis, provide recommendations, and make decisions on new and existing accounts. This is an excellent opportunity for an experienced and self-motivated surety professional looking to grow their career with a top surety company that focuses on its employees and customers first.   Liberty Mutual Surety, a...

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an opening for a UI/UX Designer 2 to be responsible for designing customer experiences for a variety of internal and external facing applications. Initiates ownership of the design strategy for multiple digital products, leveraging data and user research to define a seamless experience across platforms. This individual is highly collaborative, hands-on, and partners with various Product, Engineering, and Marketing stakeholders to ensure a customer-focused and engaging experience at every interaction.   Reports To: AVP or Director, Business Applications Some travel may be required.   ESSENTIAL RESPONSIBILITIES Makes strategic design decisions based on user needs, business goals, and resources. Facilitates conversations and collaborates with technical and non-technical stakeholders, including Designers, Product Managers, Marketing Managers, Architects, and Engineers. Conducts user...

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 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...

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 general supervision performs complex administrative support on day to day operational matters in an operations, corporate services, or sales area. Interacts and resolves issues which may be sensitive and confidential in nature. Collaborates with others acting as liaison between management and other business units. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Assists management in the coordination of organizational administration activities which may include but would not be limited to performance reviews, cost center updates, customer issues etc., and within scope of authority, resolves...

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...

Objective:    The Surety Bond Producer will cold call and network with industry professionals, both internally and externally, to generate interest in our insurance products and help grow the Heffernan brand! They will work closely with the company sales team to cross-sell our services to existing clients as well as prospect for new clients outside of HIB. The ideal candidate would be a determined self-starter with a strong work ethic.    Responsibilities Include:    Engage with and generate a steady flow of qualified prospects from own leads and company supplied referrals  Support clients and partner with them when selecting and designing their insurance product needs  Call on to educate and suggest additions or enhancements to existing insurance programs  Meet with existing clients to perform annual reviews of current insurance offering  Answers inquiries and questions from customers related to ongoing use of products, maintenance requirements, operations,...

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...