5 experienced master scheduler 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...

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...

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...

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...