3 regional distribution manager jobs found in Walnut Creek

Company: Mavrix is the future of high-end insurance distribution – an exclusive, technology-powered franchise built for elite agents and the clients they serve. We are redefining the insurance industry by replacing outdated models with smarter, faster, and more profitable solutions. Our agents focus on selling; we handle the rest.   Objective: The Commercial Account Manager role is responsible for servicing and managing a book of business consisting of small commercial accounts, typically under $10,000 in revenue. This role is client-facing, requiring a mix of technical insurance knowledge, proactive communication, and strong organizational skills. The ideal candidate is service-oriented, detail-driven, and thrives in a fast-paced, tech-enabled environment.   What You’ll Do: Client Service & Account Management. Serve as the day-to-day contact for small commercial clients, providing timely and professional service support. Manage policy renewals,...

Regional Sales Executive - SM06IE 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.              SUMMARY The Regional Sales Executive (RSE) will direct, implement, and drive The Hartford's disciplined Small Business sales strategy to grow our industry leading small commercial market share in the Region.  The successful candidate will lead a high-performance sales team in developing superior trading relationships with a wide variety of distribution partners and models. This role is responsible for setting priorities for the territory, building a strong team which fosters collaboration and open dialogue, while involving staff in critical decision making and planning initiatives. The RSE is expected to develop strong relationships with Small...

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...