16 team lead jobs found in Walnut Creek

Objective: The Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain customer’s group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives. Accounts may be fully insured, partially self-funded, or self-insured.   Responsibilities Include: Marketing and account management for assigned clients. Coordinate all aspects of renewal marketing process with client and provide program structure, review, and analysis. Provide technical competence in areas of coverage and current markets. Prepare written annual account service plans. Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars. Audit client information, premium, and commissions in the HIB client management system – Broker Builder – for assigned accounts. Educate and clarify coverage forms to clients....

Position Title Senior Credit Products Specialist - Private Banking Location Walnut Creek, CA 94596 Job Summary The Senior Credit Products Specialist - Private Banking is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. This role influences credit strategy by providing deep market insights, proactive risk identification, and innovative deal structuring solutions. With extensive experience in credit analysis and portfolio management, this position ensures long-term portfolio health while supporting the bank’s growth objectives. Additionally, this role serves as a mentor and thought leader, developing junior credit professionals and shaping best practices in underwriting and risk management. Job Responsibilities: JOB RESPONSIBILITIES Complex Credit Structuring & Underwriting : Lead the structuring, analysis, and approval of highly complex credit transactions, ensuring risk is balanced...

Objective: The Small Group Benefits Account Manager role is responsible for servicing and managing a book of business consisting of small group accounts, typically with less than 50 lives. 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 group accounts, providing timely and professional service support. Work alongside Mavrix Insurance Advisor on new business placements. Manage policy renewals, coverage changes, billing questions, and other service needs. Coordinate with Mavrix Insurance Advisors and carriers to resolve service issues, open enrollment, and ensure client satisfaction.   Submission Preparation & Marketing: Prepare summaries and...

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,...

Vertical Strategy & Leadership Own and execute the strategic direction for the Management Liability vertical across the organization Define the vertical’s value proposition, market positioning, and growth roadmap Establish underwriting focus, target industries, and product offerings within Management Liability specialty lines Serve as the internal subject‑matter expert on Management Liability exposures, and evolving market trends Revenue Growth & Business Development Drive new business growth through strategic relationships with retail brokers, carriers, and MGAs Partner with brokers to identify, pursue, and close complex Management Liability placements Support key accounts and marquee opportunities, including structure design and carrier negotiations Manage overall renewal production to fulfill existing client and account retention goals Monitor vertical performance, pipeline health, and revenue targets   Carrier & Market Management...

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...

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...

Sr Staff Attorney - LM07DE 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.              About The Hartford : For more than 200 years, The Hartford has helped protect customers through changing times with a focus on integrity and service—and has been recognized by Ethisphere as one of the World’s Most Ethical Companies (multiple years). Our legal team plays a direct role in protecting that reputation by delivering thoughtful advocacy and principled outcomes.  Role Summary:  The Hartford’s Staff Legal team is built for attorneys who want the depth and challenge of sophisticated litigation—with the stability, resources, and collaboration of an in-house practice. In this role, you’ll handle a variety of auto and general liability...

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...

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,...

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...

Objective: The Service Desk Technician II is responsible for delivering end-to-end support for Heffernan Group employees to ensure smooth operation of hardware and software so that employees (customers) can execute business initiatives. By partnering with employees and technology groups, the Service Desk Technician ensures all incidents are analyzed and resolved within the promised timeframes. The Service Desk Technician will receive, prioritize, document, and actively resolve customer Service Desk requests. Problem resolution may involve the use of diagnostic and request tracking tools. This role will require troubleshooting areas in-person, by phone, through email, chat, and/or remote assistance in a timely fashion, while providing friendly customer service.   Responsibilities Include: Field incoming requests from customers via telephone, e-mail, and chat in a courteous and personable manner, setting priorities and escalating to an appropriate resource when...

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...

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...

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...

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...