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Walnut Creek wealth planner California

2 wealth planner jobs found in Walnut Creek, CA

Berkley
06/04/2026  
Claims Examiner/Senior Claims Examiner
Company Details   Preferred Employers Insurance, A Berkley Company specializes in providing workers’ compensation insurance to California business owners. The company serves three major Product/Client Segments: Small Business, Mid-Larger Businesses and Group Association Members (Programs). The company’s distribution partners (agents & brokers) number just under 400 locations throughout the state. Preferred serves thousands of policyholders and provides medical claims handling and claims management as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company.   Company URL:      https://www.peiwc.com   The company is an equal opportunity employer. Responsibilities We are seeking Workers’ Compensation Claims Examiners and Senior Claims Examiners to join our team. In these roles, you will be responsible for the analysis and...
Berkley Walnut Creek, CA
Berkshire Hathaway Homestate Companies - Workers Compensation Division
03/27/2025  
Business Systems Analyst 2
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 Walnut Creek, CA

 

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