172 jobs found in Walnut Creek, CA

Objective: The Talent Advisor serves as a strategic partner in talent acquisition, guiding hiring managers through the recruitment lifecycle. This role combines hands-on recruiting with talent attraction, sourcing, interviewing, and hiring across all Heffernan entities. The Talent Advisor will be involved in developing and maintaining Heffernan’s organization-wide talent strategy. The Talent Advisor will deliver an exceptional candidate experience and drive talent strategies that align with organizational goals.  Candidates located in the Bay Area, Southern California, or Reno, NV are desired.    Responsibilities Include: Develop and maintain strong relationships with Hiring Managers across all Heffernan entities. Partner with Hiring Manager and Talent team to develop job postings across all Heffernan entities, including internal or external postings where required. Act as a liaison between Hiring Manager and candidate for pre-screening assessments,...

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 technical direction, responsible for underwriting risks in a book of business. Works within specific limits of authority on assignments requiring significant technical complexity and coordination. Utilizes underwriting policies and guidelines, rating manual rules and insurance laws and regulations. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Reviews applications and financial requirements for risks requiring complex underwriting skills. Determines acceptability of risk in accordance with company guidelines and standards. Also, determines the need for additional evidence of insurability...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Personal Lines Underwriter   to join our growing team! This Personal Lines Underwriter is responsible for quoting, binding and servicing complex property submissions with a non admitted carrier.  Product Specialists also assist customers in determining risk placement amongst a wide variety of admitted and non admitted products offered by our agency.      How You Will Contribute:     Use critical thinking, understanding of the market and underwriting best practices to determine individual risk acceptability, pricing, best coverage, terms and conditions within established authority and carrier guidelines. Provide clear communication and documentation of rationale for decisions and options.  Review inspection reports to confirm eligibility and accuracy of...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Bridge Specialty Group   is seeking a   Personal Lines Underwriter   to join our growing team! This Personal Lines Underwriter is responsible for quoting, binding and servicing complex property submissions with a non admitted carrier.  Product Specialists also assist customers in determining risk placement amongst a wide variety of admitted and non admitted products offered by our agency.      How You Will Contribute:     Use critical thinking, understanding of the market and underwriting best practices to determine individual risk acceptability, pricing, best coverage, terms and conditions within established authority and carrier guidelines. Provide clear communication and documentation of rationale for decisions and options.  Review inspection reports to confirm eligibility and accuracy of...

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...

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...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Sales, Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits...

Sr Exec Cons Risk Engineering - KR07ME 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 Senior Construction Account Specialist provides Risk Engineering services for all assigned construction accounts assuring that best in class services are targeted to this customer group.  This will be a remote position supporting our West U.S. clients. At the tactical level, the Senior Construction Account Specialist will provide and implement service planning and direct initiatives to assure the delivery of exceptional construction specific Risk Engineering services.  This will include timely completion of daily work assignments on any and all construction Survey and Service accounts including preparation of reports for underwriters...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program,...

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...

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...

Sales Executive - SG08DE 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 is adding dedicated sales talent to expand our reach. “Ready to Own Your Sales Career?” Step out of account management and into a role where you drive the growth, build relationships, and make an impact. The Sales Executive will work with independent producers and brokers to develop strong relationships and profitable business within the 2 to 99 employee segments of the group benefits market. As The Hartford is looking to grow our Group Benefits small employer business segment, we're continuing to make investments in our Small Business Segment and adding dedicated Small Business Sales Executives. Small Business Sales Executives will...

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...

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.  Individual contributor responsible for the overall management, business development, analysis and monitoring of a highly complex book of business. Recognized as a technical expert in an underwriting specialty. Under general management direction, works within broad limits of authority on assignments requiring a high degree of technical complexity and coordination. May have regional, industry segment or company-wide scope. JOB DESCRIPTION: Essential Duties & Responsibilities Performs a combination of duties in accordance with departmental guidelines: Works on highly complex underwriting risks employing diagnostic and systematic analysis to assess acceptability. Develops...

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.  Manages a staff of Underwriting Associates across multiple geographies, lines of business, segments or industries who are accountable for executing the underwriting life cycle from pre-submission through binding and achieving business results of a renewal book of business through rate achievement, retention, profitability, analysis, and portfolio management. Under general management direction, works within broad limits of authority requiring a high degree of technical complexity and coordination. May have regional, multi-geography, industry, segment, or company-wide scope of responsibility. JOB DESCRIPTION: Job Summary Manages a staff of Underwriting Associates across multiple...

Position Title Senior Relationship Manager -Corporate Banking (San Francisco, California) Location Walnut Creek, CA 94596 Job Summary Responsible for new business development and relationship management targeted to middle market companies with sales of $50 million or greater within the San Francisco area, targeting Northern California. Generate revenue by developing and maintaining relationships with identified companies/developers/managers, generating deal flow directly from these clients/prospects and orchestrating a team approach to the relationship. The position is supported by product specialists (capital markets, rates and FX derivatives, treasury management, etc.), portfolio managers (credit underwriting, transaction approvals/processing, portfolio management routines) and operational support specialists but remains accountable for all aspects of the relationship. Pay Range: $140,622 - $186,324 - $232,026 Please note the posted base pay range above does not take...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success. WHAT WE’RE LOOKING FOR The Benefits Analyst will perform mathematical analyses, underwriting, marketing and renewal analyses that provides clients, teams and leadership with financial findings and conclusions.  A GLIMPSE INTO YOUR DAY Designs, develops and prepares accurate and timely reports and analysis, providing financial guidance and general direction for influencing clients’ decisions and the achievement of strategic goals. Gathers benefits information from a variety of sources, develops...