Client Services Account Manager

Berkshire Hathaway Homestate Companies•Sacramento, CA

2d•$82,660 - $112,600•Hybrid

About The Position

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate opening for a Client Services Account Manager in our Sacramento office. This individual manages a book of business of workers compensation policyholders while supporting new business growth through active participation in Client Services activities. Services existing accounts of all premium sizes, manages onboarding of new business for assigned accounts, and provides ongoing consultative account management services while maintaining documentation of all policyholder/broker activities in Company databases.

Requirements

Bachelor's degree from an accredited four-year college or university.
Minimum of 3 years of prior experience in workers compensation claim handling required.
Strong workers compensation industry knowledge required, to include knowledge of workers compensation claim handling/adjusting.
Demonstrate basic technical competencies in the use of computers, standard business applications (e.g., Laserfiche), and Microsoft Office/365 applications, and be able to master and become proficient in proprietary and vendor software programs.
Must possess and maintain valid United States driver's license in good standing.
Occasional travel to corporate offices and client sites is required. Travel requires the use of various forms of transportation, including, but not limited to, automobile, plane or train.

Nice To Haves

Minimum of 1 year of prior experience in client service preferred.

Responsibilities

Conducts prospect meetings with prospective policyholders and brokers and conducts onboarding meetings with assigned new policyholders and brokers upon policy issuance.
Conducts claim reviews, stewardship meetings, and pre-renewal meetings with policyholders and brokers for each assigned account.
Attends agency visits, meetings, and events with the Marketing and/or Underwriting teams.
Develops and provides training to company staff relating to Client Services, such as development and maintenance of Plans of Action. Conducts mock claim reviews with new Claims Professionals.
Maintains accurate account information in Salesforce. Effectively utilizes Salesforce to service new business and renewals, and manage account assignments.
Develops and fosters strong working relationships with policyholders and brokers, providing timely and consistent communication regarding claim or service updates.
Develops and maintains strong knowledge of company products and programs.
Successfully resolves customer service issues and timely responds to inquiries. Acts as a liaison between policyholders/brokers and company staff and routinely follows up with all parties to ensure resolution. Utilizes monitoring tools to ensure continued compliance.
Collaborates with Claims, Underwriting, and Marketing teams to access account retention, troubleshoot issues, and address service needs.
Actively participates in Client Services team meetings, sharing ideas to drive continual improvement.
Stays abreast of insurance industry changes and internal service team changes, and proactively shares knowledge with peers and internal partners.
Proactively communicates any problems or issues that may adversely impact a policyholder or the company directly to the Client Services Manager and/or Director of Client Services.
Ensures work is performed in accordance with company standards and supervisory direction.