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Client Services Account Manager

Open 40d
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 with an estimated annual premium (EAP) of $250K and above while supporting new business growth through active participation in Client Services activities. This individual services existing accounts, 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.

ESSENTIAL RESPONSIBILITIES

  • Resolves customer service issues, timely addresses inquiries for all policies, and acts as liaison with all internal departments. Troubleshoots and consistently follows up with all parties for resolution. Utilizes monitoring tools to ensure continued compliance.

  • Coordinates and conducts onboarding meetings with assigned new policy holders and brokers. Conducts prospect calls and meetings.

  • Conducts quarterly claims reviews with policyholders and brokers for each assigned account.

  • Completes mock claims 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 knowledge of Company products and programs.

  • Successfully resolves customer service issues and 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.

  • Initiates collaboration with the Claims, Underwriting, and Marketing teams to assess account retention, troubleshoot issues, and address service needs.

  • Actively participates in Client Services team meetings by sharing ideas and thoughts to drive success of the team. Is an active participant providing technical expertise in enterprise projects and company initiatives.

  • Stays abreast of insurance industry changes and internal service team changes.

  • Ensures work is performed in accordance with Company standards and supervisory direction. 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.

REQUIRED QUALIFICATIONS

  • Education: Bachelor’s degree from an accredited four-year college or university required. Minimum of 3 years of experience in workers’ compensation claims handling and/or client services required.
  • Experience: Minimum of 3 years of prior experience in workers compensation claim handling required. Minimum of 1 year of prior experience in client service preferred.
  • Technical Skills: Strong workers compensation industry knowledge required, to include knowledge of workers compensation claim handling/adjusting.
  • Computer Skills: To perform this job successfully, an individual must 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.
  • Certifications: Valid United States driver's license in good standing required. One or more of the following certifications preferred:

    • California Self-Insurance Administrator (SIP)

    • Associate in Risk Management (ARM)

    • Claims Practitioner in Workers Compensation (CPWC) (replaces prior WCCA certification/California specific)

    • Certified in Workers Compensation (CWC) or California Workers Compensation Claims Professional (WCCP)

    • Property and Casualty Broker-Agent

DESIRED COMPETENCIES

  • Communication: Ability to effectively communicate with clients, brokers, and company staff regarding a wide range of issues. Ability to adjust communication style to fit the audience. Listens actively and asks questions to gain clarification when needed. Written communication is well organized, clearly expresses key points, and demonstrates knowledge of the topic.
  • Composure/Conflict Management: Remains composed in the face of potentially ambiguous, stressful, or conflicting circumstances. Reacts to negative emotions with respect, positivity, and a genuine desire to resolve the situation effectively. Seeks win-win solutions whenever possible, ensuring that the needs and desires of policyholders are being addressed while also advocating for the company.
  • Organizing and Planning: Effectively manages multiple tasks, prioritizing those that are most critical and/or time sensitive, reassessing priorities throughout the day. Effectively utilizes internal tools and resources to stay on track of tasks and commitments.
  • Presentation Skills: Effectively and confidently delivers training to company staff. Exhibits adequate presentation skills and engages the audience through interactive discussions.
  • Problem Solving & Decision Making: Remains objective, diplomatic, and solution-focused when addressing concerns or issues from policyholders and brokers. Asks clarifying questions and is able to isolate problems and generate acceptable solutions. Identifies key decisions within own authority and collaboratively involves others in the decision-making process when appropriate.
  • Relationship Building: Genuinely enjoys people and likes to work with others. Is responsive and capable of being persuasive and motivating others. Shows an understanding of the importance of maintaining strong relationships with policyholders, brokers, and company staff.

WHAT WE OFFER

  • Work-Life Balance
  • Hybrid Schedule (up to 2 days WFH upon eligibility)
  • Modern Office Setting
  • Free On-Site Parking

BENEFITS

  • Paid Time Off
  • Paid Holidays
  • Retirements Savings Match
  • Group Health Insurance (Medical, Dental, and Vision)
  • Life and AD&D Insurance
  • Long Term Disability Insurance
  • Accident and Critical Illness Insurance
  • Flexible Savings Accounts
  • Paid Community Volunteer Day
  • Employee Assistance Program
  • Tuition Reimbursement Program
  • Employee Referral Program
  • Diversity, Equity and Inclusion Program
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 customer-focused, and operating with integrity.

What this application asks

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Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, GitHub URL, Portfolio URL, Other website

  • We are an Equal Opportunity Employer. All persons shall have the opportunity to be considered for employment without regard to their actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information or any other characteristic protected by applicable federal, state or local laws and ordinances. We will endeavor to make a reasonable accommodation to the known physical or mental limitations of a qualified applicant with a disability unless the accommodation would impose an undue hardship on the operation of our business. If you believe you require such assistance to complete this form or to participate in an interview, please let us know. yes / no · optional
  • Optional Cover Letter upload · optional
  • Please review the California Consumer Privacy Act Notice through this provide link: https://www.bhhc.com/legal-policies/california-privacy-policy/ yes / no · optional
  • Pursuant to the Immigration Reform and Control Act of 1986, all applicants who are offered employment must produce documents establishing their identity and authorization for employment in the United States. These documents must be produced no later than three (3) business days after employment commences. In addition, all new hires will be required to verify their employment authorization under oath by signing INS Form I-9 upon commencing employment. Are you legally allowed to work in the United States? choose one
  • Will you now or in the future require Oak River Insurance Company to commence ("sponsor") an immigration case in order to employ you (for example, H-1B or other employment-based immigration case)? This is sometimes called "sponsorship" for an employment-based visa status. choose one
  • If you are under 18 years of age, do you have a work permit if required by applicable state law? choose one
  • Is there anything that would prevent you from working any day or time of the week or prevent you from regularly working overtime? choose one
  • If yes, please specify the reasons. It is not necessary for you to identify unavailability for work because of religious observance or practice, disability or medical condition, or any other protected classification. Subsequent to any job offer, we will consider whether a reasonable accommodation can be made. optional
  • Full Residential Address written answer
  • Available Start Date
  • Salary/Rate Desired
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  • Education Verification choose one · optional
  • Current or Most Recent Employer - Company Name optional
  • Current or Most Recent Employer - Dates of Employment optional
  • Current or Most Recent Employer - Job Title optional
  • Current or Most Recent Employer - Reason for Leaving choose one · optional
  • Current or Most Recent Employer - Ok to Contact? choose one · optional
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  • I have read and fully understand the questions asked in this application. I certify that all of the answers I have given are true, accurate and complete. I understand that the omission and/or misrepresentation of any fact from or on this application or during any interview will result in immediate rejection of my application or if I am hired will be cause for immediate dismissal. Unless I noted otherwise, I authorize the Company to independently contact all my employment references and personal references, as well as the education institutions I have attended. I further authorize the Company to independently inquire about, investigate and obtain copies of any records which relate to me from my former employers and educational institutions. yes / no · optional
  • If hired, I understand that I will be required to abide by all of the rules and regulations of the Company. I understand and agree that nothing in this application shall constitute an offer, a contract or a guarantee of employment for a specific period of time. If hired, I understand that my employment may be terminated with or without cause and with or without notice at any time, at the will of the Company or me. I further understand that no representative or agent of the Company, other than the President as the authority to enter into any agreement for employment, on an individual or collective basis, for any specific period of time, or to make an agreement contrary to the foregoing. I also understand that any agreement modifying at-will employment status, on an individual or collective basis, must be in writing and signed by the President. In addition, I understand that the Company and all plan administrators shall have the maximum discretion permitted by law to administer, interpret, modify, discontinue, enhance or otherwise change all policies, procedures, benefits or other terms and conditions of employment. yes / no · optional
  • I understand the Company may obtain, without using the services of a third party investigative consumer reporting agency, public records pertaining to my character, general reputation, personal characteristics or mode of living during its evaluation of my application for employment and, if employed, during my employment. By checking the following box, I waive my right to receive copies of public records obtained by the Company. yes / no · optional
  • Full Legal Name

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