Client Services Account Manager

Berkshire Hathaway Homestate Companies; Sacramento (CA); Hybrid; USD 82,660 - 112,600; Full time

Benefits offered by this job

Work‑Life Balance

Hybrid Schedule (up to 2 days WFH)

Modern Office Setting

Free On‑Site Parking

Job summary

Berkshire Hathaway Homestate Companies in Sacramento, CA is seeking a Client Services Account Manager to oversee a book of workers’ compensation policyholders with $250K+ annual premium. You will onboard new business, service existing accounts, and provide ongoing consultative management while documenting activities in Company databases.

You will coordinate onboarding meetings, conduct quarterly reviews, maintain Salesforce data, and collaborate with Claims, Underwriting and Marketing teams to

Qualifications

• Bachelor’s degree from an accredited four-year college or university is required.
• Minimum of 3 years of workers’ compensation claims handling and/or client services experience.
• Certifications such as SIP/ARM/CPWC/CWC/WCCP or related preferred.

Responsibilities

• Resolve customer service issues and coordinate with internal departments for issue resolution.
• Coordinate onboarding meetings with new policy holders and brokers.
• Conduct quarterly claims reviews with policyholders and brokers.
• Maintain accurate account information in Salesforce and service renewals.
• Collaborate with Claims, Underwriting, and Marketing teams to assess retention and service needs.
• Actively participate in Client Services meetings and provide technical expertise.

Skills

Customer service

Communication

Salesforce familiarity

Problem solving

Education

Bachelor's degree

Tools

Salesforce

Laserfiche

MS Office 365

Job description

Client Services Account Manager – Sacramento Office

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. The role 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

• Resolve customer service issues, timely address inquiries for all policies, and act as liaison with all internal departments; troubleshoot and consistently follow up with all parties for resolution.
• Coordinate and conduct onboarding meetings with assigned new policy holders and brokers; conduct prospect calls and meetings.
• Conduct quarterly claims reviews with policyholders and brokers for each assigned account.
• Complete mock claims reviews with new Claims Professionals.
• Maintain accurate account information in Salesforce; effectively utilize Salesforce to service new business and renewals and manage account assignments.
• Develop and foster strong working relationships with policyholders and brokers, providing timely and consistent communication regarding claim or service updates.
• Develop and maintain knowledge of Company products and programs.
• Successfully resolve customer service issues and respond to inquiries; act as a liaison between policyholders/brokers and Company staff, routinely follow up with all parties to ensure resolution.
• Initiate collaboration with the Claims, Underwriting, and Marketing teams to assess account retention, troubleshoot issues, and address service needs.
• Actively participate in Client Services team meetings by sharing ideas and thoughts to drive success of the team; be an active participant providing technical expertise in enterprise projects and company initiatives.
• Stay abreast of insurance industry changes and internal service team changes.
• Ensure work is performed in accordance with Company standards and supervisory direction; proactively communicate 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.
• 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, including knowledge of workers compensation claim handling/adjusting.
• Computer Skills: Demonstrate basic technical competencies in the use of computers, standard business applications (e.g., Laserfiche), Microsoft Office/365, and ability to master 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), 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, listen actively, and ask 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 collaborates with 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
• Retirement 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

$82,660 - $112,600 a year

This pay scale is an estimate of the salary range the employer reasonably expects to pay for the position based on potential employee qualifications, operational needs and other considerations consistent with applicable law. The actual salary may be above or below the range. The pay scale applies only to this position and only if it is filled in Sacramento, California.

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.