Client Services Account Manager

Berkshire Hathaway Homestate Companies - Workers Compensation Division

Client Services Account Manager managing workers compensation policyholders in Sacramento. Supporting new business growth and conducting account management activities for diverse clients.

Posted 7/7/2026full-timeSacramento • California • 🇺🇸 United StatesMid-LevelSenior💰 $82,660 - $112,600 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Education: Bachelor's degree from an accredited four-year college or university.
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.
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.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Workers Compensation Industry KnowledgeClaim Handling/AdjustingMicrosoft Office/365LaserficheProprietary Software Proficiency

Soft Skills

Strong CommunicationRelationship BuildingProblem SolvingTeam Collaboration

Certifications

Valid United States Driver's License