Client Services Account Manager

Client Services Account Manager

Berkshire Hathaway Homestate Companies, Workers Compensation Division, has an immediate opening for a Client Services Account Manager in our San Diego 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.

Essential 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.

Needed Qualifications

Desired Competencies

What We Offer

Benefits

$80,590 - $109,360 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 San Diego, California. The pay scale may be different for other positions or in other locations.

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 workplacesomething 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.