Client Services Account Manager

WHAT WE'RE LOOKING FOR

The Client Services Account Manager 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.

Territory: Northeast/Maine to Maryland.  Primary States: Pennsylvania, New York, New Jersey. 

Travel: Minimum travel required: 2 days per quarter to Horsham, PA office.  Must be available to travel to onsite Claims reviews within territory as needed. 

• Resolves customer service issues, timely addresses inquiries for all policies, acts as liaisons with all internal departments, troubleshoots effectively, consistently follows up with all parties for resolution; utilizes monitoring tools to ensure continued compliance.
• Coordinates and conducts on-boarding meetings with assigned new policy holders and brokers; conducts prospect calls and meetings.
• Conducts quarterly claims reviews with policy holders and brokers for each assigned account.
• Completes mock claims reviews with new claims professionals.
• Coordinates and conducts pre-renewal meetings with assigned policy holders and brokers.
• Uses company computer systems and databases proficiently; establishes and maintains a diary system to manage account assignments.
• Collaborates with the Director of Client Services, team members and leadership to develop and implement effective service practices; collaborates and fosters a positive working relationship with other departments and teams.
• Actively participates in classroom and on-the-job training and is able to demonstrate mastery of the subject material.
• Exhibits continuous improvement under the guidance of the supervisor and demonstrates mastery of fundamental knowledge and skills.
• Develops and delivers professional training to internal departments.
• Proactively communicates issues to supervisor and/or Director of Client Services.

WHO WE ARE

With more than 50 years in business, Berkshire Hathaway Homestate Companies (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.