2 дня назад
Client Services Account Manager
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Services Account Manager (Workers' Compensation): Managing policyholder and broker relationships, onboarding, claims reviews, service inquiries, and account information with an accent on workers' compensation claims handling, compliance, and Salesforce administration. Focus on resolving complex client issues, coordinating Claims, Underwriting, and Marketing teams, and supporting account retention.
Location: Sacramento, California, United States. Hybrid schedule with up to 2 days of work from home upon eligibility.
Company
provides workers' compensation insurance products and client services.
What you will do
- Resolve policyholder and broker service issues, respond to inquiries, and coordinate follow-up with internal departments.
- Conduct onboarding meetings, prospect calls, and meetings with new policyholders and brokers.
- Conduct quarterly claims reviews and mock claims reviews with Claims Professionals.
- Maintain accurate account information and manage new business, renewals, and assignments in Salesforce.
- Collaborate with Claims, Underwriting, and Marketing to support account retention and address service needs.
- Participate in team meetings, enterprise projects, company initiatives, and staff training.
Requirements
- Bachelor’s degree from an accredited four-year college or university.
- At least 3 years of workers’ compensation claims handling experience, including knowledge of claims handling and adjusting.
- At least 1 year of client service experience is preferred.
- Basic proficiency with computers, standard business applications, Microsoft Office/365, and proprietary software.
- Valid United States driver’s license in good standing required.
- Strong communication, organization, conflict management, presentation, problem-solving, and relationship-building skills.
Nice to have
- California Self-Insurance Administrator certification.
- Associate in Risk Management, Claims Practitioner in Workers Compensation, Certified in Workers Compensation, California Workers Compensation Claims Professional, or Property and Casualty Broker-Agent certification.
Culture & Benefits
- Work-life balance, a modern office setting, and free on-site parking.
- Paid time off and paid holidays.
- Retirement savings match and group medical, dental, and vision insurance.
- Life, AD&D, long-term disability, accident, and critical illness insurance.
- Flexible spending accounts, employee assistance, tuition reimbursement, and a paid community volunteer day.
- Employee referral and diversity, equity, and inclusion programs.
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