1 financial planning service associate jobs found in Sacramento

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.  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 .          ESSENTIAL RESPONSIBILITIES Resolves customer service issues, timely addresses inquiries for all policies, and acts as liaison with all internal departments. Troubleshoots and consistently follows up with all parties for resolution. Utilizes monitoring tools to ensure continued compliance....