Sr Account Specialist - Disability & Leave (Finance)
Under the supervision of the Regional Vice President - Client Services, maintains market share by providing excellent customer service and account management to medium and large size clients for disability and leave services. Manages assigned accounts by analyzing, directing and coordinating the service needs of these clients including those related to claim handling, loss data, cost containment, billing, collections and other services. Pursues increased market share by selling additional service to existing client programs. Assists Broadspire Account Executive's with their strategic account responsibilities. The Senior Account Specialist will perform all duties assigned to an Account Specialist and may provide leadership to new Account Specialists personnel.
- Bachelor's degree or an equivalent combination of education and experience.
- Minimum 3-5 years of progressive TPA, Insurance Carrier, or Brokerage experience in claims management, , or underwriting, or the equivalent in related work experience, demonstrating the ability to handle accounts profitably.
- Keeps account leads informed both verbally and in writing of activities and results within designated area of responsibility.
- Claim product and service knowledge
- Excellent team player fostering collaboration with other business areas
- Excellent communication skills (written, verbal and listening) and presentation skills
- Strong negotiating techniques.
- Good time management abilities.
- Excellent attention to detail.
- Sales and client orientation skills.
- Knowledge of Broadspire products and services, general insurance principles, terminology, and customs.
- Good computer and systems skills
- Analytical and problem-solving ability.
- Understanding of the insurance/TPA industry and marketplace
- Must complete continuing education requirements as outlined by Crawford Educational Services
- Manages small, medium size Accounts, and develops the post-sale relationship for disability and leave clients. Works directly with the account's Risk Managers and other contacts. Coordinates and leads review meetings with Client Accounts to ensure service results are in line with plan. May assist Account Executives with large strategic account projects, providing resource support.
- Resolves service problems, answers questions, acts as a liaison with internal functional representatives and troubleshoots, routinely following up with all parties for resolution. Ensures continued compliance.
- Manages the delivery of services by all internal functional representatives through pro-active follow up and agent/broker/customer communication.
- Develops service plan with assigned agents/brokers and accounts. Monitors status of action items and makes modifications to service plan based on feedback from the agent/brokers and policyholder.
- Provides account specific input on overall service plan to include service delivery, service issues and outcome results. Consults on opportunities to round out the account. Work with clients on providing analytics on performance of the program.
- Conducts renewal pricing for assigned accounts. This includes producing renewal proposals, completing pricing documents (ADR's) and negotiating pricing increases on assigned accounts, obtaining the proper approvals for executives. Will also work on collections of outstanding AR.
- Participate in prospecting efforts by conducting services analysis and conducting service presentations on assigned prospects.
- Represent Crawford & Company by attending or presenting at industry forums. Assist in internal training efforts by developing material and presenting assigned topics.
- Manages installation process for new and existing accounts, consults with internal functional representatives when necessary. Ensure that understanding and agreement is reached on roles and responsibilities.
- Upholds the Crawford Code of Conduct
- Willing to travel.
