Account Consultant Sr

Sedgwick; Texas; Hybrid; USD 75,000 - 110,000; Full time

Job summary

Sedgwick is seeking a Senior Account Consultant to manage a diverse claim caseload and mentor junior staff. The role involves evaluating complex claims, applying jurisdictional rules, and minimizing financial liability while maintaining client relationships.

The position emphasizes accuracy, timely documentation, and collaboration with clients and legal partners to resolve claims effectively and compliantly.

Qualifications

• Bachelor's degree preferred; state adjuster licenses required.
• Six (6) years of related experience and/or training or equivalent combination.
• Strong legal and jurisdictional knowledge with ability to interpret medical reports and state/jurisdictional law.

Responsibilities

• Manage claim caseload from basic to highly complex within granted authority.
• Mentor Account Representatives and Account Specialists; lead round table discussions.
• Investigate, evaluate, and resolve claims; identify trends and correct actions.
• Assess indemnity, medical, and expense exposure and interpret coverage.
• Ensure client files are analyzed and documented with status and strategies.

Skills

Legal knowledge

Oral & written communication

PC literacy

Analytical

Organization

Interpersonal skills

Customer service

Teamwork

Education

Bachelor's degree

State adjuster licenses

Tools

Microsoft Office

Job description

By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there's no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Account Consultant Sr

PRIMARY PURPOSE : To manage claim caseload of basic to highly complex claims within granted authority level including related financial implications, along with financial implications and to mentor Account Representatives and Account Specialists.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

• Utilizes special account instructions to obtain individual customer information and adhere to instructions; identifies, initiates, and coordinates various specialized services such as subrogation, fraud evaluation or case management review to resolve claims.
• Establishes and maintains effective relationship with internal and external customers and coworkers; communicates effectively and timely.
• Mentors/coaches account representatives and account specialists; facilitates round table discussions within the assigned team.
• Investigates, evaluates and resolves claims; identifies potential problems/trends in claim files and takes corrective action or makes corrective recommendations; interprets medical reports and state law or jurisdictional law in claim handling.
• Applies jurisdictional and medical knowledge to properly assess the indemnity, medical and expense exposure of assigned claims and appropriately interprets and applies insurance coverage.
• Reviews client files and collaborates with team to prepare information which includes thorough analysis of file strategies, claims status and emerging trends.
• Proactively manages litigation in conjunction with client requirements; works constructively with client and legal representatives to resolve claims.
• Ensures compliance and best possible outcomes by minimizing financial liability.
• Compiles requirements in order to prevent penalties and fines; utilizes instructions and tools provided to ensure that all state required documentation is issued accurately and in timely manner in accordance with specific jurisdictional timeframes and guidelines.
• Monitors reports as assigned and documents compliance with key jurisdictional requirements (i.e. EDI, timeliness of benefit payments, etc.); assists Team Lead in tracking completion of team's tasks and projects; reviews SAS/SOX documents and submits in timely manner; and assists with takeover and reverse takeover projects ensuring that claim files are transferred and handled appropriately.

ADDITIONAL FUNCTIONS and RESPONSIBILITIES

• Performs other duties as assigned.
• Supports the organization's quality program(s).

QUALIFICATIONS

• Education & Licensing: Bachelor's degree from an accredited college or university preferred. State adjuster licenses required.
• Experience: Six (6) years of related experience and/or training or equivalent combination of education and experience required.
• Skills & Knowledge: Thorough legal and jurisdictional knowledge based on line of business
  Strong oral and written communication, including presentation skills
  PC literate, including Microsoft Office products
  Analytical and interpretive skills
  Strong organizational skills
  Excellent interpersonal skills
  Strong customer service skills
  Ability to work in a team environment
  Ability to meet or exceed Performance Competencies

WORK ENVIRONMENT

• When applicable and appropriate, consideration will be given to reasonable accommodations.
• Mental: Clear and conceptual thinking ability; excellent judgment and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
• Physical: Computer keyboarding, travel as required
• Auditory/Visual: Hearing, vision and talking

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.