Account Specialist

EFI Global; Milwaukee (WI); Remote; USD 48,000 - 64,000; Full time

Job summary

EFI Global Milwaukee seeks a remote Client Services Coordinator to support the Client Services discipline within the assigned office or region. You will run claims management system queries, assist with contracts, renewals and Client Service Instructions, and prepare stewardship reports.

You will participate in client meetings, help with corporate structure changes, and provide ancillary support. A bachelor's degree and four years of related experience including one year adjuster experience are

Qualifications

• Bachelor's degree in Risk Management, Business Administration or Finance preferred.
• Four years of related experience or equivalent, including one year adjuster experience.
• Excellent oral and written communication, including presentation skills.
• PC literate, including Microsoft Office products.
• Analytical and interpretive skills; strong organizational ability.

Responsibilities

• Runs claims management system/data warehouse queries, reports, and documents.
• Assists with the assembly of contracts, renewal documents, and Client Service Instructions.
• Completes corporate structure modifications.
• Assists with the development of Stewardship reports.
• Provides ancillary support based on client or departmental needs.
• Participates in client meetings.

Skills

Insurance knowledge

Communication

MS Office

Analytical skills

Organizational skills

Interpersonal skills

Negotiation skills

Team player

Performance competencies

Problem solving

Education

Bachelor's degree in Risk Management, Business Administration or Finance preferred

Job description

Telecommuter WI

Full time

R79367

EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and-cause investigations, environmental consulting, laboratory testing and specialty consulting. Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers that caring counts®. Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical proficiency, in-depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better-informed business decisions. EFI’s combination of global solutions and local expertise has earned the firm a reputation for delivering timely responses that consistently meet our clients’ expectations—anytime, anywhere. Click here to learn more about EFI Global.

PRIMARY PURPOSE:

To support the Client Services discipline within the assigned office or region.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

• Runs claims management system/data warehouse queries, reports, and documents.
• Assists with the assembly of contracts, renewal documents, and Client Service Instructions.
• Completes corporate structure modifications.
• Assists with the development of Stewardship reports.
• Provides ancillary support based on client or departmental needs.
• Participates in client meetings.

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 with major in Risk Management, Business Administration or Finance preferred.

Experience

Four (4) years of related experience or equivalent combination of education and experience required to include one (1) year of adjuster experience.

Skills & Knowledge

• Basic knowledge of insurance, claims or business management
• Excellent oral and written communication, including presentation skills
• PC literate, including Microsoft Office products
• Analytical and interpretive skills
• Strong organizational skills
• Excellent interpersonal skills
• Excellent negotiation 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, troubleshooting, problem solving, analysis, 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

Our business is founded on people with the best technical skills and outstanding industry knowledge and we strive to employ and retain exceptional talent. EFI Global is an equal opportunity employer welcoming applications from all qualified persons.

IF YOU CARE, THERE’S A PLACE FOR YOU HERE

EFI Global is a full-service engineering, fire investigation, environmental, health and safety, and specialty consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert witness testimony, into a recognized global leader in engineering failure analysis, origin-and‑cause investigations, environmental consulting, laboratory testing and specialty consulting. Our forensic investigation, engineering and environmental services teams around the world share a dedication to expertise, quality and demonstrating to customers that caring counts®. Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical proficiency, in‑depth industry knowledge and commitment to professional integrity. Together, our diverse backgrounds and collective insights empower clients to make better‑informed business decisions. EFI’s combination of global solutions and local expertise has earned the firm a reputation for delivering timely responses that consistently meet our clients’ expectations—anytime, anywhere. Click here to learn more about EFI Global.