Account Specialist

EFI Global; United States; Remote; USD 55,000 - 85,000; Full time

Job summary

EFI Global is seeking an Account Specialist to support its Client Services team in the United States. The role focuses on assisting with client service activities, managing reports and documentation, and providing operational support to meet business requirements.

The ideal candidate will have experience in insurance, claims, or business management, with strong analytical, communication, and organizational skills.

Qualifications

• Bachelor’s degree in Risk Management, Business Administration, or Finance required or equivalent.
• 4 years of related experience; adjuster experience preferred.
• Strong communication, analytical, and organizational skills.
• Ability to work in a team and meet deadlines.

Responsibilities

• Run claims management system and data warehouse queries, reports, and related documentation.
• Assist with preparing contracts, renewal documents, and Client Service Instructions.
• Complete corporate structure modifications and related updates.
• Support the development of Stewardship reports.
• Provide additional support based on client and departmental requirements.
• Participate in client meetings and support service delivery activities.
• Perform other assigned duties while supporting organizational quality programs.

Skills

Analytical skills

Communication skills

Organizational skills

Team collaboration

Education

Bachelor’s Degree in Risk Management, Business Administration, or Finance

Tools

Microsoft Office

Job description

EFI Global is looking for an Account Specialist to support its Client Services team within the assigned office or region. The role focuses on assisting with client service activities, managing reports and documentation, and providing operational support to meet business requirements.

The ideal candidate should have experience in insurance, claims, or business management, along with strong analytical, communication, and organizational skills. This position requires the ability to work collaboratively with teams, support client needs, and maintain high-quality service standards.

Key Responsibilities:

• Run claims management system and data warehouse queries, reports, and related documentation.
• Assist with preparing contracts, renewal documents, and Client Service Instructions.
• Complete corporate structure modifications and related updates.
• Support the development of Stewardship reports.
• Provide additional support based on client and departmental requirements.
• Participate in client meetings and support service delivery activities.
• Perform other assigned duties while supporting organizational quality programs.

Requirements:

• Bachelor’s Degree from an accredited college or university with a major in Risk Management, Business Administration, or Finance preferred.
• 4 years of related experience or an equivalent combination of education and experience required.
• Minimum 1 year of adjuster experience preferred.
• Basic knowledge of insurance, claims, or business management.
• Excellent oral and written communication skills, including presentation abilities.
• Proficiency in Microsoft Office products and computer applications.
• Strong analytical, organizational, negotiation, and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines.
• Ability to work effectively in a team environment.
• Strong knowledge of:
• Insurance and claims management processes.
• Client service operations and reporting.
• Business documentation and data analysis. Bachelor’s Degree in Risk Management, Business Administration, or Finance preferred