Account Specialist

Sedgwick Claims Management Services Ltd; Wisconsin; Hybrid; USD 65,000 - 90,000; Full time

Job summary

EFI Global is seeking support professionals to assist Client Services with claims management system queries, contract assembly, and stewardship reporting. The role involves handling client meetings and developing reports within an engineering and environmental services context.

Ideal candidates have a bachelor’s degree in risk management, business, or finance and at least four years of experience, including one year in adjuster work. Strong communication and analytical skills are essential.

Qualifications

• Bachelor’s degree in Risk Management, Business Administration or Finance preferred.
• 4 years of related experience or equivalent combo of education and experience; 1 year of adjuster experience.
• Basic knowledge of insurance, claims or business management.

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 skills

PC literacy

Analytical skills

Organizational skills

Negotiation skills

Education

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

Tools

Microsoft Office

Job description

The 'Apply with SEEK option' will be utilized for International applicants, mainly Australia. 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.

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

EFI Global is an equal opportunity employer welcoming applications from all qualified persons.