Account Specialist

 Account Specialist- Remote Opportunity! 🌟

Own the Relationship. Drive the Results. Work from Anywhere!

We’re looking for an Account Specialist to support Broadspire’s small and medium‑sized clients by delivering excellent service and coordinating key system‑related needs. This role works closely with the Regional VP – Client Services and assists Account Executives with ongoing client responsibilities.

What You’ll Do🌟

✅Support assigned client accounts and ensure smooth service delivery

✅ Analyze and coordinate needs related to claims, data, billing, and system functions

✅ Collaborate with internal teams to resolve issues and enhance processes

✅ Assist Account Executives with system and account‑related tasks

Bring your energy, expertise, and ambition. Apply now and let’s make success happen together!

• 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 proactive follow-up and agent/broker/customer communication.
• Develop a 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 the overall service plan to including service delivery, service issues, and outcome results. Consults on opportunities to round out the account. Work with clients on providing analytics on the performance of the program. May assist in the renewal process.
• 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, and consults with internal functional representatives when necessary. Ensure that understanding and agreement are reached on roles and responsibilities.
• Upholds the Crawford Code of Conduct

• Bachelor's degree or an equivalent combination of education and experience.
• Preferred 3 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 Regional Vice President — Client Services 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.

#LI-DV1

• Pay and incentive plans that recognize performance excellence
• Benefit programs that empower financial, physical, and mental wellness
• Training programs that promote continuous learning and career progression while enhancing job performance
• Sustainability programs that give back to the communities in which we live and work
• A culture of respect, collaboration, entrepreneurial spirit and inclusion