Account Executive (Finance)

Maintain and helps grow market share by providing excellent customer service and account management to clients. Manages assigned accounts by analyzing, directing and coordinating the service needs of these clients, including those related to claim handling loss data, and cost containment, and assists with billing and collections. Negotiates and facilities the successful renewal of account service contracts, assuring team collaboration in accordance with customer needs and expectations. Increase market share by selling additional service to existing clients. Provides account management to large programs with visibility and growth retention.

• Bachelor's degree or an equivalent combination of education and experience
• Six or more years of progressive insurance carrier or brokerage experience in claims management, loss control, or underwriting, or the equivalent in related work experience, demonstrating the ability to handle accounts profitably.
• Ability to drive service agreements to signature.
• Understanding of industry pricing methodologies and monthly invoicing oversight.
• Understanding of Crawford role in service delivery.
• Report building and analytics via our iQ Portal.
• "Can do/winning" attitude, not easily discouraged by internal or external forces.
• Understands concepts of claim processing - intake to closure.
• Strong claim product and service knowledge.
• Must complete continuing education requirements as outlined by Crawford Educational Services.

• Handles all aspects of new client set up coordinating activities with the client, broker, carrier, and internal departments to ensure appropriate delivery of service.
• Works directly with Sales Team assisting with proposal preparation and presentation.
• Maintains high level of contact with clients to identify opportunities and develops action plans to drive success.
• Provides ongoing orientation of client personnel in Crawford methodology, systems and procedures.
• Updates Client Service instructions to ensure accuracy, communicating same to internal Crawford claims staff and appropriate departments.
• Monitors and analyzes trends in client loss costs and claims management service results, reviewing them with the client/broker/carrier as appropriate.
• Prepares client reporting to include performance monitors, stewardship reports, macro-analysis and Crawford client profiles.
• Serves as the single point of contact for the client and may coordinate the work of client service teams.
• Identifies and escalates cross-selling or up-selling opportunities.
• Manages and participates in the testing process and implementation for all new modifications.
• Assists with billing and collections.
• Tracks client complaints and develops action plans for improvement.
• Upholds the Crawford Code of Conduct.