Account Executive - Operations

Pleasanton, CA

Sedgwick Claims Management Services

Continuing double-digit revenue growth rates and progressive employment practices make Sedgwick Claims Management Services the place where great people can do great things for clients while maximizing their career possibilities. We have earned a reputation for innovation, quality, sustained growth, financial stability and a colleague-friendly work environment. We are proud to have been voted the Best TPA in America for 2005 and 2006, and the first and only Third Party Administrator to receive the coveted Employer of Choice designation. Come be a part of our team and 'Claim Your Future.'

PRIMARY PURPOSE: To determine account management strategies related to client service plans; to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models; and to oversee the work of other local program management staff.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES:

1. Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs.
2. Conducts pre-renewal visits reviewing client loss experience and general company performance. Reviews and identifies areas of potential dissatisfaction prior to renewal meetings.
3. Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs.
4. Negotiates changes or improvements to service plan.
5. Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development.
6. Coordinates client invoicing, audits and accounts receivable follow up for assigned clients.
7. Resolves all major customer service issues.
8. Identifies and solicits cross-selling opportunities.
9. Participates in local insurance community through advanced education and affiliation memberships.
10. Supervises and directs personnel assigned to programs requiring multiple Account Representatives.
11. Ensures compliance with all applicable Quality initiatives.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES:

1. Performs other duties as assigned.
2. Supports the total performance management initiative.
3. Travels as required.

QUALIFICATIONS:

Education & Licensing:
Baccalaureate degree from an accredited college or university preferred. CPCU, AIC and/or ARM or other related designation preferred.

Experience:
Two (2) years account manager experience or five (5) years adjuster experience including two (2) years in a supervisory capacity required.

Skills & Knowledge:

• 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 and facilitation skills
• Leadership/management/motivational skills
• Ability to work in a team environment
• Excellent account rounding ability
• Strong understanding of workers compensation, liability and disability claims management
• In-depth knowledge of client servicing
• Ability to handle conflict and confront challenging issues in a fast work 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

NOTE: Credit security clearance, confirmed via a background credit check, is required for this position.

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.