Under supervision, the Coordinator-Client Services position supports the Account Executive Region and is accountable for administrative support.
The scope includes new and renewal client set up and verification of validity of loss information data. This includes tracking and reporting metrics, supporting ongoing service deliverables, unit administration. Also, the Coordinator-Client Services position will help ensure client satisfaction through business and productivity analyses and foster clear communications between business units and clients.

• Administratively Supports the Account Executive Region.
  
  • Operates reporting systems.
  • Verifies validity of loss information and works with RiskTech data.
  • Participates in special projects and performs other duties as requested.
  • Assist and manage client service instructions within Broadspire account bulletin systems.
  • Provides Account Executives support with Claim File Reviews.
  • Updates and maintains forms, schedules and lists.
  • Organizes and maintains designated adjuster listings.
  • Maintains staff bios.
  • Accountable for responding to loss run/data requests for the AEs.
  • Assist Account Executives in the maintenance of location code structures/class code listings.
  • Responds to claims questions in the absence of AE, redirecting questions outside of the position’s scope.
  • Orders and maintains marketing materials.
  • Assist Account Executives in monitoring compliance and effectiveness of standardized models and procedures through development and maintenance of tracking spreadsheets.
  • Assist Account Executives in preparation for Stewardship meetings including collecting data, providing basic analysis, constructing Power Point presentations, creating agendas.
  • Creates and maintains a tracking/follow up systems for overdue invoices.
• Additional tasks as assigned.
• Upholds the Crawford Code of Conduct.

Preferred administrative experience.

Microsoft package including: Outlook, Teams, Word, Excel, PowerPoint, PDF editing and SharePoint.
Strong organizational and time management skills.