Account Specialist

Role Overview

The Account Specialist supports EFI Global’s Client Services team by maintaining claims and client information, preparing service documents, and producing reports for the assigned office or region. This work helps client teams respond to service needs, keep account records accurate, and deliver consistent support.

Key Responsibilities

• Use claims management and data warehouse systems to run queries and prepare reports and supporting documentation.
• Help develop contracts, renewal materials, and Client Service Instructions.
• Process updates to corporate structures and keep related records current.
• Assist with preparing Stewardship reports for clients.
• Take part in client meetings and support follow-up service activities.
• Provide operational assistance in response to client requests and departmental priorities.
• Contribute to organizational quality initiatives and complete other assigned work.

Requirements & Qualifications

• Four years of relevant experience, or an equivalent combination of education and experience.
• At least one year of adjuster experience is preferred.
• A bachelor’s degree in Risk Management, Business Administration, or Finance is preferred.
• Working knowledge of insurance, claims, or business management, including claims processes and client service operations.
• Experience working with reports, business documents, and data analysis.
• Strong written and verbal communication skills, including the ability to present information.
• Proficiency with Microsoft Office and general computer applications.
• Analytical, organizational, negotiation, and problem-solving skills, with the ability to manage competing tasks and deadlines.
• Ability to collaborate effectively with colleagues and support client needs.

What We Offer / Why Join

This full-time, remote U.S. role offers the opportunity to support client service and claims-related work across an assigned office or region.