Sr Account Executive - Disability and Leave

Remote | Anywhere in the U.S.

About the role

Join our team as a Sr. Account Executive in Disability & Leave, where you’ll build strong client relationships and drive business growth by managing and expanding large Broadspire accounts.

Responsibilities

• Manage and grow relationships with large Broadspire clients through exceptional customer service and account management.
• Coordinate client needs related to claims, loss data, cost containment, billing, and collections.
• Lead cross-functional Account Service teams and drive account service plans.
• Work directly with the Sales Team to assist with proposal preparation and presentation, ensuring a smooth transition after receiving the order.
• Handle all aspects of new client set-up, coordinating activities with the client, broker, carrier, and Broadspire departments.
• Lead sales engagements on marketed renewals and select prospective client meetings or presentations.
• Maintain high-level contact with clients to identify and resolve customer problems.
• Provide ongoing orientation of client personnel in Broadspire methodology, systems, and procedures.
• Update Client Service Instructions to ensure accuracy and communicate changes to internal Broadspire Claims Staff and appropriate departments.
• Manage renewal of contracts with existing clients, including pricing proposal preparation and negotiations.
• Maintain data integrity for client programs by updating internal reporting systems (e.g., Salesforce.com, Miller Heiman Program Documents, Pricing Workbooks, and Client Service Instructions).
• Identify, pursue, and close opportunities for sales of additional services to existing clients.
• Monitor and analyze trends in client loss costs and claims management service results, reviewing them with the client, broker, or carrier as appropriate.
• Prepare client reporting, including performance monitors, stewardship reports, macro-analysis, and Broadspire client profiles.
• Lead account benchmarking efforts using the Strategic Outcomes unit to prepare, analyze, and present statistical reports targeting loss cost reduction opportunities.
• Coordinate and oversee completion of client service plans and project activity with designated staff.
• Develop a diary system for statistical/data review and correction, maintaining follow-up communications.
• Evaluate program handling and claims performance of technical personnel, resolving issues uncovered.
• Coordinate effective claim reviews for clients, brokers, and carriers.
• Assist in technical explanations and strategies with accounts, claims offices, and others as needed.
• Develop action plans for improvement of product delivery.
• Master the consultative account management process as an Account Executive.
• Assist with billing and collections.
• Assist the Regional VP with new hire training and development of current staff in areas of deficiency.
• Uphold the Crawford Code of Conduct.

Requirements

• Bachelor’s degree or an equivalent combination of education and experience.
• Ten or more years of progressive TPA, Insurance Carrier, or Brokerage experience in claims management, loss control, or underwriting, demonstrating the ability to handle accounts profitably.
• Three or more years of account management experience.
• High level of business acumen, including understanding of business accounting and economics.
• Strong leadership, relationship, and team-building skills.
• Strong claim product and service knowledge.
• Excellent team player fostering collaboration with other business areas.
• Excellent communication (written, verbal, and listening) and presentation skills.
• Strong negotiating and sales closing skills.
• Good time management skills and excellent attention to detail.
• Strong sales and client orientation skills.
• Strong knowledge of Broadspire products and services, general insurance principles, terminology, and customs.
• Good computer and systems skills.
• Strong analytical and problem-solving ability.
• Well-versed in benchmarking and its interpretation.
• Strong understanding of the insurance/TPA industry and marketplace.
• Insurance/Technical designations such as CPCU, ARM, AIC, etc.
• Must complete continuing education requirements as outlined by Crawford Educational Services.

About Us

At Crawford, we believe a claim is more than a number—it’s a person, a child, a friend. By helping to restore their lives, we restore our community—one claim at a time. Our team is empowered to grow, act, and innovate, pioneering new solutions for the industries and customers we serve. With a presence in over 70 countries and speaking dozens of languages, we operate as One Crawford: united in purpose, vision, and values.

Benefits

• Competitive base pay with a pay range determined by experience, education, market rates, and other factors.
• Bonus/Incentive Pay and other performance-based rewards, if applicable.
• Comprehensive benefits package, including:
  • Medical, Dental, and Vision Plans
  • Prescription Drugs coverage
  • HSA, HRA, and FSA Accounts
  • Paid Holidays, Vacation, and Sick Leave
  • 401(k) Retirement Plan
  • Tuition Assistance
  • Paid Parental Leave
  • Supplemental Health Benefits (e.g., enhanced mental health support, virtual physical therapy, caregiving services, life assistance program)
• Training programs promoting continuous learning and career progression.
• Sustainability programs that give back to communities.
• A culture of respect, collaboration, entrepreneurial spirit, and inclusion.