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Coordinator – Client Services

Company Crawford & Company
Location Brea, CA
Update 7 Day ago
Under supervision, the Coordinator-Client Services position supports the Account Executive Region and is accountable for administrative and technical 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 systems (RMIS)/reporting mechanisms
Sets up new client accounts and renews existing clients
Handles client renewal processes and procedures
Verifies validity of loss information and works with SISDAT data
Solves data issues and problems from a technical standpoint
Participates in special projects and performs other duties as requested
Assist and manage client service instructions within Broadspire account bulletin systems
Manages Broker reviews (including posting to notification database)
Provides Account Executives support with Claim File Reviews
Maintains calendar for sick time and vacations
Updates and maintains forms, schedules and list; maintains unit supplies and arranges for servicing of equipment
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
Participates in special projects and performs other duties as requested
Assist Account Executives in monitoring compliance and effectiveness of standardized models and procedures through development and maintenance of tracking spreadsheets
Maintains regions’ contract files
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
Performs as Account Manager for selected small/medium sized clients to include:
Overall account implementation (ensures what activities and resources are needed to successfully start-up an account. This includes account renewal/retention for assigned accounts and maintains post-implementation process work flows, processes and procedures
Defines account service strategy, sets expectations for participation results, works with (product development) to prepare service materials (benchmarking) and travels (if needed) to locations to participate in service meetings
Act as a liaison between clients and business units with regard to client needs, process effectiveness and adequacy
Additional tasks as assigned by management
Upholds the Crawford Code of Conduct

College Degree preferred or education equivalent to a college degree or the equivalent experience in related work experience.
Minimum of three years’ experience in an insurance-related position preferably with Crawford in a service delivery or administrative capacity
Knowledge of Broadspire corporate structure, products, services, and capabilities
Good communication techniques with client and in-house Crawford personnel
Expertise in Microsoft suite of products (Excel, Word, Power Point, etc.)
Diplomacy and tact
Excellent attention to detail
Ability to learn Crawford systems and reporting mechanisms
Strong analytical and problem-solving skills
Ability to facilitate projects of varying complexity involving coordinating, controlling, and implementing as well as the ability to develop and deliver in response to questions from management
Good time management
Team player

About Us

Broadspire (, a leading international third party administrator, provides risk management solutions designed to help clients improve their financial results. Broadspire offers casualty claim and medical management services to assist large organizations in achieving their unique goals, increasing employee productivity and reducing the cost of risk through professional expertise, technology and data analytics. As a Crawford Company, Broadspire is based Atlanta, Ga., with 85 locations throughout the United States. Services are offered by Crawford & Company under the Broadspire brand in Europe (, including the United Kingdom (

In addition to a competitive salary, Crawford offers you:
Career advancement potential locally, nationally and internationally. Crawford & Company has more than 700 locations in 70 countries;
On-going training opportunities through every stage of your career
Strong benefits package including matching 401k; health, dental, and life insurance; employee stock purchase plans; tuition reimbursement and so much more.
Crawford & Company participates in E-Verify and is an Equal Opportunity Employer. M/F/D/V

Crawford & Company is not accepting unsolicited assistance from search firms for this employment opportunity. All resumes submitted by search firms to any employee at Crawford via-email, the Internet or in any form and/or method without a valid written Statement of Work in place for this position from Crawford HR/Recruitment will be deemed the sole property of Crawford. No fee will be paid in the event the candidate is hired by Crawford as a result of the referral or through other means.