Account Specialist

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PMA Companies
ScreenedHybrid
Blue Bell, Pennsylvania
Posted 2 weeks ago
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About the role

Job Description:

As an essential member of the Lodestar Claims & Risk Services TPA sales executives and service team, this position is responsible for specific sales, marketing, and client service initiatives in the NY, CT and NJ territories. The candidate will work in a coordinated manner with the Lodestar Claims & Risk Services Sales Account Executives, Claim Account Managers and assigned Lodestar Claims & Risk Services clients in this territory in order to provide a seamless, superior service experience for our clients.

Responsibilities:

Account Management

  • Work in conjunction with Pricing staff to profitably price renewal and new accounts.
  • Accountable for proactively addressing and otherwise solving sales and service issues within claims, IS, accounts receivable, legal, managed care etc.
  • External - establish appropriate communication and visitation schedule for all assigned accounts based upon client's needs while also communicating to the service team
  • Internal - Collect and analyze information, feedback and determine the appropriate people within Lodestar Claims & Risk Services to communicate information
  • Create and participate in client stewardship , claim review and account management meetings
  • Review Status reports as necessary for thoroughness
  • Analyze and understand client service goals and analyze and help interpret risk management trends including benchmarking results

Retention

  • Manage and Retain assigned TPA accounts through excellent servicing and relationship building
  • Build and maintain professional relationships with Lodestar clients and their brokers and agents
  • Assure profitability of each account by working with Actuarial and VP of Lodestar Sales
  • Coordinate all appropriate renewal activity
  • Ensure compliance to contract terms and conditions

Support New Business Sales Initiatives

  • Assist the sales team by review, respond and package for deliver Lodestar’s response to assigned RFP's
  • Participate in new business presentations/pre sell activity as requested
  • Establish special handling guidelines
  • Develop and monitor takeover claims plan
  • Establish customized servicing standards
  • Set-up IS reporting and customized service requests
  • Attend and participate in industry related marketing events e.g. PRIMA, RIMS, NJSBA, NJ Muni. Conference
  • Participate in the sales and marketing presentation of Lodestar services to brokers, agents and prospective clients.
  • Identify upsell opportunities within existing client relationships and coordinate with Account Executives

Other

  • Demonstrate commitment to Company’s Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.

#LI-Hybrid

Requirements:

  • Bachelor's degree preferred.
  • At least 2 years of relevant industry experience required, direct WC and Liability experience highly desirable. Previous Claims Service or Adjuster experience preferred.
  • Position will require travel throughout New York, Connecticut and New Jersey.
  • Travel up to 40%
  • Demonstrate commitment to Company’s Code of Business Conduct and Ethics, and apply knowledge of compliance policies and procedures, standards and laws applicable to job responsibilities in the performance of work.

Lodestar Claims and Risk Services is providing applicants with the anticipated wage range for this position in compliance with state regulations. The wage range for this role is $65,000 to $88,000 plus commission.  Wage ranges are based on national market data and may cover a wide range of geographies. Applicants may be paid above, within or below this range based on a variety of factors.

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