Account Specialist

About the role

EFI Global is looking for an Account Specialist to join its Client Services team. The role supports client documentation, reporting and operational coordination while maintaining strong client relationships.

Key responsibilities

• Generate queries, reports and documentation for the claims management system and data warehouse.
• Assist in preparing contracts, renewal documents and Client Service Instructions.
• Process corporate structure modifications and keep related records accurate.
• Support the preparation and development of stewardship reports.
• Participate in client meetings and provide operational support based on client needs.

Required profile

• Bachelor’s degree in Risk Management, Business Administration, Finance or related field.
• At least 4 years of relevant experience; 1 year of adjuster experience preferred.
• Excellent written and verbal communication, including presentation abilities.
• Strong analytical, organizational, negotiation and problem‑solving skills.

Required skills

• Proficiency with Microsoft Office applications.
• Experience using claims management platforms.
• Ability to work with reporting tools for data analysis.