ACCOUNT ASSISTANT

ACCOUNT ASSISTANT

The Account Assistant role for Bureau of Claim Scene Investigations (BCSI) is responsible for

finding, contacting, and establishing new business relationships with insurance carriers, TPA

firms, and law firms to generate new profitable contracts in your area. Builds market position

by locating, developing, defining, negotiating, and closing business relationships. Reporting of

planned and executed sales activities to management. Generating a goal amount of business in

a set time frame.

DESIRED SKILLS & EXPERIENCE

Presentation Skills Previous sales, insurance or claims

• Closing Skills management service experience, as
• Client Relationships well as market knowledge.

Market Knowledge Excellent interpersonal skills ability

• Emphasizing Excellence to execute multiple tasks and meet
• Negotiation deadlines.

Prospecting Skills Minimum of 2 years related

• Meeting Sales Goals experience.

Creativity Ideal candidate would also have a

• Sales Planning background in the insurance claims
• Independence adjusting industry and have
• Motivation for Sales established connections with
• Selling to Customer Needs carriers, TPA firms, building
• Professionalism consultants and attorneys.

DUTIES & RESPONSIBILITIES

• Develop an in-depth understanding of BCSI and the services we provide and the

assignment process.

• Establish and build new relationships with existing and potential clients. Demonstrate

business planning skills to achieve sales targets.

• Maintain existing relationships to protect existing books of business and improve

customer satisfaction.

• Distribute marketing collateral to prospects i.e., website links, blogs, fliers, etc.
• Provide feedback to the carriers claims department to ensure quality service and

standards are maintained.

• Assist in scheduling, estimating, and managing the process of an assignment from

beginning to file closure and invoicing.

• Assist in recruiting and vetting new team members (adjusters, estimators, experts, and

engineers, etc.) to join our team.

• Updates job and industry knowledge by participating in educational opportunities;

reading professional publications; maintaining personal networks; participating in

professional workshops, conferences, and seminars, etc.

• Travel required depending on clients’ needs and BCSI marketing initiatives.
• Additional responsibilities may be listed in the Account Associate commission / hourly

rate agreement.

EXPERIENCE & KNOWLEDGE

• Knowledge of the Insurance claims industry is a must.
• Business development and marketing skills.
• Written, oral communication and negotiation skills.
• A driven sales approach that ensures targets are met.
• Excellent analytical skills.
• Computer literate i.e. Office, Excel, PowerPoint, etc.
• Knowledge of estimating programs such as Xactimate and Symbility.
• Knowledge of claims management programs such as Filtrac.

JOB INFORMATION

• BCSI pays on a bi-weekly basis and direct deposit is available.
• Bureau of Claim Scene Investigations is an Equal Opportunity Employer.