Consultative Lead

Excellence In Everything We Touch

Position Summary

The Consultative Lead (CL) focuses on growing strategic partnerships with existing accounts and prospects. This position sets goals, designs project plans, manages projects, and leverages the other roles within the organization to accomplish those goals. The CL also must be able to communicate compelling diagnostics and offer expert advice on how to support client and business needs through analytic tools.

Responsibilities

• Leads strategic analytical engagements with clients in partnership with Account Executives. Works with Account Executives and Sales Executives to build client-specific strategies that will lead to measurable success and build long-term preference with the buyer.
• Focuses on accounts and prospects that have opportunity for win-win partnerships, securing agreement with accounts to deploy solutions, and driving the expansion of revenue for Consultative Analytics.
• Delegates tasks to other members of the department related to these accounts or strategic objectives.
• Provides oversight of, and may also perform, complex client/prospect-specific claim program health assessments for the risk management, operations, and CFO levels. Surfaces cost mitigation opportunities and develops action plans with detailed solutions.
• Designs new and differentiated solutions/products/services, that we can offer to our clients, tests solutions for benefits, and develops material to explain and promote solutions.
• Identifies new diagnostics and the tools to display those diagnostics
• Develops efficiencies, automation, and new tools.
• Understands how to effectively manage a complex audience (broker, Risk Manager, CFO) including leveraging sponsors and managing around anti-sponsors
• Upholds the Crawford Code of Conduct

Requirements

• Bachelor’s degree
• 6 years of experience in Business Consulting.
• Experience in doing statistical analysis and presenting an analysis to a Risk Management audience.
• Experience in actuarial concepts related to developing a loss pick.
• Driver’s License
• Willingness to travel 2-5 nights per month
• Mastery of MS Excel
• Familiarity with MS Access or other database programs
• Capable of quickly learning new tools as needed and training others in the use of those tools
• Project Management experience
• Understanding of relational database design theory and agile development
• Understanding of statistics, particularly as it is applied to claim population analysis
• Understanding of actuarial concepts related to developing a loss pick
• Focused on solutions: employee is aware of roadblocks, but is continually applying creativity and a comprehensive approach to overcome roadblocks.
• Entrepreneurial work ethic: focused on building a new practice versus clocking in/out.
• Highly organized thinking, writing and presenting so that key points are delivered powerfully and clearly to the right audience
• Ability to think critically about problems to create appropriate solutions
• Capable of making arguments to unknown audiences (such as a CFO that is not at a meeting, but might view material or receive a secondhand presentation from another party.)
• Ability to articulate complex concepts simply for a non-technical audience

About Us

Why Crawford?

Because a claim is more than a number — it’s a person, a child, a friend. It’s anyone who looks to Crawford on their worst days. And by helping to restore their lives, we are helping to restore our community – one claim at a time.

At Crawford, employees are empowered to grow, emboldened to act and inspired to innovate. Our industry-leading team pioneers new solutions for the industries and customers we serve. We’re looking for the next generation of leaders to take this journey with us.

We hail from more than 70 countries and speak dozens of languages, reflecting the global fabric of the audience we serve. Though our reach is vast, we proudly operate as One Crawford: united in purpose, vision and values. Learn more at www.crawco.com.

When you accept a job with Crawford, you become a part of the One Crawford family. 

• Our total compensation plans provide each of our employees with far more than just a great salary
• Pay and incentive plans that recognize performance excellence
• Benefit programs that empower financial, physical, and mental wellness
• Training programs that promote continuous learning and career progression while enhancing job performance
• Sustainability programs that give back to the communities in which we live and work
• A culture of respect, collaboration, entrepreneurial spirit and inclusion

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.

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