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Client Specialist

Client Specialist

Allied SolutionsCarmel, IN, United States
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This position will serve as the assigned individual responsible for the service delivery and proactive monitoring of Key Performance Indicators for clients and accounts for both Real Estate and / or ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Representative

Client Service Representative

VCA Animal HospitalsFishers, IN, US
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Full-Time Client Service Representative (CSR) at VCA Advanced Veterinary Care Center!.We are seeking a dedicated and friendly Client Service Representative (CSR) to join our front desk team! As a C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Customer Relations Representative

Customer Relations Representative

Tokio Marine HCCCarmel, IN, United States
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At WorldTrips, a proud member of the Tokio Marine HCC group of companies, we believe in more than just business-we believe in empowering our people. As a global leader in specialty travel medical an...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Employee Benefits Account Manager - Client Success

Employee Benefits Account Manager - Client Success

Brown & BrownCarmel, IN, United States
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A leading insurance brokerage firm in Carmel, IN is seeking an Account Manager to manage client relationships and ensure satisfaction. The role involves daily account operations, compliance, and edu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Commercial Lines Account Executive | Client Service Manager

Commercial Lines Account Executive | Client Service Manager

APRCarmel, IN, US
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Commercial Lines Account Executive | Client Service Manager.As a Commercial Lines Account Executive or Client Relationship Manager in our dynamic insurance team, you'll act as a primary agent f...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Manager, Personal Lines

Client Service Manager, Personal Lines

GallagherCarmel, Indiana
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As experts in protecting what matters most to businesses and individuals, we’re looking to bring on our next Account Manager to support our Personal Lines department and deliver exceptional risk ma...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Manager, Personal Lines

Client Service Manager, Personal Lines

Arthur J. Gallagher & CompanyCarmel, IN, United States
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Client Support Maintain accurate client information to provide day-to-day client support and address intermediate-level client inquiries. Assist in the development of strong business relationships w...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Financial Rep

Client Financial Rep

Charles SchwabNoblesville, IN, United States
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At Schwab, youre empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togethe...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_hour
Customer Relations Specialist

Customer Relations Specialist

Renewal by AndersenCarmel, IN, US
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Renewal by Andersen - Carmel, IN.Renewal by Andersen is the custom division of Andersen Windows.Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for ex...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Representative

Client Service Representative

The Medicare FamilyNoblesville, IN, US
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This is NOT a work from home position.Do you want to join a team where you are treated like family? Do you have strong administrative skills and a desire to work in a job that matters, where you he...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Success Advisor

Client Success Advisor

Brewer AgencyCarmel, IN, US
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Why Choose The Tyler Brewer Agency?.First year agents average $50,000-$75,000 / year, with top performers reaching $100,000 in their first year. This is fully commission / 1099 position.Work remotely fr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Coordinator - Home Health

Client Coordinator - Home Health

Staffing Care ProCarmel, IN, US
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Client Coordinator – Home Health (Temp-to-Hire).In this essential role, you'll be the backbone of our.Act as the primary liaison between clients, families, field staff, and internal depar...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Development Manager

Client Development Manager

TerraconCarmel, IN
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Actively search for new business opportunities for engineering consulting department, office or division.Develop and foster long-term client relationships. Utilize contacts in appropriate profession...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Employee Relations Partner

Employee Relations Partner

Northwest BankFishers, IN, United States
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The Employee Relations Partner plays a critical role in fostering a positive and compliant workplace culture within the bank. This role serves as a trusted advisor to leaders and employees, ensuring...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Insurance Account Manager : Client Growth & Service

Insurance Account Manager : Client Growth & Service

EPIC BrokersCarmel, IN, United States
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A major insurance firm in Indiana is seeking a client service representative with expertise in Property Casualty insurance. Responsibilities include managing applications, supporting clients with po...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Raymond James Financial, Inc.Carmel, IN, United States
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Job Summary • • Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Ser...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Spa & Aesthetics Sales Manager (Client Experience)

Spa & Aesthetics Sales Manager (Client Experience)

Dermafix SpaCarmel, Indiana, United States
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URGENT HIRING : Spa & Aesthetics Sales Manager (Client Experience).K+ Earning Potential | Luxury Spa & Wellness.Full-Time or Part-Time | Flexible Schedule | Weekend Availability Required.Ste...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
School Relations Coordinator

School Relations Coordinator

Learning Care GroupCarmel, IN, United States
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The School Relations Coordinator is responsible for a wide range of tasks that are essential to the smooth running of the Child Care Center, include clerical work, cleaning and helping the classroo...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

Aaron Wealth AdvisorsCarmel, IN, United States
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Client Service Associate Aaron Wealth Advisors.We are seeking an experienced, motivated, detail-oriented, and client-focused Client Service Associate to join our team in our Carmel, Indiana office....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Specialist

Client Specialist

Allied SolutionsCarmel, IN, United States
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This position will serve as the assigned individual responsible for the service delivery and proactive monitoring of Key Performance Indicators for clients and accounts for both Real Estate and / or Vehicle lead Real Estate programs. In this role, the individual will be responsible for the daily monitoring of program deliverables and tasks, monitoring and trending account tracking, notice production, file exchanges, insurance premium and refunding, escrow administration and the forced place insurance activity of accounts. It is expected that this role encompasses strong professionalism and solid proven skills in client management.

Job Duties and Responsibilities :

Proactive Monitoring of Client Performance (30%) :

  • Review, monitor and make informed data driven decisions to provide proactive services and meet client goals and ahead to Key Performance Indicators (KPI).
  • This will include but is not limited to : Tracking and Notice activity, Cycle Activity, Notice Caps, Billing Files and File Exchanges, Premium, Billings and Refunds.
  • Proactive monitoring of activities associated with Compliance and Regulatory performance including but not limited to; Notice timings and process, certificate insurance and funding, Flood and Escrow tracking and payments, state specific and client specific tracking services, Client and Borrower Complaints, activities that impact the end consumer.
  • Must be well versed and experienced in the technical aspects of Risk Management based program monitoring and performance.
  • May be requested to monitor the first 90 days of Production for Accounts as they exit Client Onboarding and move to Production- Proactively handle opportunity areas associated with a newly on boarded client.

Performance Opportunity Management (25%) :

  • Will serve as the Subject Matter Expert (SME) of contact for accounts in the identification, escalation, monitoring, and resolution of Risk Management level Tracking and Escrow Service issues and opportunities.
  • Client Escalation tasks could include : actively participates and supports CLEAR, Submits CLEAR tickets for any client escalation and concerns, assist field reps in client calls for remediation plans, and add any action plans to blueprint for monitoring and follow through.
  • Must navigate efficiently and effectively areas of performance gaps that negatively impact the Client and Consumer associated with our product and services.
  • Must be knowledgeable in the contract terms and obligations including Service Level Agreements with the Client and ensure areas of deficiency are properly identified, escalated and resolved.
  • Will be responsible for the creation, authoring, presenting and monitoring of Client Experience Smartsheets, Action Plans and assist with Remediation Plans where areas of opportunity are identified and results are being monitored to ensure adherence and correction.
  • Ensure the escalation and communication of opportunity gaps to internal team members that are responsible for the Client including the Account Executive.
  • Will proactively escalate to management those issues that are not meeting the SLAs for resolution and correction to ensure organizational escalation and attention where warranted.
  • Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%)

  • Will support the Account Executives by attending meetings, working through agendas, developing blueprint materials, updating INFOR CRM and ongoing monthly, weekly, or bi-weekly Client Experience meetings including pulse checks focused on Client Retention and Engagement.
  • Attend Client scheduled meetings and presentations as required.
  • Create and update monthly client scorecards as per service agreements and provide them to Account Executives for client delivery.
  • Conduct monthly field alignment meetings, presenting data for current clients and providing an overview of new clients prior to their launch.
  • Onboarding of new clients (25%) :

  • Training Support Tasks
  • CenterPoint

  • SmartSheet / communication log
  • My Insurance Info.Com
  • Billing Reviews
  • Premium Reviews
  • Refund Reviews and Reports
  • Service Summary
  • SFTP File Exchanges
  • Weekly, Biweekly Cycle Reports
  • Tracking Reports
  • Loan Level Detail Reports
  • Tasks owned by Client Specialist during onboarding of new client or changes to existing client
  • Creates and monitors notice release strategy

  • Creates cycle calendars for delivery to client
  • Turn on continuous processing after 12 cycles
  • Update UTL purge days after 6 weeks
  • Monitor and update the backdate to standards after the original backdate has expired
  • Request clients to be added into uninsured QC
  • Works with field rep to schedule an introduction call with pod and escrow (EPC) team members and leaders
  • Qualifications (Education, Experience, Certifications & KSA) :

  • Associate's degree and 2-3 years of directly related experience or High School Diploma and 4-5 years of directly related experience required
  • Position requires a minimum commitment to 12 months in the role before posting within Allied Solutions and outside the department can be considered.
  • The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

    #LI-AB2

    #LI-Onsite

    We offer our employees a robust compensation package! Our comprehensive benefits include : medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

    All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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