Client relationship manager serp_jobs.h1.location_city

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%) :

Client Retention Activities - Execute Client Meetings and Service Touchpoints (25%)

Onboarding of new clients (25%) :

CenterPoint

Creates and monitors notice release strategy

Qualifications (Education, Experience, Certifications & KSA) :

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.

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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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