Client Specialist at Allen Integrated Solutions LLC

Carmel, Indiana, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, Insurance, Financial ServicesIndustries

Requirements

Strong professionalism and solid proven skills in client management
Well versed and experienced in the technical aspects of Risk Management based program monitoring and performance
Knowledgeable in contract terms and obligations including Service Level Agreements with clients
Ability to review, monitor, and make informed data-driven decisions to meet client goals and KPIs
Experience with proactive monitoring of activities including Tracking and Notice activity, Cycle Activity, Notice Caps, Billing Files and File Exchanges, Premium Billings and Refunds, Compliance and Regulatory performance (e.g., Notice timings, certificate insurance and funding, Flood and Escrow tracking, state/client specific services, Client/Borrower Complaints)
Ability to identify, escalate, monitor, and resolve Risk Management level Tracking and Escrow Service issues
Proficiency in navigating performance gaps impacting clients and consumers
Skills in creating, authoring, presenting, and monitoring Client Experience Smartsheets, Action Plans, and Remediation Plans
Ability to support Account Executives in meetings, agendas, blueprint materials, INFOR CRM updates, and client touchpoints
Experience with client onboarding, including monitoring first 90 days of production, training support tasks (e.g., CenterPoint, SmartSheet, communication log, My Insura)

Responsibilities

Serve as the assigned individual for service delivery and proactive monitoring of KPIs for clients and accounts in Real Estate and/or Vehicle lead Real Estate programs
Conduct daily monitoring of program deliverables and tasks, including account tracking, notice production, file exchanges, insurance premium and refunding, escrow administration, and forced place insurance activity (30% Proactive Monitoring of Client Performance)
Track and trend account activities such as Notice activity, Cycle Activity, Notice Caps, Billing Files, File Exchanges, Premium Billings, Refunds, Compliance/Regulatory performance (e.g., Notice timings, certificate insurance/funding, Flood/Escrow tracking/payments, state/client specific services, Complaints)
Monitor first 90 days of production for accounts exiting onboarding (25% Performance Opportunity Management)
Act as Subject Matter Expert (SME) for identification, escalation, monitoring, and resolution of Risk Management issues: participate/support CLEAR, submit CLEAR tickets, assist field reps in client calls/remediation plans, add action plans to blueprint
Create, author, present, and monitor Client Experience Smartsheets, Action Plans, and assist with Remediation Plans
Escalate opportunity gaps to internal teams (e.g., Account Executive) and management for SLA issues
Support Account Executives: attend meetings, work agendas, develop blueprint materials, update INFOR CRM, conduct ongoing client meetings/pulse checks (25% Client Retention Activities)
Attend client scheduled meetings/presentations, create/update monthly client scorecards for delivery
Conduct monthly field alignment meetings, presenting data on current/new clients
Support onboarding of new clients, including training tasks (CenterPoint, SmartSheet, communication log, My Insura) (25% Onboarding of new clients)

Skills

Key technologies and capabilities for this role

Client ManagementKPI MonitoringRisk ManagementEscrow AdministrationInsurance TrackingCompliance MonitoringData AnalysisPerformance TrendingNotice ProductionFile ExchangesBilling ManagementRegulatory Compliance

Questions & Answers

Common questions about this position

What is the employment type for this Client Specialist position?

The position is full-time.

Is this Client Specialist role remote or office-based?

This information is not specified in the job description.

What key skills are required for the Client Specialist role?

The role requires strong professionalism and proven skills in client management, experience in technical aspects of Risk Management based program monitoring and performance, and knowledge of contract terms and Service Level Agreements.

What does the work environment or team culture look like for this position?

This information is not specified in the job description.

What makes a strong candidate for the Client Specialist position?

Strong candidates will have proven client management skills, expertise in risk management program monitoring, and the ability to identify, escalate, and resolve performance issues proactively using data-driven decisions.

Allen Integrated Solutions LLC

Provides technical and management services for government security missions

About Allen Integrated Solutions LLC

Allen Integrated Solutions LLC specializes in a range of technical and management services aimed at enhancing performance in government and security sectors. With a focus on integration management, intelligence, cyber security, and more, the company expertly handles missions related to national security and defense. This firm stands out as a reliable provider of comprehensive systems engineering, technical assistance, and advisory services, making it a pivotal support system for complex federal operations.

Stafford, VA 22554, USAHeadquarters

2015Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, AerospaceIndustries

11-50Employees