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 the Client
Ability to review, monitor, and make informed data-driven decisions to meet client goals and KPIs
Experience with tracking and notice activity, cycle activity, notice caps, billing files and file exchanges, premium billings and refunds
Knowledge of compliance and regulatory performance areas including notice timings and processes, certificate insurance and funding, flood and escrow tracking and payments, state-specific and client-specific tracking services, client and 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

Responsibilities

Serve as the assigned individual responsible 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
Proactively monitor client performance (30%): Review, monitor, and make data-driven decisions for tracking/notice activity, cycle activity, notice caps, billing files/file exchanges, premium/billings/refunds; monitor compliance/regulatory performance (notice timings, certificates, flood/escrow, complaints); monitor first 90 days of production for new accounts
Manage performance opportunities (25%): Act as SME for identification, escalation, monitoring, and resolution of issues; participate in CLEAR, submit tickets, support field reps in calls/remediation; create/author/present/monitor Smartsheets/Action Plans/Remediation Plans; escalate gaps to internal teams and management
Execute client retention activities and service touchpoints (25%): Support Account Executives in meetings, agendas, blueprint materials, INFOR CRM updates, monthly/weekly/bi-weekly client meetings/pulse checks; attend client meetings/presentations; create/update monthly client scorecards; conduct monthly field alignment meetings
Support onboarding of new clients (25%): Handle training support tasks, CenterPoint, SmartSheet/communication log, My Insura

Skills

Client Management

KPI Monitoring

Risk Management

Escrow Administration

Insurance Tracking

Compliance Monitoring

Data Analysis

Performance Tracking

Notice Production

File Exchanges

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