Client Specialist

Responsibilities

• Proactive Monitoring of Client Performance:
  Review, monitor and make informed data driven decisions to provide proactive services and meet client goals
• Performance Opportunity Management:
  Serve as the Subject Matter Expert contact for accounts in the identification, escalation, monitoring, and resolution of Risk Management level Tracking and Escrow Service issues
• Client Retention
  
  Activities:
  
  Execute Client Meetings and Service Touchpoints supporting the Account Executives
• Onboarding of new clients:
  Manage various tasks associated with the onboarding process

• Associate’s degree and 2-3 years of directly related experience or High School Diploma and 4-5 years of directly related experience required
• Must be well versed and experienced in the technical aspects of Risk Management based program monitoring and performance
• Knowledgeable in the contract terms and obligations including Service Level Agreements with the Client

Demonstrates expertise in Risk Management program monitoring and performance, with a strong focus on client onboarding, retention, and proactive service delivery. Capable of managing client relationships and executing service touchpoints effectively.

• Risk Management Program Monitoring
• Client Onboarding Management
• Service Level Agreement Knowledge
• Client Retention Activities
• Data Driven Decision Making

• Performance Monitoring
• Data Analysis
• Risk Management
• Client Relationship Management
• Escalation Management

• Proactive Communication
• Problem Solving
• Collaboration

• Client Performance Monitoring
• Service Touchpoints
• Account Management
• Contract Terms Knowledge