Client Engagement Specialist

Date Posted:

Country: United States of America

Location: OTFLH:
Florida Home Offices Remote Location, Remote City, FL, 33408 USA

Flexible, this position can also be remote

• Collaborate closely with key account managers to prioritize current customer needs.
• Serve as a liaison with internal Otis departments and branches for billing, booking, and collections to ensure accurate processing.
• Update customer reports as necessary, including testing updates and consultant requests.
• Manage the proposal request process alongside key account managers.
• Oversee the approval process for national/portfolio-level Certificates of Insurance (COIs) with the insurance department.
• Support efforts for resigning and recapturing contracts.
• Utilize electronic bid systems, such as Ariba, for resigning and recapturing RFPs when required.
• Coordinate customer billing needs with web billing, finance, collections, and branches.
• Work within customer-required systems for annual updates of COI, safety, and organizational information (e.g., MyCOI, Compliance Depot, Browz, Avetta).
• Engage in daily operations using the NSA SharePoint tracker or other systems as required.
• Act as a liaison between internal and external customers.
• Troubleshoot incoming customer issues, specifically billable repair requests and general customer-specific needs.
• Generate and update customer reports as necessary, including spend and KPI reports.
• Perform an annual review and update of special handling rates.

• Proven track record of meeting deadlines and effectively prioritizing tasks.
• Demonstrated excellence in customer service, consistently exceeding customer expectations.
• Proven ability to work collaboratively with others, valuing diverse opinions and approaches.
• Strong team collaboration skills and ability to thrive in a team environment.
• Associate's degree required;
  Bachelor's degree preferred.
• Proficiency in Excel, including experience with reporting, Pivot Tables, and charts.

• Accountability
  , you follow through on commitments and make sure others do the same.
• Action Oriented
  , readily takes action on challenges and displays a can‑do attitude.
• Communicates Effectively
  , effective in a variety of communication settings and provides timely and helpful information to others.
• Customer Focused
  , you gain insight into customer needs and identify opportunities that benefit them.

We will train you intensively in the areas of technology, processes & soft skills and you can exchange ideas with experienced colleagues at any time.

Apply today to join us and build what’s next!

If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day.

Otis is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at