Client Experience Account Manager

Allied Solutions-posted 9 months ago
Full-time • Entry Level
Batavia, IL
Merchant Wholesalers, Nondurable Goods
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This position will serve as the assigned individual responsible for the service delivery and proactive monitoring of Key Performance Indicators for a subset of Middle Tier clients and accounts (15 plus) that produce mid-level revenue and net agency commission 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 our mid-level revenue producing accounts. It is expected that this role encompasses strong professionalism and solid proven skills in client management. This role is expected to manage a minimum of 15-18 Accounts totaling $2-$3.9m dollar of Net Agency Commission.

  • Proactive Monitoring of Client Performance: Review, monitor and take action on Key Performance Indicators associated with Vehicle and Real Estate Risk Management Activities to assigned Client Portfolio.
  • Proactive monitoring of activities associated with Compliance and Regulatory performance including Notice timings and process, certificate insurance and funding, Flood and Escrow tracking and payments.
  • Ensure that the Program is adhering to KPI's and investigate and remedy activities that would negatively impact the client experience.
  • Serve as the single point of contact for Mid-Level accounts in the identification, escalation, monitoring, and resolution of Risk Management level Tracking and Escrow Service issues.
  • Create, author, present and monitor Client Experience Smartsheets, Action Plans and assist with Remediation Plans.
  • Execute Client Meetings and Service Touchpoints including scheduling, agendas, and updating INFOR CRM.
  • Deliver Professional and Proven Level Client Training and ongoing Program and Communication support.
  • Bachelor's degree and 0-2 years of directly related experience or High School Diploma and 4-6 years of directly related experience required.
  • Strong professionalism and solid proven skills in client management.
  • Knowledgeable in the contract terms and obligations including Service Level Agreements with the Client.
  • 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.
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