Client Services and Operations Specialist

Allied Solutions LLC•Carmel, IN

2d•Onsite

About The Position

This position independently manages client relationships and serves as the primary point of contact for all aspects of the GAP product. It is responsible for the strategic setup, oversight, and ongoing optimization of lender and carrier rates, coverages, lender contracts, and contract changes and renewals across multiple systems. The role manages new-client onboarding, diagnoses complex issues, and implements solutions tailored to lender requirements. It oversees program changes and renewals to ensure smooth transitions and regulatory compliance. As the GAP subject matter expert, the position supports internal and external stakeholders with escalated inquiries about product functionality, technical challenges in Allied’s Premium Accounting System (PIMS) and the iQQ online quoting and sales application, and GAP claims resolution. The position requires advanced problem-solving, cross-functional collaboration, and precise client-data management to meet lender agreements and regulatory standards. It also provides operational support through reporting, system testing and troubleshooting, training, marketing-content review, and management of client marketing-material supplies.

Requirements

Bachelor’s degree or an equivalent combination of education and directly related work experience.
3–4 years of relevant experience.

Responsibilities

Ensure compliance with regulatory requirements in client interactions, program adjustments, and GAP product management.
Serve as the primary problem-solving resource and subject matter expert for GAP program management.
Develop, track, and maintain regulatory forms used for product sales and fulfillment.
Work with Legal to ensure documentation aligns with state regulations and lender agreements.
Ensure documents reflect state-specific coverage and exclusions and client-specific coverage requirements.
Manage GAP product inquiries through email, phone, and chat, and provide guidance and backup support to the call center.
Ensure accuracy and compliance in sales processes and provide timely guidance for client interactions and program adjustments.
Manage new-client onboarding, program modifications, name changes, mergers, and terminations.
Create and execute client contracts, amendments, and rating worksheets for GAP Underwriters.
Validate and configure lender rates, coverages, and fees in PIMS and iQQ to ensure accurate borrower pricing and remittance.
Coordinate communication among sales, senior field managers, clients, Legal, Accounting, and other relevant teams.
Generate and distribute monthly reports for GAP Underwriters, field teams, and clients.
Prepare client performance reviews and manage ticket requests in the CRM.
Conduct system testing and troubleshooting, and provide training.
Proofread and verify marketing content before distribution.
Manage fulfillment and distribution of client marketing materials, monitor inventory, and recommend replenishment strategies.