Client Services Representative

• To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
• Performs client renewal and Client Service Instruction preparation for assigned clients.
• Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
• Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
• Educates the client on loss data - drivers of cost impacting assigned programs.
• Coordinate project activity.
• Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
• Identifies issues that impact customer satisfaction.
• Identifies and solicits cross selling opportunities.
• Coordinates client contracts.

Client Services Manager

• Provide operational, administrative, and analytical support for client care programs
• Maintain service standards and monitor performance metrics
• Coordinate training initiatives
• Assist with reporting and quality assurance activities
• Support customer service initiatives and improvement projects
• Interact with North American veterinary clinics and pet parents by phone and email

Client Care Operations Specialist

• Maintain accurate and comprehensive records within the collections database
• Prepare and distribute aging reports, account statements, and collection correspondence
• Monitor and assist with the management of Accounting ServiceNow tickets
• Support the planning, coordination, and execution of firmwide collection campaigns
• Maintain organized files, records, and supporting documentation

Client Account Services Administrator

• Partner with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships
• Grow revenue as directed by senior management by successfully closing new business relationships and retaining and expanding relationships with existing customers
• Underwrite all types of credit account exposure
• Manage an assigned credit portfolio
• Successfully close new business relationships and expand existing relationships
• Manage credit risk and respond to prospect or customer credit questions
• Make independent calls on assigned portfolio of relationships
• Provide customer service and participate in joint sales calls with Relationship Manager(s)
• Identify customer needs

Credit Portfolio Manager – Professional Services, Contractors

• Supervise the daily performance of Project Attorneys to ensure a high level of productivity
• Monitor daily employee performance in relations to accepted call quality standards
• Listen to and grade select phone calls utilizing a standard Quality Assurance Scorecard
• Maintain proficient understanding of company policies and procedures
• Analyze team needs based upon predetermined business plan
• Ensure team is adhering to their schedule
• Act as a liaison between the Project Attorneys, Project Managers, and Client Services management
• Support customers and claimants directly through phone interactions

Client Services Supervisor

• Lead, manage, and develop payment business activities in multiple and complex markets
• Partner with relationship managers to consult on complex specific payment solutions
• Coordinate Request for Proposal response and proposal generation
• Provide production support on product issues and call on clients to address their business and product needs
• Review and analyze complex multi-faceted, large-scale, and long-term business, operational, or technical challenges that require in-depth evaluation of multiple factors including intangibles or unprecedented factors
• Make decisions in complex and multi-faceted situations requiring a sound understanding of the function, policies, procedures, and compliance requirements that influence and collaborate with a broader work team to meet deliverables and drive new initiatives within Global Payments Sales
• Collaborate and consult with Global Payments Sales peers, colleagues, and managers to resolve issues and achieve goals
• Lead Global Payments Sales projects and serve as a peer mentor

Lead Global Payments Services Client Account Manager

• Lead or co-lead implementation of new client accounts
• Responsible for end-to-end management of implementation project delivery
• Communicate status and risks to appropriate client and leadership
• Work directly with clients, consultants, and coalition partners
• Support team development and effectiveness

Client Account Support Advisor

• Provide best-in-class customer experiences for WASH’s business to business clientele
• Interpret and resolve client requests within established SLAs
• Take ownership during client interactions and achieve first-contact resolution outcomes
• Prepare correspondences for internal and external clients
• Calculate and explain client disbursements
• Generate client revenue and portfolio reports
• Interpret and explain contract terms
• Diffuse difficult client interactions and handle escalations
• Liaise with key departments to address a variety of client inquiries
• Achieve and maintain quality assurance standards
• Participate in special projects, as requested

Client Support Associate – Temporary

• Support the Customer Service team with administrative and operational tasks related to customer orders and print jobs.
• Assist with Revenue in the App activities by entering, updating, reviewing, and maintaining accurate order information.
• Support invoicing processes by helping verify order details and job information.
• Help manage samples and surge table activities by tracking requests and ensuring information is organized.
• Maintain accurate file management and documentation processes.
• Review and update ship dates for Customer Service Representatives.
• Assist with OSI shipping documentation by preparing and routing shipping documents.

• Supervising a team of Client Service Representatives and/or related print operations support employees by providing work direction, coaching, feedback, and ongoing communication about customer needs, business priorities, and operational goals
• Directing daily client service activities to ensure timely, accurate, and professional responses to customer inquiries related to print orders, job status, specifications, materials, timelines, delivery expectations, pricing, and issue resolution
• Monitoring client service workflow, assigned accounts, open inquiries, and print job support activities to help ensure deadlines are met and customers are proactively informed
• Partnering with production, scheduling, bindery, materials, sales, marketing, and other internal departments to resolve customer concerns, clarify job requirements, and support successful execution of production orders
• Identifying and resolving complex client service, production support, order management, and communication issues; escalating matters as needed while ensuring appropriate follow-through
• Leading and participating in continuous improvement projects focused on customer experience, workflow efficiency, service quality, data accuracy, and operational effectiveness

• Review and analyze documents, claim forms, supporting materials, and contract-related information
• Respond to complex inquiries from customers and clients
• Follow standard protocols, procedures, and instructions from Project Managers and Supervisors
• Apply feedback quickly and accurately to meet project expectations
• Work collaboratively with internal teams, project managers, supervisors, and business partners
• Monitor claims and correspondence work to ensure procedures are followed and project goals are met
• Assist supervisors and project managers in resolving issues that arise
• Identify errors, monitor the overall health of the case, and help create solutions
• Support quality assurance, deadlines, deliverables, and client-focused project outcomes

Client Services Project Lawyer

• Develop a thorough understanding of our business, products and services.
• Consistently deliver a high level of proactive client service in a professional manner.
• Develop effective working relationships with team and internal departments to deliver effective service for our clients.
• Provide thorough, high quality research, problem solving and issue resolution.
• Weigh client perspective and business needs when addressing issues and identifying potential solutions.
• Successfully identify, record, monitor, and close items for assigned clients.
• Ensure inquiries and issues are resolved and service levels are met.
• Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
• Help drive increases in client retention by reacting appropriately to client communications and activities.
• Achieve individual and team goals for service levels, growth and retention for assigned book of business.
• Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
• Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.).
• Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals.
• Support the sales team in their efforts to attain more business. Provide references as requested.
• Perform other duties and participate in special projects as assigned.

Account Executive, Client Services – Retirement

• Remains externally focused while serving as primary contact for assigned clients, commercial branch contacts, agents and brokers on all issues related to the client's service relationship with CNA.
• Provides technical, administrative, process, and marketing expertise.
• Builds and maintains business relationships with clients, agents and brokers in support of new business, retention and cross-sell goals.
• Collaborates with underwriting to determine claim service renewals at profitable rates through understanding of client's business, organization, service requirements/standards and goals.
• Leads development, delivery and evaluation of client service goals
• Develops innovative new products and services based on client input and profitability goals.

Client Services jobs in Minnesota

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Client Services Manager

Client Care Operations Specialist

Client Account Services Administrator

Credit Portfolio Manager – Professional Services, Contractors

Client Services Supervisor

Lead Global Payments Services Client Account Manager

Client Account Support Advisor

Client Support Associate – Temporary

Client Services Representative

Client Services Supervisor

Client Services Project Lawyer

Account Executive, Client Services – Retirement

Client Services Manager – National Accounts