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

• Assist with the billing process in all markets in area
• Managing the follow up maintenance transactions lifecycle from origination until the customer unit is in control/custody of the repair technician
• Timely and accurate documentation and notation in all Cox Fleet systems regarding each customer contact
• Providing excellent customer service for all internal and external customer calls
• Be professional and establish positive customer rapport
• Obtain customers approval for all repairs and services to be performed
• Proactively contact customers to schedule preventative maintenance at regular intervals
• Partner and communicate consistently with Field Operations to schedule the right technicians to accounts
• Encourage customers to schedule repairs and maintenance in advance
• Continuously develop and improve company capabilities in Dispatching and Service Scheduling
• Additional duties and special projects as assigned

Fleet Client Services, Billing Specialist II

• Assist clients with travel planning and coordination
• Research destinations, accommodations, cruises, resorts, and activities
• Coordinate travel arrangements based on client preferences
• Communicate with established travel suppliers regarding availability and reservations
• Maintain accurate client records and travel documentation
• Review travel confirmations and itinerary details for accuracy

Client Service Coordinator

• 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

• 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

• Provide trust administration to support the assigned Trust Officer(s)
• Performs day-to-day trust administration functions on assigned accounts accurately and by necessary deadlines
• Interfaces with centralized support areas to ensure completion
• Ensures fees are set up correctly as directed by Trust Officer/Fiduciary Strategist
• Monitors accounts on a daily basis for overdrafts and un-invested cash
• Builds and maintains strong client contact and provides sales support to team
• Follows-up on client issues and relays information to clients through correspondence, telephone communications and conferences
• Resolves client requests and refers complex inquiries to Trust Officer/Fiduciary Strategist
• Assists Trust Officer in managing business pipeline activity through Salesforce
• Prepares various reports, correspondence, technical documents and special projects as requested

Client Service Associate – Trust

• Lead and manage a team of Commercial Loan Servicing Advisors
• Ensure accurate execution of loan servicing activities and adherence to SLAs
• Oversee daily servicing activities and resolution of borrower inquiries
• Identify process improvement opportunities and promote operational excellence
• Ensure compliance with internal policies and regulatory requirements

Lead, Commercial Loan Client Service Advisors

• To be responsible for the administrative, managerial and client relationships associated with Client Services within the assigned area.
• Ensures contract compliance with company guidelines within an assigned area.
• Handles financials including accounts receivable, invoicing and pricing support within an assigned area.
• Responsible for client knowledge including threatened status and relationship with the company.
• Handles renewal process timely; negotiates new contracts within an assigned area.
• Responsible for business planning and budgeting within an assigned area.
• Plans for staffing needs including succession, bench-strength, and new business within an assigned area.
• Supports client relationships; builds executive relationships; supports internal relationships.
• Supports business development.

AVP, Client Services

• Troubleshoot, install, maintain, and service repair needs on designated equipment.
• Works closely with multiple device manufacturers regarding cybersecurity issues.
• Works directly with customer IT and security personnel to implement site cyber security policies.
• Evaluate progressively complex, customer biomedical equipment security issues and implement appropriate remediations and/or compensating controls . Provide support on imaging or LCS modality equipment first response and coordinate with appropriate modality specialists.
• Perform on-time and accurate device level security actions .
• Own customer clinical device security issues from dispatch or identification of issue to resolution.
• Maintain daily communication with customers to ensure resolution and proper follow-up, leading to customer satisfaction on all device security issues.
• Focus on customer needs and satisfaction on device security issues, continuously building on and enhancing relationships with customers to become a perceived partner in their business who is able to recommend value-added services that will help the customer run their business more efficiently and securely .
• Maintain daily communications with customers without direction.
• Follow as well as guide others as needed regarding appropriate GE security policies, procedures, hospital security protocol, and complete necessary documentation.
• Engage with other team members including Bio med engineers, Security Operations Center Agents and Remote Technical Engineers to ensure they are aware of the status of all security related issues at all times for their designated customers.
• Effectively communicate and partner with teammates and colleagues.
• Understand and communicate business goals and objectives to the broader GE team servicing assigned customer on device security.
• Keep up to date on administrative responsibilities (e.g., maintaining device level security information and internal service records in a timely manner, patch validation status , clinical device security and networking attributes – OS, MAC address, etc ).
• Utilize the GEHC escalation process, as needed, and work closely with security operations center agents to define and support implementation of corrective action plans to resolve customer issues in a timely manner
• Identify potential sales leads and participate in sales opportunities (e.g., contract renewals, assist with promoting and implementing of revenue programs).
• Keep up to date with competitor information, device security bulletins and market trends.
• Identify business opportunities for the organization.

Cyber Client Service Technician

• Maintain Client Relationship (40%)
• Visit client offices to maintain a relationship with client contacts including Supply Chain, Operations, and Account Management
• Act as direct contact for client’s requests for market info, pricing, service delivery explanations, scope modifications, and new opportunities
• Act as liaison between account management and operations to facilitate effective communication for consistent reciprocal understanding of needs and expectations
• Partner with supply chain and operations team to ensure adequate supplier coverage, smart solutions and client-focused service support
• Anticipate and identify business opportunities and challenges and help to create a profitable strategy that aligns with overall business direction
• Maintain a consultative relationship with the regional account purchasers and influencers to ensure satisfaction, renewal and a continued growth path
• Assist the Account Director in creation and presentation of annual reviews
• Sales outreach to decision makers
• o Set initial cadence for outreach to current contacts at clients
• o Build base list in HubSpot (KPIs/targets to hit monthly)
• o Grow connections and personal presence on LinkedIn
• o Learn more about leveraging HubSpot
• o Work with marketing support to build automated campaigns in HubSpot
• o Receiving coaching activities from VP Sales / similar senior roles within the company
• Issue Resolution, Reporting and Analysis (30%)
• Act as a central point of contact for clients on escalations – involve all Dwellworks departments as required to resolve escalations
• Prepare and provide monthly, quarterly, and annual reports as requested by the client and operations teams
• Research and respond in a timely manner to requests for proposal, pricing and information
• Monitor performance scores and escalations – report, analyze and trend defects
• Communicate with Operations Team (20%)
• Lead escalation action and response; assist operations with service recovery initiatives, informing Account Directors of escalating issues with overall account impact
• Participate in problem solving with the operations teams to address the needs of the client
• Act as an advocate for clients by teaming with operations in ensuring flawless execution of service delivery
• Partner with operations as main contact on implementations of new client and communicate client nuances to other departments as needed (accounting, supply chain, etc.)
• Work with the Account Directors on special client requests
• Training (10%)
• Partner with Account Directors, operations team, and internal supply chain to develop and deliver client trainings/workshops

Client Services Director – Corporate Housing

• Support card program inquiries from clients, internal teams, and vendor partners.
• Perform account maintenance with attention to accuracy and achievement within Service-Level-Agreements (SLA).
• Assist with simultaneous product integration projects that may include a client training aspect.
• Effectively resolve client escalations determining root cause and reporting issues to manager to prevent future issues.
• Provide process improvement guidance to enhance efficiencies to leadership.
• Facilitate website portal training and customization options/needs.
• Safe handling and security of sensitive client data.

Senior Client Service Specialist, Commercial Card

• 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

• Leads, manages, and oversees underwriting and service operations delivering outsourced insurance solutions on behalf of multiple carrier partners across commercial and personal lines of business.
• Provides strategic and operational leadership to underwriting and call center teams with a strong focus on underwriting excellence, profitability, and execution accuracy.
• Responsible for managing carrier relationships, operational performance, and financial outcomes, including accountability for P&L performance, underwriting quality, and achievement of contractual service standards.
• Directs and profitably manages all aspects of underwriting and call center operations to meet established standards.
• Develops and maintains positive, professional and constructive relationships with carrier partners.
• Coaches direct reports through regular feedback to provide effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations, in a timely manner.
• Maintains ownership of operational P&L performance, including expense management, productivity optimization, revenue attainment, and margin improvement initiatives.

Director, Underwriting – Client Services, P&C

• Directs and profitably manages all aspects of underwriting and call center operations to meet established standards.
• Develops and maintains positive, professional and constructive relationships with carrier partners.
• Leads the underwriting and servicing team members in the execution of our business strategy by developing workflows, processes and procedures that align with client and business goals.
• Coaches direct reports through regular feedback to provide effective supervision and handling of team member issues including performance, discipline, separation and completion of 30-60-90 Annual performance evaluations, in a timely manner.
• Carries out a performance enhancement culture by developing team members for wider roles and responsibilities to foster professional growth and development.
• Possesses a clear understanding of multiple carrier underwriting guidelines and maintains an in-depth knowledge of all tools and models used.
• Receives and resolves escalated problems as needed for underwriting and service operations.
• Works with senior leadership and executives to establish unit goals and budgets, with full accountability for variance measurement and execution on a monthly, quarterly and annual basis.
• Partners with Human Resources to hire, train and develop a high-performance service center team.
• Assists the senior management team with the implementation of new program management companies and internal functions.
• Directly supervises more than two (2) employees in the Call Center and underwriting operations.
• Carries out supervisory responsibilities in accordance with the organization’s policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; and addressing complaints and resolving problems.
• Directs and profitably manages underwriting and call center operations, ensuring alignment with carrier underwriting standards, service-level agreements, and organizational financial objectives.
• Maintains ownership of operational P&L performance, including expense management, productivity optimization, revenue attainment, and margin improvement initiatives.
• Provides underwriting leadership across commercial and personal lines by ensuring accurate risk selection, disciplined decision-making, and adherence to carrier underwriting guidelines and authority levels.
• Develops and enforces underwriting quality control procedures designed to minimize errors, reduce rework, and improve first-pass accuracy.
• Partners with internal and carrier audit teams to ensure transparency, accountability, and continuous improvement in underwriting execution.

• Maintain administrative functions for CVAS operations while ensuring that company policies and guidelines are interpreted correctly and followed
• Process bid requests & agreements via email, client portals, etc.
• Deliver completed reports to clients through e-mail and/or various portals
• Create and submit retainer invoices
• Check the CVAS database for prior work experience

Client Services Representative jobs in Ohio

See all jobs on JobTailor

Client Services Manager

Fleet Client Services, Billing Specialist II

Client Service Coordinator

Client Care Operations Specialist

Credit Portfolio Manager – Professional Services, Contractors

Client Services Supervisor

Client Service Associate – Trust

Lead, Commercial Loan Client Service Advisors

AVP, Client Services

Cyber Client Service Technician

Client Services Director – Corporate Housing

Senior Client Service Specialist, Commercial Card

Client Services Project Lawyer

Director, Underwriting – Client Services, P&C

Director, Underwriting – Client Services, P&C

Administrator