Cotality · 3 weeks ago
Assoc Professional, Client Account Services
United States
Full-time
Hybrid
Entry, Mid Level
2+ years expCotality is a company focused on making the property industry more efficient and client-centric. The role involves growing and strengthening client relationships, providing customer service, and managing various client-related projects and training.
Property InsuranceReal EstateSoftware
Responsibilities
Acting as primary contact for assigned clients with respect to product company performance and operational processes
Acting as a first level escalation resource to clients
Conducting routine status meeting with clients to solicit voice of client regarding product/ company performance, industry trends and new product requirements
Partnering with Product Specialists/relevant team members to expand and broaden relationships across the business unit
Providing client level reporting, monitoring and analyzing client trending and SLA adherence, providing information to management
Performing trend analysis of issues and market conditions recommending changes to product, policy and/or processes
Coordinating client on-boarding for new clients in the appropriate systems
Answering questions, following up on and resolving billing issues
Making independent decisions and coordinating activities to resolve significant client issues
Triaging issues and engaging appropriate support within business unit resources to resolve
Managing client specific projects to ensure successful and timely completion according to client expectations
Gathering client requirements and submitting all technical and operational project requests necessary to support client initiatives
Training clients on product capabilities, product demonstrations, changes, system enhancements, etc. via direct training sessions, phone contact, or web-ex
Performing maintenance of clients in relevant systems, including the addition of new products, services or pricing
Working directly with clients to resolve technical issues
Qualification
Required
HS Diploma or equivalent required
Typically requires 2-4 years of directly related experience
Proficient in using Excel, Word, Outlook
Ability to interact effectively at multiple levels within the organization
Team player, with team leadership skills
Solid prioritization and project management skills
Ability to balance strategic thinking with tactical implementation
Proven creative problem-solving capabilities
Strong analytical framework for creating logical recommendations
Excellent written and verbal communication skills
Strong evidence of initiative and follow-through
Preferred
some college preferred
Proficiency in department/business unit/product systems preferred
Benefits
Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
Up to 16 weeks of fully paid parental leave and a baby stipend.
Multiple medical plan options with mental health and wellness support offerings.
401(k) with company match and vesting after one year.
$400 annual well-being stipend and tuition assistance up to $5,250.
Recognition Rewards, Referral bonuses, exclusive discounts and more!
Company
Cotality
Cotality is a technology firm helping property professionals with data, valuations, surveys and retrofit solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.63MKey Investors
Finance Birmingham
2018-02-12Acquired
2016-07-05Series Unknown· $1.63M
Recent News
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