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Allied Solutions LLC · 1 day ago

Client Specialist (POS)

Dakota Dunes, SD

Full-time

Onsite

Entry, Mid Level

2+ years exp

Allied Solutions LLC is a company focused on delivering Point-of-Sale product performance and client program administration. The Client Specialist will be responsible for monitoring product usage, ensuring compliance, and enhancing client satisfaction through effective communication and issue resolution.

Financial ServicesInformation Technology

Responsibilities

Monitor product and service usage to help ensure they are being administered correctly and in line with compliance requirements. Flag potential issues and coordinate cross-functionally to ensure timely resolution

Review remittance reporting/process monthly/quarterly to confirm timely and accurate remittance of premium and credits

Review, monitor and make informed data driven decisions to provide proactive services and meet client goals and ahead to Key Performance Indicators (KPI)

Stay informed about Point-of-Sale technology system changes, enhancements, and known issues that impact day-to-day operations. Understand how clients use integrated systems such as LOS, APIs, Core platforms, online portals and eSignature tools. Use this to help troubleshoot common issues

Must be well versed and experienced in the technical aspects of Point-of-Sale Products based program monitoring and performance

May be requested to monitor the first 90 days of Production for Accounts as they exit Client Onboarding and move to Production. Proactively handle opportunity areas associated with a newly on boarded client

Possess thorough knowledge of account programs and parameters, including processes, procedures, pricing, and coverages. Understand the operational aspects of account programs to ensure accurate servicing, address client inquiries, and support internal coordination effectively

Conduct reviews of reporting and other available information that may identify training needs, opportunities to create efficiencies or provide proactive service, and communicate findings to internal partners when needed

Will serve as the Subject Matter Expert (SME) of contact for accounts in the identification, escalation, monitoring, and resolution of Point-of-Sale product and technology issues

Client Escalation tasks could include actively participating and supporting CLEAR, Submits CLEAR tickets for any client escalation and concerns, participating in client discussions requiring program or product expertise in client calls for remediation plans, and adding any action plans to the blueprint for monitoring and follow-through

Must navigate efficiently and effectively areas of performance gaps that negatively impact the Client and Consumer associated with our product and services

Must be knowledgeable in the contract terms and obligations, including Service Level Agreements with the Client, and ensure areas of deficiency are properly identified, escalated, and resolved

Will be responsible for the creation, authoring, presenting and monitoring of Client Experience Action Plans and assist with Remediation Plans where areas of opportunity are identified and results are being monitored to ensure adherence and correction

Ensure the escalation and communication of opportunity gaps to internal team members that are responsible for the Client

Will proactively escalate to management those issues that are not meeting the SLAs for resolution and correction to ensure organizational escalation and attention where warranted

Execute post-training follow-up as part of ongoing client engagement in partnership with the Account Executives. Work alongside internal partners when preparing for business meetings with target/focus clients

Attend meetings, work through agendas, develop blueprint materials, update INFOR CRM, and support ongoing client experience meetings, including pulse checks focused on client retention and engagement. Attend Client scheduled meetings and presentations as required

Create and update monthly client scorecards as per service agreements for client delivery. Ensure accurate administration and compliance of products and services while identifying potential training needs for process improvement

Conduct monthly field alignment meetings, presenting data for current clients and providing an overview of new clients before their launch

Qualification

Point-of-Sale technologyClient managementProgram administrationData analysisCollaboration

Required

Bachelor's degree and 2-3 years of related experience or High School Diploma and 6-7 years of related experience required

Position requires a minimum commitment to 12 months in the role before posting within Allied Solutions and outside the department can be considered

Benefits

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

Career growth opportunities

Company

Allied Solutions LLC

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions in North America.

Founded in 2000

Carmel, Indiana, USA

1001-5000 employees