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Full-time
associate degree
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, Disability Coverage, 401k With Company Match
Posted 21h ago
~40 hrs/week
Responsibilities
Lead and coach a team of 10+ Client Experience Consultants to ensure performance standards and daily workloads are met. Manage escalated client issues through cross-functional collaboration and analyze operational data to implement process improvements.
Requirements
Requires 5-7 years of related work experience and at least 2 years of people leadership experience. An associate's degree in a related field is preferred along with exceptional communication and problem-solving skills.
Full job description
The Client Experience Supervisor will lead the Client Experience team by providing coaching, guidance, and support through positive communication to employees. This individual will operate with a high sense of urgency and will deliver accurate and informative results in client management and team leadership. Will ensure daily required workloads are completed and department standards are met. Will conduct in-depth research to identify any missed opportunities, as well as provide service and issue resolution to escalated clients, implement departmental initiatives, and represent the team to internal and external personnel. This position supervises 10 or more employees.
Job Duties and Responsibilities:
Leadership & Development (50%)
Develop, empower, and coach employees to think creatively, work independently and perform to their maximum potential as a highly efficient and effective Client Experience Consultant
Supervise 10 or more employees and ensure that performance and quality standards are met; assign and delegate workflow to achieve department goals
Interview, hire, coach, evaluate, discipline, and terminate employees according to Human Resources guidelines
Monitor and maintain all Allied Solutions Human Resource responsibilities pertinent to this department (Annual Performance Reviews, PTO/flex requests, timecards, etc.)
Organize and conduct one on one meetings to inform employees about changes, new procedures, or problems pertaining to their areas of responsibilities
Establish goals, action plans, and timelines for team development and quality improvement
Assess employee performance in client servicing and provide ongoing constructive feedback and coaching for improvement
Serve as a role model to team and other departments within the organization; lead by example and promote positivity
Provide additional one on one trainings as needed to team while also providing additional training support to other departments
Issue Resolution & Client Servicing (30%)
Manage the resolution of escalated issues through the coordination and collaboration of cross-functional teams while communicating high risk impact findings
Will proactively escalate to management those issues that are not meeting the SLAs for resolution and correction to ensure organizational escalation and attention were warranted
Lead client servicing calls and/or provide support during scheduled calls
Provide corrective action plan for clients and internal teams to ensure issue resolution and improve the client experience; implement processes to prevent future client escalations which includes but is not limited to continuous collaboration with the Operational Risk department, Account Management, Implementation, CPI Underwriting, claims, field staff, accounting, quality assurance.
Prepare and distribute communication to client and stakeholders; ensure follow up and remediation is completed; self-manage timely responses
Train and educate clients in best practices and product nuances
Effectively and professionally present information to clients and internal staff; ability to handle high level, critical situations
Document client trends, impacts, and make recommendations for operational performance based on client needs
Coordinate the involvement of internal teams to ensure client expectations are met and service standards are adhered to; develop strong internal relationships with cross functional teams
Anticipate client servicing needs and take steps to resolve issues before they occur
Capture data from clients to effectively measure and monitor the client experience
Represent Client Experience team on internal and external calls to present departmental information; be assertive and respectful in presenting new ideas and process improvements
Analyze, direct, and implement solutions for the continued development and success of the department and company; ensure success with consistent measuring and monitoring of data
Review and analyze lender level indicators for overall awareness and issue prevention; provide strategic guidance to optimize product performance
Review and analyze employee trends and patterns; provide guidance and corrective action when necessary
Obtain and interpret high level data to create and present the client story; ability to present clear and concise data to small and large groups
Identify and manage trends related to department procedures and processes
Manage operational reporting and implement new processes and procedures to ensure improvement and efficiency gains
Track and monitor employee data and information for statistical purposes; review and monitor workload to ensure department service level agreements are upheld
Partner with various departments regarding projects and initiatives to streamline procedures while also providing insight regarding concerns identified
Extensive knowledge of lender files and set up
Advanced knowledge of billing processes and set up
5-7 years of directly related work experience required
2+ years of people leader experience required
Exceptional communication skills; use of clear, concise, and effective oral and written communication. Accurately relay information with confidence. Ability to speak and present in small or large groups. Ability to work professionally with other department leads and upper management.
Lead by example; be empathetic, flexible, reliable, and dependable
Be motivated to set goals for self-improvement and to drive team to success
Ability to build and maintain strong professional relationships with employees, internal teams and clients; adaptable to various personalities and adverse situations
Ability to handle confidential information in a responsible manner and lead difficult conversations
Accept and adapt to change; lead team through positive change management
Ability to work independently and take ownership of client and field relationships
Be resourceful, confident, knowledgeable, and highly self-motivated to resolve critical client servicing needs
Ability to convey thoughts in a focused and concrete manner
Ability to identify, analyze, and resolve problems with urgency
Ability to prioritize high level escalations and work with various teams to resolve
Effectively manage time and maintain availability to team
Ability to adapt to change in processes or daily routine quickly
Ability to assign and monitor multiple workloads and complete deadlines
Be creative, present new ideas for efficiencies and better workflow processes
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.
#LI-AB2
#LI-Onsite
We offer our employees a robust compensation package! Our comprehensive benefits include: 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 and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.
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. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions maintains several regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc.
#FinancialServices #EnhanceRevenue #ExpandLending #ManageRisk #ImproveMarketShare #EngageEmployees #AlliedInsights #FindYourPassion #BlueCulture
Offices: 350 Veterans Way, Carmel, IN 46032, US · 400 Robert St N, 1150, St Paul, Minnesota 55101, US · 870 Cottonwood Lane, 200, Dakota Dunes, SD 57049, US · 6111 W Plano Pkwy, Plano, TX 75093, US
How much do Data & Analytics jobs in Carmel, IN pay?
Based on 39 listings with disclosed salaries, most data & analytics jobs in Carmel, IN pay between $68k–$163k per year. Individual offers vary with seniority, company size, and specialization.
How many Data & Analytics jobs are open in Carmel, IN right now?
There are currently 82 open data & analytics positions in Carmel, IN listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Data & Analytics roles in Carmel, IN?
Companies currently hiring include OPENLANE, Allied Solutions LLC, Delta Faucet Company, Midcontinent Independent System Operator (MISO), Allegion US, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Data & Analytics jobs in Carmel, IN?
Yes — 37 of the 82 open data & analytics positions offer remote or hybrid work (18 remote, 19 hybrid).
How do I apply for Data & Analytics jobs in Carmel, IN?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.