This individual is responsible for delivering a claim service that is fast, fair, and easy to ensure client retention, and maintaining client satisfaction, throughout the claim and settlement process.
This individual is responsible for delivering a claim service that is fast, fair, and easy to ensure client retention, and maintaining client satisfaction, throughout the claim and settlement process.
The Interior Sales Representative collaborates with operations to ensure client expectations are met, promotes long-term client retention, and delivers exceptional customer service. All work is ...
The Interior Sales Representative collaborates with operations to ensure client expectations are met, promotes long-term client retention, and delivers exceptional customer service. All work is ...
Interior Sales Representative
Carmel, IN · On-site
The Interior Sales Representative collaborates with operations to ensure client expectations are met, promotes long-term client retention, and delivers exceptional customer service. All work is ...
Interior Sales Representative
Carmel, IN · On-site
The Interior Sales Representative collaborates with operations to ensure client expectations are met, promotes long-term client retention, and delivers exceptional customer service. All work is ...
Interior Sales Representative
Carmel, IN · On-site
The Interior Sales Representative collaborates with operations to ensure client expectations are met, promotes long-term client retention, and delivers exceptional customer service. All work is ...
Interior Sales Representative
Carmel, IN · On-site
The Interior Sales Representative collaborates with operations to ensure client expectations are met, promotes long-term client retention, and delivers exceptional customer service. All work is ...
Drive business growth through strategic planning, client retention, and proactive business development * Expand firm visibility and opportunities by representing the firm at industry events and ...
Drive business growth through strategic planning, client retention, and proactive business development * Expand firm visibility and opportunities by representing the firm at industry events and ...
Data Entry Specialist
Indianapolis, IN · On-site
$16.25 - $21.75/hr
Maintains and updates all client information in all systems * Maintains a high level of customer service and client retention * Competitive hourly rate One Path Career Partners is an equal ...
Data Entry Specialist
Indianapolis, IN · On-site
$16.25 - $21.75/hr
Maintains and updates all client information in all systems * Maintains a high level of customer service and client retention * Competitive hourly rate One Path Career Partners is an equal ...
Drive client retention and expansion by building trusted partnerships and demonstrating program value. * Serve as the internal SME for DOT and non-DOT drug and alcohol testing programs across all U.S ...
Drive client retention and expansion by building trusted partnerships and demonstrating program value. * Serve as the internal SME for DOT and non-DOT drug and alcohol testing programs across all U.S ...
Digital Marketing Specialist
Westfield, IN · On-site
$70K - $80K/yr
Summary of Position The Marketing Manager will build strong relationships and foster client retention. Key focus will be on maintaining consistent contact with clients to lead, manage, and execute ...
Quick apply
Digital Marketing Specialist
Westfield, IN · On-site
$70K - $80K/yr
Summary of Position The Marketing Manager will build strong relationships and foster client retention. Key focus will be on maintaining consistent contact with clients to lead, manage, and execute ...
Coach
Carmel, IN · On-site
$30K - $50K/yr
Maximize client retention through best-in-class service: coaching, training, nutrition, and accountability. * Modify and adapt movements that are best suited for the individual at hand. * Teach * A ...
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Coach
Carmel, IN · On-site
$30K - $50K/yr
Maximize client retention through best-in-class service: coaching, training, nutrition, and accountability. * Modify and adapt movements that are best suited for the individual at hand. * Teach * A ...
Marketing Manager
Westfield, IN · On-site
$75K - $100K/yr
Summary of Position The Marketing Manager will build strong relationships and foster client retention. Key focus will be on maintaining consistent contact with clients to lead, manage, and execute ...
Quick apply
Marketing Manager
Westfield, IN · On-site
$75K - $100K/yr
Summary of Position The Marketing Manager will build strong relationships and foster client retention. Key focus will be on maintaining consistent contact with clients to lead, manage, and execute ...
Marketing Manager
Westfield, IN · On-site
$75K - $100K/yr
Summary of Position The Marketing Manager will build strong relationships and foster client retention. Key focus will be on maintaining consistent contact with clients to lead, manage, and execute ...
Quick apply
Marketing Manager
Westfield, IN · On-site
$75K - $100K/yr
Summary of Position The Marketing Manager will build strong relationships and foster client retention. Key focus will be on maintaining consistent contact with clients to lead, manage, and execute ...
Digital Marketing Specialist
Westfield, IN · On-site
$70K - $80K/yr
Summary of Position The Marketing Manager will build strong relationships and foster client retention. Key focus will be on maintaining consistent contact with clients to lead, manage, and execute ...
Quick apply
Digital Marketing Specialist
Westfield, IN · On-site
$70K - $80K/yr
Summary of Position The Marketing Manager will build strong relationships and foster client retention. Key focus will be on maintaining consistent contact with clients to lead, manage, and execute ...
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Personal Lines CSR Insurance
Brookville, IN · On-site
$37K - $46K/yr
You manage day-to-day client accounts, process policy changes, answer coverage questions, and assist in the claims process to ensure long-term client retention and satisfaction. Responsibilities:
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Personal Lines CSR Insurance
Brookville, IN · On-site
$37K - $46K/yr
You manage day-to-day client accounts, process policy changes, answer coverage questions, and assist in the claims process to ensure long-term client retention and satisfaction. Responsibilities:
Director Pharmacy Account
$156K - $268K/yr
This leader is accountable for driving client retention, profitability, client satisfaction, and team performance while partnering closely with health plan leadership and internal business partners ...
Director Pharmacy Account
$156K - $268K/yr
This leader is accountable for driving client retention, profitability, client satisfaction, and team performance while partnering closely with health plan leadership and internal business partners ...
Director Pharmacy Account
Indianapolis, IN · On-site
$156K - $268K/yr
This leader is accountable for driving client retention, profitability, client satisfaction, and team performance while partnering closely with health plan leadership and internal business partners ...
Director Pharmacy Account
Indianapolis, IN · On-site
$156K - $268K/yr
This leader is accountable for driving client retention, profitability, client satisfaction, and team performance while partnering closely with health plan leadership and internal business partners ...
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Bilingual Recruiter
Indianapolis, IN · On-site
$21 - $24/hr
Experience in account management with a focus on client retention and growth * Strong customer service skills to address client needs and concerns * Effective problem-solving abilities to resolve ...
Quick apply
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Bilingual Recruiter
Indianapolis, IN · On-site
$21 - $24/hr
Experience in account management with a focus on client retention and growth * Strong customer service skills to address client needs and concerns * Effective problem-solving abilities to resolve ...
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing ...
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing ...
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing ...
Quick apply
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing ...
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing ...
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing ...
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing ...
Quick apply
Client Retention: Proactively engage with clients to ensure satisfaction with treasury management solutions, address concerns, and identify opportunities to strengthen relationships, reducing ...
Client Retention information
What is the difference between Client Retention vs Customer Service Representative?
| Aspect | Client Retention | Customer Service Representative |
|---|---|---|
| Primary Focus | Building long-term relationships to retain clients | Handling customer inquiries and resolving issues |
| Skills Needed | Relationship management, sales, communication | Communication, problem-solving, product knowledge |
| Work Environment | Sales teams, account management, client-focused roles | Call centers, retail, support departments |
| Goals | Reduce churn, increase client loyalty | Customer satisfaction, issue resolution |
While both roles involve communication with clients or customers, Client Retention focuses on maintaining long-term relationships and reducing churn, often involving strategic engagement. Customer Service Representatives primarily address immediate customer needs and resolve issues to ensure satisfaction. Both roles are essential for business success but differ in scope and objectives.
What is a client retention job?

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 23 days ago
Allied Solutions rating
7.9
Based on 11 frontline employees who took The Breakroom Quiz
180th of 304 rated insurance
Job description
Under mid-level supervision, this position is responsible for investigating, negotiating and settling auto damage, total loss, or GAP claims. This individual is responsible for delivering a claim service that is fast, fair, and easy to ensure client retention, and maintaining client satisfaction, throughout the claim and settlement process.Job Duties and Responsibilities:
Total Loss and Client Claim Processing (85%):
- Review total loss settlement offer or claim payment to verify accuracy; draft and send out correspondence to applicable party
- Document claims through active listening and use of data to investigate and assess claim coverage, damage, and total loss valuations.
- Summarize valuation and coverage decisions before negotiating and settling with outside carriers and providers
- Process letter of guarantee in accordance with all client service level agreements
- Communicate empathetically with clients on all claims, including complex claims that don't warrant pursuit.
- Researches and responds to complex customer communications, concerns, conflicts, or issues
- Problem solving and contributing to overall team goals by offering suggestions, providing support, and sharing ideas
Client Engagement (15%):
- Will answer any direct client inquiries as received in a timely fashion. This may include questions about recovery, insurance and title situations, cycle times, etc. This may also include participation in team phone call monitoring
- May interact directly with a client as it relates to day-to-day operational workflows or as stipulated by a client
- Assist in client related implementation and training as needed
- High school diploma required
- Bachelor's degree preferred
- 1-2 years of directly related work experience required
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.
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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.
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What Allied Solutions employees say
Pay
Benefits
Hours and flexibility
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About Allied Solutions
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Carmel, IN, US
Year founded
1978