Client Experience Supervisor
Carmel, IN · On-site
The Client Experience Supervisor will lead the Client Experience team by providing coaching ... Analyze, direct, and implement solutions for the continued development and success of the ...
Carmel, IN · On-site
The Client Experience Supervisor will lead the Client Experience team by providing coaching ... Analyze, direct, and implement solutions for the continued development and success of the ...
Carmel, IN · On-site
The Client Experience Supervisor will lead the Client Experience team by providing coaching ... Analyze, direct, and implement solutions for the continued development and success of the ...
Indianapolis, IN · On-site +1
As Director, Client Services, you will lead strategic client relationships and oversee the delivery ... Experience managing budgets and driving growth within client portfolios. * Ability to lead and ...
Indianapolis, IN · On-site +1
As Director, Client Services, you will lead strategic client relationships and oversee the delivery ... Experience managing budgets and driving growth within client portfolios. * Ability to lead and ...
Senior Director, Client Services for the Retail Vertical Join a National Top Workplace Named a Top ... Experience managing budgets, P&L, and multi-year commercial strategies that drive portfolio growth.
Senior Director, Client Services for the Retail Vertical Join a National Top Workplace Named a Top ... Experience managing budgets, P&L, and multi-year commercial strategies that drive portfolio growth.
As Senior Director, Client Services for the Retail Vertical, you will steward some of our most ... Experience managing budgets, P&L, and multi-year commercial strategies that drive portfolio growth.
As Senior Director, Client Services for the Retail Vertical, you will steward some of our most ... Experience managing budgets, P&L, and multi-year commercial strategies that drive portfolio growth.
Lebanon, IN · Hybrid
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Lebanon, IN · Hybrid
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Greenfield, IN · Hybrid
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Greenfield, IN · Hybrid
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Terre Haute, IN · Hybrid
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Terre Haute, IN · Hybrid
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Indianapolis, IN · Hybrid
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Indianapolis, IN · Hybrid
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Indianapolis, IN · On-site
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Indianapolis, IN · On-site
$17.50/hr
Our team of Client Experience Coordinators (CEC) make a positive impact every day by: * Handling ... Effectively use resources to solve customer issues or direct them to the appropriate source.
Indianapolis, IN · On-site +1
$90K - $200K/yr
... Client Growth Director who is motivated to learn, excited to collaborate and passionate about ... Experience with transformation services (operational improvement, organizational change)
Indianapolis, IN · On-site +1
$90K - $200K/yr
... Client Growth Director who is motivated to learn, excited to collaborate and passionate about ... Experience with transformation services (operational improvement, organizational change)
Indianapolis, IN · On-site
$90K - $200K/yr
... Client Growth Director who is motivated to learn, excited to collaborate and passionate about ... Experience with transformation services (operational improvement, organizational change)
Indianapolis, IN · On-site
$90K - $200K/yr
... Client Growth Director who is motivated to learn, excited to collaborate and passionate about ... Experience with transformation services (operational improvement, organizational change)
Indianapolis, IN · On-site
$120K - $160K/yr
VP Client Services Indianapolis, IN - North Compensation: $120-160K Direct Hire This role owns the full post-sale client experience and will lead the departments accountable for client ...
Indianapolis, IN · On-site
$120K - $160K/yr
VP Client Services Indianapolis, IN - North Compensation: $120-160K Direct Hire This role owns the full post-sale client experience and will lead the departments accountable for client ...
Indianapolis, IN · On-site
Minimum of two (2) years management experience in Home Health or related health care organization * Demonstrated ability to supervise and direct clinical and administrative personnel. * Knowledge of ...
Quick apply
Indianapolis, IN · On-site
Minimum of two (2) years management experience in Home Health or related health care organization * Demonstrated ability to supervise and direct clinical and administrative personnel. * Knowledge of ...
Evansville, IN · On-site
$258K/yr
Responsibilities The Director of Treasury Management Implementation leads the endtoend ... The role champions a bestinclass client experience by setting service standards, governing ...
Evansville, IN · On-site
$258K/yr
Responsibilities The Director of Treasury Management Implementation leads the endtoend ... The role champions a bestinclass client experience by setting service standards, governing ...
The National Bank of Indianapolis is seeking a Client Support Manager to join our Retirement Plan ... Direct experience with employee retirement plans preferred * Excellent interpersonal skills with a ...
The National Bank of Indianapolis is seeking a Client Support Manager to join our Retirement Plan ... Direct experience with employee retirement plans preferred * Excellent interpersonal skills with a ...
Provide coverage and support for Client Strategists and Client Experience Associates as needed. * Administer performance reviews and professional development plans for each associate (direct reports)
Provide coverage and support for Client Strategists and Client Experience Associates as needed. * Administer performance reviews and professional development plans for each associate (direct reports)
Provide coverage and support for Client Strategists and Client Experience Associates as needed. * Administer performance reviews and professional development plans for each associate (direct reports)
Provide coverage and support for Client Strategists and Client Experience Associates as needed. * Administer performance reviews and professional development plans for each associate (direct reports)
Provide coverage and support for Client Strategists and Client Experience Associates as needed. * Administer performance reviews and professional development plans for each associate (direct reports)
Provide coverage and support for Client Strategists and Client Experience Associates as needed. * Administer performance reviews and professional development plans for each associate (direct reports)
Indianapolis, IN · Remote
$157K - $213K/yr
Client Solutions Directors provide clear leadership goals and guidance to the team, ensuring the ... Education - Bachelor's Degree or equivalent work experience is required * Certifications - Industry ...
Indianapolis, IN · Remote
$157K - $213K/yr
Client Solutions Directors provide clear leadership goals and guidance to the team, ensuring the ... Education - Bachelor's Degree or equivalent work experience is required * Certifications - Industry ...
Indianapolis, IN · On-site
$20/hr
Answer and direct incoming phone calls in a professional and courteous manner * Welcome clients and ... Experience in a law firm, medical office, or professional services environment is a plus What We're ...
Quick apply
Indianapolis, IN · On-site
$20/hr
Answer and direct incoming phone calls in a professional and courteous manner * Welcome clients and ... Experience in a law firm, medical office, or professional services environment is a plus What We're ...

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
7.9
Based on 11 frontline employees who took The Breakroom Quiz
177th of 301 rated insurance
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
Statistical Analysis/Operational Efficiencies/Data Analysis (20%)
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
Associate's degree in a related field preferred
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.
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#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.
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Finance and insurance
1,001 - 5,000 Employees
Carmel, IN, US
1978