Client Experience Coordinator

Allied Solutions, LLC; United States; Remote; USD 42,000 - 68,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Company-paid life and disability

401k with company match

3 weeks PTO

Job summary

Allied Solutions is seeking a Client Experience Coordinator to deliver urgent, accurate client servicing and data entry. You will immediately contribute by leveraging prior client servicing experience and working closely with internal teams to ensure client needs and expectations are met.

Approximately 80-90% of the role is data entry, with 10-20% focused on problem solving and process improvements, requiring strong communication, multitasking, and analytical thinking.

Qualifications

• 1-2 years of relevant experience preferred.
• Strong communication skills; both verbal and written.
• Be resourceful, detail-oriented, and self-motivated to resolve client servicing needs.
• Ability to work independently and take ownership of client relationships.

Responsibilities

• Client Servicing (70%): Act as primary client contact, maintain contact, handle calls professionally.
• Coach clients on best practices and product nuances; guide on using company sites.
• Present information to clients and internal staff; maintain client-specific business rules; prevent escalations.
• Data Analysis and Operation Processing (15%): Analyze loan indicators; provide strategic guidance to improve performance.
• Process and resolve client and field requests per compliance, reporting, and processing needs.
• Obtain and interpret data to create client stories with knowledge of billing processes and lender file processing.
• Review reporting for client portfolios; work with management on process changes.
• Maintain quality standards to reduce premium loss and handle quick issue requests.
• Navigate Process Definition, Lender Maintenance, and Reports on Demand.
• Mentor coworkers; assist with projects; multi-task across systems.
• Issue Resolution (15%): Coordinate with cross-functional teams; provide corrective action and clear client messaging.

Skills

Client servicing

Data analysis

Communication

Multitasking

Problem solving

Education

High School Diploma or GED

Associate's degree preferred

Job description

The Client Experience Coordinator will operate with a high sense of urgency and will deliver the results in client management. This individual will make an immediate contribution by drawing upon previous client servicing experience. Working closely with other internal business units, the Client Experience Coordinator will be responsible for ensuring the client's needs and expectations are being met by the organization. About 80-90% of this job entails data entry, with the remaining 10-20% being problem solving and critical thinking, which may include process improvements.

Job Duties and Responsibilities

• Client Servicing (70%) Serve as the primary point of contact for clients; maintain consistent contact to maximize client service and satisfaction to improve overall client experience; handling incoming calls at a professional level.
• Manage and escape any client impacts to field and internal loan servicing teams Coach clients in best practices and product specific nuances; instruct clients on how to utilize company sites to provide additional support.
• Effectively and professionally present information to clients and internal staff; occasionally participate in service calls to review new or ongoing service expectations Maintain client specific business rules; ensure internal business units are informed of changes Ownership of communication to prevent escalations; high level of soft skills.
• Data Analysis and Operation Processing (15%) Analyze loan level indicators for overall awareness and issue prevention; provide strategic guidance to optimize product performance and improve overall client experience.
• Process and resolve client and field requests according to compliance, report and insurance processing, loan status updates, and verification events.
• Obtain and interpret data to create and present the client story with a basic knowledge of billings processes, cycle reports and lender file processing.
• Review and analyze reporting for client portfolio; work directly with management to implement process changes.
• Maintain quality standards at a high level to reduce premium loss along with processing quick issue requests that coincide with state requirements.
• Ability to navigate and decipher information provided in Process Definition, Lender Maintenance, and Reports on Demand.
• Mentor fellow co-workers upon management request.
• Assist with assigned projects as needed.
• Ability to multi-task while navigating within the environments of multiple systems.
• Issue Resolution (15%) Ensure resolution of significant issues through coordination and collaboration with cross-functional teams.
• Provide corrective action to resolve loan or set up discrepancies; prepare and distribute communication to client and stakeholders.
• Ability to research issues quickly and thoroughly to develop clear messaging based on data and facts; ability to present information effectively to client and internal teams.
• Mature critical thinking and analysis capabilities; able to evaluate information, identify key issues and formulate conclusions based on sound, practical judgement, experience, and common sense.
• Capture the voice of the client; qualitative and quantitative.
• Collaborate with internal business units to alleviate the recurrence of identified issues within the scope of the position.

Qualifications (Education, Experience, Certifications & KSA)

• 1-2 years of relevant experience preferred.
• High School Diploma or GED required: Associate's Degree, or Vocational or Technical School Degree preferred
• Strong communication skills; both verbal and written, necessary to develop and foster positive relationships with multiple clients and internal teams
• Be resourceful, assertive, detail-oriented, and highly self-motivated to resolve critical client servicing needs
• Ability to work independently and take ownership of client relationships, perform successfully under minimal supervision
• Effective organizational abilities are required, including the ability to prioritize tasks based on importance
• Be adaptable to change and can work both independently and as part of a team
• Be proactive and find problems before they occur; be resourceful and have the drive to find the root cause

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-Remote

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 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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Allied Solutions uses technology-enabled products and services to meet the insurance, lending and marketing needs of more than 6,000 financial institutions across North America. Headquartered in Carmel, Indiana, Allied Solutions maintains several offices across the country and is a wholly owned and independently operated subsidiary of Securian Financial Group. Our success is driven by our people and guided by our Blue Culture values: Innovation, Mindfulness, Passion, Achievement, Community and Teamwork. We are committed to fostering a collaborative and respectful workplace where new ideas are encouraged, accomplishments are celebrated, and every team member is empowered to make a meaningful impact. Whether serving our clients, supporting our communities or working together to solve complex challenges, we strive to create an environment where employees can thrive and build rewarding careers. Allied Solutions' commitment to its employees, clients and communities has earned national and industry recognition, including being named one of Newsweek's America’s Greatest Places in Financial Services in 2026, receiving BenchmarkPortal's Center of Excellence designation in 2025 and earning the United Way of Central Indiana's Spirit United Award in 2022.

Thank you for your interest in Allied Solutions.

Allied Solutions roles are listed with Job Category beginning with ALD.