Client Specialist

Allied Solutions, LLC; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off (PTO)

Job summary

Allied Solutions, LLC is seeking a detail-oriented professional to monitor KPIs for Real Estate and/or Vehicle lead Real Estate programs, ensuring timely delivery and proactive client service. The role emphasizes data analysis, issue escalation, and onboarding support across multiple client accounts.

You will manage onboarding, client communications, and monthly scorecards while coordinating with escrow teams and field reps to maintain SLA compliance and strong client partnerships.

Qualifications

• Associate degree and 2-3 years of directly related experience, or high school diploma and 4-5 years of directly related experience required.
• Minimum commitment of 12 months in the role before posting within Allied Solutions.

Responsibilities

• Proactive Monitoring of Client Performance (30%). Review, monitor, and analyze data to provide proactive services and meet client goals and KPIs.
• Performance Opportunity Management (25%). Act as SME for accounts in identification, escalation, monitoring, and resolution of risk-management tracking and escrow service issues.
• Client Retention Activities – Service Touchpoints (25%). Attend meetings, develop blueprint materials, update INFOR CRM, and lead client experience meetings.
• Onboarding of New Clients (25%). Training and support tasks including CenterPoint SmartSheet, My Insurance Info, billing reviews, premium reviews, refund reviews, and reporting.

Skills

Client management

Data analysis

KPI monitoring

Risk management

Communication

CRM

Education

Associate degree

High school diploma

Tools

INFOR CRM

CenterPoint SmartSheet

My Insurance Info

SFTP file exchanges

Job description

Overview

This position is responsible for service delivery and proactive monitoring of Key Performance Indicators (KPIs) for clients and accounts in Real Estate and/or Vehicle lead Real Estate programs. The role includes daily monitoring of program deliverables, account tracking, notice production, file exchanges, insurance premium and refunds, escrow administration, and forced place insurance activity. The role requires professionalism and strong client-management skills.

Responsibilities

• Proactive Monitoring of Client Performance (30%) – Review, monitor, and analyze data to provide proactive services and meet client goals and KPIs. Tasks include tracking and notice activity, cycle activity, notice caps, billing files and file exchanges, premiums, billings, and refunds. Monitor compliance and regulatory performance (notice timings, certificate of insurance and funding, flood and escrow tracking/payments, state- and client-specific tracking, client and borrower complaints). Apply risk-management knowledge to program monitoring and performance. May monitor the first 90 days of production for accounts exiting onboarding and address opportunities with newly onboarded clients.
• Performance Opportunity Management (25%) – Act as SME for accounts in identification, escalation, monitoring, and resolution of risk-management tracking and escrow service issues and opportunities. Tasks include handling client escalations, submitting CLEAR tickets, assisting field reps with remediation plans, and adding actions to blueprints for monitoring. Escalate issues not meeting SLAs to management, ensuring timely resolution.
• Client Retention Activities – Service Touchpoints (25%) – Support Account Executives by attending meetings, developing blueprint materials, updating INFOR CRM, and leading ongoing client experience meetings (monthly/weekly/bi-weekly) focusing on retention and engagement. Attend client presentations, create and update monthly client scorecards, and conduct field alignment meetings.
• Onboarding of New Clients (25%) – Perform training and support tasks including CenterPoint SmartSheet, My Insurance Info, billing reviews, premium reviews, refund reviews, and reporting. Manage SFTP file exchanges, weekly/biweekly cycle reports, and tracking reports. Own tasks during onboarding or changes to existing clients. Create and monitor notice release strategy, calendar cycles for delivery, enable continuous processing after 12 cycles, and update purge and backdate standards. Coordinate with field reps to schedule introductory calls with escrow teams.

Qualifications

• Associate’s degree and 2-3 years of directly related experience, or high school diploma and 4-5 years of directly related experience required.
• Minimum commitment of 12 months in the role before posting within Allied Solutions.

Additional Information

• The statements described are intended to describe the general nature and level of work performed. They are not an exhaustive list of responsibilities, skills, efforts, or working conditions.
• Job qualifiers: #LI-AB2 #LI-Onsite

Benefits

• Comprehensive benefits including medical, dental, and vision insurance; 100% company-paid life and disability coverage; 401(k) with company match; three weeks of PTO by the end of the first year.

Company Information & Equal Opportunity

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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