Client Services Manager

46262 Indianapolis, Indiana Gregory & Appel Insurance

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

Job Description
The Manager of Client Services oversees and manages the Claim Advocacy and Risk Consulting staff that supports our property casualty clients providing claim consulting services at time of loss and proactive risk consulting to reduce future cost of risk. The Manager works in the office and travels to customer locations to review results of the Claim Advocacy and Risk Consulting services provided by Gregory & Appel and the insurance companies we represent. The Manager participates in new business/ prospect meetings to assist with Sales and difficult renewals to assist with client retention

Primary Duties

  • Day to day management of risk consultants and claim advocates serving as technical resources and advisor.
  • Design and implement claim advocacy and risk consulting programs to lead staff and assist clients with reducing their cost of risk; examples include E-Learning, Risk Transfer, Safety Audits, Emod Analysis, claim trending, OSHA benchmarks and more.
  • Monitor staff service efforts including new claims reported, claim activities, claims closed, strategic service/stewardship reports, client risk control seminars and service visits.
  • Develop, review and revise department workflows and procedures for claims management and risk control to keep pace with technology advancements, industry changes, new regulations and E&O compliance.
  • Serve as mentor for Client Services staff responsible for overseeing the career development plans for each employee in the Client Services Department.
  • Manage the department budget working closely with the COO primarily & CFO.
  • Lead the hiring process for new department staff as needed based on agency growth and/or resignation, retirement, termination of employees.
  • Serves as Risk Consultant and/or Senior Claims Advocate to key clientele in our Commercial Department, Group Captive and Large Deductible programs.
  • Serve as Claim Advocate responding to Emergency Claim calls for clients experiencing severe losses outside of normal business hours.
  • Serve as a Seminar speaker for clients, industry associations and risk management groups such as IASBO (Indiana Association of School Business Officials) CRI (Captive Resources, Inc.), others.
  • Serve as a risk control and claim technical advisor for PC Producers, Commercial Operations, Personal Lines and Employee Benefits.
  • Assist with the transition of clients to new PC Producers due to termination, resignation or retirement of Production staff.
  • Participate in prospect meetings to sell the Gregory & Appel Client Service offerings as part of our overall risk management package and assist with responding to written requests for proposals.
  • Promote cross-selling of new business for PC, Group, Personal Lines and Worksite offerings.
  • Serve as Liaison to Group Department to integrate safety and wellness services promoting the 24/7 concept of Safety and Health on and off the job.
  • Serves as part of the Gregory & Appel Emergency response team responsible for designing, implementing and participating in fire drills, unwanted intruder, severe weather and other emergencies.
Experience and Skills
Years of Experience:
  • Five years of commercial property and casualty insurance experience within an independent agency or insurance company environment is required.
Education:
  • Bachelor's Degree; or combined equivalent years of education and experience
License, Certification, or Registration:
  • Property and casualty insurance license required.
  • Insurance designations such as ARM, AIC, CRM, CIC, CPCU are desirable.
Additional Information:
  • Previous management experience within an independent agency environment preferred.
  • A thorough understanding of commercial property casualty claims handling, insurance coverage and risk control services are required.
  • Good organizational, verbal and written communication skills necessary.
  • Ability to utilize computer programs and understand functionality required.
  • Basic knowledge of standard accounting practices required.
  • Ability to maintain a positive attitude, express enthusiasm and be flexible desired.
  • Previous successful leadership roles desired, either within or outside the insurance environment.
  • The ability to work independently or as part of a team is recommended.
Job Benefits
Benefits
  • Medical, Dental & Vision
  • Short-Term & Long-Term Disability
  • Extended Holiday Weekends
  • Flexible PTO
  • Paid Parental Leave
  • Company Matching Donations
  • 401k, Roth Option & Matching
  • Life Insurance
  • Hybrid Work Environment
  • Wellbeing Coaching
  • Mental Health Sessions
  • Tuition Reimbursement
Why Work at G&A?

Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.

Who wouldn't want to work for a company that:
  • Supports community involvement
  • Prioritizes diversity, equity and belonging
  • Invests in your future
  • Gives 10% of profits back into the community
View Now

Client Services Associate

46262 Indianapolis, Indiana Ethereal Consulting

Posted today

Job Viewed

Tap Again To Close

Job Description

Client Services Associate Opportunity

We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career!

As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!

Responsibilities of the Client Services Associate:

  • Deliver exceptional customer service by assessing customer needs with a professional and positive attitude
  • Build and maintain client accounts by fostering lasting relationships through direct engagements
  • Reviewing customer interactions with management and contributing to any feedback for improving customer service experiences
  • Stay knowledgeable about all non-profit goals to confidently address client questions
  • Participate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunities

What We Offer as a Client Services Associate:

  • Extensive and ongoing one-on-one training designed for Client Services Associates
  • Opportunities for community and charity involvement
  • Flexible scheduling for a balanced life between work & life
  • Educational & informative meetings with senior team members to enhance your customer service skills
  • Transparent career paths based on performance

Qualifications of a Client Services Associate:

  • High school diploma or experience relevant to a Client Services Associate role
  • A positive attitude and the ability to adapt to work with diverse people and teams
  • Strong teamwork skills and a commitment to helping clients succeed
  • Background in retail, restaurant, sales, or related fields is a plus
  • A drive for leadership and a willingness to grow within the company

If you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity!

View Now

Client Services Representative

46112 Brownsburg, Indiana Radial Inc.

Posted today

Job Viewed

Tap Again To Close

Job Description

The Client Service Representative (CSR) will serve as a single point of contact for Radial clients. The CSR will serve as the single point of contact and manage day-to-day communications between assigned client groups and Radial for all fulfillment n Client Service, Representative, Customer Experience, Manufacturing, Retail, Client

View Now

Client Services Associate

46262 Indianapolis, Indiana Vaco

Posted today

Job Viewed

Tap Again To Close

Job Description

Vaco is hiring for a Client Service Associate for two Advisors launching their own firm in the Indianapolis market.

The Client Service Associate (CSA) will support two financial advisors. The tasks performed by the client associate include sharing sales knowledge with customers and associates, supporting the administrative tasks of financial advisers, maintaining client account information, and lending assistance to financial advisers for special projects and urgent account tasks. They are also responsible for interacting with customers and associates in person, on the phone, and via e-mail, as well as opening new customer accounts and establishing new customer portfolios. The client associate will also provide support for existing customer accounts and portfolios, as well as generate reports and data for accounts and portfolios.

MUST HAVES:
Undergraduate degree preferred, Minimum of 3 years professional experience.
Series 7 & 63/65 or 66 registration - NOT A MUST HAVE - open to someone that is not licensed.
Knowledge of investment and banking products, policies & procedures is required.
Strong client service & technical skills (MS Word & Excel).
Strong communication, time management and organizational skills are required.

Salary range is depending on experience: 65,000 - 75,000 for someone entry level and/or not licensed with Financial Services background. 75,000-90,000 for someone fully licensed with 3 years in financial services as a Registered Client Services Associate. This position is bonus eligible.

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal .

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here .
  • Virginia residents may access our state specific policies here .
  • Residents of all other states may access our policies here .
  • Canadian residents may access our policies in English here and in French here .
  • Residents of countries governed by GDPR may access our policies here .
Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
  • the individual's skill sets, experience and training;
  • licensure and certification requirements;
  • office location and other geographic considerations;
  • other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
View Now

Client Services Representative

46123 Avon, Indiana Radial

Posted 1 day ago

Job Viewed

Tap Again To Close

Job Description

Client Services Representative
**Job Number:** JO-2506-10986
**Location (City, State):** Avon, IN
**Employee Group:** Regular
**Shift:** Day
**Travel:** 5%
**Site Name:** Indianapolis 2 Fulfillment Center
**Is Remote Eligible:** No
**Pay:** $52,700.00 - $89,500.00 per year
Share ( |Email this job
**Client Service Representative**
At Radial, our employees are the forefront of ecommerce, bringing beloved brands to consumers through our fulfillment and technology solutions. We are fueling the future of retail, which means you are, too. When you work for Radial, you join a global community of changemakers, where the work is critical, and the culture is fun. We depend on our workforce to overcome real-world challenges every day and encourage you to carve your own career path while shaping our future together. We currently have an exciting opening for a Client Service Representative.
Radial is the pre-eminent B2C eCommerce fulfillment solutions provider powering some of the world's best customer experiences, specializing in tailored, scalable eCommerce fulfillment solutions for mid-market and enterprise brands. Click Here to Learn More About Radial ( Summary:**
The Client Service Representative (CSR) will serve as a single point of contact for Radial clients. The CSR will serve as the single point of contact and manage day-to-day communications between assigned client groups and Radial for all fulfillment needs and will interact with clients and site leadership on a daily basis through email, phone calls, text messages, etc. as necessary.
**Responsibilities:**
+ Primary contact for customers related to all operational inquiries, reporting, KPI's, etc in support of the fulfillment Site Director.
+ Assisting customers in resolving all questions and issues.
+ Trouble resolution root cause both operational and systemic, with internal escalation & communication as required.
+ Making sound business decisions and resolving escalated customer issues in a professional manner.
+ Tracking, reporting and making suggestions regarding the current impact of policies and procedures on the customer experience. Communicate these points effectively to site leadership
+ Providing exceptional service by assisting customers via phone, email, chat, and text.
+ Processing requests in customer service, escalation, and other queues correctly and efficiently.
+ Managing projects with minimal supervision.
+ Following up on status of issues forwarded to other Radial personnel to ensure that client's/customer's concerns are addressed promptly. Solve issues through research (system, in the operation, collaborating with customer and leadership, etc) as much as possible
+ Assisting with floor support.
+ Maintaining a high level of customer knowledge (forecast, product, policies, procedures, promotions, etc).
+ May be required to complete other duties as assigned.
**Qualifications:**
+ Experience in a warehouse setting
+ Strong interpersonal and communication skills - within the company and with customers
+ Experience with Warehouse Management Systems (WMS); reporting and troubleshooting.
+ Knowledge of department processes and SOPs
+ Collaborative approach and excellent problem-solving ability
+ Strong attention to detail and ability to meet deadlines
+ Superior written and oral communication skills, coupled with technical acumen
+ High School diploma or equivalent.
+ Strong Microsoft Office Suite skills including Word, Excel, Outlook and Teams are required
+ Flexibility to work a non-traditional schedule on a year-round basis including extended hours
+ Must be able to hear and understand verbal instructions
+ Must possess capability to walk or stand for extended periods of time
+ Must be able to lift up to 50 pounds to push or pull carts of up to 100 pounds
+ Must be able to climb stairs, to bend, stoop, kneel and grasp products
**Travel:**
+ This position is not remote.
+ Up to 5% travel may be required.
**Benefits:**
+ Opportunities to develop and explore career advancement
+ Competitive benefits package including medical, dental, vision, paid life insurance and disability, employer HSA funding
+ Family planning coverage, including Fertility & Adoption benefits
+ 401K matching after 6 months with immediate vesting
+ Generous PTO
+ Educational assistance and more!
Radial is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any other group or class protected by applicable federal, state or local law.
Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing . We will work to assist disabled job seekers whose disability prevents them from being able to apply online.
Want to join an organization with an inclusive work culture? No need to look any further. Apply now!
Click Here for All Open Jobs at Radial ( this link to review our privacy notice: Radial, Inc. Privacy Notice for Candidates | Radial ( you like to apply to this job?
Apply for the Client Services Representative position
Radial is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.
Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing . We will work to assist disabled job seekers whose disability prevents them from being able to apply online.
View Now

Client Services Representative

46123 Avon, Indiana Radial Inc.

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Client Service RepresentativeAt Radial, our employees are the forefront of ecommerce, bringing beloved brands to consumers through our fulfillment and technology solutions. We are fueling the future of retail, which means you are, too. When you work for Radial, you join a global community of changemakers, where the work is critical, and the culture is fun. We depend on our workforce to overcome real-world challenges every day and encourage you to carve your own career path while shaping our future together. We currently have an exciting opening for a Client Service Representative.Radial is the pre-eminent B2C eCommerce fulfillment solutions provider powering some of the world's best customer experiences, specializing in tailored, scalable eCommerce fulfillment solutions for mid-market and enterprise brands. Click Here to Learn More About RadialRole Summary:The Client Service Representative (CSR) will serve as a single point of contact for Radial clients. The CSR will serve as the single point of contact and manage day-to-day communications between assigned client groups and Radial for all fulfillment needs and will interact with clients and site leadership on a daily basis through email, phone calls, text messages, etc. as necessary.Responsibilities:Primary contact for customers related to all operational inquiries, reporting, KPI's, etc in support of the fulfillment Site Director.Assisting customers in resolving all questions and issues.Trouble resolution root cause both operational and systemic, with internal escalation & communication as required.Making sound business decisions and resolving escalated customer issues in a professional manner.Tracking, reporting and making suggestions regarding the current impact of policies and procedures on the customer experience. Communicate these points effectively to site leadershipProviding exceptional service by assisting customers via phone, email, chat, and text.Processing requests in customer service, escalation, and other queues correctly and efficiently.Managing projects with minimal supervision.Following up on status of issues forwarded to other Radial personnel to ensure that client's/customer's concerns are addressed promptly. Solve issues through research (system, in the operation, collaborating with customer and leadership, etc) as much as possibleAssisting with floor support.Maintaining a high level of customer knowledge (forecast, product, policies, procedures, promotions, etc).May be required to complete other duties as assigned.Qualifications:Experience in a warehouse settingStrong interpersonal and communication skills - within the company and with customersExperience with Warehouse Management Systems (WMS); reporting and troubleshooting.Knowledge of department processes and SOPsCollaborative approach and excellent problem-solving abilityStrong attention to detail and ability to meet deadlines Superior written and oral communication skills, coupled with technical acumenHigh School diploma or equivalent.Strong Microsoft Office Suite skills including Word, Excel, Outlook and Teams are requiredFlexibility to work a non-traditional schedule on a year-round basis including extended hoursMust be able to hear and understand verbal instructions Must possess capability to walk or stand for extended periods of time Must be able to lift up to 50 pounds to push or pull carts of up to 100 pounds Must be able to climb stairs, to bend, stoop, kneel and grasp products Travel:This position is not remote.Up to 5% travel may be required.Benefits:Opportunities to develop and explore career advancementCompetitive benefits package including medical, dental, vision, paid life insurance and disability, employer HSA fundingFamily planning coverage, including Fertility & Adoption benefits401K matching after 6 months with immediate vestingGenerous PTOEducational assistance and more!Radial is an Equal Opportunity Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any other group or class protected by applicable federal, state or local law.Radial is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to submit an application, please contact us by emailing We will work to assist disabled job seekers whose disability prevents them from being able to apply online.Want to join an organization with an inclusive work culture? No need to look any further. Apply now!Click Here for All Open Jobs at Radial Access this link to review our privacy notice: Radial, Inc. Privacy Notice for Candidates | Radial

View Now

Client Services Coordinator

46262 Indianapolis, Indiana Red Envelope Consulting

Posted 6 days ago

Job Viewed

Tap Again To Close

Job Description

Job Type

Full-time

Description

Are you an organized communicator who thrives in a fast-paced environment?

We are seeking a motivated and detail-oriented Client Services Coordinator to join our team. As a Client Services Coordinator, your responsibilities will include managing phone communications, scheduling jobs, coordinating field staff, and ensuring a high level of customer satisfaction. You will also be responsible for reviewing project data and ensuring it is accurate before being shared with clients.

While your day-to-day tasks may vary, your primary focus will be on providing exceptional client support, ensuring smooth operational flow, and maintaining professionalism across all touchpoints. Success in this role requires strong multitasking skills, effective communication, and the ability to follow established service guidelines in a fast-paced environment. This position plays a critical role in helping our team deliver timely, high-quality service to our clients.

Requirements

Key Responsibilities:

Client Relations

  • Acts as the primary point of contact for clients, addressing inquiries, concerns, and service request
  • Handling inbound and outbound calls to and from customers
  • Call/Enter 811 Tickets into State One-Call Systems as needed
  • Listen to customers' needs or issues and providing effective solutions
  • Providing information about services
  • Assist with scheduling requests
  • Follow templated scripts for commonly asked questions
  • Adhere to specific guidelines when handling inquiries
  • Reviewing client information folders and providing relevant data to clients
  • Identify customer needs in order to recommend the correct service lines
  • Report recurring issues to management
  • Perform other duties as assigned
Qualifications:
  • Strong communication skills with both clients and teammates
  • High School Diploma or equivalent required
  • Previous customer relations experience is advantageous
  • Ability to manage multiple projects and priorities in a fast-paced environment
  • Proficiency in using computers and related software packages

Red Envelope Consulting is an Equal Opportunity Employer. We do not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.
View Now
Be The First To Know

About the latest Customer service representatives Jobs in Indianapolis !

Client Services Specialist Indianapolis, IN

46262 Indianapolis, Indiana The LaSalle Network Inc

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Client Services Specialist

LaSalle Network is hiring for a Client Services Specialist to join a growing team in Indianapolis, IN. This position is ideal for professionals who thrive in fast-paced, process-driven environments and have a knack for keeping operations running smoothly. We're looking for someone who brings office experience, strong communication skills, and proven reliability. The team needs someone who can hit the ground runninginterviews are happening soon!

Client Services Specialist Responsibilities:

  • Communicate professionally with clients via phone, email, and fax
  • Perform accurate and timely data entry into internal systems
  • Manage and organize office operations and document workflows
  • Draft, format, and respond to email correspondence
  • Utilize Microsoft Office tools for daily tasks and reporting

Client Services Specialist Requirements:

  • Prior office or administrative experience required
  • Demonstrated job stability and career longevity in previous roles
  • Proficiency in Microsoft Office (Word, Excel, Outlook)
  • Strong organizational skills and attention to detail
  • Available to work onsite in Indianapolis, IN, Monday through Friday, 7:30 a.m. 4:30 p.m. or 8:00 a.m. 4:30 p.m.
  • Able to interview onsite

This is an opportunity to grow quickly! If you're ready to get started and make an immediate impact, apply today. Angelika Kroczak Project Manager Healthcare Revenue Cycle LaSalle Network

View Now

Client Services Specialist - Indianapolis, IN

46262 Indianapolis, Indiana The LaSalle Group

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

LaSalle Network is hiring for a Client Services Specialist to join a growing team in Indianapolis, IN. This position is ideal for professionals who thrive in fast-paced, process-driven environments and have a knack for keeping operations running smoothly. We're looking for someone who brings office experience, strong communication skills, and proven reliability. The team needs someone who can hit the ground running-interviews are happening soon! Client Services Specialist Responsibilities: Communicate professionally with clients via phone, email, and fax Perform accurate and timely data entry into internal systems Manage and organize office operations and document workflows Draft, format, and respond to email correspondence Utilize Microsoft Office tools for daily tasks and reporting Client Services Specialist Requirements: Prior office or administrative experience required Demonstrated job stability and career longevity in previous roles Proficiency in Microsoft Office (Word, Excel, Outlook) Strong organizational skills and attention to detail Available to work onsite in Indianapolis, IN, Monday through Friday, 7:30 a.m. - 4:30 p.m. or 8:00 a.m. - 4:30 p.m. Able to interview onsite This is an opportunity to grow quickly! If you're ready to get started and make an immediate impact, apply today. Angelika Kroczak Project Manager - Healthcare Revenue Cycle LaSalle NetworkLaSalle Network is an Equal Opportunity Employer m/f/d/v. LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets. LaSalle Network offers temporary Field Employees benefit plans including medical, dental and vision coverage. Family Medical Leave, Worker's compensation, Paid Leave and Sick Leave are also provided. View a full list of our benefits here: View a full list of our benefits here.

View Now

Sr Client Services Associate - REMOTE

46033 Carmel, Indiana CNO Financial Group

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

Job DetailsThe stated pay range is based on a national-average location. Actual salary is determined by factors including relevant work experience, skills and location. This position is bonus eligible.Optavise, a CNO Financial Group Company, is seeking a Senior Client Services Associate to manage both client and internal Optavise teams to deliver Optavise services. As the main Optavise contact for clients, brokers, and partnering vendors, Sr Client Services Associates build strong relationships with external stakeholders by managing high value project plans, maintaining regularly recurring meetings, aligning on near- and long-term client strategy, as well immediate operational deliverables.As a Senior Client Services Associate, your responsibilities will include:Own primary accountability for project deliverables and client satisfaction of Optavise service delivery for a book of clients.Create and manage project plans, including deliverables, tasks, milestones, resources, and timeline. Manage both client and internal teams to meet deliverables.Serve as the day-to-day contact for clients, responding to questions and ensuring completion of Optavise deliverables. Anticipate and prevent issues through proactive client expectation and workload management. Provide best practice guidance and consultative feedback to clients.Understand Statements of Work and ensure Optavise delivery aligns with the contract. Manage project scope and work closely with Account Manager when changes to project scope are required.Lead regular client and internal project team meetings for discovery, planning and project status purposes. Organize and manage client working sessions as needed to complete discovery and requirement gathering phases of a project or facilitate agreement on open issues.Direct internal cross-functional teams to achieve project deliverables. Serve as the primary escalation point for internal project teams on client services. Promote and facilitate communication to manage and resolve internal service expectations, updating all stakeholders of project timelines and deliverables.Serve as the initial point of contact from the Client for any escalations and/or service delivery problems. Engage appropriate internal resources to solve problems and maintain responsibility for communication to external stakeholders on resolution plan and timing.Monitor and report on KPIs to internal and external stakeholders.Partner closely with Account Manager to drive client satisfaction, retention, reference-ability, and identify opportunities for growth.The Senior Client Services Associate position is well-suited for you if you:Create and execute project plans to achieve project deliverables utilizing strong project management skills.Inspire confidence from both clients and internal teams on ability to deliver solutions by being action oriented.Deliver on multiple projects simultaneously and adapt quickly to changing or competing priorities.Build strong client and team relationships in a positive manner.Collaborate both with internal and client resources to identify problems and provide solutions.Hold yourself and others accountable to meet commitments.Show you are highly responsive, with excellent verbal, written, and in-person communication skills.Demonstrate good technical aptitude: ability to learn and proficiently use internal systems that support the role.Can travel, especially during the fourth calendar quarter of the year. Typically, less than 5%.What you'll need:Bachelor's Degree or 8 years of experience with client services/account management in the employee benefits HR domain.3 years of client services/account management experience in the employee benefits/HR domain OR 2 years of Optavise client services/account management experience.What will set you apart:CEBS and/or PMP5+ years of client services/account management experience in the employee benefits/HR domain, with a strong preference for benefits technology experience.3+ years of experience managing multiple simultaneous projects or clients.2+ years of experience managing cross functional, virtual project teams in a matrixed reporting environment.The Company offers the following benefits for this position, subject to applicable eligibility requirements:medical insurancedental insurancevision insurance401(k) retirement plan with company matchshort-term & long-term disability insurancePaid time-off and corporate holidays,paid parental leavecompany paid life insuranceClick on this link for additional information.CNO embraces flexibility and encourages you to work where you're most productive. Associates who live within a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) have access to come into that office. Associates who live outside of a 60-mile radius of a corporate office (Birmingham, Carmel, Chicago, Orlando and Milwaukee) may perform this role full-time work from home (WFH) from any US based location, as long as you are willing to work central or eastern time zone hours. All associates may be asked to travel to varying corporate offices periodically. Work cannot be performed from outside of the United States.Optavise is a trusted benefits partner for business owners and human resources professionals who work hard to build and maintain a healthy, happy workforce.Through Optavise's cohesive suite of products and services, we guide employers and employees through their healthcare choices to help reduce costs and increase benefits engagement. We streamline administration for employers and educate employees about benefits and care options, making it easy for them to choose and use their benefits wisely. Optavise provides a first-of-its-kind benefits solution, including:Benefits administration technology for a streamlined enrollment processCustomizable selection of voluntary benefits that employees want and needYear-round benefits education, communications and advocacy to inform and empower employees to become better healthcare consumersExpert resources, helping employees maximize their benefits and make more informed choices for themselves and their family members. Our goal is to help people make good healthcare decisions. By simplifying administration and making benefits easier to understand, we help drive employee engagement and satisfaction, and save employers time and money.Optavise is the worksite marketing brand of CNO Financial Group. CNO provides life and health insurance, annuities, financial services, and workforce benefits solutions through our family of brands and supported by our associates and agents. Our customers work hard to save for the future, and we help protect their health, income and retirement needs with 3.2 million policies and more than $35 billion in total assets. Our 3,400 associates, 8,600 exclusive agents and independent partner agents guide individuals, families and businesses through a lifetime of financial decisions.We are financially strong and well positioned for continued growth, and we are grounded in our core values of Diversity, Equity & Inclusion (DE&I); Integrity, Customer Focus, Excellence, and Teamwork. We have offices in more than 260 communities in the U.S., including our headquarters in Carmel, Indiana, and corporate offices in Birmingham, Chicago, Philadelphia, Orlando and Milwaukee.At CNO Financial Group, we're always looking forward-to the security and stability we help create for our insurance brands' customers, and the growth we create within our own company. We're looking for ambitious people who want to do more. We'll provide you with opportunities to grow your skills through challenging professional experiences.If you're looking for a culture that encourages development, helps you reach your potential, and rewards you for your contribution, then CNO Financial Group is right for you. For more information, visit CNOinc.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.CompensationPay Range: $5,700.00 - 98,500.00 AnnualWe are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

View Now
 

Nearby Locations

Other Jobs Near Me

Industry

  1. request_quote Accounting
  2. work Administrative
  3. eco Agriculture Forestry
  4. smart_toy AI & Emerging Technologies
  5. school Apprenticeships & Trainee
  6. apartment Architecture
  7. palette Arts & Entertainment
  8. directions_car Automotive
  9. flight_takeoff Aviation
  10. account_balance Banking & Finance
  11. local_florist Beauty & Wellness
  12. restaurant Catering
  13. volunteer_activism Charity & Voluntary
  14. science Chemical Engineering
  15. child_friendly Childcare
  16. foundation Civil Engineering
  17. clean_hands Cleaning & Sanitation
  18. diversity_3 Community & Social Care
  19. construction Construction
  20. brush Creative & Digital
  21. currency_bitcoin Crypto & Blockchain
  22. support_agent Customer Service & Helpdesk
  23. medical_services Dental
  24. medical_services Driving & Transport
  25. medical_services E Commerce & Social Media
  26. school Education & Teaching
  27. electrical_services Electrical Engineering
  28. bolt Energy
  29. local_mall Fmcg
  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
View All Customer Service Representatives Jobs View All Jobs in Indianapolis