
Client Engagement Specialist
16 hours ago
Job Role:
As an Intake and Delivery Specialist, you will play a crucial role in ensuring seamless client engagement and collaboration.
This position requires strong supervision and mentoring skills, with a focus on assisting Technical & Plan Review Consultants with client interactions and other potential services.
The incumbent manages plan review submittals, reported impairments, conducts assessments, ensures data integrity, and files/record completeness within respective systems.
Key Responsibilities:
- Perform intake of plan submittals and reported impairments for assigned territory, ensuring complete and consistent data integrity within respective systems.
- Engage with Technical Consultants for support with technical plan submittal review, plan reviewer assignment/dispatch, and Loss Expectancy development/validation.
- Establish working partnerships with clients and team members, providing exceptional customer service and monitoring timeliness/follow-up efforts.
Requirements:
- 6-12 months of experience required to perform essential job functions.
- Excellent MS Office Skills (Microsoft Word, Outlook, and Excel skills with the ability to learn new systems).
- Detail-oriented, organized, problem-solving, and decision-making skills.
- Embraces teamwork, interpersonal, and communication skills (verbal and written).
- Self-motivated and team-oriented, with strong analytical skills, attention to detail, and proofreading skills.
- Strong problem-solving capability, planning, and organizational skills with ability to prioritize tasks and meet deadlines.
About This Opportunity:
This role is ideal for individuals who thrive in fast-paced environments and are passionate about delivering exceptional results. If you possess excellent communication skills, a strong work ethic, and a desire to grow professionally, we encourage you to apply.
What We Offer:
We provide a dynamic and supportive work environment that fosters growth, innovation, and collaboration. Our team members enjoy competitive compensation packages, comprehensive training programs, and opportunities for career advancement.
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