Client Specialist/ Team Lead
2 months ago
I. Basic Information
Job Title: Client Specialist
Report to: AM - Service Delivery
Department: Service Delivery Unit
Location: Bangalore, India
II. Purpose of the Position
Processes complex tasks, implements new tasks and/or manages existing tasks without supervision . Provides guidance, instruction and direction to the team of client associates and client analysts. Ensures to maintain and meet the quality and quantity standards, with timelines. Responsible for meeting quality, quantity, and timeliness requirements.
III. Principal Responsibilities
Responsibilities
Responsibility Area (E.g. Budgeting & Planning, Team Management, etc.)
1.Operates a variety of client systems and performs complex tasks and activities without supervision following information security policies, procedures and guidelines. Meets and exceeds client performance standards.
2.Interacts with co-workers and supervisors to audit and troubleshoot to meet client needs in a timely manner. Takes initiative to find solutions and works effectively as a member of the team.
3.Develops and implements procedures to meet quality, quantity, and timeliness standards.
4.Composes clear, polite, and well-organized emails to communicate with clients. Anticipates client needs proactively and takes initiative.
5.Coaches’ less-experienced staff in learning procedures and insurance knowledge.
6.Analyzes the root cause of processing problems and keeps team and supervisor, and client informed of issues and solutions.
IV. Minimum Qualifications
Experience: 5+ years at least and 1.5+ years as a Team Lead or SME
Education Background: Bachelor Degree (Major)
Skills: Auditing, Training, Quality check, SOP creation, Process Transition, Escalation management, Performance management, Attrition and Shrinkage.
Competencies and Behaviors
Train others
Builds team relationships
Communicates effectively
Demonstrates functional excellence
Customer centric
If your skills match our requirements, please share your profile to:
Email: or 8904593048.
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