Client Advisor

Requisition #: 20018
Functional Area:  Client Service
Employment Type:  Full-Time
Work Options:  In Office at Location Specified Above #LI-Onsite
Work Hours:  8:00am - 4:30pm

Position Summary

J. J. Keller is hiring a Client Success Specialist! Are you passionate about helping clients in a non-call center type environment? Are you seeking variety in your day-to-day work? Do you want to work for a company who makes a difference in the lives of their clients, their employees, and your local community? If you answered YES to any of those questions, then this role might be a good fit for you, and we encourage you to check it out further!

 

As a Client Success Specialist, you will have an assigned account base and will act as a liaison between your clients and J. J. Keller's services to ensure the client's needs are met in an efficient and effective manner. Given the fast growth in the Managed Services department, we’ve had a successful track record of seeing associates join this team and continue to grow in their careers with the company. In this role you will be responsible for:

• Building relationships with your client base and frequently communicating with them via phone and email.
• Running and formatting reports to share with your clients. 
• Collaborating with internal teams to ensure your client base's information and documentation is accurate. 

 

This position will have the flexibility to work two days at home after completing the 30 - 60 day training period. 

 

If you want to learn more, watch the following video to hear from our Associate Director of Client Service:  https://www.loom.com/share/5ab00725049f4f6a9f0db60755bebe1d

Job Responsibilities

• Establishes and maintains relationships with clients and manages client relationship.  Serves as the primary interface in an advisory role between J. J. Keller and the client, to include such tasks as:
• Identifies program improvement opportunities to meet and improve safety program objectives. Advises clients on capabilities and options.
• Monitors client responsibilities to ensure compliance with service requirements; analyzing compliance trends and if applicable, developing formal improvement programs.
• Ensures company and client-specific processes and procedures are completed accurately and in a timely manner.  Assists with internal documentation of processes and procedures.
• Updates and analyzes client-specific reports, including CSA and program compliance details where applicable.
• Maintains expertise pertaining to applicable local, state and federal regulations in order to provide education and clarification to clients.
• Services all clients, internal and external, in a professional manner.  Resolves service problems to the mutual satisfaction of both the company and the client. 
• Assists with the implementation of new clients, including initial audits.
• Maintains confidentiality of client information under the FCRA, HIPAA, and other regulatory entities.  Adheres to the department's data security policies pertaining to Personal Identification Information.

Why J. J. Keller?

• $24/hr. starting pay
• Monday - Friday, with the ability to flex working time
• Annual Reviews, Merit Increases & Quarterly Bonus Program
• Medical / Dental / Vision Insurance
• Tuition Reimbursement, eligible your FIRST DAY
• 401(k) with Employer Match +  Annual Company-Funded Profit Sharing
• 17 Days Paid Time Off (PTO) + 8 Paid Company Holidays + 1 Paid Floating Holiday 
• On-Site Fitness Center + Cafe + Free Wellness Clinic

About our Neenah, WI Corporate Headquarters

There's a lot to love about our home office in Neenah, Wisconsin, including:

• Jean-friendly environment, every day of the week!
• Cafe that offers breakfast, lunch and multiple a la carte items
• FREE access to our onsite Fitness Center, Yoga Studio and a fully paid online Fitness Subscription
• FREE access to our J. J. Keller Wellness Center, with access to some prescriptions at no cost 
• Near 1-mile long walking trail that wraps around the campus 
• Multiple collaboration stations 

 

Qualifications

Experience/Education:

• 2+ years of total office experience.
• 1+ year of client services experience in a professional services environment desirable.
• Post-secondary e