Tech Specialist, Client Relations

Description

At this time a, Tech Specialist (Client Relations Tech Specialist) is needed to provide support for all tech functions within the Client Relations department with a primary focus on resolving rating issues, loading, mapping, and creating fillable forms, providing technical assistance to all clients, and being a liaison between menu providers and Portfolio.

This position requires:

1+ years’ experience in a technology-related field, such as being able to read an XML

SQL (structured query language) experience

Hybrid Employment Opportunity: 

Mon and Friday can be worked from home 

Tuesday- Thursday mandatory office days at Portfolio's Farmers Branch, TX office location

Schedule: Monday - Friday 9:30 am - 6:30 pm

Compensation: 

$60k-$65k annually depending on experience. Comprehensive Benefits Package

Essential Functions:

• To be the Portfolio product knowledge expert in ALL environments that pertain to the role and responsibilities.
• Load, map, create fillable forms.
• Provides technical assistance to all clients including Assist with e-Contracting questions.
• Liaison between Menu Providers and Company on dealer and product integration.
• Query data and build data queries in relational databases
• Works with third-party software companies to ensure proper form installation and mapping.
• Troubleshoots rating issues for dealer clients to allow them to rate and process a contract.
• Takes initiative to formally document relevant processes and updates on a regular basis.
• Responding in accordance with Key Performance Indicators (KPIs).
• Regularly communicates in a professional friendly manner and proactively and consistently follows up with a sense of urgency on open items.
• Provides assistance to all team members when needed.
• Assist in the response to incoming calls from agencies, providing problem resolution.
• Maintain desk area by making sure that everything is organized, neat, clean and all files and paperwork with personally identifiable information is properly filed in accordance with WISP.
• Consistently works towards providing a wow customer experience in support of the company mission.
• Takes ownership of changes and is personally responsible for managing change in an upbeat positive manner.
• Other Job Duties as assigned.

Supervisory Responsibilities:

• N/A

Requirements

Work Environment and Physical Requirements:

• Normal office environment.
• Ability to frequently sit for extended periods of time.
• Ability to occasionally walk, stand, reach with hands and arms, stoop, kneel or crouch.
• Ability to spend extended hours in front of a computer screen and use close vision, distant vision, and depth perception.
• Ability to lift at least twenty pounds.

Education and Qualification Requirements:

• High School diploma or equivalent.
• 1+ years’ experience in a technology related field, such as being able to read an XML.
• SQL (structured query language) experience
• Proficient in Microsoft Office products such as DocuSign, Outlook, Word, Excel, and PowerPoint
• Ability to learn and utilize proprietary software and navigate databases.
• Willingness to work beyond normal scheduled hours, as necessary.
• Excellent customer service skills.
• A strong sense of urgency and a desire to succeed.
• Strong analytical and problem-solving skills.
• Well-developed organizational skills and the ability to successfully manage multiple issues and demands.
• Extreme attention to detail and quality of service to the clients.
• Ability to keep up with high demands with a positive attitude.
• Ability to think independently and provide useful and constructive feedback.

Preferred Requirements:

• Self-motivator – Initiative-taker.
• Sense of urgency.
• Solution minded.
• Excellent communication skills, both verbal and written.
• Driven by integrity.
• Willingness to embrace change.