Client Experience Account Representative

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Job Details
Estimated: $38,000 – $48,000 a year1 hour ago
  • Communication skills
  • Management
  • High school diploma or GED
Full Job Description
Agility 360 is searching for an experienced and passionate Client Experience Account Representative for one of our clients. The Client Experience Account Representative will be responsible for day-to-day client engagement of multiple mid-sized accounts. This includes (but not limited to) daily monitoring of program deliverables, monitoring and trending account tracking, and file exchanges. The ideal candidate would have a passion for problem-solving, a proficient level of attention to detail, and be proactive in performance monitoring and reporting.


  • Proactive monitoring of activities associated with Compliance and Regulatory performance through reviewing and monitoring Key Performance Indicators (KPI)
  • Become a valued resource to current and future client accounts by fully understanding their business model and providing them assistance and solutions to ensure overall satisfaction
  • Will serve as the single point of contact for assigned accounts in the identification, escalation, monitoring, and resolution of risk management level tracking and escrow service issues and opportunities
  • Must be knowledgeable in the contract terms and obligations with the client and ensure areas of deficiency are properly identified, escalated and resolved in a timely manner
  • Perform all tasks with professional verbal and written communication skills with both internal and external partners/customers/clients
  • Responsible for scheduling, executing, and maintaining reoccurring client touch-base meetings to ensure ongoing account satisfaction internally and externally
  • Deliver professional and proven level client training and ongoing program and communication support utilizing proprietary software

Qualifications and Skills:

  • High School Diploma or GED required
  • 4+ years of Client Service/Management experience required
  • Ability to work well as an individual contributor as well as be part of a team
  • Competent in organization, multi-tasking, and prioritization, while maintaining confidentiality
  • Detail oriented with attention to accuracy
  • Demonstrates critical thinking and problem-solving skills
  • Must be well versed in the technical aspects of Risk Management based program monitoring and performance


  • Direct hire role with a growing company
  • Remote position (client based in Indiana)
  • Pay based on previous experience
  • Employment consideration is contingent on passing a background check

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