What are the responsibilities and job description for the Client Specialist position at Fleet Response?
Client Support Coordinator II
Hudson, OH, US
Position Summary:
Coordinates the daily operational needs for a safety account book of business and participates in other support needs relating to safety services, client tools, and sales or client deliverables.
Safety/Driver History Profile (DHP) Support:
- Primary contact on assigned Safety Clients and manage the following:
- Assigning training and ordering MVRs per client parameters
- Managing data exceptions including invalid forms, MVRS, email addresses
- Review and validate special state release forms that have been uploaded to DHP
- Review and validate COI or DQ documents as needed
- Performing claim audits on assigned accounts
- Work individually with drivers and client contacts
- Meets or exceeds safety KPIs relating to time logged into the queue, average call lengths, email responses within one business day, and other items as set by the Manager of Client Support
- Prepares and delivers annual safety reviews for clients
Sales and Client Support:
- Completes sales proposals as requested, and other PowerPoint or client deliverables as needed
- Conducts VISIBILITY training with existing clients and sets up client access
- Prepares annual review data and presentation materials for client and prospect meetings
Report/Data Administration:
- Prepare and send weekly, monthly, quarterly and annual reports or account summary information to clients, maintaining special instructions
- Provide clients with one-time, specialized reports as requested
- Review and analyze data in reports; adjusting or completing data as needed
General Business Development Responsibilities:
- Provides back-up to front desk as needed
- Performs administrative duties and special project work as assigned by the Client Support Supervisor
- Provides user support via phone and email, including responding to support@fleetresponse.com emails and being logged into the DHP phone queue, and the Operator phone queue as backup or as requested
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