Account Specialist

Summary The Account Specialist will support a variety of elements within the Operations department. This position will act as a liaison and support channel with various business partners to drive and manage payoffs, respond to customer issues, and follow up on document deficiencies. This position requires direct interaction with customers and teamwork across the business. Job Type: Full‑time Responsibilities Provide courteous, timely, and effective customer service to both internal and external customers. Work with insurance agencies, legal counsel, and bank partners to answer all customer communications in a friendly, professional, and timely manner. Monitor operations shared mailbox, respond, and direct incoming requests. Review and approve all requests for payoffs. Facilitate incoming insurance claims. Contact and collect invalid certificates of insurance and title/lien perfection; establish the reason for documentation shortcoming to determine next steps in the process. Enlist the efforts of sales and senior management when necessary to accelerate document inadequacies. Research and analyze accounts prior to corresponding to customer disputes and problem inquiries. Effectively communicate and follow up with internal and external customers, and management is vital to success. Organize and write process guides for core operations processes. Perform other related duties as assigned. Benefits: What we offer Comprehensive benefits package that includes Employee Stock Ownership Program, Retirement Savings Plan, Medical, Dental, & Vision programs, Health Savings Accounts, and Flexible Spending Accounts (based on eligibility and requirements). Career Growth opportunities – tuition reimbursement. Energetic and collaborative work environment. Requirements High school diploma or equivalent required; college degree preferred. 1–2 years equivalent work experience in a business operations role as part of a fast‑paced organization. Previous customer service/call center experience preferred; knowledge of the equipment finance industry is a plus. Adapts to changes in the work environment positively; exhibits flexibility and an unbiased attitude, is open to new ideas, and deals effectively with high‑pressure situations. Ability to meet commitments, work independently, accept accountability, stay focused under pressure, and meet attendance requirements. Possess strong problem‑solving and negotiation skills; takes independent action, seeks out new responsibilities, acts on opportunities, generates new ideas, practices self‑development, and seeks learning opportunities. Manages expected workload, takes on additional responsibilities as needed, manages priorities and deadlines, follows work procedures and policies, manages time effectively, and handles information flow. Attentive to detail and accuracy, shows commitment to quality standards, makes continuous improvement, takes ownership in resolving quality problems/issues, recognizes and communicates quality problems/issues to management. Communicates clearly and concisely in positive or negative situations, listens and gains clarification, responds well to questions, presents numerical data effectively, and reads and interprets written information. Contributes to team projects, exchanges ideas and opinions, helps prevent and resolve conflict, works with other departments effectively, and develops positive working relationships. Knowledge of MS Office (Word, Excel, Outlook) and Adobe. Excellent customer service skills. Essential Mental & Physical Requirements Ability to work under stress and meet deadlines. Ability to read and interpret a document if required to perform the essential job functions. Prolonged periods of sitting at a desk and working on a computer may be required. Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If an employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any undue hardship, accommodation will be provided. Employment Details Hourly Wage: $25 – $35 KLC Financial, LLC is a wholly owned subsidiary of Gulf Coast Bank & Trust Company. Gulf Coast Bank & Trust Company and its subsidiaries are committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military & veteran status, physical and mental disability, and any other characteristic protected by applicable law. #J-18808-Ljbffr Gulf Coast Bank and Trust Company