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Client Relationship Specialist

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Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home.

As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies.

In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED.

Job Title: Client Relationship Specialist

Location: United States

Workplace Type: Remote

Job Summary The future is bright for the Porch Group, and we’d love you to be a part of it as our Client Relationship Specialist for Rynoh, A Porch Family Company.

Rynoh, a Porch Group company is a patented, cloud-based SaaS financial management platform and fraud prevention system that has revolutionized escrow account management practices. Since it was introduced, RynohLive has identified and prevented escrow theft, wire and ACH fraud, stopped employee embezzlements, eliminated check fraud and disbursing errors, and have saved our clients millions of dollars.

We are seeking a highly motivated and results-driven Client Relationship Specialist to join our team at Rynoh. As a Client Relationship Specialist, you will own and manage relationships with clients, facilitating seamless communication and collaboration with the clients. Your primary focus will be to ensure client satisfaction, identify new business opportunities, and collaborate with internal teams to deliver exceptional service. The ideal candidate will have a proven ability to build strong relationships, manage projects, and provide consultative insights to improve business processes. This role requires a thorough understanding of the Escrow and Financial services industry, particularly in the Title and Escrow space, and performance reporting software. This position offers a compelling opportunity for an individual with strong interpersonal skills and a passion for fostering long-lasting client relationships.

What You Will Do As a Client Relationship Specialist

  • Cultivate and nurture strong client relationships, own and manage conversations with clients.
  • Understand the clients’ unique needs and act as the primary point of contact, ensuring clear and effective communication.
  • Conduct regular check-ins and anticipate client requirements to ensure client satisfaction and loyalty.
  • Identify opportunities for mutual growth and enhanced service delivery through effective communication with a collaborative approach.
  • Answer phone calls, voice mails, and emails within expected service levels.
  • Analyze and resolve customer inquiries while providing positive customer experience through creative solutions.
  • Research and resolve bank account balance discrepancies, positive pay errors, overall bank account issues.
  • Work closely with internal teams, including sales, marketing, and product development, to ensure client needs are met. Manage and resolve any issues or challenges that arise during the day-to-day processes.
  • Evaluate and offer enhancements with existing processes to improve efficiency and effectiveness.
  • Investigate a range of issues and requests that require gathering information, setting expectations, and working with other support teams to fulfill the request while delivering expert customer service.
  • Effectively manage time and tasks in a remote work environment.
  • Collaborate with team members through virtual communication tools.
  • Other duties and responsibilities as assigned.

What You Will Bring As a Client Relationship Specialist

  • High school diploma or GED. College degree preferred.
  • 3+ years of proven experience in a similar client-facing role.
  • 3+ years of experience in the Title and Escrow Insurance Industry.
  • Experience working with Microsoft Office.
  • Experience with Salesforce.com.
  • Strong sense of customer service and attention to detail.
  • Good organizational skills with proven flexibility to meet the ever-changing needs of a growing business.
  • Excellent verbal and written communication skills.
  • Strong problem-solving skills with the ability to think strategically and adapt to change.
  • Have an average understanding of computers and software with little to no hesitations on how to fix general computer problems.
  • Must be a driven self-starter with a positive mindset and have the proven ability to work with little to no supervision.
  • Ability to multi-task, navigate multiple systems at once, and simultaneously maintain a high level of accuracy and customer service.

The application window for this position is anticipated to close in 2 weeks (10 business days) from 04/23/2025 Please know this may change based on business and interviewing needs.

At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia.

What You Will Get as A Porch Group Team Member

Pay Range* $20.19 - $26.92 Hourly

Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location. Additionally, you will be eligible to receive long-term incentive awards, subject to program guidelines and approvals.

Our benefits package will provide you with comprehensive coverage for your health, financial wellness and wellbeing.

  • Our health care benefits include medical, dental and vision programs with a healthcare savings account (HSA) and healthcare flexible spending account (FSA) options.
  • Our life and disability benefits include company-provided and voluntary life and AD&D insurance and short- and long-term disability insurance.
  • Our financial wellness programs include a 401(k)-retirement savings plan and dependent care flexible spending account (DC FSA) and transportation savings account options. preparation, and fitness and other discounts programs.
  • Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, an employee assistance program (EAP), identity theft program, travel assistance, will preparation, and fitness and other discounts programs.

What’s next?

Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have!

Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work.

Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances.

Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.

Porch Group is a leading vertical software and insurance platform and is positioned to be the best partner to help homebuyers move, maintain, and fully protect their homes. We offer differentiated products and services, with homeowners insurance at the center of this relationship. We differentiate and look to win in the massive and growing homeowners insurance opportunity by 1) providing the best services for homebuyers, 2) led by advantaged underwriting in insurance, 3) to protect the whole home.

As a leader in the home services software-as-a-service (“SaaS”) space, we’ve built deep relationships with approximately 30 thousand companies that are key to the home-buying transaction, such as home inspectors, mortgage companies, and title companies.

In 2020, Porch Group rang the Nasdaq bell and began trading under the ticker symbol PRCH. We are looking to build a truly great company and are JUST GETTING STARTED.

Job Title: Client Relationship Specialist

Location: United States

Workplace Type: Remote

Job Summary The future is bright for the Porch Group, and we’d love you to be a part of it as our Client Relationship Specialist for Rynoh, A Porch Family Company.

Rynoh, a Porch Group company is a patented, cloud-based SaaS financial management platform and fraud prevention system that has revolutionized escrow account management practices. Since it was introduced, RynohLive has identified and prevented escrow theft, wire and ACH fraud, stopped employee embezzlements, eliminated check fraud and disbursing errors, and have saved our clients millions of dollars.

We are seeking a highly motivated and results-driven Client Relationship Specialist to join our team at Rynoh. As a Client Relationship Specialist, you will own and manage relationships with clients, facilitating seamless communication and collaboration with the clients. Your primary focus will be to ensure client satisfaction, identify new business opportunities, and collaborate with internal teams to deliver exceptional service. The ideal candidate will have a proven ability to build strong relationships, manage projects, and provide consultative insights to improve business processes. This role requires a thorough understanding of the Escrow and Financial services industry, particularly in the Title and Escrow space, and performance reporting software. This position offers a compelling opportunity for an individual with strong interpersonal skills and a passion for fostering long-lasting client relationships.

What You Will Do As a Client Relationship Specialist

  • Cultivate and nurture strong client relationships, own and manage conversations with clients.
  • Understand the clients’ unique needs and act as the primary point of contact, ensuring clear and effective communication.
  • Conduct regular check-ins and anticipate client requirements to ensure client satisfaction and loyalty.
  • Identify opportunities for mutual growth and enhanced service delivery through effective communication with a collaborative approach.
  • Answer phone calls, voice mails, and emails within expected service levels.
  • Analyze and resolve customer inquiries while providing positive customer experience through creative solutions.
  • Research and resolve bank account balance discrepancies, positive pay errors, overall bank account issues.
  • Work closely with internal teams, including sales, marketing, and product development, to ensure client needs are met. Manage and resolve any issues or challenges that arise during the day-to-day processes.
  • Evaluate and offer enhancements with existing processes to improve efficiency and effectiveness.
  • Investigate a range of issues and requests that require gathering information, setting expectations, and working with other support teams to fulfill the request while delivering expert customer service.
  • Effectively manage time and tasks in a remote work environment.
  • Collaborate with team members through virtual communication tools.
  • Other duties and responsibilities as assigned.

What You Will Bring As a Client Relationship Specialist

  • High school diploma or GED. College degree preferred.
  • 3+ years of proven experience in a similar client-facing role.
  • 3+ years of experience in the Title and Escrow Insurance Industry.
  • Experience working with Microsoft Office.
  • Experience with Salesforce.com.
  • Strong sense of customer service and attention to detail.
  • Good organizational skills with proven flexibility to meet the ever-changing needs of a growing business.
  • Excellent verbal and written communication skills.
  • Strong problem-solving skills with the ability to think strategically and adapt to change.
  • Have an average understanding of computers and software with little to no hesitations on how to fix general computer problems.
  • Must be a driven self-starter with a positive mindset and have the proven ability to work with little to no supervision.
  • Ability to multi-task, navigate multiple systems at once, and simultaneously maintain a high level of accuracy and customer service.

The application window for this position is anticipated to close in 2 weeks (10 business days) from 04/23/2025 Please know this may change based on business and interviewing needs.

At this time, Porch Group does not consider applicants from the following states for remote positions: Alaska, Arkansas, Delaware, Hawaii, Iowa, Maine, Mississippi, Montana, New Hampshire, and West Virginia.

What You Will Get as A Porch Group Team Member

Pay Range* $20.19 - $26.92 Hourly

Please know your actual pay at Porch will reflect a number of factors among which are your work experience and skillsets, job-related knowledge, alignment with market and our Porch employees, as well as your geographic location. Additionally, you will be eligible to receive long-term incentive awards, subject to program guidelines and approvals.

Our benefits package will provide you with comprehensive coverage for your health, financial wellness and wellbeing.

  • Our health care benefits include medical, dental and vision programs with a healthcare savings account (HSA) and healthcare flexible spending account (FSA) options.
  • Our life and disability benefits include company-provided and voluntary life and AD&D insurance and short- and long-term disability insurance.
  • Our financial wellness programs include a 401(k)-retirement savings plan and dependent care flexible spending account (DC FSA) and transportation savings account options. preparation, and fitness and other discounts programs.
  • Our wellness programs include flexible paid vacation, company-paid holidays of typically nine per year, paid sick time, paid parental leave, an employee assistance program (EAP), identity theft program, travel assistance, will preparation, and fitness and other discounts programs.

What’s next?

Submit your application and our Porch Group Talent Acquisition team will be reviewing your application shortly! If your resume gets us intrigued, we will look to connect with you for a chat to learn more about your background, and then possibly invite you to have virtual interviews. What's important to call out is that we want to make sure not only that you're the right person for us, but also that we're the right next step for you, so come prepared with all the questions you have!

Porch is committed to building an inclusive culture of belonging that not only embraces the diversity of our people but also reflects the diversity of the communities in which we work and the customers we serve. We know that the happiest and highest performing teams include people with diverse perspectives that encourage new ways of solving problems, so we strive to attract and develop talent from all backgrounds and create workplaces where everyone feels seen, heard and empowered to bring their full, authentic selves to work.

Porch is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances.

Porch Group is an E-Verify employer. E-Verify is a web-based system that allows an employer to determine an employee's eligibility to work in the US using information reported on an employee's Form I-9. The E-Verify system confirms eligibility with both the Social Security Administration (SSA) and Department of Homeland Security (DHS). For more information, please go to the USCIS E-Verify website.