Position Summary

The purpose of this position is to perform in an advisory role to manage an assigned client base, ensuring that the client's needs are met in an efficient and effective manner. This position utilizes regulatory expertise in one or more service lines to evaluate client’s needs and provide guidance/recommendations to achieve compliance objectives.

The Compliance Advisor II role will manage client bases that include either driver or vehicle service lines.

Job Responsibilities

• Establishes and maintains relationships with small to mid-sized clients and manages client relationship. Serves as the primary interface in an advisory role between J. J. Keller and the client, to include such tasks as:
  • Maintaining an open line of communication via phone, e-mail, fax, and correspondence.
  • Preparing, conducting, and leading regular client review calls.
  • Educating clients on regulatory requirements, providing interpretations and best practices. Confers with internal regulatory on complex inquires and ensures follow-up with the client.
  • Determining clients' needs and how J. J. Keller can best serve those needs, including identification of value-added services for clients.
  • Researching and resolving invoice and payment issues.
  • Assisting clients with effective utilization of DataSense and other applications.
  • Updating client specific profile information.
• Identifies program improvement opportunities to meet and improve safety program objectives. Advises clients on capabilities and options.
• Monitors client responsibilities to ensure compliance with service requirements; analyzing compliance trends and if applicable, developing formal improvement programs.
• Ensures company and client-specific processes and procedures are completed accurately and in a timely manner. Assists with internal documentation of processes and procedures.
• Updates and analyzes client-specific reports, including CSA and program compliance details where applicable.
• Maintains expertise pertaining to applicable local, state and federal regulations in order to provide education and clarification to clients.
• Services all clients, internal and external, in a professional manner. Resolves service problems to the mutual satisfaction of both the company and the client.
• Assists with the implementation of new clients, including initial audits.
• Maintains confidentiality of client information under the FCRA, HIPAA, and other regulatory entities. Adheres to the department's data security policies pertaining to Personal Identification Information.

Qualifications

Experience/Education:

• 2+ years of total office experience.
• 1+ year of client services experience in a professional services environment desirable.
• Post-secondary education in a business-related field preferred.
• In lieu of degree or experience, would consider a combination of education and related office experience.
• Experience with J. J. Keller services desirable.

Other Skills/Qualifications:

• Proficiency in MS Word with intermediate Excel skills required.
• Strong organizational, problem solving, communication, and critical thinking skills.
• Knowledge of FMCSR regulations desirable.
• Effective verbal, written, and presentation skills.
• Ability to apply regulatory knowledge in a variety of situations.
• Independent decision-making skills.

Physical Requirements

Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time. Occasional travel to customer sites and/or industry and training events may also be required, depending on assignment.