About the Role
Under the direction of the Vice President, Client Management, performs a variety of operational activities necessary to assist relocating employees and their families, in conformance with client policy and established MSI guidelines.
Acts as single point of accountability for transferee. Administers, communicates and coordinates benefits for transferees initiated with homesale and non-homesale program benefits. Prepares complete transferee file and logs/records all conversations in Globepointe (GPO), MSI’s operating system.
Prepares relocation estimates specific to transferee and client policy. Responsible for updating estimates throughout relocation process.
Orders relocation services / reports from designated suppliers. If real estate referrals are placed ensures instructions explained and provided and referral fees are contracted and honored. Maintains GPO relative to this activity. Documents all communication in the appropriate GPO screens. Reviews any real estate related reports and communicates results to transferee. Continuously maintains effective data input/recovery systems.
Communicates policy benefits and parameters and coordinates with transferee for receipt of necessary documents, correspondence and relevant paperwork. Logs/records all conversations.
Manages the Marketing Assistance Program (MAP) program for assigned transferees. Works with departure area brokers to develop marketing strategies. Supports transferees in the selection of real estate agents and implementation of selling strategies. Continuously interfaces with transferees and their agents to ensure a sale.
Determines transferees’ needs and wants for housing in the destination location. Evaluates potential communities and selects the right agent for Homefinding Assistance. Counsels transferee and acts as transferee's advocate.
Ensures transferee understanding and compliance with Buyer Value Option (BVO) and/or Guaranteed Buyout/Amended Program procedures. Implements and oversees entire homesale process following established guidelines to ensure compliance with IRS guidelines and client policies. Responsible for file containing all necessary executed documents for compliance and auditing purposes. Responsible for ensuring that all data entered in GPO.
Provides counseling and guidance to transferee in all aspects of client’s relocation policy including, reimbursable expenses, benefits and incentives. Creates and submits all necessary paperwork corresponding to those benefits.
Counsels transferees regarding all issues associated with the moving process including, inspections and disclosure, real estate local practices, mortgage financing and the appraisal process. Counsels on shipment of household goods and interfaces with carrier when necessary. Counsels on household goods insurance procedures.
Continuously interfaces with Vice President, Client Management, with any transferee issues that need to be elevated to client level.
Participates in monthly calls to Client, under direction of Vice President, Client Management, to supply overview of relocation status for each transferee. Coordinates and responds to all additional transferee requests/inquiries as required.
Maintains effective communication with service suppliers (both internal and external) and oversees such service delivery.
Suggests and designs improvements to operational activities/procedures.
Provides back-up to other team members as necessary.
May meet with either clients or prospects to represent MSI service delivery expertise.
The items listed as primary and secondary components represent a description of the ordinary duties of the position. It should be expected that other duties, both related and unrelated, may be assigned and required.
EDUCATIONAL DEVELOPMENT OR EQUIVALENT:
Bachelors Degree and or equivalent with minimum two years experience in relocation.
Ability to perform work with extreme detail and accuracy.
Ability to manage multiple priorities within tight deadlines.
Effective problem solving skills utilizing sound judgment.
Excellent communication skills – both verbally and in writing.
Computer proficiency in Microsoft Office products.
Strong analytical skills.
Ability to work successfully in a team environment.
Ability/willingness to project a professional image consistent with company/client expectations.
About the Company
We help companies to make agile informed workforce transformation and management decisions thru the application of predictive and prescriptive analytics designed to drive efficiency and productivity while mitigating the inherent risks associated with human capital in today’s complex global marketplace.
Since our inception in 1981, we have been leaders in the creation and execution of market driven solutions for global growth companies. Our long term sustainability is the direct result of our continuous commitment to workforce performance for our valued customers.
MSI is comprised of a diverse team of subject matter experts and industry practitioners in the specialized areas of global business strategy, talent mobility, tax, compliance, and workforce optimization. Our ecosystem of best in class solutions partners are the leaders in their respective areas of expertise.