Steve James

Steve James is an experienced manager in customer engagement, currently serving at CLC Incorporated since December 2011. In the role of Manager, Customer Engagement, Steve supervises the Financial Success Coordinator Lead and Money Coach Lead, ensuring adherence to customer service protocols and EAP contractual requirements. Steve is responsible for monitoring productivity and quality across various teams, coordinating training requirements, and ensuring consistent messaging about EAP benefits. Prior to this, Steve held the position of Financial Coach/Sales Supervisor, overseeing the Money Coach Generalist team and partnering with the Account Management team to fulfill EAP consultation obligations. Steve's earlier experience includes a decade at VSP Vision Care, where various supervisory roles were undertaken, including Finance/Revenue Supervisor. Steve holds a certification as a Credit Counselor and has completed in-house training, along with studies at Sierra College.