Client Manager Job Description
Client manager
provides sound client advisory services related to risk identification, risk management, risk transfer, insurer selection, coverage design, implementation and management of insurance solutions, renewal review and negotiation, and claims advocacy where required.
Client Manager Duties & Responsibilities
To write an effective client manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)
Must have knowledge of business processes unique to the K-12 market
Develop relationships with shipping vendors
Determine necessary supplies and arrange for shipment to all locations including pick-ups, auctions, warehouse, events
Develop diverse income streams market products and services, obtain and administer grants, recruit and engage sponsors and partners
Act as major point of contact between the client and technical teams to manage priorities and ensure deliverables are met
Maintain complete understanding of client portfolio, including day-to-day operations needs, usage of existing systems/services, ongoing projects and IT grievances
Educate the team on updates/changes to the System (EPIC, WillPLACE)
Update the team forecast numbers & pipeline on a consistent basis
Handle ongoing CERT requests
Client Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Client Manager
List any licenses or certifications required by the position: TRADA, BM, PMP, IOSH, CE, HAZWOPER, OSHA, ITIL, CSE
Education for Client Manager
Typically a job would require a certain level of education.
Employers hiring for the client manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and High School Degree in Business, Business/Administration, Management, Criminal Justice, Military, Law Enforcement, Education, Marketing, Graduate, Science
Skills for Client Manager
Desired skills for client manager include:
Insurance renewal end to end process
Insurance
Brokerage business
Principles and methods involved in promoting and selling services
Bank products and services
Credit and credit quality
Coverage forms in the analysis of program design
Identification of coverage gaps
Ongoing coverage consultation
Banking and credit: general understanding of investments
Desired experience for client manager includes:
Must be a team player with proven problem-solving and decision-making skills
Must be proficient with Microsoft Office, especially Outlook
Technical proficiency with agency management systems, , EPIC, and Microsoft Office Suite
CA Property and Casualty license required
FL 220 Property and Casualty license required
Maintain updated team Benchmarking universe
Client Manager Examples
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Client Manager Job Description
Job Description Example
Our company is looking for a client manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client manager
- A strong client service orientation, with excellent written and verbal communication skills
- A proven ability to multi-task and work in a fast paced environment whilst remaining level-headed under pressure
- A proven ability to work in a team environment, virtually / globally and on site
- A responsible, professional and highly motivated team player, proactive in meeting client needs
- Thorough with a strong attention to detail
- Comfortable working with various groups including Sales, Trading, Accounting, Technology, and other Front and Middle Office areas, predominantly through e-mail and phone
- Confident in dealings with client, both over the phone and face-to-face
- Must have knowledge of business processes unique to the State & Local market
- Develop new business opportunities internally and externally working with centers of influence, referral sources, and existing clients to get high net worth prospects
- Create proposals, present, and close new business opportunities for prospective clients
Qualifications for client manager
- Lead a project-based sales orientation manage tactical selling opportunities by coordinating with other selling resources and Virtual Sales Assistant
- Experience in relevant technical area
- Experience managing the Client interface aspects of implementation projects
- Strong communication skills, with fluency in English (written and verbal) and local languages if necessary
- An excellent team leader, who is able to work in virtual, global teams in a matrix organisation, transfer knowledge and develop capability of team members
- Ensure overall SLA compliance
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Client Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client manager
- Maintain good business relationship with key client decision-makers
- Collaborate with customer services to resolve customer dissatisfaction
- Must maintain clear and open communication regarding complex subject matter such as pricing model, funding, and compression management
- Establish and maintain good relationship with key decision-makers within the Manufacturing Sectors
- Execute the spirit and methodology of ICS's Customer Value Delivery for assigned clients
- Work to ensure retention of current business as acceptable profit levels
- Ensure business development to include completing and operational design or directing support personnel in design process pricing and presentations
- Ensure that direct reports continue to grow their knowledge and skills related to our business and business/relationship management to increase both value to themselves, our customers and our corporation
- Work closely with Operations to ensure they have the tools, knowledge, training and support they need to perform their responsibilities for startups and changes to existing accounts
- Develop and implement uniform practices and methodologies to ensure clients receive equivalent but high level of service from each account location regardless of operational region
Qualifications for client manager
- At least 2 years’ work experience in a Sales environment
- At least 5-10 years proven track record in IT/solution selling preferably in BPO industry
- Degree in IT Engineering
- Solid knowledge of Microsoft Office data processing and analysis skills
- Vertical Expertise a plus
- 2+ years experience in customer service, sales, business development, or relationship management
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Client Manager Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client manager
- Follow up with clients to ensure that proposals are complete and answer their need
- Ensure all legal documents are in place
- Interact with scheduling to identify the dates for study initiation and assist with rescheduling studies, as needed
- Update database for business process milestones
- Assist with client visits, including giving company tours and presentations
- Participate in Client Services integration initiatives
- Coordinate and facilitate proposal and/or letter of authorization processes to ensure smooth and timely business process flow by working with the marketing, scientific and finance staff
- Utilize a Value Measurement Objective approach to track, quantify, and execute compelling Return on Investment for client respective to their strategic objectives
- Actively review the client's business climate and continually provide advanced analytical solutions to address any business gaps and/or opportunities in the marketplace
- Lead client meetings to introduce new products and services share relevant industry insights with client
Qualifications for client manager
- Gathers and compiles information in a systematic fashion that follows professional protocols
- Identifies issues, symptoms, and concerns and escalates accordingly
- Draws logical conclusions, identifying appropriate root causes, and recognizes preliminary options, implications, and recommendations
- Adept at proactively finding business opportunities within existing customer base
- Strong trend analysis skills with proven ability to develop short and long term business plans
- Analytical with ability to draw conclusions from data, systematic and rational
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Client Manager Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of client manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client manager
- Provide voice of the client needs/competitive intelligence, market drivers and buying influences for the development of new product and service offerings
- Create and maintain an annual territory/bookings strategy/plan to meet/exceed a year-over-year growth trend
- Maintain the accuracy of the entire installed machinery population, incl
- Prepare, coordinate and conduct project & proposal negotiations in cooperation with other involved professionals, identify market price levels and apply or recommend discounts as required in accordance with our discounting policies
- Conduct Win/Loss analysis, provide input to fighting guides and regional competitive analysis
- Participate in product development and prepare business programs
- Lead internal partners (Clinical, Analytics, ) in delivering client strategy
- Developing new business and client relationships
- Writing adverts, resourcing applicants
- Screening and interviewing new applicants
Qualifications for client manager
- Familiar with the EPIC system
- A solid understanding of briefing, design, copywriting, translation, artworking, production and printing processes, ideally with exposure to brand communications at an international level
- Asks insightful, thoughtful questions to obtain additional information to enhance analysis
- Knowledge of current/next generation service offerings
- IT Standard knowledge – especially infrastructure, workflow automation and integration into ERP systems
- Proven track record of CIO and Other C-level interaction and insight-based influence
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Client Manager Job Description
Job Description Example
Our company is looking for a client manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client manager
- Supporting resolution of all International customer queries, taking care to establish within reasonable limits whether the support provided is in contracted service scope
- Maintaining exemplary relationships with client stakeholders at all times
- To renew the client’s contract 100% of the time at better than 100% of existing value
- To be in a position of Client Leadership at all times
- To understand the client’s organisation and to establish network links with day to day contact’s management group
- Establish that contracted services are being delivered on time and to a satisfactory level
- Identify potential areas of weakness in an account and work to resolution asap with relevant Operational teams
- Identify any issues or situations that may impede our ability to renew our service contract ongoing
- Escalate significant events or weakness to Director
- Identify areas of potential service creep that could be deemed as chargeable and look for upsell opportunity
Qualifications for client manager
- Ability to identify and drive profitability within a portfolio
- Strong financial acumen and comfort with financials
- B2B market / industry knowledge
- Payments industry knowledge a plus
- A team player with a strong will to succeed and a positive, tenacious attitude
- Comfortable with a high paced, changing regulatory environment with multiple priorities