Client Manager Resume Samples
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Client Manager Resume Samples
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BH
B Harber
Bud
Harber
5068 D'Amore Way
Boston
MA
+1 (555) 965 3266
5068 D'Amore Way
Boston
MA
Phone
p
+1 (555) 965 3266
Experience
Experience
Houston, TX
Client Manager
Houston, TX
Schuster, Haley and Shanahan
Houston, TX
Client Manager
- Work with all levels in the organization to identify, analyze and solve problems and create opportunities for continuous improvement
- Assist with or manage policy checking and delivery
- Manage and assist in the sales process (RFP and proposal development, presentation, etc.)
- Manage the drawdown process for clients; including preparing documentation, settlements, interest rate risk management, third party liaison and system work
- Provide leadership to client teams to develop and execute shared strategic/business plans that support the clients' mission and goals
- Supporting new product/service development, process and performance improvement initiatives to deliver industrialised solutions and Client optionality
- Demonstrating personal support to the achievement and maintenance of a high performance culture in which people management and development is a key priority
Chicago, IL
Private Client Manager
Chicago, IL
Predovic-Moore
Chicago, IL
Private Client Manager
- Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts
- Reports to the Market Executive or City Executive and obtains guidance from the client team lead (PCA)
- Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention
- Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
- Serve as periodic point of contact with clients and ensure quality and timeliness of client service delivery
- Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with US Trust
- Achieve individual sales goals determined by ME and Divisional Leadership
present
Chicago, IL
Senior Client Manager
Chicago, IL
Terry-Nitzsche
present
Chicago, IL
Senior Client Manager
present
- Assisting with talent management, business performance, marketing, procurement process (proposal, pricing and contracting) and quality initiatives
- Ensures exceptional service and growth through the development of a high performing Client Management team
- Assist in the tracking and development of Key Performance Indicators within the Client Services department
- Establish sub-contractor policy checking review and/or checklist template for Client Managers and team to utilize when processing sub policies
- Manage and mentor associates as a function of performing client management activities and executing on client strategic initiatives
- Assists in gathering and researching risk management/insurance information from prospects, as well as development of program design
- Develop Scope of Work - works with the customer and engineering team to define and document the project scope
Education
Education
Bachelor’s Degree in Criminal Justice
Bachelor’s Degree in Criminal Justice
University of Delaware
Bachelor’s Degree in Criminal Justice
Skills
Skills
- Strong detail orientation with ability to think critically, multi-task and handle large work volumes under deadlines and with a focus on quality
- Demonstrated analytical ability and strong decision making skills that will enable providing excellent
- Excellent communication and customer-service skills; attention to detail and highly responsive
- Knowledge of basic sales techniques; knowledge of hardware and/or software acquisitions cycles and buying influences
- Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationships
- Basic knowledge of credit and credit quality
- Proficient in Microsoft Office Word & Excel and knowledge of Microsoft Office PowerPoint
- 4 to 7 years professional experience. Customer service and/or relationship management experience desired. Higher Education industry knowledge is
- Highly Proficient in Microsoft Office software
- Proven strong service orientation and excellent interpersonal and organizational skills
15 Client Manager resume templates
Read our complete resume writing guides
1
CTL Client Manager Resume Examples & Samples
- Responsible for all aspects of originating term loans on stabilized commercial real estate properties, including industrial, office, retail and mixed use properties
- Able to effectively communicate the advantages of various loan programs offered, identify cross selling opportunities, and refer customers to appropriate bank personnel
- Incumbents should have proven business development, prospecting skills, and client relationship management, as well as extensive product knowledge, technical expertise, and strong transaction execution skills
- Strong Credit analysis, risk management, sales principles and practices to effectively market the bank's commercial real estate and multi-family lending programs and services. Incumbent may be involved in referring multi-family lending (MFL) opportunities to MFL Client Managers in the Chase CTL organization
- Four-year college degree with a major in Business Administration, Real Estate Finance and/or Marketing required
- Five plus years experience within a commercial real estate income property lending environment. Financial institution experience preferred
- Excellent written and verbal communication skills with the ability to interact effectively with people at all levels in the CTL organization
- Strong commitment and track record to providing high quality service levels to both external and internal customers
- Local commercial real estate market knowledge required
- Ideal candidate will have an existing book of clients and direct customer relationships
- Strong marketing and business development experience with a proven track record of originating term loans on commercial real estate properties
2
Client Manager Resume Examples & Samples
- Cash management, trade, and/or treasury operations experience preferred
- Ability to thrive in a metrics-driven environment
- Desire to operate in fast-paced, high-expectation organization
- Forward looking strategic thinker with good judgment and an understanding of client sales dynamics
- Creative, innovative, high energy with strong initiative
- Strong execution skills and attention to detail
- Strong problem-solving skills with excellent interpersonal skills
- Committed, trusted team player
- 4+ years of experience in Treasury & Trade Solutions
- Strong and demonstrated TTS product knowledge
- Able to drive thought leadership with clients
- Good credit and risk management skills desirable
- B.S. Degree Required/MBA Preferred
3
Managed Services Client Manager Resume Examples & Samples
- Client Delivery
- Develop consistent long-term partnerships with customers to ensure mutual success and value realization
- Day-to-day management of technically complex and demanding customer accounts
- Understand short and long-term customer goals and objectives and recommend additional technical solutions and/or West Monroe Partners services
- Assist the Managed Services support team in modifying and executing an overarching support strategy
- Regularly communicate with assigned accounts, set expectations and negotiate priorities appropriately
- Management of client issues, including timely resolution and the identification of remediation opportunities
- Manage, communicate and report on project and issue resolution status to stakeholders, including C-level executives
- Effectively interact with, mentor and manage teams of analysts and engineers to ensure all client service levels are maintained and client projects are completed on time and budget
- Understand the underlying technologies being used on a client and/or project to be able to direct how to design, develop, test, and implement a technical development project
- Point of escalation for client management
- Identify strengths and issues; drive and develop better behavior to create strong analysts and engineers
- Participate actively in the recruiting process
- Drive the development/enhancement of WMP’s methodologies, processes and approaches to client delivery
- Coach and manage analysts and engineers and actively participate in the performance expectation process
- Help initiate and lead business development meetings with prospective clients, including leading Request for Proposal (RFP) processes
- Understand business needs and requirements of existing clients and help turn those goals into projects and detailed proposals
- Creating work plans, pricing estimates, and risk assessments for prospects
- Assisting and positioning other WMP services to Managed Services clients
- Actively build a professional network and affiliate network in the local community
- 6 + total years of progressively responsible roles relating to technical services and client-facing in the consulting or managed services industry
- Has experience or proficiency with finance and technology projects and has “been there, done that” experience
- Experience in developing work plans, project scopes, pricing estimates, and presentations to be able to assist in selling work to clients
- Must have firm understanding of infrastructure technologies, including Microsoft Operating Systems, Microsoft Exchange, VMWare and Citrix virtualization technologies, general networking knowledge, backup solutions, and anti-virus programs
4
Private Client Manager Resume Examples & Samples
- Client team member with overall responsibility for maintaining and deepening existing and newly developed client relationships, while also responsible for contributing to new business development efforts
- Works in close partnership with the client sales & service officers (CSSOs) and other specialists to ensure there is a coordinated approach to the clients day-to-day needs
- Reports to the Market Executive or City Executive and obtains guidance from the client team lead (PCA)
- Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention
- Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
- Serve as periodic point of contact with clients and ensure quality and timeliness of client service delivery
- Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with US Trust
- Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in business environment or client needs
- Achieve individual sales goals determined by ME and Divisional Leadership
- Provide credit and banking services to existing clients
- Build relationships with internal partners
- Provide leverage to PCA by overseeing preparation of Client Management Program (CMP) activities and tactical execution of CMP outcomes
- Foster collaboration among team members and partners; collaborate in their onboarding, coaching and development
- Meet Risk & Compliance requirements and policies
- Excellent ability to work in team environment
- Strong interpersonal and influence / partnership skills
- Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer
- 7 years of successful experience in managing relationships with high net worth clients (or equivalent)
- Series 7, 63 and 65 (or Series 7 and 66) required
- Unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position
5
Private Client Manager Resume Examples & Samples
- Fiduciary & Banking products
- Tax knowledge
- Investment Products
- Financial Planning
- Estates and Trusts
- Pension Planning
6
Client Manager Resume Examples & Samples
- Give visibility of the onboarding process within a location to key stakeholders, including information about alignment with HSBC’s policies and controls e.g. AML
- Build alignment of the onboarding process to local and/or global standards as required in the specific location
- Provide the single point of contact for onboarding / renewal and off-boarding activity in a location (at Location, Sector or Sub-sector level depending on the scale of the location)
- Co-ordination of onboarding/renewal and off-boarding activity on behalf of the GBM Relationship Managers aligned to clients requirements
- The role will need to be flexible as it will be positioned in locations that are ‘start-ups’ for GBM Onboarding through to locations such as London, NY and HK where the role is already well established. In new locations the role-holder may need to cover additional activity in the set-up phases in order to embed the capability and to achieve buy-in from local teams
- Based on the above the role holder may be the only resource on the ground in a location and will need to be confident in the role and their ability to work with local teams to achieve the outcomes required will maintaining a view of what is required from a central GBM Onboarding perspective
- The role plays a key part in joining together the priorities and requirements of the business with the availability of service providers (e.g.KYC, Credit, AM etc.). The role holder will have to build deep knowledge about the client and work closely with the business and functional delivery teams to ensure priorities are aligned with resource availability and ensure issues are resolved in a timely manner
- There is an expectation that the role will be deeply embedded within the GBM business / coverage teams, whilst still maintaining strong relationships with the functional delivery teams. However the relationship with the functional delivery teams will need to become more formalized through the definition and usage of clear service levels
- Ownership for the customer outcome – task focused but able to hold onto the required outcomes through the management of the individual tasks
- Results focused individuals – driving the customer outcomes based on knowledge of the client outcomes and with expertise of the onboarding process
- Exceptionally effective communicators able to build strong relationships with RM, RM Associates and the Client and provide transparency of activity e2e
- Gravitas and experience to drive the required outcomes in any given situation, engaging with Sales, RM, Client and internally to achieve completion and monetise the onboarding pipeline
- Fully engaged with the RM team for their sector / Sub-sector – co-location is key to enable quick and easy conversations when new requirements come in with the most appropriate people
- Strong organisation skills, able to manage a large number of activities at any one time; able to internalise activity in order to manage the complexity
- Strong business knowledge and a working knowledge of onboarding and the products that are utilised but with the ability to gather SME’s when required to fill the skill gaps; Strong knowledge of the regulatory requirements
- Commercially aware – understands the drivers behind the on-boarding requirement and the value to the bank of what is being requested and uses this knowledge to proactively manage the prioritisation, enabling function to align and deliver their activities
- Excellent client service skills (must have minimum of 2 years service in a client facing role)
- Strong knowledge of HSBC’s organizational structure, business lines and policies and procedures to ensure compliance on all proposals and able to manage new product due diligence.*
- Solid and proven relevant work experience (supporting Relationship Managers, Sales or working in an operational middle office or client facing support function and focus on fund managers, hedge funds and complex products), within the banking / financial services industry.*
- While this is a plus, it is not a requirement. The individual’s character, bearing and track record of sustained success in a customer facing, service delivery environment are of utmost interest
7
Private Client Manager Resume Examples & Samples
- Works in close partnership with the client sales & service officers (CSSOs) and other specialists to ensure there is a coordinated approach to the clients day-to-day needs Reports to the Market Executive or City Executive and obtains guidance from the client team lead (PCA)
- Focus on deepening client relationships; effectively manage a book of relationships in coordination with PCA, being responsible for client satisfaction and retention Liaise with specialists, service officers and other resources to ensure the integrated delivery of investment, fiduciary, credit and banking solutions
- Act as trusted financial advisor to, and advocate for, clients in coordination with PCA; provide them information and services that that expands their relationship with US Trust Develop in-depth understanding of clients' needs, preferences and overall wealth; be responsive to changes in business environment or client needs
8
Client Manager Resume Examples & Samples
- Professionally manage the Macquarie clients and account relationship with clients and suppliers to ensure ongoing renewal and growth of profitable business
- Provide a high level of service and organisational support to the Account teams
- Work on closing new deals, ensuring all documentation and system requirements are satisfied
- Actively manage the Client Relationship as the prime point of contact and ensure client needs and issues are identified and resolved
- Manage the drawdown process for clients; including preparing documentation, settlements, interest rate risk management, third party liaison and system work
- Be the interface point with the client for day-today activities
- Action outstanding reconciliations relating to clients leased assets
- Liaise with the Asset Management team to ensure client's asset management needs are fully satisfied
- Provide timely and accurate advice to senior management on key facility events and processes
- Ensure documentation and system needs meet prudential, financial, operational and risk requirements
- Work with Finance team to ensure invoicing and receipting is completed on time and accurately
- Other Administrative duties as required
9
Client Manager Sydney Resume Examples & Samples
- Relevant tertiary qualifications (e.g. Human Resource Management, Commerce), post graduate study and Lean Six Sigma qualifications highly regarded
- Demonstrated in-depth understanding of the financial services industry and related products and services
- Experience within an HR Consulting environment
- Understanding of the current Australian financial services regulatory environment
- Proven influencing and negotiation skills with excellent written and verbal communication skills including presentation skills (to large and small groups)
10
Hcp Client Manager Resume Examples & Samples
- Resolving day-to-day service issues, including eligibility, billing, and claim issues; providing consistent client service and answering client policy and coverage questions
- Following up with clients and other internal employees assigned to the account on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties notified
- Completing the installation of flexible spending accounts and premium only plans, maintaining client files, assisting producers with the distribution of employee education materials and conducting enrollment meetings from time to time
- Assisting clients with HIPAA compliance and training
- Providing advice, service and support for all benefit programs
- Assist with wellness programs
- Attention to detail and solid presentation and communication skills
- Bachelor's Degree preferred and CA Life Insurance degree
- 3+ years of Employee Benefits insurance experience related to servicing accounts preferred
- 4+ years of analytical analysis of employee benefit programs preferred
- Strong financial skills required
- Solid communication and organizational skills
- Proficient working knowledge of Microsoft Office
- Focus on client service is essential to success
- Team player but with comfort in working independently
- Confident and self-motivated
11
Senior Client Manager Resume Examples & Samples
- BS/BA or advanced degrees
- Insurance brokers license required. Industry certifications and designations are ideal
- Five to Ten (5-10) years of successful Property and Casualty Service and Placement experience. International account service experience and working with international broker networks are beneficial
- Strong technical knowledge of insurance contracts and structure required as well as technical expertise in all phases of international client management
- Potential candidates must have knowledge and understanding of global marketplace, strong leadership and mentoring skills and advanced client servicing capability
- Candidates must be able to think and act strategically and possess excellent communication and relationship building skills
- Computer skills including the ability to work with Excel and manipulate spreadsheets are required
- Well-developed relationship building, written and verbal communication skills and superior presentation skills are a must
- Ability to travel; driver’s license and passport are required
12
Client Manager Radnor, Pa Resume Examples & Samples
- Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average
- Manage and assist in the sales process (RFP and proposal development, presentation, etc.)
- Ability to work independently as well as in a team setting
- High school diploma required, bachelor’s degree preferred
13
Senior Client Manager Resume Examples & Samples
- Proven track record of prospecting new business and enhancing existing relationships in the Indianapolis market
- Must be able to asses and analyze financial conditions of a middle market client and industry trends
- Highly desirable to have active networking contacts and centers of influence established in the Indianapolis area
14
Senior Client Manager Resume Examples & Samples
- 10+ years’ experience in insurance, especially the High Net Worth and Family Office insurance or insurance related industry
- Ability to develop (produce) new business and be comfortable in working in a goal oriented sales environment
- Ability to drive financial performance including expense management
- Familiarity with underwriters and products in personal insurance industry
- Experience developing and managing staff
- Demonstrate strong inter-personal skills
15
Tele Client Manager Resume Examples & Samples
- Achieving all sales goals and objectives
- Providing account management within the assigned territory
- Driving sales within the Research solution line
- Negotiating and/or renegotiating contracts within the assigned territory
- Leading the process to enhance customer satisfaction and improve the overall customer experience
- Developing an in-depth understanding of all LexisNexis research solutions and competitive products in order to articulate the benefits and advantages of LexisNexis products
- Showcasing new products and features including conducting product demos
- Building and utilizing customer relationships to maintain and grow revenue
- 1-2 years successful sales experience, preferably with complex solutions
- Knowledge of legal industry, competitive landscape, and LexisNexis product knowledge preferred
- Knowledge and proficiency with technology tools, CRM
16
Client Manager BIS Resume Examples & Samples
- Meet or exceed monthly and yearly revenue objectives
- Develop strategic account plans for all customers in an assigned territory. This should include identifying sales retention and penetration strategies aimed at positioning LexisNexis as the superior source in meeting the potential buyers information needs to maximize revenue opportunities, using business analysis tools to identify and track revenue trends, recognize sales opportunities, target specific sales activities, and analyze competitive threats, managing and strategically deploying all resources necessary to secure the business, (i.e. consultants, technical and product support, marketing, pricing, etc.), developing key contacts and business relationships with influential individuals and high level decision makers
- Sell the value of LexisNexis to corporate professionals within an assigned territory by articulating how our solutions meet their information needs. This will be accomplished through secure first appointments, advancing appointments, closing appointments, consulting sessions and group presentations
- Develop an in depth understanding of all LexisNexis business information solutions products and competitive products to articulate the benefits and advantages of LexisNexis products, and handle customer concerns or objections
- Utilize all required processes, tools and systems including TAOP and Siebel 6. Other duties as assigned
- 5-7 years proven business to business solution sales experience, preferably with complex products or solutions
- Solid strategic account planning and penetration skills
- In depth industry knowledge and the ability to quickly develop an in depth understanding of LN products and services
- Experience working as part of a team in a highly complex matrixed corporate environment
- Understanding and expertise in computer hardware and software including Windows XP, Excel, Outlook, PowerPoint, Word, and the Internet
- Executive level communication and presentation skills
- Documented history of sales overachievement
- Deep understanding of Strategic Selling (TAOP, Miller Heiman, etc), Value selling, Team Selling, and CRM systems (Siebel is preferred)
- Strong business acumen to understand the impact of your decisions on the territory performance as measured by revenue, profit and customer measures
- Executive presence to convince customers to purchase LN products and services
- Politically savvy to understand and manage the power relationships in the LN organization and in other organizations/firms. Includes the ability to identify the real decision makers and key influencers, and to predict how new events or situations will affect individuals and groups within the organization
- Ability to lift or carry laptop and collateral sales materials of approximately 25 pounds
17
Senior Client Manager Resume Examples & Samples
- Prioritizes multiple tasks effectively
- Assists in enforcement of project deadlines and schedules
- Understands how various issues affect each other and the outcome of projects
- Track projects until completed
- Prepares requirements, specifications, business processes and recommendations
- Understands the necessity of project standards and applies them consistently
- Monitors SLAs to ensure all requirements are being met
- Takes input from supervisor and appropriately and accurately applies comments/feedback
- Develops internal and external meeting objectives and agendas
- Accurately prepares written business correspondence that is coherent, grammatically correct, effective, professional and engaging
- Understands technical design specifications and has the ability to improve them
- Defines technical project implementation and deployment schedule
- Understands the components of running a fiscally successful project
- Ability to develop relationships with senior, middle management and
- Individual contributors in the client organization
- Assumes additional responsibility without being asked
- Anticipates client needs before they arise and presents solutions that encompass issues at hand
- Recognizes the strengths and weaknesses of each team member
- Understands expectations that were set with client and recognizes when issues/events may affect delivery
- Extensive Project Management and Client Management experience
- Bachelor’s degree in Business, CS, EE preferred
- GPA of 3.2 and above required. Masters/MBA preferred. Compliance and/or eDiscovery experience strongly preferred
- Minimum of 5 years’ experience in an enterprise customer facing role
- Skilled in verbal and written communication at a level appropriate for the target audience
- Ability to analyze clients' business purposes, goals and needs
- Must be highly organized, detail oriented and follow through on all tasks
- Ability to identify root causes of problems
- Should possess the ability to establish and maintain a business relationship with clients and with internal stakeholders
- Ability to satisfy customer needs and concerns while representing Autonomy's business interests
- Must be able to travel 25% of the time
18
Client Manager Resume Examples & Samples
- 3-5years’ of Client Mgmt & 10 + years industry experience
- Track record of managing somewhat complex Portfolio of Annuity Services deals in region of $50 – 100 million per annum
- Experience in large revenue deals to include combination of multi-country/ business unit/product line
- Experience managing a business in start-up and growth phases
- Experience in developing executive level customer relationships including very good negotiation, presentation and communication skills at executive levels
- Proven track record in leading large, virtual teams, influential, able to work across organizational boundaries, dealing with ambiguity and setting up internal networks
19
Client Manager Resume Examples & Samples
- 2 plus years’ relevant Client Mgmt & 5-7 years industry experience
- Experience in developing executive level customer relationships including good negotiation, presentation and communication skills
- Proven track record in leading virtual teams, influential, able to work across organizational boundaries, dealing with ambiguity and setting up internal networks
20
Senior Client Manager Resume Examples & Samples
- 5 – 10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio Management experience in the business banking or middle market sector
- Management of an extensive portfolio of clients with annual revenues of $10 - $50 million
- Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. Must be able to assess and analyze financial conditions of clients and the industry trends
- Must have excellent verbal and written communication skills and demonstrated leadership ability. Familiarity with sales force automation, such as ACT and other systems, a plus
- Undergraduate degree in business, finance or economics preferred. Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues
- Ability to understand and interpret financial statements and cash flow analysis required
21
Senior Client Manager Resume Examples & Samples
- High School Diploma or GED equivalent required; Bachelor’s degree preferred
- 5 years experience in insurance industry required
- Must have and preserve required licenses
- Proficient use of applicable technology; high proficiency in Microsoft Office products, specifically Excel
- Strong problem solving and carrier negotiation skills
22
Client Manager Resume Examples & Samples
- Lead Development of business case strategy for client
- Builds, maintains/grows client key stakeholder relationships to offer/execute insights and value delivered by service offerings
- Generate consistent pipeline for business performance
- Lead development of proposal/RFP in partnership with Bid Center
- Knowledge of current/next generation services
23
Client Manager Resume Examples & Samples
- Lead Account Based Planning (ABP) to plan, forecast, and secure results, including aligned delivery
- Lead development of business case strategy for clients
- Use industry sector experience and client knowledge to assess client unique industry, business, and IT environment needs to match Xerox offerings
- Builds, maintains, and grows client key stakeholder relationships - CIO and functional VP’s, to offer/execute insights and value delivered by service offerings
- Define and meet Win Strategy Criteria, using sales specialist, solution architects, and other SME roles to craft specific offering and technical requirements for SOW’s
- Lead development of proposal/RFP in partnership in bid center
- Partner with delivery to support QBR process to continuously leverage new service offers, retain client accounts, and grow profitable revenue
- Comparable account and industry-based sales experience (3 – 5 years)
- Deep industry knowledge – business process and competitive landscapes
- IT standard knowledge
- Demonstrated CIO and other C-level interaction and insight-based influence
24
Senior Client Manager Resume Examples & Samples
- National/Multi-Country Accounts
- Of Accounts: 1-5 (user and non-user)
- Lead Account Business Planning (ABP) to plan, forecast and secure results, including aligned delivery
- Lead development of business case strategy for client
- Use industry sector experience and client knowledge to assess client unique industry, business and IT environment needs to match Xerox Offerings
- Build, maintain/grow client key stakeholder relationships - CIO and Functional VPs, to offer/execute insights and value delivered by service offerings
- Define and meet Win Strategy Criteria, using sales specialists, solution architects and other SME roles to craft specific offering and technical requirements for SOW
- Partner with delivery to support QBR process to continuously leverage new service offers, retain client accounts and grow profitable revenue
25
Client Manager Resume Examples & Samples
- Lead Account Business Planning (ABP) to plan, forecast and secure results, including aligned deliver
- Use industry sector experience and client knowledge to assess client unique industry, business and IT environment needs to match Xerox offerings
- Builds, maintains/grows client key stakeholder relationships to offer/execute insights and value delivered by services offerings
- Upsell/cross-selll oportunities
- Define and meet Win Strategy Criteria, using sales specialists, solution architects and other SME roles to craft special requirements for SOW
- Comparable Account and industry-based sales experience 3-5 yrs
- Deep Industry knowledge-business process and competitve landscape
- IT Standard knowledge - TBD
26
Client Manager Resume Examples & Samples
- Total Revenue & Signing >$10M TCLR - services, technology and equipment
- Bachelor Degree or equivalent / Masters level or Industry related degree preferred
- Comparable Account and industry-based sales experience 5-7 Yrs
- Identify and successfully upsell/cross-sell opportunities
27
Client Manager Private Client Resume Examples & Samples
- Technical proficiency with agency management systems, i.e., EPIC, and Microsoft Office Suite
- Interpersonal skills, including relationship-building skills with clients and co-workers
- Industry designations such as CIC or CISR a plus
28
Client Manager Resume Examples & Samples
- Defines success through the customer’s eyes; In tune with industry dynamics…sees around corners
- Seeks simple solutions to complex problems…decisive
- Communicates clear and consistent priorities
- Generates new and creative ideas…open to change; Resourceful…displays courage & tenacity
- Respects other’s ideas and contributions; Creates excitement and drives engagement
- Domain depth…credibility built from experience
- Continuously develops self…loves learning
- Exceptional team work skills and demonstrated success integrating into a matrix organization
- Proven ability to identify, solve and prevent Asset Based Lending issues
- Ability to lead by example and demonstrate GE Values and Beliefs
29
CTL Client Manager Resume Examples & Samples
- Own all aspects of originating term loans on stabilized industrial, office, retail, and mixed use properties
- Effectively communicate the advantages of Chase loan programs to clients
- Manage and execute transactions by navigating the client from pre-approval to the funding of a loan
- Lead sales team (Client Associate and Client Specialist) in loan production within credit standards and maintain portfolio
- Leverage personal real estate network of clients and brokers to drive new business
- Develop and grow portfolio through aggressive prospecting and client relationship management using extensive real estate knowledge and technical expertise
- Screen opportunities by analyzing market data, property and clients financials
- With Marketing engagement, develop a business plan to attract new customers and increase brand awareness
- Effectively promote the bank's commercial real estate programs and services through strong sales principles and practices, credit analysis and risk management
- Five plus years proven commercial industrial, office, retail and mixed-use real estate income property lending experience
- Excellent written and verbal communication skills with the ability to interact effectively with people
- Ability to quickly adapt to new technological systems and business processes
- A four-year college degree with a major in a related field (Business Administration, Real Estate, Finance and/or Marketing – strongly preferred)
30
Client Manager Resume Examples & Samples
- Global client onboarding and the on-going management, standards & oversight of related due diligence & maintenance activities through the full client lifecycle on behalf of Global Banking & Markets both as a customer group and product provider
- Responsible for the gathering of information required to complete CDD activities via direct client contact, in the context of New Business, Renewal and Remediation driven activities
- Minimum of 2 years experience in a client facing role
- Work experience (support Relationship manager, sales or working in an operational middle office or client facing support function) within the banking/financial services industries
- MS skills- PowerPoint, excel
- Experience in KYC, AML or Client Due Diligence process involvement
- Participated in projects (as position is required to participate in BMO full launch)
31
Senior Client Manager Resume Examples & Samples
- Ownership for completion of the daily support for customers including employee benefits brokerage, consulting, and general account management
- Manage basic and complex service issues, employee enrollment meetings and research for team members on client related issues
- Assist in production of annual client deliverables and satisfaction reports
- Manage and mentor associates as a function of performing client management activities and executing on client strategic initiatives
- Coordination of internal and external compliance, 5500 reporting, legislative adherence, Willis internal compliance protocols
- Prepare executive level reports for stewardship, pre-renewal strategies, renewals presentations, placement activity along with analysis
- Be able to work and negotiate with the external market to provide best of value deliverables within specified timelines
- Lead team to provide best in class client deliverables
- 7 years or more of employee benefit products and of intermediate analytical knowledge on funding options
- Bachelor’s degree preferred and CA Life Insurance degree
- Must be a team player but a self-starter
- Focus on problem resolution and has an urgency around addressing client related issues
- Proactive and has the ability to work in a fast-paced environment juggling multiple priorities
32
Client Manager Resume Examples & Samples
- Use K-12 experience and client knowledge to assess client unique industry, business and IT environment needs to match Xerox Offerings
- Must have knowledge of business processes unique to the K-12 market. To include Student Registration, Student Cumulative Folder, Personalized Learning, Learning Management requirements, and other key business processes,
- Deep Industry knowledge of the K-12 market- business process and competitive landscape
- IT Standard knowledge- TBD
33
Senior Client Manager Resume Examples & Samples
- Detailed risk management analysis and advice
- Consistent and reliable global client service
- Program development, coverage design and policy analysis
- Swift response to client program, policy and coverage questions
- Review of contracts and documents
- Prompt resolution of client, insurer and/or vendor accounting issues
- Harmonize marketing and servicing with other Willis offices globally
- Current Property and Casualty broker’s license
- Minimum of 10+ years insurance industry experience
- Experience with Middle to Large enterprise accounts
- Knowledge of all lines of business and program design
- Knowledge of master and local markets
- Reliable and consistent work ethic
- Evidence in your work history of providing excellent client service in the insurance industry
- Self-motivated with the ability to work effectively as part of a team and on individually-assigned tasks in a detailed environment where superior time-management and prioritization skills are essential
34
Client Manager Resume Examples & Samples
- Technical knowledge of product area or industry
- Ability to provide consultation and expert advise to management on risk management issues
- Ability to work independently and self motivated
35
Client Manager Resume Examples & Samples
- Manage all aspects of the placement and service of High Net Worth Personal Lines for Willis Clients
- Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client
- Identifies and processes coverage enhancement and cross-sales opportunities
- Previous experience with High Net Worth clients
- Intermediate knowledge of (1) HNW carriers PL insurance products, (2) proposal, preparation and analysis
- Ability to provide consultation and expert advice to management on risk management issues
- Account Book size: $400k
- Five (5) years’ experience in the Personal Insurance/Private Client industry, preferred
36
Junior Client Manager Resume Examples & Samples
- Provide accurate estimates for projects
- Manage and coordinate Special Operations schedule and allocate responsibilities between deliveries and other warehouse projects as needed
- Determine necessary supplies and arrange for shipment to all locations including pick-ups, auctions, warehouse, events, etc
- Assist with commercial invoices for exports and imports
- Monitor e-mail communication
- Must have a minimum of one year experience in logistics, transportation or distribution
- Must be extremely detail-oriented with the ability to multi-task and provide world-class customer service while handling high volumes at a fast pace
- Must be proficient with Microsoft Office, especially Outlook; Excel knowledge a plus
37
Senior Client Manager Resume Examples & Samples
- Minimum 4 years of P&C insurance brokerage experience
- P&C Producers license
- Knowledge of Insurance and/or Brokerage business; experience with real estate clients is a plus
- Competency in Microsoft Office (Word, Excel, PowerPoint and Outlook)
- Ability to work independently and self-motivated
- Ability to multi-task and work in a fast paced environment
- Critical Thinking Skills
38
Client Manager Private Client Chicago Resume Examples & Samples
- Multi-state clients
- Specialty line clients
- IL Property and Casualty license required
39
Client Manager Personal Lines Resume Examples & Samples
- Intermediate knowledge of (1) PC & PL insurance products, (2) proposal, preparation and analysis, (3) claim management
- Technical knowledge of Insurance and/or Brokerage business
- Ability to provide consultation and expert advice to clients on risk management issues
- Presentation, organization and critical thinking skills
- Account Book Size: $600,000
- Mix segmentation of clients to include High Net Worth and Middle Market
- Two (2) to Five (5) years’ experience in the Personal Insurance/Private Client industry, preferred
- The appropriate broker’s license is required when required by law
- Industry designations such as CIC or CISR, preferred
40
Senior Client Manager Resume Examples & Samples
- Perform complex client risk management analysis (1000 or more lives) account renewal review, in tandem with Financial Unit
- Provide continuous client service and answer client policy/coverage questions; assist AE/Sales Person with key services/days in preparing Client Advocacy Report/Action Plan
- Review plan descriptions, certificates, provide to client with WEM documentation
- Provide monthly reporting of client and carrier information and provide interpretation of financial reports
- Prepare new and renewal business submissions (working with Commercial Financial Unit); if small projects, may be asked to handle themselves (ie solo Dental)
- Identify, compile and manage information regarding rounding and cross-sell opportunities (in tandem with AE/Sales Person)
- Communicate with client decision makers, normally HR Directors and Day to Day HR contacts (AE/Sales Person lead with Sr VP, CEO, President, Board)
- Assist with program design and final proposals for prospective clients and ongoing clients
- Coordinate 5500 filings information for Willis Govt Center (meeting all deadlines of notification to Center, all forms from client, gathering of all schedules, confirmation filing was complete)
- Make necessary fee arrangements, invoicing through Commercial contacts (assistance to AE)
- Manage policy checking and delivery
- Maintaining all files, and WEM file documentation, AE/Sales Person responsible to provide to SCM if not available
- Submitting back up IBS accounting paperwork for WEM back up; including commission follow up in tandem with AE/Sales Person
- Binding, copying preparing for client meetings (working with AE/Sales Person—or solo if AE/Sales Person is not attending a quarter or service meeting)
- Open Enrollment materials – assisting clients with annual notices (tool kit); Medicare Part D reminders; Power Point presentations; EE communication letters; meetings
- Periodic Travel Out of State
- Act as a lead to other Client Managers and team member
- Assist / conduct open enrollment meetings
41
Client Manager Resume Examples & Samples
- Services include Management Accounts, Cash flow forecasting, Bookkeeping support, Payroll, general financial consultancy and business process mapping
- Reporting directly into the Director
- Role is 70% Review based
- Responsible for ensuring that all work is delivered in a timely manner and to a high quality
- Meet clients on a regular basis to asses their needs
- Carry out fee negotiations and budget reviews of own portfolio of clients
- ACA/ACCA/CIMA or equivalent Qualified Accountant
- Strong background of reviewing and approval of accounts
- Previous supervisory experience is essential
- Training and development of junior members of staff
42
Assistant Client Manager Resume Examples & Samples
- College degree preferred, High School diploma required
- Ability to read and comprehend written information
- Ability to work accurately with lists of alpha or numeric data
- Ability to enter, store and maintain data electronically
43
Senior Client Manager Resume Examples & Samples
- Work with a variety of funding arrangements for predominately larger clients (300 or more employees)
- Submitting back up accounting paperwork for WEM back up; including commission follow up in tandem with AE/Sales Person
- Work collaboratively with other client managers on specified accounts
44
Client Manager Personal Lines Resume Examples & Samples
- Minimum of five (5) years’ experience in the Personal Insurance/Personal Lines industry, preferred
- Account Book Size: $350,000
- Expert knowledge of (1) PC & PL insurance products, (2) proposal, preparation and analysis, (3) claim management
45
Client Manager Resume Examples & Samples
- Liaise with the Sales Team regarding Adviser trends and sales leads
- Sound experience in managing a range of client enquires and complaints
- A background in investments, financial planning or superannuation will be highly regarded
46
Senior Client Manager Resume Examples & Samples
- Regional/National Accounts
- #of Accounts : 8-9 Accounts (user & non-user)
- Upsell/cross-sell opportunities
- Comparable Account and industry- based sales experience 3-5 yrs
- Knowledge of current/next generation services offerings
- Deep Industry knowledge- business process and competitive landscape
- Demonstrated negotiation skills balance client requirements with business case for deal
47
Client Manager Resume Examples & Samples
- Coordinate the delivery/pick-up of customer property in collaboration with Specialists, Customer Service and Warehouse personnel through the use of vendors, common carriers and local delivery
- Develop relationships with shipping vendors. Obtain and compare quotes of several vendors and compare with cost of in-house resources
- Liaise with both internal and external clients in order to track and follow up on property
- Troubleshoot problematic shipments and research missing inventory
- Review and approve all freight invoices
- Provide general customer service including answering phones and directing clients and calls
- Must have a minimum of four years’ experience in logistics, transportation or distribution
- Must be a team player with proven problem-solving and decision-making skills; strong communication skills, both oral and written, are essential
- Must be able to lift and carry up to 25 lbs
- Must have a strong work ethic with the ability to work independently
48
Citibank Berhad Kl-client Manager Resume Examples & Samples
- Good analytical and interpersonal skills
- Possess good communication and writing skills
- Ability to work independently whilst demonstrating high level of commitment to deliver quality customer service
- Self starter, customer focus & process oriented, good execution skills & strong team player
- 5 years’ securities/banking industry related experience
- Accounting, Finance or Legal degree qualification
- PC literate - proficient with MS Word, MS Power point and MS Excel
- Professional, ability to network and customer oriented
- Able to multitask
49
Senior Client Manager Resume Examples & Samples
- Review owner/contractor contracts for compliance regarding insurance limits and additional insured coverage
- Assist in project specific placements throughout the year
- Provide technical and direct account service assistance to the servicing team
- Initiate the renewal process for existing clients and participate in the placement of insurance programs
- Prepare submissions, proposals, presentations, open items lists and registers of insurance
- Review and deliver policies within compliance timeframe
- Research and respond to client inquires about insurance program and coverage questions
- Create certificate and auto identification guidelines for certificate center issuance. Coordinate with the Certificate Center to ensure that certificates are issued timely and accurately
- Maintain responsibility for invoicing of clients including preparing premium allocations
- Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
- Initiate endorsement requests and follow up for accurate and timely issuance
- Ensure Willis Excellence Model (WEM) compliance
- Maintain accurate client data base in agency management system and within client portal (Willis On Line)
- Minimum 2-3 years of P&C insurance brokerage experience
- Highly skilled in Microsoft Office (Word, Excel, PowerPoint and Outlook)
50
Client Manager Resume Examples & Samples
- Prepare written correspondence, reports and analysis as needed
- Perform complex client risk management analysis by researching exposure and coverage issues
- Review quotes, proposals, contract insurance requirements, rating worksheets, audits for accuracy, compliance or other insurance objectives
- Review non-standard certificate requests
- Arrange and facilitate underwriting meetings
- Facilitate the ordering of loss control and claim reports
- Make necessary fee arrangements
- Assist with resolution of client/carrier accounting issues
- Maintain client confidentiality
- Personal Computer skills; proficient with excel
51
Senior Client Manager Resume Examples & Samples
- BA/BS degree and 5-7 years' experience working on mid to large-sized commercial and contract surety accounts within a brokerage environment preferred
- Insurance related and other professional designations highly desirable
- Please, only local candidates or those willing to relocate at their own expense
52
Senior Client Manager Resume Examples & Samples
- Five or more years of insurance industry experience related to servicing accounts preferred
- Two or more years of analytical analysis of employee benefit programs preferred
- HMO, PPO, and Indemnity forms of Health, Dental, and Vision plans
- Consumer-driven healthcare, wellness, disease management, analytics and current trends
- Life (term, permanent, etc.), LTD, STD, and state-required disability plans
53
Client Manager Resume Examples & Samples
- Minimum of three (3) years’ experience in the Personal Insurance/Personal Lines industry, preferred
- Property and Casualty license required
- Account Book Size: $250,000
- Multi-state and medium clients
54
Client Manager Resume Examples & Samples
- Supporting the consulting team in delivering superior value to our clients
- Creation of employee communications
- Preparing RFP’s and assisting in proposal/renewal evaluation
- Preparing client presentations
- Participating in client meetings
- Managing vendor/carrier implementations
- Resolving claim, billing and eligibility issues
- Financial monitoring of premium, claims and utilization data
- Benefit and contract review
- Supporting employee communication and benefit administration initiatives
- Assisting with employee enrollment meetings
- Bachelor’s degree required and life and health licenses required within 60 days of employment
- Five+ years insurance industry experience related to servicing middle market employee benefits accounts ideally within a brokerage environment
- Knowledge of client's corporate human resources function
- This client facing role requires excellent verbal and written communications skills including presentation skills
- Must be able to work independently and as part of internal and external teams with minimal supervision in a fast paced and dynamic environment
- Organizational, analytical, project management, time management and critical thinking skills a must. Proficiency in desktop computer applications including Word, Excel, PowerPoint, and Publisher required
55
Assistant Client Manager Resume Examples & Samples
- Review policy wordings
- Process insurance certificates
- Issue automobile liability pink slips
- Maintain renewal expiry lists and loss history for clients
- Follow up with insurers with regard to changes made to policies
- Request endorsements from insurers when necessary
- Monitors and executes WEM compliance in all insurer dealings
- Assist in developing marketing presentations
- Assist in the preparation of presentations and other reports as required
- Binders of insurance when required, i.e. when not issued by the insurer
- Invoicing
- Summaries of insurance
- Other administrative and clerical functions as required
- One (1) to three (3) years of relevant working experience in insurance
- Candidate must enjoy a dynamic, changing and high paced working environment
- Possesses strong interpersonal skills
- Ability to handle multiple tasks using sound judgment and resourcefulness in a fast paced environment
- Ability to work well with others, being a team player
56
Client Manager Resume Examples & Samples
- Bachelor’s Degree preferred and 3-7 years prior experience in the insurance industry required
- State P & C license required within 60 days of employment and advanced designations preferred. Excellent verbal and written communications skills including presentation skills
- Must be able to work independently and as part of a team with minimal supervision in a fast paced and dynamic environment
- Organizational, analytical, time management and critical thinking skills a must
- Solid understanding of accounting principles and finance highly desirable
- Personal computer skills with a solid understanding of Excel
- Must have a positive, upbeat approach, a solid work ethic and be professional and career minded
57
Senior Client Manager Resume Examples & Samples
- At least 5 years experience in Develop Client Relationships
- At least 5 years experience in Analyze Customer Needs
- At least 5 years experience in IT Sales
58
Service Client Manager Resume Examples & Samples
- 3) Provide insights on demand and uncover client's specific requirements for effective promotion of specific IS solutions
- At least 10 years experience in IT Services industry
- At least 5 years experience in IT services company( or system integration company) sales experience
59
Client Manager Resume Examples & Samples
- Advise clients' leadership community on policy matters
- Provide advisory services on the clients' business
- Provide leadership to client teams to develop and execute shared strategic/business plans that support the clients' mission and goals
- Negotiate contract mandates and KPIs on an annual basis
- Influence the establishment of Associations' financial budgets
- Develop the yearly client budget plan; monthly rolling forecasts for revenue and client gross profit, in order to monitor variance and act upon action plans where necessary
- Gather, analyse, and deliver monthly invoicing data, accurately and timely
- Develop diverse income streams e.g. market products and services, obtain and administer grants, recruit and engage sponsors and partners
- Initiate and anticipate potential to enhance and grow the existing client business by identifying business development opportunities
- Direct performance management of the operational account teams
- Allocate staff and resources to meet objectives and investigate/implement ways to improve service/efficiency operations
- Manage, appraise and evaluate individual account team member performance
- Keep abreast of association industry developments and related knowledge bases
- Team and people development experience
- Experience with operating budgets/ time reporting management/ and financial control
- Broad commercial expertise with good knowledge of Client business drivers
- Able to work within time constraints and meet deadlines
- Ability to maintain a high level of professional and ethical conduct
60
Client Manager Resume Examples & Samples
- High school diploma required, Bachelor's degree preferred
- Intermediate knowledge of (1) Property and Casualty & Personal Lines insurance products, (2) proposal, preparation and analysis, (3) claim management
- Familiar with the Applied system
- Industry designations such as CIC or CISR applies
61
Client Manager Resume Examples & Samples
- At least 5 years of experience in a similar position
- Applicant must possess a valid state driver’s license and transportation
- College degree and/or post high school graduate work in the area of human resources or benefits
- Working knowledge of Microsoft Word, Excel, PowerPoint and Access
- Strong analytic and math skills
- Possess an active State License for Life and Health
- Experience in employee benefits
- Well developed oral, written, and inter-personal communication skills
- Ability to work independently with minimum direction
62
Client Manager Resume Examples & Samples
- Responsible for all aspects of New Business Placement, Renewal, and Remarketing process including program analysis, preparation of applications, negotiation with carrier underwriters, obtaining quotes, and creating/delivering proposal documents, monitoring status, and follow up to delivery of policy documents to client
- Coordinate and support Day to Day service deliverables such as client inquiries and requesting policy endorsements from carriers within own workflow, or, in partnership with other Central teams as appropriate
- Provide service to Willis Clients and interface with other internal Willis service teams using various systems and tools such as EPIC, WillPlace, etc
- Maintain client relationships with assigned accounts, and support retention ratio at or above appropriate performance targets
- Make program recommendations to existing clients to enhance coverages to match exposures
- Identify, drive action on, and close on cross sell opportunities as appropriate
- Actively partners with appropriate service team resources to resolve client and carrier issues, including but not limited to coverage questions, billing discrepancies, and collections
- Ensure compliance with all Willis and regulatory procedures such as WEM (Willis Excellence Model), SOX, and Surplus Lines taxes
- Collaborate and communicate with other client services teams and Shared Service Centers (e.g. the National Accounting Center [NAC], Certificate Issuance Team [Cert Center], Surplus Lines, etc) to smoothly and efficiently complete joint work/process steps/etc
- Maintain performance to applicable client service standards and/or metrics
- Demonstrated analytical ability and strong decision making skills that will enable providing excellent
- Identification and action on cross-sell opportunities
- Conflict resolution, etc
- Previous experience in a role that is client-facing or external stakeholder-facing is required
- Property & Casualty (P&C) insurance knowledge/experience is strongly preferred. Previous work experience in a similar job function or with similar processes is very strongly preferred
- Previous experience in a leadership role, whether formal, matrix or mentor, is a plus
- Basic to Intermediate level Microsoft Office skills to include email, Word, Powerpoint and Excel
- Word skills to include: formatting, Tables, Table of Contents, Headers, Footers and Review capabilities
- Excel skill capabilities to include: data entry and formatting
- Exposure to Excel formulas and Pivot table creation/manipulation a plus
- Superior interpersonal skills for working with colleagues and clients
- Demonstrated ability in conflict resolution and selling skills are a plus
- Strong verbal and written communication skills to include phone conversation and email communication
- Technology acumen to adapt to multitude of technology based systems (Epic, WillPlace carrier online rating systems)
- Attention to detail and process orientation
- Time Management and Organizational Skills
- Ability to work independently, yet actively and appropriately engage the services provided by “extended team members” across the Shared Service Centers and Teams
- Problem solving abilities, including critical thinking, research, quantitative skills, creativity
- Able and willing to work a flexible work schedule as agreed
- Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current licensing status
63
Senior Client Manager Resume Examples & Samples
- Maintain existing commercial property and casualty accounts by providing continuous client service and risk management advice
- Communicate effectively with client decision makers and other team members
- Conduct pre-renewal internal and external meetings
- Prepare new and renewal business submissions
- Negotiate new and renewal property and casualty insurance terms and conditions with underwriters
- Present renewal terms to client
- Gather information from clients for marketing purposes
- 3-5 years insurance industry experience related to servicing accounts along with handling of national accounts all industries a plus
- P&C license required
- Knowledge of Insurance and/or Brokerage business
- Knowledge of principles and processes of business management
- Knowledge of principles and methods involved in promoting and selling services
- Strong customer service, presentation and organizational skills
64
Client Manager Resume Examples & Samples
- Junior to Mid Level
- Five (5) years experience in the Personal Insurance/Private Client industry, preferred
- Industry designations such as CIC or CISR
65
Assistant Client Manager Resume Examples & Samples
- Provides administrative and technical support to Client Managers
- Responsible for the administration of all Commercial Property and Casualty policies including relationship support with clients and insurance carriers
- Check policies & prepare for delivery to client
- Manage and process endorsements & certificates of insurance
- Prepare insurance submissions and analyze quotations
- Premium invoicing including annual premiums and endorsements
- Data entry into computer system
- Assist with team back up support for receptionist
- Assist with various special projects as needed
- Bachelor’s degree and P & C license preferred
- Proficiency in computer skills including Microsoft Word, Excel, PowerPoint and Outlook and the ability to navigate within the Internet required
- Solid time management and organizational skills
- Must be a team player who can take feedback as well as give it
- Pleasant and professional telephone manners
- Ability to work independently and with other Assistants
66
Assistant Client Manager Resume Examples & Samples
- Responsible for the daily support of customers including employee benefits brokerage, consulting, and general account management
- Assist in production of annual client satisfaction reports
- Coordination of internal and external compliance
- Fundamental knowledge of insurance
- Ability to establish priorities, work independently, and proceed with objectives with limited supervision
- Ability to work in a fast-paced environment juggling multiple priorities
- Demonstrate a commitment to building new skills
67
Client Manager Resume Examples & Samples
- Resolve day-to-day service issues, including eligibility, billing, and claim issues, escalating as necessary
- Provide consistent client service and answer client policy and coverage questions
- Coordinate monthly quoting, renewal and new sales processes for existing book of clients while ensuring compliance with operating instructions/procedures
- Follow up with clients and other internal employees assigned to the account on action plans to ensure decisions are implemented, contracts prepared, and appropriate parties notified
- Assist in resolving client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
- Coordinate legal review of SPDs, contracts, and legal documents to ensure compliance
- Answer compliance questions (with the help of client legal counsel or LRG) and plan interpretation questions (conference calls, meetings, etc.)
- Assist with or manage policy checking and delivery
- Drive the Renewal/Marketing Process including but limited to
- Intermediate knowledge of employee benefits industry, including knowledge of health and welfare insurance products such as medical, prescription, dental, vision, and group life/disability
- Strong client service orientation with ability to proactively understand client’s needs, diffuse potentially difficult situations, and resolve client problems
- Strong project management skills with ability to work independently and establish priorities
- Strong planning, organization and time management skills
- Strong detail orientation with ability to think critically, multi-task and handle large work volumes under deadlines and with a focus on quality
- Ability to adapt to a rapidly changing and challenging environment
- Excellent verbal and written communication skills, as well as presentation skills
- Ability to establish and build strong relationships and work collaboratively with others
- Team player who takes initiative, is resourceful and is self-motivated to continuous learning and development
- Computer skills which include proficiency with Microsoft Word, Excel, Access, Outlook and PowerPoint, as well as navigation within the Internet
- Associates or Bachelor’s level degree preferred; Business Administration degree a plus
- State Life and Health insurance license preferred
- Two to five years proven customer service and account management experience required
- One to five years of insurance industry experience related to servicing accounts preferred
68
Surety Client Manager Resume Examples & Samples
- Minimum of 5 years of Surety experience required
- Insurance Agent’s License required within 60 days of employment
- Knowledge of computer software packages, including Word and Excel
- Ability to work accurately with lists of alpha or numeric data and enter, store and maintain data electronically
- Ability to work under stress or time constraints
69
Client Manager Resume Examples & Samples
- Sales experience in the financial industry
- 3 plus years client facing experience
- Fundamental knowledge in Business Banking credit, deposit and treasury products
- Fundamental knowledge in commercial credit
- Strong sense of pride and ownership for growing, managing and retaining clients
- Excellent Phone Skills and Experience with Phone Based Sales (preferred)
- Excellent sales process skills: Call Preparation, Execution, Follow Up
- Consultative Sales Experience (advisory vs. product sales)
- Can handle fast pace/high volume environment
70
Client Manager Resume Examples & Samples
- Act as major point of contact between the client and technical teams to manage priorities and ensure deliverables are met; Act as the main point of escalation. Promote client needs and drive change according to priority
- Maintain complete understanding of client portfolio, including day-to-day operations needs, usage of existing systems/services, ongoing projects and IT grievances. Act as a bridge between domains and regions for all client needs (client-centric approach, not domain- or region-centric)
- Assess client's satisfaction and work to improve the relationship by
- Providing counsel, visibility and consistent results to clients
- Remaining up-to-date on clients’ reality and constraints
- Maintain and regularly provide status updates on GNS initiatives (Change Management, Incident Management, GNS Service Model and calculation of Service Fees, etc…) where they impact clients
- Act as client manager for planning and delivery of support
- Promote department and share with Direction other development opportunities
- Manage the communications with his clients during emergencies and crisis
- Negotiate and document support needs and service level objectives
- Coordinate with project managers and operations team to ensure customer expectations are met
- Recommend improvements to existing support processes
- Propose, plan and implement internal initiatives to improve client communication and provide greater visibility into GNS initiatives
- Supervise creation and delivery of customer facing weekly incident reports
- Work closely with the Project Managers and Operations Managers to resolve major issues
- Coordinate site visits for assigned clients (both to client sites, and client visits to GNS), and ensure that agendas are defined and adhered to
- Carry out all other related tasks
- 5 years of experience in IT support within a large organization
- 5 years of experience customer service or customer relations
- Integrity and trustworthiness
- High Analytical and problem-solving skills
- Proactive and autonomous
- Ability to work under stress
- Very good written & spoken English and French
71
Assistant Client Manager Resume Examples & Samples
- Positive, enthusiastic personality; independent worker; self-starter; inquisitive and interested in the business
- Organized and neat - ability to maintain an organized work area, including management of files and large paper flows
- Ability to handle pressure and tight deadlines
- Ability to perform and re-prioritize multiple tasks during a given day
- Interest in Inspace and desire to learn about the business and clients and become active member of a successful team
- Strong computer skills, especially with MSOffice
- Ability to perform financial analysis and modeling of various insurance program structures
- Willingness to work late/overtime from time to time as needed
- Willingness to occasionally travel (typically for durations of 1-3 days)
72
Client Manager Resume Examples & Samples
- Provide support and education on international placements, invoicing and taxation differences
- Upload data to EPIC/WillPLACE throughout the placement process
- Participate in EPIC training for Chicago FINEX team
- Educate the team on updates/changes to the System (EPIC, WillPLACE, etc.)
- Develop relationships with the carrier’s underwriting teams
73
Fiduciary Client Manager Resume Examples & Samples
- Conduct risk evaluation of funds in accordance with established Risk Ranking methodologies
- Plan and execute onsite inspection visits to managers, administrators and transfer agents who are appointed for funds where CIL UK acts as depositary (or pre appointment)
- Issue internal and external reports where required on any issues that have arisen form the visit
- Identify, report and track all findings to resolution
- Attend board meetings with the Senior FCM when required
- 3+ years Fiduciary or other compliance or financial services related experience
- Experience of successfully interacting with clients at all levels of seniority up to and including Director
- Strong knowledge of Regulatory Framework surrounding UK and EMEA funds industry
- Strong numeric / financial analysis skills with particular ability to analyse Fund Valuations, Accounts and Custody MIS
- Strong knowledge of all MSOffice Suite of applications (Word, Excel PowerPoint)
- Strong knowledge of Trustee/Depositary Standards and procedures
- Strong knowledge of Citigroup and other Investment Bank product offerings
- Relevant Funds industry qualifications
74
Client Manager Resume Examples & Samples
- Identify, execute and close large-scale new services business opportunities within targeted enterprises, either Direct of through selected Alliance Partners
- Leading the effort to develop account services strategy and plan
- Developing a network of appropriate executive relationships within the account and/or Alliance Partner
- Becoming the “trusted advisor” on Large Enterprise Operations issues and an advocate for both the client, the potential Alliance Partner and Xerox
- Driving significant revenue and related profit growth within the account and/or Alliance Partner
- 5 years working in information technology consulting, with significant experience in client engagement activities
- Demonstrated the ability to develop value-based relationships within clients and Alliance Partners and leveraging them into multi-million dollar account relationships
- Led many business development cycles by crafting service based solutions, demonstrating consultative selling and demonstrating closing skills
- Established a track record of achieving revenue and booking targets
- Shown superior engagement skill in managing the lifecycle of the sale
- A willingness and expertise to plan, benchmark and strategize optimized client approach plans, plan the work and work the plan
- Fluent in Swedish, excellent English language skills
75
Senior Client Manager Resume Examples & Samples
- Servicing large and/or complex accounts (quota share, layered programs, large deductibles and retrospectively rated program
- Contract Reviews
- Providing exceptional customer service by responding to clients and underwriters via phone and email in a timely manner
- Gathering information from clients for marketing purposes
- Creating new/renewal underwriting submissions and proposals
- Managing policy checking and delivery
- Monthly Accounts Receivable review
- Maintaining accurate client data base in agency management system and within client portal (Willis Online)
- Entering and updating policy and billing information to account management database
- Preparing Premium Allocations and insuring certificates are delivered to clients
- Preparing and participating in client presentations
- Managing daily service deliverables i.e. spreadsheets, Willis Online, file maintenance, etc
- Independently resolving client and/or carrier accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues
- Ensuring compliance with the Willis Excellence Model (WEM) and Regulatory Procedures and Commercial Lines’ procedures
- Providing guidance and support to team members by training, coordinating and work distribution
- Minimum 7 years Commercial P&C Client Manager experience on large Risk Management accounts
- P&C Producers License
- Detailed knowledge of Insurance and/or Brokerage business
- Technical knowledge and experience with Environmental Insurance coverage and program placement
- Ability to work independently; self-motivated
- Critical Thinking skills Problem Solving and Decision Making Skills
76
Senior Client Manager Resume Examples & Samples
- 10-15 years Construction Insurance Industry experience
- Extensive knowledge of construction specific coverage and possess an ability to read and interpret contract wording
- Demonstrable evidence in your work history of excellent account servicing in the insurance industry with the ability to provide consultative & expert advice to management and Clients
- Comprehensive & up-to-date technical knowledge & practical experience in the Construction industry
- A valid Property and Casualty Agents License for the State
- First-class interpersonal, communication (verbal & written), numerical, presentation & organizational skills are essential
- Self-motivated with the ability to work effectively as part of a team & on individually-assigned tasks in a fast-paced, dynamic environment where superior time-management and prioritization skills are essential
- Superior working knowledge of Microsoft Word and Excel & other (Microsoft office) systems
77
Client Manager Resume Examples & Samples
- Help manage sales education, outreach and coordination with respect to KYC/AML and client ownership
- Assist in maintenance of and the design of new processes/protocols to ensure efficient processing and escalation of client requests or issues
- Assist in the development and implementation of a centralised KYC/AML ownership protocol
- Provide a point of escalation to sales
- Verify client information/data entered into Citi KYC by the on-boarding and refresh teams
- Escalation of negative news to Sales/Senior Management
- Escalation of Citi screening hits (individual name screening results, AML/Sanctions)
- Single point of contact for any KYC/AML questions or concerns
- Coordinate with product coverage regarding client’s product profile, to ensure that the customer’s trading activity is suitable
- Troubleshoot KYC issues escalated by the client or the salesforce
- Ideal candidate will have an extensive years of experience in financial services
- Good exposure or previous experience in a KYC/AML or Middle Office/On-boarding role
- Broad range of Markets products such as Rates, Credit, Equity, FX and Commodity Products
- Knowledge of trade flows, infrastructure and documentation
- KYC/AML, Credit, Risk, On-boarding or Legal experience preferred
- Good operational control, change management and customer interaction experience would also be a benefit
- Education : Degree preferred
- Languages would be advantageous
- Good IT skills such as Excel, Databases and MIS
- Exceptional process and conflict management ability
- Highly motivated, self-starter who is able to work on own initiative
- Ability to prioritise multiple tasks based on materiality
- Fast thinker/quick learner, possess the ability to work effectively under pressure in a rapidly changing environment in order to meet tight deadlines
- Able to manage routine processes with precision and ad hoc projects with flexibility and creativity
- Efficient and effective use of office software (including spreadsheets and databases)
- Process management skills an advantage
78
Senior Client Manager Resume Examples & Samples
- Minimum of 7+ years insurance industry experience providing exceptional service/account management to Middle Market or Large complex commercial lines accounts
- Knowledge of all lines of business and program design and ability to provide consultative advice to clients and colleagues
- Property and Casualty broker’s license required within 60 days of employment
- Professional designations (CPCU, ARM, etc…) preferred
79
Client Manager Resume Examples & Samples
- Meeting with and communicating regularly with STATS' team clients
- Managing all day to day activity with teams, including implementing and integrating STATS software and solutions and responding and fulfilling queries from team clients
- Coordinating requests from teams with STATS' technical staff
- Providing feedback and input on STATS products
- Interfacing with STATS sales staff and team prospects
80
Client Manager Resume Examples & Samples
- Maintain and develop relationships with existing institutional clients, making contacts at all levels
- Identify the servicing needs of our clients and ensure that they are met. Identify other Invesco products in which our clients might have an interest in order to create new business opportunities
- Coordinate and work with Legal, Institutional Support, Transitions Team and other internal departments, to ensure we provide effective client service. Develop and maintain good relationships with all appropriate Invesco teams
- Work in concert with the consultant team to forge relationships with client-facing consultants in order to achieve greater recognition of Invesco’s products and create more new business opportunities
- Prepare presentations, attend new business pitches and deliver presentations with Fund Managers and/ or Product Directors
- Develop and maintain good relationships with all appropriate INVESCO investment teams that provide products for UK institutional clients
- Attend industry events, conferences, dinners (e.g. NAPF, PMI, AIMSE, PTC) and internal investment seminars. Maintain a familiarity with industry issues
- Acquire and maintain an understanding of the relevant Invesco investment products, keeping abreast of changes to teams, processes, vehicles, etc
- Maintain an up-to-date knowledge of current economic environment. Work closely with marketing regarding client communication and client events
- Undertake ad hoc tasks, outside of those listed, in keeping with working in a small team
- Solid, proven experience of investment, clients and the UK institutional business
- Has experience of all matters pertaining to a client base
- Excellent understanding of company products, company processes, regulatory requirements and business risk
- Needs excellent knowledge of client requirements in the UK Institutional marketplace
- Knowledge of investment theory and practice
- Up to date knowledge of current economic environment
- Educated to degree level or equivalent, ideally with relevant financial services industry professional qualifications
81
Am-client Manager Resume Examples & Samples
- Help marketers and client managers to contact institutional clients to maintain day-to-day communications and regular reporting
- Sometimes contact clients as a back-up. Fair knowledge in financial markets is required to appropriately communicate with clients. Capability of client communication would be also required
- Professional level of PC skill. (Word, excel, and power point.)
- Knowledge about global financial market. (Equity, bond, hedge fund, and currency.)
82
Client Manager Resume Examples & Samples
- Manage process of client service delivery to ensure each client meets agreed target profitability levels
- 5 or more years of insurance industry experience related to servicing accounts
- Knowledge of Terrorism insurance is preferable but not essential; Market broking skills
- First-class verbal, written and communication skills
- Self-motivated with the ability to work effectively as part of a team or on individually-assigned tasks in a fast-paced, dynamic environment where superior time-management and prioritization skills are essential
- Excellent working knowledge of Microsoft Word, Excel, PowerPoint
- Advanced presentation and organization skills
- Ability to provide consultation and advice to management on risk management issues
- Proven ability to work and interact well within a closely knit team and to communicate within the team both concisely and accurately
- Ability to adapt to unique market situations
83
Senior Client Manager Resume Examples & Samples
- Assisting Producers and Account Executives in the servicing of clients & management of day-to-day service tasks
- Working closely with Account Executives to secure information from the client and assist in the renewal and new business programs
- Answering client policy and coverage questions, consulting with clients on policy changes, and implementing & delivering any resultant changes as required
- Identifying account rounding and cross-sell opportunities
- Assisting with resolving client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts, coordination of certificate request issues, policy checking & vendor commission tracking
- Maintaining certificate and auto identification information for document issuance
- Ensuring compliance with Willis and Regulatory procedures
- Utilizing carrier rating programs to generate quick quotes for coverage, if necessary
- Minimum 3+ years Commercial Property & Casualty insurance industry experience in a Service or Marketing role that is client-facing
- A valid, relevant State Property & Casualty license
- Proficiency with Microsoft Word, Excel, Powerpoint, and Outlook
- Experience with London marketplace and global insurance programs (preferred, not required)
- First-class interpersonal including relationship building, skills
- Strong communication (verbal & written), numerical, presentation & organizational skills are essential
- Self-motivated with the ability to work effectively as part of a global team or on individually-assigned tasks in dynamic environment where superior time-management and prioritization skills are essential
84
Client Manager Resume Examples & Samples
- Organizations retain Willis Towers Watson to assist them with the design, funding, administration, communication and regulatory compliance issues associated with the provision of employee benefit programs
- Willis Towers Watson also offers clients a value proposition focused on helping clients understand and control their costs, take work off their desks and educate their employees
- Individuals in the position must be able to work in conjunction with the client producer to independently analyze a client’s needs in these areas and then develop and execute a plan to address them
85
Assistant Client Manager Resume Examples & Samples
- Responsible for the daily support of the account including marketing, renewals, complex service issues, enrollment meetings and resource for CMs on researching any client related issues
- Assist in production of the Client Advocacy Reports (CAR)
- Assist CM with any client issues or service questions
- Coordination of WEM documents and protocol
- Bachelor’s degree preferred, Insurance degree a plus
- Life and Health license obtained within 60 days of hire
- 1 to 2 years of insurance industry experience related to servicing accounts preferred
- Fundamental knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution to specifically include the following
- Consumer-driven healthcare, wellness, disease management, and current trends
- Regulatory environment of employee benefits plans
- Basic underwriting concepts
86
Client Manager Resume Examples & Samples
- Manages and handles fine art and collectible insurance needs of all assigned clients
- Manages all communication with assigned clients
- Collects submission materials, markets and places insurance with both domestic carriers and the London market
- Prepares insurance proposals, analyzes quotations and makes recommendations for the appropriate insurance program to clients
- Issues policies and endorsements on behalf of carriers
- Invoices premiums including annual premiums and endorsements and handles accounting follow-up
- Maintains operational excellence including compliance with all Willis Towers Watson and regulatory procedures
- Ability to promote and sell our products and services
- Attends, networks and promotes Willis Towers Watson Fine Art at museum and gallery events and conferences as assigned
- Assists with various special projects as needed
- Bachelor’s degree and P & C insurance license preferred
- Excellent written and verbal communication skills, numeracy and basic math skills
- Ability to work independently and with other colleagues
- Capable of working well under pressure and able to meet deadlines
- High attention to detail along with the ability to multi-task
- Foreign language proficiency, particularly in Spanish or Italian, is a plus
87
Client Manager Resume Examples & Samples
- 5+ years of professional experience working with large, complex commercial P & C insurance clients, preferably in Real Estate
- Ability to operate as an individual contributor within a team framework
- Solid insurance brokerage, account management, and servicing skills
- Advanced knowledge of Microsoft office products a must, including the ability to do pivot tables in Excel
88
Senior Client Manager Resume Examples & Samples
- 7+ years of professional experience working with large, complex commercial P & C insurance clients, preferably in Real Estate
- Effective analysis, problem solving and communication skills
- Holds a valid Maryland broker’s license and other non-resident licenses where appropriate
89
Client Manager Resume Examples & Samples
- Identify potential new client recruits by conducting research, following industry news and attending industry/show case events
- Recruit new clients by strategically leveraging relationships in the industry and securing the opportunity to represent Octagon to the decision makers
- Meet and set revenue goals by initiation and successful execution of business opportunities and/or contract negotiation for clients
- Lead and ensure timely resolution or completion of various client management projects including contract issues, financial services, and marketing contracts
- Monitor industry trends and identify future business opportunities for assigned clients
- Assist with various other division wide or companywide events, meetings and recruitment of clients
- Contribute to research projects for contract negotiations, including gathering statistics and other athlete data
- Bachelor’s degree in marketing or other related field, and at least 5 years of relevant representation and marketing experience in the sports industry
- Strong network and established relationships in the Golf industry
- Track record of successful negotiation of complex deals
- Ability to produce high quality work and handle multiple projects in fast-paced environment
- Ability to use good business judgment in situations where discretion is required
- Ability to work closely with employees, clients, and outside vendors
- Demonstrate ability to build relationships and work in a pro-active manner
- Track record of revenue generation by successful representation and marketing deals
- Enthusiasm for client service and team player attitude
- Excellent organizational skills, accuracy and attention to detail
90
Senior Client Manager Resume Examples & Samples
- Responsible for maintaining day-to-day servicing relationship with client decision-makers
- This position requires an organized, self-starter to effectively provide insurance brokerage and risk management services to new and existing commercial accounts
- Participate in presentations with clients and prospects working within a collaborative brokerage service team
- Drive insurance renewal process from gathering client exposure information through delivering final negotiated coverage terms
- Answer client policy and coverage questions
- Consult with clients on policy changes
- Coordinate loss control and claim review meetings for selected accounts
- Visit client site to identify potential exposures and needs: review loss analysis, complete risk management analysis
- Research exposure and technical coverage issues to answer client questions
- Assist in gathering and researching risk management/insurance information from prospects
- Coordinate financial transactions including general insurance accounting, invoicing, insurance plan cost benefit analysis and loss analysis
91
Private Client Manager Resume Examples & Samples
- Client team lead with primary responsibility for new client acquisition, deepening client relationships and building an internal and external network to achieve business development goals
- Leads client team members and partners with other internal specialists to provide clients access to the full array of US Trust capabilities and services, as required to meet their specific needs
- Act as trusted financial advisor to, and advocate for, clients and prospects; provide integrated recommendations that encompass multiple products and services as needed
92
Client Manager Resume Examples & Samples
- Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes and creating proposals
- Consistently prepares and submits policy change requests to carriers via carrier website, verbal or electronic
- Monitors status of change requests and reviews policy documents for accuracy
- Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (Applied)
- Independently resolves client, carrier and/or vendor accounting issues, including; coverage questions, collections, discrepancies, fee arrangements, billing controversies
- Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (Assurance of Discontinuance)
- Multi-state and large clients
93
Assistant Client Manager Resume Examples & Samples
- Bachelor’s Degree preferred and 1-3 years prior experience in the insurance industry ideal
- P&C License required within 60 days of employment
- Ability to multi task, work on a team and effectively communicate in verbal and written formats required
- Strong organizational, prioritization and mathematical skills required
- Must be proficient in Microsoft Office products with especially strong Excel skills including "V Look ups" and "pivot tables"
94
Client Manager, LAC Resume Examples & Samples
- Renewals closed on time and moved to multi-year agreements as possible
- Increased attendance at Bb sponsored events from the account contact base
- Expanded account contact relationship
- Formal account reviews completed as scheduled with all accounts
- Identification of potential expansion sales opportunities
- 5 years’ experience in direct and in-direct sales/client management business, ideally in supporting/selling to an established customer base
- Proven successful track record in achieving and exceeding sales quotas on a regular basis
- Understanding and knowledge of sales into the education sector, specifically higher education
- Ability to quickly develop an understanding of Blackboard’s e-learning solutions and be able to communicate appropriate solutions to current and potential customers
- Ability to provide services within a broadly defined sales team, leveraging resources from across the company including Services, Sales Engineering and Customer Support
- Fluency in Spanish and English in the spoken and written word
95
Trustee Client Manager Resume Examples & Samples
- Coordinate the new business process for assigned clients, reviewing fund documentation and engaging with legal on review of contracts and regulatory and board confirms. Take responsibility for the timely and accurate set-up of new funds from an investment monitoring, NAV review standpoint, daily banking and asset register perspective
- Review and reporting of automated/manual investment breaches, price errors, trading errors, transfer agency errors. Completion of cash flow monitoring, asset register and asset title verification checks. Tracking all issues on relevant logs and communication of issues to clients. Completion of periodic client/board reporting and representation of Depositary at due diligence visits and board meetings
- Completion of on-site inspections to fund administrators, transfer agents, global custodians (both Citi and third party) and alternative investment/UCITS fund managers. Proactively enhance procedures and resolve any outstanding customer issues for client/fund segment
- Maintain regulatory knowledge, keeping abreast of all update to UCITS/AIFMD regulations affecting funds. Engaging Fiduciary Technical and provision of product support to existing/prospective clients
- Participation with other Depositary jurisdictions on projects associated with regulatory change (UCITS V, UCITS VI, Investor Money Regulations) and process enhancement and standardization, as well as oversight of outsourced activities
- Initiate and/or contribute to the development of new controls, systems and value-adding solutions in order to satisfy changing regulatory and customer requirements, including BISO, COB, MCA, Records Management and/or similar control functions
- Responsible for ensuring compliance with existing regulations and formulating strategies and managing the implementation of processes/enhancements to ensure compliances with new regulatory and legislative changes
- Pricing new business and working with sales team on RFP/RFI. Maintenance of Trustee P and L, tracking all revenues
- Extensive years of experience in the Irish funds preferably in Trustee, Fund Accounting, Audit, Compliance, Regulatory, Risk, Control function
- Good technical knowledge of complex financial derivatives instruments and interest and understanding of European fund regulations
- Knowledge of UCITS and AIFMD, including investment restrictions would be an advantage
- Experience reviewing fund documentation
- Experience managing multiple client relationships, attending board meetings and due diligence visits to and from clients
- Experience working on implementation/application of regulatory change to workflows, processes and systems
- Experience working with trustee, custody, fund accounting, reconciliation systems
- Excellent communication skills, both oral and written, and excellent organisation skills are absolutely essential
- Self-starting, idea generating, able to show initiative and manage deliverables from start to finish
- Strong achievement orientation and seeks to continually exceed set objectives or standards of performance
- Displays confidence in dealing with customers and colleagues on regulatory/technical matters and puts forward opinions clearly and unambiguously
- Teamwork, innovation/creativity, adaptability and flexibility, positive approach to new ideas and concepts
- Analytical skills and the ability to ‘think outside the box’ are critical
- Strong knowledge of all MSOffice Suite of applications (Word, Excel, Access, PowerPoint,)
- Ability to develop and implement new MS Excel tools (including VBA and SQL) would be highly desirable
- Postgraduate diploma/masters
96
Assistant Client Manager Resume Examples & Samples
- Respond to client premium, invoice, certificate, and day to day service inquiries
- Premium invoicing, all endorsements, audits, credits
- Marketing File Setup and ordering of loss runs
- Process automatic renewals & mid-term policy changes
- Complete necessary surplus line filings
- Check policies & prepare for delivery to client, complete policy check list for client manager second review; transmit upon approval
- Data entry and maintenance of account information in management system
- Administrative tasks to include: proposal preparation, endorsement processing, invoicing and filing
- Prepares pre-renewal file and participates in marketing strategy meetings
- Four year college degree required
- Insurance industry experience of 2 years preferred but not required
- Elementary Knowledge of insurance products analysis
- Qualified candidates will be those who demonstrate effective verbal and written communication skills, time management and prioritization skills, and customer service capabilities and show a commitment to building new skills
- Proficiency in computer skills including Microsoft Outlook, Microsoft Word, Excel and PowerPoint and the ability to navigate within the Internet required
- State Property & Casualty licenses (required within 8 weeks) and industry related professional designations a plus
97
Client Manager Resume Examples & Samples
- Minimum about 3 year experience in trading and/or asset management function at bank or insurance company, or other related experience
- Business level English (reading, writing, and speaking)
- Tough sprit and enthusiasm for hard working
- Teamwork sprit
98
Senior Client Manager Resume Examples & Samples
- Perform marketing and billing processes
- Resolve customer inquiries and problems pertaining to insurance products and services
- 5 or more years insurance industry (preferred) or relevant experience and additional education, as well as technical and analytical skill set
- Interpersonal skills, including relationship-building skills with clients, co-workers and third parties
99
Client Manager Resume Examples & Samples
- Monitoring constantly deal risk and performance in terms of i.e. invoices analysis, past due/DSO, concentration, deal sustainability, BoI report trend, Cerved alerts. Overall controll on portfolio main metrics
- As ideal candidate for the role You have/are
- Strong experience in Factoring: Client and Debtor management
- Excellent Office Package Knowledge (excel)
- Solid understanding of A/R process and related issues (factorability), account receivable and collection accounting and monitoring
- Eu work permit
- English and Italian Fluency
100
Assistant Client Manager Resume Examples & Samples
- Client inquiries regarding premium, invoices, certificates and other day-to-day items
- Renewals & mid-term policy changes
- Surplus line filings
- Policy Checking and preparation for delivery to client
- Data entry and maintenance of account information in management system (EPIC)
- Prepares pre-renewal file and participates in marketing strategy meeting
- Insurance industry experience of 2+ years preferred but not required
- Qualified candidates will be those who demonstrate effective verbal and written communication skills, time management and prioritization skills, strong attention to detail, customer service capabilities and a commitment to building new skills
101
Client Manager Resume Examples & Samples
- 2+ years of employee benefits industry experience in the areas of benefits, enrollment, and compliance with demonstrated technical knowledge of self-funding, stop-loss, renewal underwriting, claims analysis, and contract review
- Must possess strong written and oral communication skills
- Florida state insurance license (2-15 Health & Life) required
- Travel required to Gainesville, FL during peak seasons - overnight stays also a possibility
102
Client Manager Resume Examples & Samples
- Day-to-day courteous client service encompassing all lines of business and program designs
- Harmonize marketing and servicing with other Willis Towers Watson offices globally
- Our ideal candidate will have the preferred skill sets and attributes
- Minimum of 7+ years insurance industry experience
- Experience with Middle to Large enterprise accounts – preferably in Healthcare
- Good reputation within underwriting community and senior leaders of insurers
- Ability to provide consultative and expert advice to clients
- Superior working knowledge of technology platforms including Microsoft Office Suite and other systems
- Top-quality interpersonal, communication (verbal and written), analytical, presentation and organizational skills
103
Client Manager Resume Examples & Samples
- Customer Relationship Management and/or Sales experience
- Managing midsize to large budget revenues
- Minimum 5 years sales / client management experience
- Desirable to have experience of selling reconciliation and fraud software solutions
- Able to show upselling and cross-selling capacity at previous clients
- Be able to communicate to both internal and external stakeholders of all levels
- Manage revenue expectations internally to Management
- Able to identify and develop business opportunities to increase revenue
- Understand technical requirements of Fiserv Products
- Roof of securing meaningful senior relationships within existing accounts
- Able to show a strong track record of closing deals of $200k+ in value
104
Client Manager Resume Examples & Samples
- Accountable for any US aligned delivery to ARA business
- Manage the US team as a regional Head with dotted lines from anyone located in the US including CTB + RTB Teams
- Accountable for any Technology delivery to ARA in the region regardless of source. Assuring close alignment with any technology teams to maintain a high quality level of support to the business
- Maintain a close and positive relationship with the ARA business in the region
- Work closely with the rest of the Global team in order to deliver
- Support the Global client manager in setting ARA’s IT strategy
- Support the Global client manager for any resourcing or local processes related to the team in the region
- AVP or VP level
- 5+ years of experience in the Financial Industry
- 2+ years of experience in a Client Management position or similar
- People Management experience
- Proactive, self-sufficient, open minded and client focused
- Team player, able to work in a global environment with a diverse team in different time zones
- Able to share knowledge across the team
- Good presentation skills, great communication skills
- Preferred knowledge of the Asset Management Industry
- Preferred knowledge of the Alternatives Asset Management Industry
105
Client Manager Resume Examples & Samples
- Prepare reports for stewardship, pre-renewal strategies, renewals presentations, placement activity along with analysis
- Interact with carriers and Third Party Administrators
- Prepare Request for Proposals and presentations
- Keep clients up to date on the latest legislation (i.e. Healthcare Reform, HIPPA, COBRA, FMLA)
- Manage marketing efforts or work with marketing departments as necessary
- Demonstrate and support Willis Values
- Promote and execute on the team vision and strategy
106
Client Manager Resume Examples & Samples
- Reviewing daily, the client’s account including resolution of any client position and cash break queries. Investigating and resolving any funding issues on the client’s account
- Acting as the point of escalation for internal and external contacts for trade / settlement issues and ensuring client expectations are met
- Managing corporate action and income activity across a client’s portfolio
- Being responsible for daily margin call management and balance monitoring
- Being aware of large daily swings / on-going trends with clients
- Ensuring business and regulatory requirements are met in the process
- Being familiar with clients’ accounts including trading strategies, operational and product needs
- Clearly understanding the revenue opportunity for the Bank, competitor landscape and potential growth opportunities
- Handling client requests in an efficient manner, ensuring reliable turnaround, clear expectation management and a focus on client satisfaction
- Resolving risks and issues effectively by escalating to management before they have an adverse effect on the wider client relationship
- Providing regular status updates to the team manager, conducting client reviews and recommending service level adjustments as needed
- Taking an active role in providing solutions to the client, using the Bank’s tools and processes to give optimal service, efficiency and client satisfaction
- Partnering with the Sales, Trading, Transition and Relationship Management teams, to ensure the Bank offers the highest level of service to our clients
- Closely interacting with Stock Loan and the Synthetic Equity Desk to ensure successful settlement of all the client’s trades and perfection of custodian services
- Being generally involved in key business and client service initiatives
107
Client Manager, LAC Resume Examples & Samples
- Execute the defined tasks to convert won opportunities into contracts
- Renew and execute all the current agreements of the company in the assigned territory
- Creation and close of the opportunities needed for the renewals
- Generate the renewal proposals for the customers
- Manage several proposals simultaneously in a relatively high volume, short turnaround environment
- Constant update of the opportunities and proposals
- Execute all the inside task to get all the customer invoiced or schedule the invoices
- Identifies possible Up-sales when executing the renewal process
- Being well informed about current industry trends and being able to talk intelligently about the industry
- Becoming familiar with all Blackboard Partner relationships and how they relate to Blackboard sales
- Becoming proficient with SalesForce.com – and effectively using the sales force automation tool to enter all sales information into this system for support accurate and proper forecasting / reporting
- Resolve any problems that surge in the renewal process
- Developing positive relationships with other employees in Marketing, Product Support, Global Services, Finance, Engineering and other departments, as needed
- Collaborating with colleagues and supporting the overall team effort within the sales organization, to ensure that knowledge and expertise is leveraged throughout the sales team
- At least 1+ years’ sales or customer service operations experience in IT solutions, related industries, and/or complex solution software sales industries
- Ability to manage a list of 150+ agreements at any given time
- Ability to work independently, as well as part of multi disciplinary team
- Flexibility and aptitude for adapting to changing priorities
- Communicates honestly, openly and consistently
- Well prepared and organized, ability to manage multiple tasks in a constantly changing environment
108
Advocacy Client Manager Resume Examples & Samples
- 2+ years project management experience managing multifaceted projects and teams, including on-site and virtual management
- 4 years client management experience
- 4 years’ experience working with employer based health plan policies and/or health benefits preferred
109
Smsf-client Manager, QLD Resume Examples & Samples
- Resolution of adviser and client enquires and end to end management and resolution of customer complaints utilising sound knowledge of SMSF administration
- Generation of reports and schedules, follow up on transactions, ensure quality assurance is maintained
- We are ideally seeking applicants who have prior expertise working in the SMSF profession. To be successful in this fast paced customer focused role you will have strong experience in building and maintaining strong client relationships within the financial services industry
110
Surety Client Manager Resume Examples & Samples
- BA/BS degree, preferred
- 5-7 years' experience working on mid to large-sized commercial and contract surety accounts within a brokerage environment preferred
- Appropriate licenses as dictated by state law required within 60 days of employment
- Qualified candidates will be those who demonstrate effective verbal and written communication skills, strong time management, teamwork and prioritization skills, and highly effective customer service capabilities
- Must be committed to building new skills via in-house or approved vendor resources
- Proficiency in computer skills including Microsoft Word, Excel and PowerPoint, and the ability to navigate within the Internet required
111
Assistant Client Manager Resume Examples & Samples
- Comply with Willis Excellence Management (WEM) program
- Assist with the implementation of new clients
- Assist with the maintenance of client files and administrative documentation
- General administrative tasks such as mailers, filing, organization of materials
- Assist in providing information and answers client questions relative to administering insurance accounts under supervision (examples include: billing questions from group, assist with claims, general service calls)
- Support business development by maintaining team and proposal information such as bios, example presentations, etc
- Supports client retention by maintaining a positive image with clients
- Assists team with preparation of Enrollment sessions to include the following
112
Client Manager Resume Examples & Samples
- Assist with day to day client inquires and required service actions
- Prepare pre-renewal files and compile information regarding account renewals
- Maintain account information in client files
- Process invoices, endorsements, audits, credits
- Monthly reporting of client values to carriers
- Monthly accounts receivable review/collection
- Assist with development of draft submissions, proposals, and comparisons/summaries
- Prepare certificate to guidelines and coordinate issuance requests
- Resolve client billing questions with our accounting center, premium finance company inquiries, as well as carrier discrepancies
113
Client Manager Resume Examples & Samples
- Provides risk management analysis utilizing new business, renewal and claim reviews. Makes recommendations to prospects and current clients to update and enhance policy contracts
- Performs all phases of new business , renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes , creating proposals, monitoring status, and follows up to delivery of policy documents to client
- Prepares policy change requests, and submits requests to carriers. Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to client
- Resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies
- Other responsibilities as directed by the Office Manager or Managing Partner
- Three (3) or more years of insurance industry experience related to servicing accounts. Exposure to Real Estate and Construction related insurance a definite plus
- Technical knowledge of product area or industry, especially construction
114
Client Manager Resume Examples & Samples
- Spend every day in front of top-level decision makers (CIOs, CFOs, Directors, Agency Secretaries, etc.) understanding key initiatives, building relationships and presence
- Be a state & local industry sector expert; use experience and client-specific knowledge to identify business, financial and IT needs and influence client requirements to match Xerox Offerings
- Understand the market opportunities where Xerox’s technology, software and services offerings fit as strengths in the marketplace
- Build, maintain/grow key client stakeholder relationships by using insight-based selling approach; teaching clients about trends in the state & local marketplace and tailoring Xerox solutions to help meet their strategic initiatives
- Daily focus on prospecting for new top-level decision-maker appointments, adding new opportunities to the pipeline, moving opportunities forward and closing deals
- Knowledgeable about the budgetary and financial dynamics for the state & local environment, work in co-development with and commitment of the customer on both a financial and operational business case
- Lead strategic Account Business Planning (ABP) by researching the clients, organizing/coordinating the selling team and resources and identifying tactical steps to create/win new opportunities
- Manage existing business opportunities with a primary focus on revenue/new business growth
- Lead a project-based sales orientation as well as manage tactical selling opportunities by coordinating with other selling resources and Virtual Sales Assistant
- Up sell/cross-sell opportunities – Short/Mid/Long-term selling strategy
- Create/define and win strategy by using the collective team of sales specialists, solution architects and other SMEs to craft client-specific tailored offerings and technical requirements for the SOW
- Development of proposals/RFPs in partnership with Bid Center
- Proven knowledge of Government procurement process and lobbying compliance at all levels of Government
- Identify partnership opportunities with Xerox’s Alliances channel to expand opportunities and/or accelerate closing business
- Self manage personal development, Salesforce.com and administrative requirements of the position without need for constant direction
115
Client Manager Resume Examples & Samples
- Provide day to day service direct to client, supporting: eligibility, carrier issues, billing and claims. Maintain status calls/check-ins with client and carriers; ensure follow up performed by all parties
- Support the consulting on recommendations for improving effectiveness of policies and practices, such as strategic planning with clients
- Provide consistent client service and answer client policy and coverage questions directly to client
- Assist in resolving client, carrier and /or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts and vendor commission tracking
- Answer compliance questions (with the help of WTW compliance resources) and plan interpretation questions (conference calls, meetings, etc.)
- Coordinate 5500 filings information with Willis Towers Watson Government Center
- Enter data in and maintain client records in policy management system
- Drive the Renewal/Marketing Process including but not limited to
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Client Manager Resume Examples & Samples
- Developing proposals and supporting the delivery of initiatives, in collaboration with Clients, Colleagues and Vendor’s, for new implementation projects, providing support and guidance to ensure effective implementation and Client satisfaction
- Developing, fostering and maintaining strong, productive working relationships with external and internal Clients across both Run the Bank (‘RTB’) and Change the Bank (‘CTB’) functions
- Building and maintaining a good understanding of the Client’s business strategy and current issues, to inform the development of product/service implementation strategies that will meet Client needs, competition considerations and the Bank’s strategic direction
- Collaborating with colleagues to support the delivery of products, to achieve positive outcomes for the Bank and its Clients
- Building and maintaining diverse, productive relationships with internal and external Partners
- Supporting the implementation of innovative business change solutions, including product and Division-wide initiatives
- Supporting new product/service development, process and performance improvement initiatives to deliver industrialised solutions and Client optionality
- Representing the Voice of the Customer (VOC) within the Division, as it relates to the products for which they are responsible, conveying the key drivers and issues that impact client groups
- Providing support for new business initiatives, new market opportunities, new Client groups, new business and vendor initiatives and any regulatory changes
- Supporting the development of service level agreements, key performance initiative and key risk indicators, front to back across the business, supporting benchmarking activities and monitoring performance against agreed metrics
- Providing Clients and partner functions with regular and ad hoc management information, analysis and insight
- Managing Client management performance against agreed financial and non-financial targets for assigned Client and/or product groups, including benefits of investment initiatives
- Providing the Client’s perspective and working with the wider Team to identify continuous improvement initiatives that deliver both incremental and step change in performance
- Highlighting operational, regulatory and other risks to the Client Director/Manager, liaising with the Client and actively participates in problem resolution to ensure Client satisfaction, with the outcome
- Actively supporting the achievement of the Bank’s/Division’s strategy, plans and values, and ensuring they maintain a clear understanding and ongoing alignment of activities with the organisation’s priorities
- Demonstrating personal support to the achievement and maintenance of a high performance culture in which people management and development is a key priority
- Demonstrating a personal commitment to supporting colleagues within the team
- Demonstrating personal commitment to the Bank’s values
- Adhering to Bank policies and procedures and driving compliance within the Team
- Taking ownership for your own development and career management, seeking opportunities to develop your personal capability and improve performance contribution
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Telephonic Client Manager Resume Examples & Samples
- Identify and target revenue/growth opportunities; develops and implements a detailed strategic sales plan to demonstrate how to maximize those revenue opportunities
- Identify key contacts and decision makers within a customer organization and develops strong relationships with those contacts
- Own the relationship with the customer and be responsible for the overall health/status of the relationship
- Provide customer feedback to other parts of the organization (i.e. segment, product, marketing) regarding product or content issues
- Negotiate contract
- Demonstrate an in-depth understanding of LexisNexis products, content and solutions including the ability to articulate competitive differentiators and our value proposition
- Conduct call campaigns into new or existing customers
- 3-5 years of proven sales experience, preferably in a business to business environment
- Ability to lift/carry laptop, IPad and other sales materials up to 25 lbs
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Client Manager Resume Examples & Samples
- Keeping clients up to date on the latest legislation (i.e. ERISA, HIPAA, FMLA, ADA, COBRA, ACA, Sections 125, etc.)
- Manage projects to ensure clients’ needs and deadlines are met
- Maintain client information in Agency Management System (EPIC) in accordance with WEM and Willis Towers Watson accounting standards
- State insurance license required. Must be obtained within 90 days of hire
- Detailed expertise of employer-sponsored health and welfare plans
- Grasp and understand business concepts and issues
- Knowledge of legislative and compliance of ERISA, HIPAA, FMLA, ADA, COBRA, ACA, Sections 125 & 105, 5500s, etc
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Client Manager Resume Examples & Samples
- Bachelor’s degree, two years of experience in the voluntary employee benefits industry, preferred
- State Life and Health license obtained within 60 days of hire
- Elementary knowledge of (1) insurance products and (2) claim resolutions
- Ability to effectively communicate in verbal and written formats
- Ability to establish priorities and proceed with objectives under limited supervision
- Computer skills which include proficiency with Microsoft Word, Excel and Power Point, as well as navigation within the Internet
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Client Manager Resume Examples & Samples
- 0-2+ years of employee benefits industry experience in the areas of benefits, enrollment, and compliance with demonstrated technical knowledge of self-funding, stop-loss, renewal underwriting, claims analysis, and contract review
- Technical knowledge of insurance contracts/structure
- Working knowledge of all employer-sponsored health and welfare plans
- Understanding of large, complex employers
- Develop new partner markets where needed locally and support nationally based relationships with carriers
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Client Manager Resume Examples & Samples
- Confident coordinator and communicator both written and orally
- Excellent attention to detail and numerate
- Flexibility and ability to support colleagues
- Working knowledge of Word, Excel and PowerPoint
- Previous Industry experience essential preferably within Client Service Administration and or Fund Administration
- Knowledge of Investment Operations processes advantageous
- Project Management experience advantageous
- University degree or equivalent
- Hold relevant Investment Management Industry qualification or be prepared to study to attain one
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Trustee Client Manager Resume Examples & Samples
- Review and reporting of automated/manual investment breaches, price errors, trading errors, transfer agency errors. Completion of cash flow monitoring, asset register and asset title verification checks. Tracking all issues on relevant logs and communication of issues to clients. Completion of monthly/quarterly client/board reporting and representation of Trustee at due diligence visits and board meetings
- Completion of on-site inspections to fund administrators, transfer agents, alternative investment fund managers and UCITS Managers. Completion of on-site inspections and reviews of Trustee Operations COE Warsaw to proactively enhance procedures and resolve any outstanding customer issues for client/fund segment
- Participation with other Trustee jurisdictions on projects associated with regulatory change (UCITS V, UCITS VI, Investor Money Regulations) and process enhancement and standardization
- Initiate and/or contribute to the development of new procedures, systems and value-adding solutions in order to satisfy changing regulatory and customer requirements. BISO, COB, MCA, Records Management and Citi control functions
- Responsible for compliance with existing regulations and formulating strategies and managing the implementation of processes/enhancements to ensure compliances with new regulatory and legislative changes
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Senior Client Manager Resume Examples & Samples
- 4 year degree in Accounting, Finance or related area or CPA qualification
- License not required
- Advanced Computer Skills
- In depth knowledge and experience of captive insurance and insurance industry (minimum 10 years experience) in the following areas: (1) accounting for captives (2) insurance products, and (3) problem resolution
- Willis knowledge (platforms, structure, etc)
- Ability to monitor quality control
- Client relationship skills
- Leadership and People Management skills
- Can solve complex issues and will raise highly complex issues to higher level
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Client Manager Resume Examples & Samples
- To develop strong relationships (KPI: strong network in place)
- To deliver a service that meets SLAs and delights the customer (KPI: SLAs achieved & high customer satisfaction)
- To achieve productivity improvements (KPI: value for customer, enhanced margin and P&L performance)
- Provide leadership and account focus for all DCLS operations staff working on the contracts; MS senior management
- Participate fully as a member of the wider Xerox account team
- To manage customer expectations and ensure that changing requirements are understood and met by the account team
- Input to the production strategy with Operations, with particular focus on consistency of service & performance across service groups & geographies
- Influence Customers through communication of Xerox processes & technology capabilities to ensure our added value is understood & customer loyalty secured; in partnership with the customer, develop future direction. Manage the development, with operations of new & improved integrated and cross-service processes which enhance profitability and bring added value to the customers
- Ensure overall SLA compliance; Direct overall external & internal performance reporting; Manage/support process enhancement programmes
- Analyze and report on account performance (work-in-progress, delivery performance, schedule tracking and account profitability) using problem-solving skills to address below-target results
- Present a monthly contract summary to the Management Team; Provide timely and accurate input to the revenue & production outlook to enable effective planning & deployment of resources and to optimise costs; Ensure overall planned profitability is achieved taking actions to remedy any shortfalls; Identify & secure incremental revenue
- To act as an escalation route for process issues with the customer and / or other departments
- Own &manage customer satisfaction , perform and document risk assessments, root cause analysis and own Service Improvement Plans
- Fluent German and English
- Fluency in additional European languages would be an advantage
- Experience working within a marketing service agency across a wide range of digital and non-digital media (Creative Services and Digital/Print Production) in multiple languages
- Senior level client interface
- The ability to contribute effectively during the campaign briefing and production phases to ensure local and culture-dependent variances, consumer behaviour and market relevance are factored into campaigns
- Experience in implementing and maintaining brand, style and terminology guidelines to steer the transcreation process in terms of colours, styles, formats, cultural nuances, language conventions, orthography, regulations and standards
- An understanding of the regulatory and approvals processes that govern the customer’s industry sector across Europe
- Self-confidence, with great diplomatic skills, and the ability to juggling the demands of multiple complex projects and customers with excellent attention to detail
- Superb organization and prioritization skills with the ability to handle pressure while maintaining a strong customer service ethos, measured against contractual obligations including SLAs and KPIs
- Strong account management and project management skills are essential. You will be responsible for ensuring that efficient workflows are defined and adhered to by all parties in the supply chain to meet client expectations around cost, quality and timeframes
- PC literacy across Microsoft Office and a range of design packages
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Client Manager Resume Examples & Samples
- Responsible for the daily support of client deliverables and initiatives including employee benefits brokerage, consulting, and general account management
- Manage basic and complex service issues and research for team members on client related issues
- Manage production of annual client deliverables and reports
- Maintain internal and external compliance; 5500 reporting, legislative adherence, Willis internal compliance protocols
- Provide information to update client database with annual renewals for Invoice management and revenue tracking
- Prepare and present reports for stewardship, pre-renewal strategies, renewals presentations, placement activity along with analysis
- Be able to work with the external market to provide deliverables within specified timelines
- Promote client satisfaction and build client relationships
- Support Willis values
- Five or more years of insurance industry and/or brokerage experience
- 2 years or more of employee benefit products and of analytical knowledge on funding options
- Bachelor’s degree preferred and CA Life Insurance
- Computer skills which include proficiency with Microsoft Word, Excel and Power Point, and web-based applications
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Assistant Client Manager Resume Examples & Samples
- Invoice management and revenue tracking for Willis customers
- Initiating and data gathering for 5500 filings and submissions
- Responsible for the daily support of the client service team addressing general account management and research for team members on client related issues
- Assist Client Advocates in developing responses to RFPs and proposal development
- Maintaining client contact information
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Client Manager Resume Examples & Samples
- Collaborate with Producer/Client Executive and Placement to document internal and external strategy meetings
- Collaborate with Producer/Client Executive and other appropriate resources to draft fee agreement(s) as applicable
- Finalize exposure and underwriting information, deliver to client, and gather updates from the client
- Collaborate with Placement specialists througout the placement process, and communicate and gather information to/from the client
- Deliver binders and/or policies to client with appropriate transmittal letters
- Oversee the coordination of certificates and auto ID cards
- Minimum 5 years of relevant working experience in a Commercial Underwriting or Commercial Broker environment
- Strong Decision making capabilities
- Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meeting deadlines
- Independently carry out specific assignments and tasks
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Cib-investor Services Foreign Exchange Client Manager Resume Examples & Samples
- Support the team in managing top tier custody/ FX client relationships for the region
- Support the team in identifying opportunities to enhance revenue to client and/ or J.P. Morgan by introducing different ideas and opportunities
- Support the team in ensuring consistent and the highest quality of service standards for each relationship, developing appropriate metrics and management reporting. Ensure relationships receive the optimal service levels for foreign exchange
- Junior point of contact for clients initially- expected to develop deep relationships with client contacts over time at the middle management level
- Support the team in retaining business in a highly competitive market environment
- Support the team in providing clients with insight and perspective regarding industry trends and issues
- Understands firm's approach and policies for managing risks in relevant business and applicable legal and regulatory rules, and follows policies
- Build foundation of trust with clients by demonstrating an understanding of their needs, clearly articulating desk ideas, and being responsive
- Balance potentially competing needs across clients, internal partners and the firm
- A strong interest in, and general understanding of, all aspects of Foreign Exchange, including trading, operations, compliance, legal and risk
- Minimum of six months experience in a Foreign Exchange-related role is preferred
- Entrepreneurial drive with strong analytical and quantitative skills
- Experience working within an investment bank
- Demonstrable proficiency with market and product lingo. Well versed in the quantitative nature and framework of own product (e.g., pricing, models, etc)
- Demonstrates creativity in solving problems. Always looks for new ways of doing things
- Understands the different types of risk and can discuss in detail ways of managing these risk
- Thoroughly understands drivers of relevant markets and can explain and anticipate market movements
- Understands transaction cycle and the steps in the process and is execution oriented
- Ability to thrive on the challenge of competitive pressures and remain focused on client needs
- Ability to communicate concepts and ideas, both verbally and via documentation, and be able to defend their validity and target messages to different audiences
- Self-directed, highly motivated, and able to work independently
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Client Manager Resume Examples & Samples
- Plan Management/Client Consulting - Acts as the subject matter expert for all service specific and common client requirements
- Participates in analysis discussions to ensure the provision requirements match the technical specifications for clients in ongoing delivery
- Works with Benefits Operation Managers to ensure ongoing processes are revised based on requirements changes
- Provides subject matter expertise to client, client team, shared services, and supporting services on plan provisions and ongoing processing concepts for clients in ongoing delivery
- Serves as primary resource to client, client team, shared services, and supporting services in the translation of requirements
- Builds domain knowledge within the Benefits Operations Manager (BOM), Delivery Specialist (DS) and Benefits Operations Analyst (BOA) roles
- Oversees all service delivery and leverages the Operations Manager and Benefits Operations Manager to resolve issues and provide quality service to clients
- Records and reviews project scoping, budgeting and change order records along with the Lead Systems Analyst(s)
- Coordinates service delivery across point solutions and shared services, sharing client knowledge and expectations to achieve a common team goal
- Intermediate knowledge of general system environment and process flow
- Intermediate regulatory and legislative knowledge in Defined Contributions service area
- Intermediate understanding of benefits outsourcing systems and application platform. 5+ years project management experience managing multifaceted projects and teams, including on-site and virtual management
- Internal TBA experience preferred
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Client Manager New Logo Resume Examples & Samples
- Demonstrating and applying industry awareness within the Public Sector and Higher Education sectors
- Understand specific industry sector departmental key drivers/document intensive business process plans
- Plan, facilitate and conduct complex negotiations, typically over a longer sales cycle (12 months and more) to reach long-term agreements and commitments
- Ability to speak the clients language
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Client Manager Resume Examples & Samples
- Sell the full line of Xerox technology, services, and solutions to both current Xerox customers and non-users within a specified geographic territory and vertical
- Drive both short-term sales while developing, and implementing long-term strategies to ensure Xerox retains the account and grows new business
- Negotiate prices, contract terms and deadlines with prospective and existing clients to increase quarterly revenue growth
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Senior Client Manager Resume Examples & Samples
- Responsible for completion of the daily support for clients including employee benefits brokerage, consulting, and general account management
- Provide technical assistance in financial and data analytics
- Prioritizes work processes and maintains 100% compliance with required client data in EPIC
- Builds strong relationships with interactions with carriers and TPA’s
- Demonstrate and support Willis Towers Watson Values and Compliance Standards
- Capitalize on internal Subject Matter Experts and external compliance, 5500 reporting, legislative adherence, and Willis internal compliance protocols
- 7+ years of employee benefits industry experience in the areas of benefits, enrollment, and compliance with demonstrated technical knowledge of self-funding, stop-loss, renewal underwriting, claims analysis, and contract review
- Possess problem-solving and logical-thinking skill
- Bachelor’s degree or equivalent career experience required
- Enhanced client service skills
- Proficient at interfacing with clients
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Client Manager Resume Examples & Samples
- Typically requires 3 or more years of insurance industry experience related to servicing mid size to large employee benefits accounts
- Life and Health License required within 60 days of employment
- Professional designations such as CEBS, and NAHU preferred
- Knowledge of Human Resources, Insurance and/or Brokerage businesses
- Technical knowledge of employee benefits packages
- Financial analysis and knowledge of alternative funding preferred
- Proficiency in Microsoft Office Suite (Word, Excel, Powerpoint, etc)
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Assistant Client Manager Resume Examples & Samples
- Responsible for the daily support of the client service team addressing general account management and research for team members on client related issues including eligibility, billing and claims
- Coordination, maintenance and assistance of internal compliance and filing system protocols
- Update client tracking system with coverages, renewals, commissions, SOX requirements
- Review of plan documents and contracts
- Assist Client Advocates & Consultants in developing responses to RFPs and proposal development
- Obtain and maintain an education client service and production in employee benefit and healthcare trends to accelerate ability to assist teams
- Coordinate and represent WTW at client Open Enrollment meetings and health fairs
- 1-3 years’ experience in a related or skill-set transferable field
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Advocacy Senior Client Manager Resume Examples & Samples
- Bachelor’s Degree and 5 years related experience in Management; or equivalent combination of education and experience
- 5+ years’ experience working with employer based health plan policies and/or health benefits preferred
- Proficient in coaching others
- Previous Client Manager experience preferred
- Advanced knowledge of benefits business, including products and services, operations, and delivery
- Intermediate knowledge of overall financial management
- Intermediate to basic knowledge of customer service training concepts
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Client Manager Resume Examples & Samples
- Identifying client needs around MI/data and business insight and develop strategies and solutions to meet those needs
- Provision of client briefing packs to Relationship Managers ahead of key client meetings e.g. QBR’s
- Client research (general, annual reports, news feeds etc.)
- Formulation of tailored and insightful MI to inform strategic and operational decisions
- Investigate and co-ordinate Industry and sector insights in conjunction with Card Schemes and external sources
- Team lead on all MI/data developments
- Proactively support the Client Development with reusable sector specific MI supporting current / future client proposals
- Own defined (Platinum) client meeting actions including engagement of operational areas (Inc. Support Team) with regular progress updates
- Own query resolution handling, engagement and escalation with key business operations (Inc. FD)
- Updating of Salesforce with up-to-date client information
- Work with Client Development / Implementation during handover of new (Platinum) clients ensuring continuity / confidence prior to RM
- Own Executive Sponsorship program for Platinum level clients
- Lead support role in cross-portfolio initiatives e.g. Thought Leadership, VIP support programs
- Own key business reports on behalf of RM team e.g. weekly, bi-weekly, Group Interlock and Performance Committee
- Pro-actively identifying and initiate areas for improvement across the team
- Attending client meetings where appropriate to better understand client needs to create the best possible client solutions
- Supporting role in cross-portfolio client engagement events e.g. AHO breakfasts including work stream ownership
- Work Closely with the Operational RM’s to establish ‘best practices’ and manage cover and support as appropriate
- Personal development of the team to enable succession planning
- Primary support to the Senior Relationship Development Manager on strategic initiatives
- Key Involvement in strategic business initiatives including re pricing, interchange, scheme or regulation changes
- Outstanding customer excellence
- Ownership / accountability/ self-motivation
- Collaborative working
- Planning & organisational skills
- Proven ability to build and maintain relationships at all levels
- Previous customer service skills ideally in the card acquiring or financial services market
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Client Manager Resume Examples & Samples
- State Life and Health license or obtained within six months of hire
- Professional designation/certification GBA or PHR preferred
- 3 or more years of analytical analysis of employee benefit programs preferred
- Intermediate Knowledge of: (1) insurance products, (2) bid preparation and analysis, and (3) problem claim resolution to specifically include the following
- Strong knowledge of FSA, HRA, HSA, COBRA, FMLA, etc. programs
- Regulatory environment of employee benefits plans with emphasis on Health Care Reform
- Basic funding concepts
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National Client Manager Resume Examples & Samples
- Identify client relationships for development to national accounts
- Develop project leads through consistent and close communication with past, current and new national clients
- Communicate client expectations and project specifics to PSI’s local operational offices (100+) throughout the U.S
- Oversee project management & invoicing per client’s specifications to ensure consistent communication from PSI’s operational offices
- Liaise with PSI’s operational offices to assess client satisfaction and facilitate face-to-face meetings
- Develop & implement marketing & sales strategies for to increase fees with national accounts
- Network with existing national client contacts to build great client relationships and earn referrals and more business
- Maximize fee potential from national accounts – “wallet share” – and be a valued resource to PSI’s national clients
- This position requires a professional that has 10+ years’ experience in real estate development, construction/construction management, engineering, property management or a related field
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Client Manager Resume Examples & Samples
- Two to three years of business banking experience
- Basic knowledge of credit and credit quality
- Basic knowledge of bank products and services
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Client Manager Resume Examples & Samples
- Account management” across all clients in the Region (broker reviews on equity side, internal / external account reviews of clients on the fixed income side) with a view to maximise cross-selling and revenues on our clients, and to ensure we allocate our research / coverage / capital resources on the right clients and get the returns in terms of revenues. Together with the coverage and Sales teams, define our key clients lists and the coverage/servicing required by each
- Client intelligence & coordination (using market data and street knowledge to identify untapped wallets and define the actions to capture them). Run gap analysis across products / clients
- Business profitability analysis and client profitability analysis (define methodology + implement)
- Sales coordination
- Anlaysis skills to (sometimes) put together and (always) analyse large amount of data
- Strong interpersonal and organisational skills, and work closely with all business lines
- Knowledge of the Broker review process
- Good thorough knowledge of the equity and fixed income suite of products
- Relationship Management / cross product coverage of Asset Managers in Hong Kong as well as other HK-based clients such as Hedge Funds / Pension Funds
- Ability to make people work together on common goals
- At least 6 years of practical experience in finance
- Strong knowledge of sales and trading and investment banking client coverage, especially on Global Markets scope
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Client Manager Resume Examples & Samples
- To work with your manager to establish, develop and maintain relationships with key clients, client managers or planners at your key client company or prospects
- To work with the planners and client managers at your key client companies to identify and develop experiential marketing opportunities
- To develop ideas, budgets, proposals, initiatives to help convert those opportunities identified or secure briefs for future business opportunities
- To work with your manager to ensure the successful and profitable delivery of individual client projects once commissioned to exceed the expectations of the client/ objectives of the brief
- To ensure the implementation or activation of a live project, whether internal or outsourced is effectively and profitably delivered to meet client objectives
- To set budgets and ensure the profit margin is protected
- To manage the reportage back to client or client managers of all commissioned briefs and live projects and ensure these are packaged into marketable assets such as credentials presentations, website case studies etc
- To ensure all relationships and communications between the account management team and company clients are professional, business focussed, timely and effective
- To manage any client executives appointed beneath you to help you in your delivery of the above responsibilities
- Experiential sector with manager experience
- Excellent project management and event organisation skills
- Problem solving mentality
- Well rounded knowledge of marketing environment
- Culturally aware
- Ability to develop compelling presentations and communications plans
- Comfortable with finance, spread sheets and numbers
- Focussed and self-motivated
- Up to speed on technological developments relevant to your job
- Sales instinct – able to spot an opportunity and act on it
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Assistant Client Manager Resume Examples & Samples
- Collaborate with Placement specialists throughout the placement process, and communicate and gather information to/from the client
- Request and obtain binders from insurers, issue binders if necessary and perform or obtain the second set of eyes review as applicable
- Build Client Advocacy Reports and Client Service Plans in conjunction with the Client Executive
- Minimum 3 years of relevant working experience in a Commercial Underwriting or Commercial Broker environment
- Possesses excellent interpersonal skills
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Senior Client Manager Resume Examples & Samples
- Responsible for maintaining relationship with client decision-makers. Understanding clients' business and advising on key risk and insurance issues. Managing and executing client renewal process to ensure successful client outcomes
- Coordinates all client services including brokering support, account management and post placement services within an insurance brokerage environment
- Coordinates claims review meetings for applicable accounts
- Reviews loss analysis, completes risk management analysis
- Assists in gathering and researching risk management/insurance information from prospects, as well as development of program design
- Assists in resolving client, carrier and/or vendor issues
- Contract reviews
- Cross selling risk management and other added value services to client base
- Proposal and RFP presentations to the clients and prospects
- Minimum of 7 years insurance experience in a commercial Property & Casualty brokerage environment with success in client service, account management and placement
- BA/BS Degree in insurance, finance or related field a plus
- Ability to focus on delivering exceptional customer service while working in a fast paced, high volume environment with minimal supervision
- Property & Casualty and other state licenses required.§
- Advanced designations such as CIC and CPCU desirable
- Experience with loss sensitive and/or complex casualty programs a plus
- Experience with the Epic system a plus
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Client Manager Resume Examples & Samples
- Responsible for managing day to day client needs and providing advice on an existing book of business. The size and complexity of the accounts can range from upper middle market to large and complex and cross both property and casualty disciplines
- Helps coordinate and supports the team during the renewal process to ensure successful client outcomes. Participates in pre-renewal meetings and exposure gathering processes
- Supports the team for providing outstanding client services including brokering support, account management and post placement services
- Research insurance questions from clients and responds to premium, invoice, certificate and day to day service inquiries
- Resolve client billing questions with our accounting center, premium finance company inquires as well as carrier discrepancies
- Maintains account information in a management system
- Maintains awareness of and adheres to compliance requirements
- Minimum of 2 years insurance experience in a commercial Property & Casualty brokerage environment
- Virginia Property & Casualty licenses required within 30 days of hire
- Self-Starter with the ability to focus on delivering exceptional customer service in a fast paced environment
- Must be able to work in a team environment at times with associates in multiple locations
- Strong competency in Microsoft Office, Excel and PowerPoint
- Degree or advanced designations in insurance, finance or related field a plus
- Experience with agency management systems, particularly Epic or other Applied Systems system a plus
- Requires excellent verbal and written communication
- Expertise in healthcare, construction or other industries a bonus
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Senior Client Manager Resume Examples & Samples
- Property and Casualty license or Life and Health License dependent upon area of work
- Knowledge of Human Resources, Insurance and/or Brokerage business
- Technical knowledge of benefits packages
- Personal Computer skills
- Critical Thinking skills
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Senior Client Manager Resume Examples & Samples
- Operations: claims processing, audit, customer service, member outreach activities, eligibility and enrollment processes, medical management operations (only operational, not clinical aspects), finance
- Advisory Services
- Client Analytics
- Population Health
- Client deliverables
- State relations for functions delegated to Valence Health by the health plan
- Operational reporting needs of clients
- Regulatory and contract compliance for functions delegated to Valence by the health plan
- Incumbent may, from time to time, report to multiple directors for different projects, especially during on-boarding of new clients
- Identifying best practice and implementing projects and processes
- Communications at all levels above and below Client Manager level
- Analyzing data and information, including written analysis
- Writing reports, managing expectations, managing metrics
- Understand complicated problems
- Supply concise and relevant solutions to problems
- Supervise associate staff if available
- Establishing and maintaining excellent rapport with clients
- Work in teams as the leader or a participant
- Excellent communication skills with outgoing client personality
- Ability to lead numerous and sometimes loosely-defined projects
- Ability to coordinate projects across various Valence and client departments and achieve results
- Ability to supervise Associate Client Manager(s) if present
- Being accountable for results
- Bachelor degree preferred; relevant work experience required; advanced degrees a plus
- 3-5 years of relevant experience in management with an understanding of managed care, or equivalent as determined by Valence Health
- Project management for results, operational and strategic
- Health plan operations
- Policy and procedure development
- Defining and implementing process work flow(s)
- Personal computers and standard business office software products
- Maintaining high-level decision making processes
- Make informed recommendations based on reading written material or analyzing data
- Ability to make informed recommendations based on reading written material or analyzing data
- Must have the ability to work from home
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Client Manager Resume Examples & Samples
- Full management of research projects – questionnaire/discussion guide, survey launch, data checking and analysis and reporting
- Generate business against set targets through consulting and having an input in proposal writing
- Ensure projects meet budgetary requirements
- Take on line management responsibilities for a Research Executive
- Establish good working relationships with colleagues in the wider Millward Brown in order to find shared solutions for clients
- Pharmaceutical or healthcare working background
- Commercial mind-set
- Ability to interpret findings from qualitative or quantitative analysis using appropriate and innovative methodologies and techniques
- Experience of managing qualitative or quantitative research projects throughout the lifecycle
- Global research experience – managing multi country projects or healthcare systems around the world
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Client Manager Resume Examples & Samples
- Supervises two or more employees as direct reports and has full authority for the following people management responsibilities
- BA/BS degree required; Master's degree preferred
- 10 to 15 years experience in a consulting environment identifying, designing, recommending and implementing efficient, innovative business solutions for clients' complex human resources challenges
- Proven experience in managing, designing and executing all elements of sales and relationship management operations department, program development, sales analysis; translating findings and initiatives into business actions that drive incremental sales and profitability
- Advanced analytical abilities and strong business acumen
- Demonstrated ability to retain and grow revenue through large and complex sales
- Proven ability to build senior executive relationships
- Excellent communication, organization and project management abilities
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Client Manager Resume Examples & Samples
- Bachelor’s Degree preferred in Business, Marketing and/or Applicable Sciences (open to other qualifications)
- Minimum 3-4 years of experience in Branding, Marketing, Advertising and/or Communication Agencies
- Preference for candidates with healthcare experience with and knowledge of the pharmaceutical and healthcare sectors
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Senior Client Manager Resume Examples & Samples
- Attend meetings with solution owners - front line
- Identify solution area needs and position solution to meet those needs
- Partner with broad internal team - Sales, Implementation, Product, etc
- Analyze and determine client retention risk and issues
- Articulate Optum/UHG value proposition within context of the solution
- Understand client's business model (independent vs IDN, teaching vs. community hospital, for profit vs. not for profit, vision, mission and values and can recognize potential strategic opportunities)
- Excellent listening and collaboration skills
- Highly self-motivated and directed individual with strong negotiation and problem solving skills
- 5+ years of previous client management experience preferably in the healthcare/IT market
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Client Manager Resume Examples & Samples
- Manage the delivery of services through subordinate managers and fill in for them and the District Manager in their absence or as requested or required
- Coach, counsel, develop, etc. assigned personnel to assist with their opportunity for advancement/promotability
- Personally stand in for subordinates and District Manager as assigned or required
- Maintain regular attendance to ensure avoidance of unpredictable, frequent and/or ongoing late arrivals and chronic
- Tardiness
- Actively participate in community and business related organizations
- Bachelor's degree in Business Administration, Criminal Justice or related field of study
- At least four years of business management/security experience including at least two years of operations management experience
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Senior Client Manager Resume Examples & Samples
- Work with Directors and Associate Directors to implement the Group's business plan in order to achieve the Company's stated objectives
- Identify and optimize opportunities for business growth and development within the relevant business lines to ensure continued success and expansion of the business
- Management, motivation and development of a team of Client Officers and Administrators to meet the needs of clients within agreed standards and regulatory requirements
- Manage productivity, timesheets, recoverability, budgeting and debtors for self and the team
- Oversee the incoming and outgoing workflow of the team, with a view to ensuring prompt, effective and where appropriate, pro-active responses to client needs
- Attend meetings with clients both locally and in other locations as required
- Provide advice and guidance as required to staff, ensuring they are focused on client needs and quality administration, including training, coaching and development as necessary
- Implement and ensure the compliance of policies are adhered to as set down in the company's procedures manual
- Keep self informed of developments on regulatory issues/ changes that affect the business and ensure compliance at all times
- Liaise with the Directors and Associate Directors and provide input on budgets, manpower planning and productivity as required
- Meet CPD targets (self and team)
- Category 2 signatory
- Ability to manage risk review targets
- Collate own data over the course of the year to support achievement of KPI's (self and team)
- Develop existing and new clients and intermediary relations including seeking opportunities for cross-selling TMF Group products and services
- Graduate in a relevant field and a professional
- Qualification. E.g. ACCA, ISCA
- 5+ years experience in a relevant role
- Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook). Other software packages as appropriate
- Fluent in both written and spoken English
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Senior Client Manager Resume Examples & Samples
- Establishes, cultivates and manages the customer relationship at multiple levels in the functional areas assigned, (senior manager to solution owners) serving as a trusted business advisor
- Assesses the value our solutions are delivering to develop approaches that increase the value we provide and increase the impact Optum has on the client’s business
- Proactively work with teams and clients to facilitate renewal business and expansion of solutions
- Actively drive issue resolution of business issues or escalations
- Ability to handle crucial conversations, and if necessary deliver difficult messaging to clients
- Ability to reset customer expectations and / or program misperceptions in order to align understanding with the current state FWAE business model
- Manage cross functional teams regarding process improvement and resolution in handling highly escalated Fraud cases
- Willingness to use creative solutioning in order to solve highly complex scenarios and some that may be outside the scope of a standard agreement and service offering
- Influence without authority by building strong internal partnerships with Operations, Analytics and Reporting
- Develops and delivers communication to all levels of client - including UHCPI and UHC Partners at Senior Levels of the company including executives
- Various reporting QA and definitions required for C&S clients
- Expansion of C&S opportunities will be a focus in coming years with Optum leadership and project teams
- Experience working with senior - level managers and executives
- Must demonstrate an ability to message, position, and present information for maximum customer impact and influence
- Highly collaborative style; experience developing, implementing and delivering on growth strategies
- Ability to establish credibility and build relationships at all levels
- Experience working in a matrixed and rapidly changing environment, handling tight deadlines
- 5+ years driving client relationships and client facing support
- 5+ years Project management or program management experience
- Strong knowledge and experience with the Microsoft Office suite of products (3+ years)
- 15% - 20% travel potential
- Claims experience
- Industry knowledge; including
154
Client Manager Resume Examples & Samples
- Provides ongoing relationship development through proactive engagement, integrated with digital nurturing, to increase revenue retention within an assigned vertical
- Works with small to mid-tier accounts with multi product platforms/environments to deepen the penetration of First Data products and services
- Creates and maintains accurate and up-to-date customer profiles including contract information, communication logs, and product matrix
- Other duties as required and directed by management
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Senior Client Manager Resume Examples & Samples
- Owns the retention and growth of a vertical aligned client portfolio and assures client satisfaction by maintaining overall relationship with clients
- Consistently analyzes and monitors the client’s processing environment to identify and implement strategies for operational efficiency, cost savings and business management benefit
- Works with top tier accounts with multi product platforms/environments to deepen the penetration of First Data products and services
- Manages the overall incidence response process between the Client and First Data and is the key point of contact for researching and resolving issues, owning it until resolved
- Facilitates the Client training process as it relates to platform applications, association releases and product functionality
- Maintains accurate and up to date documentation of the client engagement and product matrix by utilizing appropriate systems and tools to track client interactions
- Functions as the overall Project Manager for Internal Strategic and Client specific projects and initiatives
- Develops cross-functional alignment and consensus around issue resolution and establishes strong working relationship with functional partners to ensure quality delivery and support
- May ensure optimum processing integrity through regular comprehensive systemic audits on client portfolios
- May implement remedial actions when necessary to control and eliminate client liability
- May facilitate the client communication and delivery process as it relates to association releases, regulatory changes, product/platform upgrades, fee revisions and system enhancements
- Participates in business reviews and/or creating client operational performance reviews
- Works on complex tasks, issues and environments
- Work is broad in nature, usually requiring originality or ingenuity
- Decisions have a considerable impact on the end results of the business unit
156
Client Manager Resume Examples & Samples
- Develop quality relationships with key business stakeholders to grow revenue within each account by continually selling and delivering new projects
- Develop an understanding of clients’ business issues and how to apply Red Hat's services to develop strong value propositions through efficient and qualitative proposals
- Support and develop account strategies in partnership with the Red Hat Sales team that sells and maintains relationships with the designated account
- Generate incremental revenues from the existing client by selling additional services
- Be directly responsible for revenue, margin, and use targets for the team
- Regularly provide booking and revenue forecasts across your accounts
- Coordinate with the Marketing team to guide services opportunity plans and campaigns for accounts within your assigned region
- Oversee project management and engagement delivery and handle escalations
- Sell solutions and create service proposals based on current and new portfolio of service offers
- Properly qualify service opportunities to ensure optimization of Red Hat's resources
- Provide career guidance, enablement, and support to your direct reports
- Coordinate across other Red Hat organizations to provide customers with high quality of service
- Understanding of the Red Hat business strategy and economic model; good business insight and judgment
- Demonstrated expertise in sales or supporting the sales of professional services, including developing statements of work, pricing, large-scale proposal development, client development, and forecasting
- Direct, hands-on experience in people management through managing a team, including a successful track record in talent development within the team
- Experience in customer-facing positions as a professional services consultant
- Knowledge of project management processes and experience with revenue-based project reporting; PMP certification is a plus
- Excellent cross-functional communication skills
- Ability to understand the technical impact of projects from supportability, scalability, and repeatability aspects, as well as the business impact to both Red Hat and customers in delivering and scoping project
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Client Manager Resume Examples & Samples
- 2+ years insurance industry experience
- Bachelors Degree preferred
- Experience servicing accounts along with handling of national accounts all industries a plus
158
Client Manager Resume Examples & Samples
- Work with in a regional team to establish and maintain long-term client relationships
- 4 to 7 years professional experience. Customer service and/or relationship management experience desired. Higher Education industry knowledge is a plus
- Excellent phone and writing skills
- Exemplary customer service skills
- Must be able to think critically and prioritize multiple objectives and actions at time
- 3-5 years of experience in customer service or account management role
- Salesforce or CRM software experience helpful
- Strong organization and follow-through skills with a "getting it done" approach
- Ability to coordinate activities among different groups
- Detail-oriented, but able to see the big picture
- Proficient Microsoft Office software skills
- Should be comfortable with software and general technology
- Should have the ability to troubleshoot and gather data
159
Client Manager Resume Examples & Samples
- To manage the assigned FSI accounts to achieve sales target while maintaining a high level of client satisfaction
- To introduce Dimension Data’s portfolio of solutions and services to achieve a high share-of-wallet in the account
- To identify sales opportunities and develop sales strategy that will lead to a strong pipeline and high win rate
- To develop strategy to penetrate new competitive account or business areas dominated by the competitor
- To build and maintain an account plan that is reviewed and approved by his/her sales director
- To establish and maintain a strong relationship with key decision-makers in the accounts being managed
- To conduct sales presentations, prepare sales proposals and negotiate with key client executives to secure new sales orders
- To provide relevant inputs to the marketing team for marketing plan formulation
- To collaborate with client services team to resolve any client satisfaction issue
- Degree in IT, Business, Marketing or related field
- Proven account management skills for large regional or global FSI clients
- Proven track record for IT infrastructure sales
- Strong FSI domain knowledge
- Strong Networking/Microsoft/Security/Storage knowledge is preferred
160
Client Manager Resume Examples & Samples
- Minimum 5 yrs of sales experience in manufacturing environment
- Proven account management skills for large regional or global Manufacturing clients
- Strong Manufacturing domain knowledge
161
Senior Client Manager Resume Examples & Samples
- Regularly achieve designated quotas through prospecting, qualifying, and closing opportunities with assigned clients and prospects across any combination of the following: cloud, data center, networking, unified communications and security
- Effectively orchestrate Dimension Data selling and solution resources for maximum impact
- Engages key stakeholders within prospects/clients to gain an understanding of the business issues and objectives driving their needs to establish an overall account strategy
- Use sales tools (e.g. Salesforce.com) and methodology to effectively manage accounts, opportunities, and pipelines and accurately forecast on a consistent basis
- Effectively engage with key partners/vendors (Cisco, EMC) to maximize rebate programs and generate leads
- Maintain broad awareness of solution portfolio
- Bachelor’s degree or higher required, preferably in IT or business Knowledge of relevant aspects of the IT industry is required
- Possess a minimum of 8 years of successful, directly relevant selling experience in any combination of the following technology towers: networking, unified communications, security, cloud, and data center
- Direct geographic experience strongly preferred
- C-level selling experience is required
- Experience in collaborative and consultative selling environments required
- Outstanding collaborator – able to bring in other selling/solution resources to engage a client while knowing when to lead and when to empower others
- Effective at strategic account planning
- In depth knowledge of business drivers related to customer needs
- Effective interacting and relationship building at senior levels as well as technical levels within the client environment
- Excellent communication skills, including phone, presentation, and writing skills
- Ability to negotiate / influence
- Motivated to hunt for new opportunities
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Client Manager Resume Examples & Samples
- 4 – 6 years’ work experience
- Interpersonal skills are key because we need you to build working relationships with clients and clearly explain how our services and solutions can benefit them
- Self-motivated - someone with good judgement and problem-solving abilities who can work as part of a team or independently
- An excellent communicator - a person with fantastic telephonic skills who can clearly express the benefits of our services and solutions
- A good team player - proactive, with a systematic approach to work and ability to manage time effectively
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Client Manager Resume Examples & Samples
- Strong presenter with the ability to instil confidence – internally & externally
- Numerate and analytical
- Planned and organised with attention to detail
- Resilient and responds calmly and positively to challenging situations
- Able to adapt to changing circumstances and new opportunities
- Provide direction, coaches and support the team
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Client Manager Resume Examples & Samples
- Regularly achieve designated quotas through prospecting, qualifying, and closing opportunities with assigned clients and prospects across the Cisco portfolio, security and data center solutions
- Minimum of 5 years of successful, directly relevant selling experience in managed and professional services related to Cisco, security, and data center solutions
- Experience in collaborative selling environments required
- Experience in consultative selling is required
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Client Manager Sl Slg Resume Examples & Samples
- BS/BA degree required; JD preferred
- Minimum 3-5 years of proven sales experience, preferably in a business to business environment
- Ability to lift/carry laptop, iPad and other sales materials up to 25 lbs
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Client Manager Resume Examples & Samples
- Position resides in Somerset, NJ - Client in Elmhurst, NY- Onsite in Somerset, NJ 2-3 days a week and remaining time in Elmhurst, NY with client
- 5 + years Client Relationship Management
- 2+ years Healthcare Practice Mgt or Medical Billing experience
- Client facing
- Travel - 50 %
- Knowledge of the fundamentals of AR Metrics
- Experience presenting to and working with physicians and hospital administration
- Self- aware; ability to handle challenging situations effectively with professionalism
- Ability to travel locally between the McKesson office in Somerset,NJ and the client location in Elmhurst, NY
- Advanced knowledge of Excel
- Solid knowledge of Microsoft Office as well as data processing and analysis skills
- Ability to develop and maintain client relationships. Good communication and presentation skills, both written and oral
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Client Manager Resume Examples & Samples
- Ability to use your engagement skills to establish your account strategy with key stakeholders (focus of power, focus of receptivity, focus of dissatisfaction) in the specific account
- Ability to build enduring relationships and display an understanding of the client industry, business environment and strategy to identify current and future opportunities for Dimension Data
- Focus on driving passionately for client satisfaction throughout the entire lifecycle of the clients’ buying process, by taking ownership of the commercial agreement for each client
- Ability to exploit opportunities, whilst displaying notable client service orientation
- Ability to generate demand by assisting clients to identify current needs (turning clients’ implied needs to explicit needs) and then effectively articulate how Dimension Data can add value through our services and solutions
- Leverage your relationship skills and knowledge of the client environment to assist and influence the client at every stage of the guying criteria and to position Dimension Data favourably compared to competitors
- Ability to influence and work closely with vendors, partners and internal employees to achieve the required results
- Management of his/her account in a systematic way by identifying the strategy you will use to develop and grow the account profitably
- Ability to analysis Dimension Data’s position in comparison to that of competitors and vendors, to ensure the client requirement is at the heart of our proposed solution
- Understanding of the competitive environment and ability to effectively pursue and select specific deals that will have a profitable result for Dimension Data by displaying knowledge of how the client’s opportunity aligns with Dimension Data’s strengths, the urgency driving the client and the client’s current relationship with Dimension Data
- Ability to work effectively in teams and manage assigned work processes. Contribute ideas to the improvement of internal processes and continuously improve own competence levels by displaying a learning orientation
- 4 - 6 years working experience
- 2 years specifically in sales
- Good English language skills
- Display the right behaviours
- Act as a corporate citizen
- Act as leader in required situation
- Ensure personal growth and development
- Sell telephonically
- Administers sales orders
- Develop sales opportunities
- Sell solutions and services
- Plan and manage client accounts
- Contribute to Commercial Management
- Close sales opportunities
- Establish and maintain client relationships
- Ensure client satisfaction
- Interact and co-operate with vendors/partners
- Perform sales administration
- Act on specialist knowledge
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Senior Client Manager Resume Examples & Samples
- Engage key stakeholders within prospects/clients to gain an understanding of the business issues and objectives driving their needs to establish an overall account strategy
- Use sales tools and processes (e.g. Solution Selling, Salesforce.com) and methodology to effectively manage accounts, opportunities, and pipelines and accurately forecast on a consistent basis
- Effectively engage with key partners/vendors to maximize rebate programs and generate leads
- Minimum of 5 years of successful, directly relevant selling experience in managed and professional services related to Cisco and data center solutions
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Client Manager Resume Examples & Samples
- 25 days holiday rising to 28 with long service
- An opportunity to work with a Major UK retailer
- Developing strong relationships with key stakeholders in areas such as Marketing, Trading, Consumer Insights
- Delivering strategic insights that will help your client grow their categories, by analysing and utilising data on what consumers watch and buy
- Identify business opportunities through capitalising on client needs and coordinate with the appropriate Nielsen Services. With further opportunities to work across our specialist business areas such as Market effectiveness, Consumer insight etc
- Taking responsibility for revenue and client satisfaction targets for your accounts
- Strong organisation skills
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Client Manager Resume Examples & Samples
- Develop and lead client teams through designing, selling, executing and presenting analytic studies to meet clients’ research objectives
- Penetrate and establish enduring client relationships with senior decision makers at clients by demonstrating on-going value by driving client outcomes
- Ensure pro-active insights and action oriented solutions are delivered to clients
- Lead and develop a team responsible for delivering against client commitments
- Strong logic, deductive reasoning, problem solving and critical thinking skills
- Skilled & polished communicator, including group presentations & proposal writing
- Demonstrated mastery in data analysis & application to client business issues
- Demonstrated strength in maintaining positive client relationships in complex situations & resolving client issues
- People management, training, development experience preferred
- Able to work collaboratively with internal & external teams
- Strong sense of urgency and accountability to drive client outcomes
- 4-8 years’ experience
- Strong analytical aptitude
- Highly Proficient in Microsoft Office software
- Related industries include: Consumer Packaged Goods, Consulting, Information, Sales, Analytics
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Client Manager Resume Examples & Samples
- Build enduring relationships and display an understanding of the client industry, business environment and strategy to identify current and future opportunities for Dimension Data
- Good client relationship building and engagement skills
- Strong creative and innovative skills
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Client Manager Resume Examples & Samples
- Maintain internal and external compliance; 5500 reporting, legislative adherence, internal compliance protocols
- Prepare and present reports for stewardship, pre-renewal strategies, renewal presentations, placement activity along with analysis
- Support Willis Towers Watson values
- Life and Health license preferred or completion within 90 days of hire
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Client Manager Resume Examples & Samples
- Provides updates to solution leadership on client status and areas of escalation
- Attend meetings with solution owners front line
- Conducts onsite client meetings and internal client team meetings, as needed or as required at the direction of management
- Solve day to day client issues within solution area
- Partner with broad internal team Sales, Implementation, Product, etc
- Review and understand solution ROI/value
- Define, collect and analyze key metrics for success for solution
- Understand client's business model (independent vs IDN, teaching vs. community hospital, for profit vs. not for profit, vision, mission and values and can recognize potential strategic opportunities
- Support execution against Client Plan
- Participate in the client planning process
- 3-5 years of previous client management experience preferably in the healthcare / IT market
- Excellent listening & collaboration skills
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Client Manager Resume Examples & Samples
- Lead requirements gathering on various products
- Requirement gathering from business owners and clients
- Document requirements, specifications, business process flows and user acceptance testing
- Design workflow solutions
- Work with clients on day to day basis and manage projects
- User Acceptance Testing, Planning, Documentation and Execution
- Onsite – Offshore communication and co-ordination
- Requirement documentation and sign off from business owners
- Work with technical team for requirement prioritization and deployment
- Ownership of initiatives from end to end perspective of deliverables and implementations
- Strong healthcare experience
- Experience with SDLC life cycle with different methodologies
- Proven ability to manage multiple projects and competing deadlines
- Strong Business Analysis skills – Requirement Gathering, Business Requirement documentation, Functional Specification documentation, User Acceptance Testing, Business Process Flow, Gap Analysis
- Experience in User Acceptance Testing
- Experience in project management and client facing engagements
- Must have a strong analytical, problem-identification and process analysis skills with the ability to envision a solution from requirements
- Ability to get and stay organized in a fast-paced environment
- Ability to work in a team environment and be flexible in taking on various projects
- Ability to deal responsibly with confidential information
- Tools – Word, Excel, PowerPoint, MS Project, Visio, Tableau
- Knowledge of SCIOMine would be a plus
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Senior Client Manager Resume Examples & Samples
- Participates in campaigns, product fairs and seminars, works with marketing manager to understand new offers and leads in local area, generates leads independently and follows-up appropriately
- Solution Selling - consults with clients to determine their needs and works with application sales specialists to generate multi-product/service solutions. Takes initiative to learn new offers and products, as they become available. Able to apply new product knowledge in business development efforts
- Proposal/Presentation Generation incorporates executive summary, ROI analysis, and solution design to develop customer-specific proposals and presentations
- Develop Scope of Work - works with the customer and engineering team to define and document the project scope
- Relationship Management - develops and manages relationships with current clients to develop additional business as well as ensure a high level of client satisfaction
- Accurate Forecasting - captures activity information on a timely basis as client interactions occur to insure accurate product and services forecasting
- Advanced selling skills with a demonstrated track record. 7-10 years selling experience with telecom and other technology products and solutions. Preferably Cisco, EMC (Storage), VMware, NEC, Microsoft , Managed Services and Cloud
- Market knowledge (i.e. industry knowledge relevant to geographic area) and technical knowledge are necessary, and if assigned to vertical markets, a knowledge of public sector is required
- Must possess business experience to analyze client business requirements and develop creative solutions as well as utilize technical resources to complete an accurate and technically assured sales order
- Demonstrates exceptional communication skills
- Certified Sales Expert and Cisco certifications preferred
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Client Manager Resume Examples & Samples
- Responsibility for an exciting portfolio of clients ranging from small development accounts to vital key accounts, offering a variety of work
- Offering the opportunity to work with and learn from senior client contacts
- Full responsibility for driving and growing the day-to-day relationship with your client portfolio by understanding their business, key aims and challenges
- Challenging the client requests to ensure we are delivering insightful output
- Deliver clear and insightful presentations, working in conjunction with the client and key stakeholders
- Contributing to team revenue performance by identifying further opportunities within client portfolio and producing relevant proposals and converting into revenue streams
- Well organised, ability to manage and plan workload effectively
- Excellent client servicing skills with the ability to build relationships and act assertively and challenge when necessary
- Confident presenter capable of delivering concise coherent story with clear client implications and recommendations
- Strong numerical and analytical skills which can be applied in a commercial context
- Robust knowledge of FMCG data sources and the ability to spot further revenue opportunities
- A positive outlook, with curiosity
- The desire to motivate and develop others
- Third level education with relevant client/agency experience
- An understanding of and interest in the FMCG industry
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Client Manager Resume Examples & Samples
- Must have strong experience in Quantitative Research, ideally Brand and Communications
- Exceptional communicator (written and verbally) and must have proven client management experience
- Line management or ready to take the step into line management
- Proven in developing and landing actionable insights for the clients organisation
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Client Manager Resume Examples & Samples
- Manage customer relationships associated with active engagements
- Set and manage customer expectations over the life of the engagement
- Work with the resource management office to staff your projects
- Facilitate project kickoff with the Project Manager
- Provide on-going coordination
- Manage a team of consultants on disparate projects
- Provide career development coaching to direct reports
- Provide support in escalation, performance, and development conversations to direct reports
- Identify additional services opportunities with the current client engagements
- Grow the footprint of consulting within the client base (1-3 assigned clients)
- Contracts: assisting with scoping, assisting with rate negotiation, project costs, and contract terms and conditions
- Coordinate with the Marketing team to lead services opportunity plans and campaigns for accounts within your assigned region
- Background in internal or external project management
- Technical or business consulting experience
- People management or team lead background
- Experience with agile methodologies within projects
- Application development or cloud solution creation or project management experience
- Experience with public speaking and presentations
- Sales experience is a plus
- Master's degree is preferred
- Outstanding communication and people management skills
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Client Manager Resume Examples & Samples
- Facilitate project kickoff with the project manager
- Coach your direct reports in their career development
- Assist with scoping and negotiation of rates, project costs, and contract terms and conditions
- Internal or external project management knowledge
- Experience following Agile methodologies within projects
- Public conference or meetup speaking experience
- Customer facing experience; sales experience is a plus
- Excellent communication and customer-service skills; attention to detail and highly responsive
- Sales bootcamp to manage forecasts, deal closure, and high-level technical overview of our products
- Sales engineering bootcamp to deep dive into the full Red Hat product portfolio
- Consulting manager bootcamp to deep dive into managing and delivering on Red Hat Consulting projects
- Managing consultant relationships
- Begin building interpersonal relationships with other Red Hat departments to act as a trusted advisor to major Red Hat customers
- Forecasting booking and revenue by quarter and fiscal year for the assigned projects, growing into assigned accounts
- Have monthly one-on-one meetings with your direct reports for career growth
- Sell and manage complex, multi-product solutions using SAFe Agile methodologies within your assigned accounts
- Gain a speciality within either middleware, cloud, or platform technologies through project experience and Red Hat interpersonal relationships
- Manage escalations without much oversight
- Develop career plans with your direct reports to map out and plan for their future
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Client Manager Resume Examples & Samples
- CLIENT DEVELOPMENT: Identifies and drives to convert new business opportunities within the account . Aims to deliver breadth and depth of penetration (up-selling & cross selling of core solution to achieve greater geographical reach. Takes a sustainability approach to revenue growth, simultaneously defending current levels and while seeking out additional opportunities that offer long term growth. Utilises resources within the MB network to build strong, competitive pitches and maximise conversion rates
- CLIENTS: Gains a deeper understanding of the client’s strategy, business goals, marketing plans, internal workflows and is responsive to client needs/requests. Proactively champions the client's need within MB. Ensures current solutions are kept relevant to client needs and provides input to MB innovation efforts and initiatives to improve the client experience
- Client PLANNING : Has clear and tangible goals for the account and a robust strategy & account plans to support the achievement of these goals. Operationally, is able to quickly assimilate information, set priorities and make well judged decisions in support of that strategy. Cuts through complexity and ambiguity in order to achieve of the account goals. Follows through on execution and accountabilities with account team to implement the decisions made
- VALUE BY DESIGN : Demonstrates expertise in Market Research interpretation. Can interpret data into insight, and refine the story for the client which answers their business question
- CONSULTATIVE SELLING: Consultative Selling: Analyses customer requirements: determines, prioritises and documents the information needs and the functional, technical and financial requirements that the proposed solution must meet. Positions MB propositions within the context of the complete MB portfolio. Competitively positions proposed solutions with MB & the customer, against an agreed closure plan to secure business
- PERSUADING & INFLUENCING : Gains clear agreement and commitment from others by persuading, convincing and negotiating. Challenges within MB and the client organisation in a manner that convinces and gains commitment. Makes a strong personal impact that inspires confidence and commitment from others. Demonstrates cultural sensitivity and is able to adapt own style to be equally effective across a range of organisational, interpersonal and ethnic styles. Communicates in a way that is appropriate to the situation, understandable to audience and demonstrating a constructive, assured and non-confrontational manner
- FINANCIAL ACUMEN : Is able to apply financial knowledge to the financial management of own work area, project, programme and business unit, business cases and/or contract. Manages the account and/or project to deliver gross margin and operating profit to expected levels. Delivers accurate short, medium and long term forecasts and manages accurate annual account and/or project budget. Understanding of key legal, regulatory, commercial and risk issues and principles used in client and/or supplier contracts. Ability to relate and apply these to different markets, countries, relationship types, and products and services
- KNOWLEDGE BUILDING: Understands MBE vision and strategy as it relates to our offering and the commercial value of MB capabilities/thought leadership. Is able to feedback insights acquired into the service lines to improve the competitiveness of the MBE portfolio. Contributes to internal knowledge bank e.g. Submitting Impact Reviews, and builds skills and knowledge at the team level. Shares expertise and experience with members of the account team to continuously build skills and knowledge at the team level. Takes ownership for own professional development, actively seeks out opportunities to improve professional skills and keeps self up-to-date with new developments and/or innovations in the MB solutions portfolio
- PEOPLE : Has a positive and professional attitude and provides direction and focus for their account/project team. Understands and supports the required behavioural change for our new organisation. Promotes within the function, and to other departments, a more streamlined and consistent way of working and leads by example. Can communicate the account objectives to their team members and provides them with a strong sense of purpose and a shared responsibility for delivering on their account/project
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Client Manager Resume Examples & Samples
- Maintain and cultivate strong relationships with colleagues, clients and vendors through strong communication and effective delivery on projects
- Contribute to completion of reports and administrative actions for clients including Form 5500 filings, policy checking and delivery, monthly reporting of client and carrier information, summary plan descriptions, certificates, etc
- General research as assigned
- Associates or Bachelor’s level degree; Insurance degree a plus
- State Life and Health license required
- Professional Certification (GBA, PHR) preferred
- 1-2 years of health and welfare benefit experience ideally including some underwriting or analytical experience
- Strong knowledge of health and welfare employee benefit plan design preferred
- Strong client service orientation with ability to resolve client problems
- Strong ability to manage multiple projects with competing priorities
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Senior Client Manager Resume Examples & Samples
- Lead complex sales and pursuit planning to expand existing or develop new client relationships
- Work with the Lines of Business (LOB) on market-level go-to-market initiatives such as sales campaigns
- Lead discussions of HR and business issues that lead to insights and actions
- Develop and execute an effective account strategy for complex accounts, partnering with the client team
- Establish relationships with client contacts at all levels
- Facilitate and influence client decision-making
- Implement improvements based on feedback from clients to ensure client satisfaction
- Represent Mercer in local Mercer, industry and client events
- Manage issues proactively and mitigates risks on large, complex projects
- Supervise two or more employees as direct reports and has full authority for the following people management responsibilities: assigning, directing and evaluating work; conducting performance evaluations, progressive counseling, and career development discussions; ensuring appropriate orientation and on-going education/training
- BA/BS degree required; Master’s degree preferred
- 8+ years experience in a consulting environment identifying, designing, recommending and implementing efficient, innovative business solutions for clients’ complex human resources challenges or related work experience
- 8+ years of sales experience with large and mid market clients
- Proven track record of successfully working in a sales environment with significant experience prospecting, negotiating, and closing sales pursuits
- Excellent selling and sales strategy skills, including the ability to both initiate and close opportunities
- Deep understanding of retirement, investments, compensation, human capital management, communication, health and benefits, outsourcing, and HR technology
183
Private Client Manager Resume Examples & Samples
- Working closely with Marketing and Press Department to ensure the alignment of promotional activities and special events
- Working alongside the Ecommerce team to create a synergy between the Browns boutique and online VIC experience
- Reporting on behavioural patterns of our clients, defining and monitoring our clients according to frequency of purchase, units per transaction, average transaction value, and purchases per brand and category, utilising this information to engage with clients and promote merchandise
- Coordinating, supporting and coaching the retail sales teams in their interactions with customers and the VIC
- Keeping clients updated as to new merchandise available
- Developing and maintaining the Browns VIC client base (domestic and international) by
- Building strong relationships VIC clients
- Fielding and fulfilling all merchandise requests from our customers
- Sales and Service - meet and exceed sales targets and customer service KPIs
- Clientelling including defining strategies to support sales associates with cultivating VIC’s, increasing spend of existing VIC clients and building relationships with new ones
- Developing a full understanding and knowledge of the Browns identity, mission, product range, deliveries, and structure and company procedures, ensuring adherence at all times
- Leading by example to promote the importance of team work and the importance of good internal relationships with departments
- Working alongside the Store Managers, Buying and Merchandising teams to provide market feedback and offer merchandise suggestions
- Maintaining year on year increase in team sales in line with business growth, motivating the sales teams to achieve this through inspiring leadership and support
- Providing the best customer experience through attention to detail & constant contact with clients
- Strong analytical and reporting skills, and at ease with using systems and reporting tools and ensuring data integrity is maintained
- You will be a natural at building relationships and trained in dealing with luxury clients
- Must have an up-to-date client book of high net worth individuals
- Previous experience in managing a team with strong training and leadership skill and collaborative approach to team work
- Knowledge within luxury retail, customer service and fashion essential
- Proficient in Microsoft word, Excel and PowerPoint
184
Senior Client Manager Resume Examples & Samples
- 1) Client Management - Client relationships, contract renewals, added value sales
- 2) Business Development – Generate sales pipeline, new business pitching, financial forecasting
- 3) Client Focus – Works with Client Services, Product and Marketing teams to meet client needs
- To have a proven record in enterprise sales with ability to pitch and convert new business opportunities
- To be great at managing client relationships and highly motivated to build new ones
- To understand the principles of media measurement, the role of research and like geeking out on data
- To work with Client Service teams to ensure seamless delivery of services
- To be connected with the media industry and familiar with the latest digital advertising developments, technologies and trends
- To have some experience working within a media agency or owner in a buying, selling, insights or data role
- Substantial professional experience and be open to learning
185
Client Manager Resume Examples & Samples
- Serve as the primary point of contact for an assigned group of industrial clients
- Complete understanding of the basic operation of the industrial clients including, but not limited to, the client’s business operation, key contacts and their respective roles, their market risk tolerance, and their industry pressures
- Ability to create a strategic energy plan with the client and manage against it, including determined key performance indicators, with the internal team members
- Responsible for client contract renewal, additional energy management services, and negotiations of said items
- Collaborate with internal sales teams to introduce Schneider Electric’s capabilities to the assigned industrial clients and identification of potential solutions to be offered
- Lead, manage, complete, and delegate tasks specific to the assigned industrial clients to ensure each client is served with excellence and sees the value being delivered
- Lead the assigned industrial clients to making cost effective decisions related to their energy costs and usage to strategically position each company, including some transactional responsibilities
- Coordinate assigned industrial client meetings using internal resources when appropriate, prepare the materials for the meeting(s), and present to all levels of the client’s organization
- Ability to learn and effectively use Schneider Electric’s proprietary databases designed to assist in managing the client’s energy program
- Bachelor’s degree required, along with a minimum of 5 years experience in a service industry with direct customer-interface experience either in sales or client relationship, or equivalent experience
- Existing knowledge of the energy industry and a proven track record of generating or leading energy related opportunities for an end user
- Proficient computer experience in Microsoft Office Products particularly Word, Excel, and PowerPoint
- High commitment to the company’s vision and values
- Excellent analytical skills and attention to detail
- Proven track record of providing excellent customer service internally and externally
- Effective working in team environment
- Available to clients 24 hours a day
- General account management, energy commodity sales, risk management, and/or Demand Side Management (DSM) experience a plus
186
Senior Client Manager Resume Examples & Samples
- Support Account Executive for ongoing client-service relationships
- Manage smaller accounts turnkey
- Manage basic and complex service issues and research for team members on client-related issues
- Prepare reports for stewardship, pre-renewal strategies along with analysis
- Keep clients up to date on the latest legislation (i.e., Healthcare Reform, HIPAA, COBRA, FMLA)
- Manage Financial and Analytics efforts or work with F&A departments as necessary
- Capitalize on internal subject matter experts and external compliance, 5500 reporting, legislative adherence, Willis Towers Watson internal compliance protocols
- Support team to provide best-in-class client deliverables
- Accounts include: fully insured and self-funded as well as multistate, international, and large clients
- Ensure WEM and EPIC compliance
- Demonstrate and support Willis Towers Watson Values
- Minimum 7 years prior group insurance experience
- 4-year college degree or industry-specific designation preferred
- Strong financial skills; prior experience in group health and welfare product pricing, underwriting or valuation work preferred
- Strong compliance knowledge - ERISA, COBRA, HIPAA, ACA, etc
- Knowledge of mergers and acquisitions benefits issues
- Proven experience successfully managing multiple projects simultaneously and producing quality deliverables on time
- Demonstrated success in managing client issues and relationships; some experience in growing relationships with current clients
- Self-starter attitude and ability to work with ambiguity
- Flexibility and proven ability to diagnose and resolve issues
- The ability to see the 'big picture,' leveraging the resources of related practices to address the clients' business challenges
- Enthusiastic attitude, team player
187
Senior Client Manager Resume Examples & Samples
- Overall account management responsibility for CIGNA HealthCare assigned customers including responsibility for persistency results, membership and revenue growth, and the cultivation of customer and producer/broker relationships
- Excellent communication/customer service skills/sales negotiation skills
- Sales/marketing/underwriting or operations
- Must be able to obtain necessary licenses
188
Client Manager Resume Examples & Samples
- Builds and maintains strategic account plans for accounts under management
- Manages accounts (including growth, retention and customer engagement)
- Responsible for engaging with and training end users and building a deep understanding of client workflow
- Responsible for enterprise relationship between Thomson Reuters and account
- Develops strong, high level, contact network within accounts
- Drives execution of Thomson Reuters strategy on the account level
- Identifies new opportunities, work with Sales Specialist to follow up on sales leads on Enterprise and desktop solutions
- Works with and utilizes experts/specialists in the team where required, has oversight of all account activities
- Responsible for forecasting, keeping management engaged with accounts in a timely fashion, analyses impact from intelligence on competitor activity, provides feedback to Market Development Group
- Owns local account information in relevant CRM systems
- Responsible for net sales and revenue quota achievement
- Acts as customer's advocate within TR and TR ambassador within client's enterprise
- Fluent in English. Chinese or other Asian language is an advantage
- Good understanding of financial markets and industry, particularly the Buyside workflow
- Good understanding of TR products (Eikon, Datastream, Thomson One)
- Good understanding of competitor products offering
- Minimum of 5 years of experience in selling complex solutions
- Strong sales skills - able to identify and advocate benefits matching customers requirements
- Team player - Willingness to participate as a full member of team
- Self motivated, proactive, adaptable and with the ability to influence
189
Client Manager Resume Examples & Samples
- Diploma/ Degree in insurance or equivalents with minimum 7 years of experiences in least Senior Broking Executive level, if not a similar capacity
- Experience in the following areas: General Insurance Brokerage, Account Management
- Attained minimum Certificate in General Insurance (CGI) or equivalent. Diploma in Insurance, Risk Management or any other insurance professional qualification will be an advantage
- Good command of English, written or verbal
- Service-oriented mind set
- Positive attitude towards work & learning
- Conversant with Excel and Powerpoint
190
Client Manager Resume Examples & Samples
- Bachelor’s Degree or equivalent work experience required
- Minimum 5 - 8 years of product specific insurance experience required
- Knowledge and demonstrated ability to understand and negotiate complex risk, Ability to communicate with impact across all levels of an organization, Industry specialization
- Broker’s License Required
- Demonstrates awareness of the Company’s key competitors and relevant industry risk areas
- Seeks opportunities to participate in internal/external knowledge-sharing activities
- Demonstrates awareness of the current state of the marketplace (hard vs. soft)
- Identifies implications of developments in the external environment on to day-to-day work
- Proactively shares information with junior level colleagues regarding key business trends and explains the impact on the function
- Develops expert information sources and reaches out to them on a consistent basis
- Possesses an awareness of industry-wide regulatory requirements and ensures adherence to them
- Demonstrates awareness of competitive brokerage Company initiatives
- Uses benchmarking system as a key part of the process to assess all options
- Understands and adheres to regulations and Marsh professional standards
- Understands and adheres to Marsh processes
- Understands and articulates relevant legal and regulatory compliance issues
- Maintains confidentiality when working with and sharing internal and external data
- Understands implications of policy or contract wording, format, and terminology
191
Assistant Client Manager Resume Examples & Samples
- Bachelor’s degree with minimum 8 years of experiences in at least Senior Broker’s level, or preferably higher
- Experience with Property & Casualty and Engineering is preferred
- Attained minimum Certificate in General Insurance (CGI) or equivalent. ANZIIF or ACII will be an advantage
- Strong negotiation, presentation and problem solving skills
- Highly motivated, team player with good interpersonal skills
- Ability to navigate swiftly in a fast paced environment
- Good command of English, written & verbal
- Service oriented mind-set
- Conversant with Excel and PowerPoint
192
Senior Client Manager Resume Examples & Samples
- Researches and compiles answers to client/subcontractor’s policy and coverage questions—coordinates response with Account Executive/Client Advocate
- Dealing with clients and/or contractor questions related to enrollment issues, coverage issues, & closeout
- Possible supervisor of administration staff or coordination of administration tasks with the data management team
- Process contractor enrollments including verification of deduct information and verification of compliant certificate of insurance
- Communicate directly with contractors regarding issues related to the program
- Provide monthly reporting of data/account information and outstanding items as required
- Provide necessary information regarding payroll, rating, deduct history
- Maintenance of client files
- Works closely with Willis & CIP Carrier teams in coordinating service on account
- Establish sub-contractor policy checking review and/or checklist template for Client Managers and team to utilize when processing sub policies
- Coordinate transmittal of subcontractors policies where required
- Develop proficiency in Wrap-trac/WillCIP system as trained
- Review Wrap-Trac/WillCIP reports to verify accuracy and identify problem areas
- Alerts Client Advocate/Account Executive of potential problems and seeks direction
- Works with Claims and Safety representative on issues related to the programs
- Coordinates client & carrier meetings
- Assist in resolving any carrier discrepancies
- Coordination & review of audits with carriers
- Coordinate reporting of client and carrier information and provide interpretation of financial reports as required
- Oral presentation skills for Pre-Bid/Pre-Con Meetings and carrier meetings to educate all eligible construction contractors regarding responsibilities under the wrap-up and respond to questions and inquiries
- Prepare monthly/quarterly progress reports and ability to explain to client/contractors
- Follow-up on expiring certificates of insurance to maintain current certificates for all contractors still working on the project site
- Follow-up on Missing Payroll Items
- Bachelor’s Degree preferred or equivalent experience required in the insurance industry
- Insurance designations a plus —CRIS, CIC, CPCU, or ARM
- Property and Casualty license
- Construction and/or Real Estate industry client experience
- Large Account experience
- Working knowledge of elements of managing a Wrap-Up is a plus
193
Client Manager Resume Examples & Samples
- Serve as the primary point of contact for an assigned group of commercial clients
- Complete understanding of the basic operation of the commercial clients including, but not limited to, the client’s business operation, key contacts and their respective roles, their market risk tolerance, and their industry pressures
- Lead, manage, complete, and delegate tasks specific to the assigned commercial clients to ensure each client is served with excellence and sees the value being delivered
- Lead the assigned commercial clients to making cost effective decisions related to their energy costs and usage to strategically position each company, including some transactional responsibilities
- Coordinate assigned commercial client meetings using internal resources when appropriate, prepare the materials for the meeting(s), and present to all levels of the client’s organization
- Bachelor’s degree required, along with a minimum of 5 years’ experience in a service industry with direct customer-interface experience either in sales or client relationship, or equivalent experience
194
Senior Client Manager Resume Examples & Samples
- Advanced designations such as CIC, CPCU, ARM desirable
- Ability to focus on delivering exceptional client service while working in a fast paced, high volume environment with minimal supervision
- Ability to work in a consultative team environment, effectively lead a team and support and develop junior colleagues on the team
- Requires a thorough understanding of large deductible and/or complex casualty programs. Must be able to effectively communicate and explain loss sensitive and complex casualty programs to clients. Experience with loss forecasting and developing loss picks a plus
- Requires a thorough understanding of property, casualty and management liability insurance coverage
- Requires excellent verbal and written communication, presentation, customer service and team building skills
- Property & Casualty and other state licenses required
- Critical Thinking skills, Problem Solving and Decision Making Skills
- Time Management and Organizing
- Strong Analytical Skills and Attention to Detail
195
Senior Client Manager Resume Examples & Samples
- Drive increased discount revenues via a combination of increased Amex business volumes and tight control over discount rates
- Working closely with the customer to ensure all trading locations are warmly accepting Amex Cards, and maximising the number of merchant locations seeing transactions
- Renegotiate commercial agreements that facilitate increased business volumes, and grow merchant satisfaction, ensuring that they are signed in line with all American Express processes and policies. Effectively differentiate the American Express value in order to build relationships for the long term and retain clients on a profitable basis
- Raise merchant satisfaction levels via constant emphasis of the value of the relationship, and proactively identify and solve for areas of potential dissatisfaction, in partnership with the relevant internal teams
- Develop an in-depth understanding of the food retailing marketplace in the UK, and stay abreast of customer performance, strategies, and personnel changes and leverage this knowledge to benefit the relationship as appropriate
- Maintain and build the day to day relationships between American Express and the customers. Deepen existing relationships, build new ones, and identify new opportunities to grow revenues and maximise customer satisfaction across the whole spectrum of the relationship
- Develop and implement broad-based and targeted marketing campaigns that deliver incremental spend to the customer and value to the Cardmember, working in close partnership with marketing teams
- Work closely with GSN teams to ensure the highest quality of servicing is maintained, and all technical and financial issues are resolved quickly and efficiently
- Collaborate closely with colleagues in the CLM team to share knowledge and best practice, and participate in projects that benefit the broader team and support reaching key goals
- Excellent relationship management skills and a strong track record in managing complex, key account portfolios, influencing key decision makers at every level of the customer’s organisation
- Experience of managing the negotiation process with clients from beginning to conclusion
- Innovative ‘can do’ approach to work and naturally resilient nature
- Able to identify key customer objectives and be able to translate financial data and other information into strategies that will deliver against these objectives, and those of American Express
- Ability to develop and grow business relationships, at all levels, using strong influencing and project management skills and operate effectively in fast-moving and rapidly changing matrix environments
- Desire to ensure that customer’s needs are clearly understood and appropriate solutions are developed and implemented in a timely manner
- Strong analytical and strategic thinking abilities together with experience of using complex data analysis
- Ability to develop and present in-depth financial models at senior level together with the ability to handle complex objections in a positive and constructive manner
196
Senior Client Manager Resume Examples & Samples
- Bachelor's degree in a relevant field. MBA is strongly preferred
- 5+ years of strategic account management or business development experience, preferably in a software or technology environment
- Strong account management discipline, processes and structure
- Excellent business data analysis and modeling expertise
- Moderate understanding of computer programming and ecommerce principles and technologies
- Motivated, goal oriented, persistent and a skilled negotiator with proven track record of driving change with clients
- Ability to think and plan strategically, working with mid/long term project success cycles
197
Senior Client Manager Resume Examples & Samples
- Graduate of a 4-year course/ Bachelor's Degree holder
- At least 5 years experience in Account Management coming from Insurance Brokerage/ Insurance Industries
- Has good command of English communications skills - written and verbal
- Excellent interpersonal and leadership skills
198
Client Manager Resume Examples & Samples
- 5+ years proven client management experience, in an e-commerce and technology environment is preferred
- Demonstrated ability of having managed Enterprise-level customers for growth
- Ability to interact with client personnel at various levels, including Director and C-levels
- Strong interpersonal, communication, presentation and time management skills
- Broad understanding of e-commmerce and the following specialties will be an advantage: International / Cross-border e-commerce, Technology, Shipping/Logistics Strategies, Affiliate/Marketing Environment
- Experience of successfully developing and achieving sign-off on Business Cases
- Ability to influence others and resolve issues to drive initiatives through to completion
- Strong organisational skills, ability to multi-task and prioritise
- Works to deadlines and thrives under pressure
- Excellent MS Office skills (Excel, Powerpoint, Word)
- Ability to plan and carry out responsibilities with minimal direction, possesses a high level of initiative
- Strong analytical, assessment and problem-solving skills
199
Senior Client Manager Resume Examples & Samples
- Supports the retention and growth of a vertical aligned client portfolio and assures client satisfaction by maintaining overall relationship with clients
- Responsible for direct resolution of simple inquiries and facilitation of resolution for moderate to complex inquiries through coordination with customers and other internal First Data areas. Must maintain clear and open communication regarding complex subject matter such as pricing model, funding, and compression management
- Educates customers on relevant industry information and provides training products, reporting, and self-service tools
200
Client Manager Resume Examples & Samples
- Incumbent must be able to handle a fast-paced, stressful work environment and be on-call as needed
- Transportation experience and the ability to work flexible hours is required
- Two to four year degree from an accredited university and one to two years experience as a Carrier Sales Coordinator or equivalent experience and/or training
- Expert in sales techniques of prospecting, qualifying, and closing customer leads
201
Client Manager Resume Examples & Samples
- In-Depth knowledge of the Merchant Acquisition and/or Luxury Retail industries
- Drive results and detail orientated
- Good experience of forging strong partnerships and collaboration with internal stakeholders
- Excellent relationship management skills and a strong track record in managing complex, multi-national or key account portfolios
- Previous negotiation/sales and customer facing experience
- High standards of strategic thought leadership to leverage and continue improvement and innovation
- Strong analytical abilities with experience of using complex data analysis
- Ability to understand, develop and present at senior level
- Ability to operate effectively in fast-moving and rapidly changing matrix environments
- Communication skills with high influencing skills through concise, clear reasoning and confidence with senior audience
202
Client Manager Resume Examples & Samples
- Develop and lead client teams through designing, selling, executing and presenting analytic studies to meet client’s research objectives
- Accountable for driving your team’s sales to meet revenue goals
- Identify opportunities to collaborate across Nielsen teams and uncovers sales opportunities with clients
- Ability to sell Nielsen solutions that help our clients meet strategic goals
- Highly Proficient in a variety of Software Solutions and Digital Technologies
- Proven experience at successfully meeting sales revenue targets
203
Client Manager Resume Examples & Samples
- Knowledge Regulatory Affairs and Pharmaceutical development with emphasis on CMC
- Strong negotiation, communication, customer relation, and interpersonal skills
- Superior oral and written skills
- Self starter with entrepreneurial attitude
- The incumbent must be capable of multi-tasking in order to meet the required sample turn-around time and client satisfaction while working together with the Laboratory Managers on a regular basis
204
Client Manager Resume Examples & Samples
- Responds to client request for information. Forwards requests for problem resolution to more experienced consultants when necessary
- Assists client with health and welfare program communication and maintenance
- Uses meeting notes and open items lists to coordinate activity with team to meet deadline and deliverables
- Provides routine day-to-day service to clients and support to sales and client service team
- Enters data accurately into pre-established formats for financial and benefits analyses as required. Provide market analyses and benchmarking studies for clients
- Ensures that transactional activities are processed in accordance with standard operating procedures
- Works with clients and carriers as directed by manager via telephone and email
- Researches state regulations and other regulatory compliance issues associated with Employee Benefits based on business needs
- Manages internal compliance standards and record-keeping
- Course work in employee benefit products and/or Human Resources preferred
- Process oriented with the proven ability to manage multiple tasks simultaneously
- Must be a team player but also a self-starter
- Intellectual curiosity and a demonstrated commitment to building new skills
205
Client Manager Resume Examples & Samples
- Take ownership of larger and more strategic clients within the domestic, mid-market or international market segments
- General Qualification in Sales (Degree/Advanced Diploma)
- Honours/Postgraduate Diploma
- 6-8 years of work experience
- Able to work well in teams as independently
- Able to drive passionately for client satisfaction
- Good creative and innovative skills
- Manage effectively accounts, opportunities, pipelines and forecast
206
Client Manager Resume Examples & Samples
- Provide technical assistance to client advocates and the placement team
- Develop custom analytical reports
- Maintain insurance records for accounts including writing account summaries, compiling, calculating and organizing insurance data and correspondence
- Assist with claim analysis
- Work with the team to maintain and administer open items list
- Assist with Stewardship reports
- Review and maintain insurance policies and endorsement
- Responsible for management of certificates of insurance programs for clients and billing/accounting for clients
- 3-5 years of insurance brokerage experience; experience with construction risks preferred
- Property and Casualty producers license
- Superior interpersonal skills for working with colleagues, clients and underwriters
- US Driver’s License
207
Senior Client Manager Resume Examples & Samples
- Review and understand solution ROI / value
- Articulate Optum / UHG value proposition within context of the solution
- Understand client's business model (independent vs. IDN, teaching vs. community hospital, for profit vs. not for profit, vision, mission and values and can recognize potential strategic opportunities)
208
Client Manager Resume Examples & Samples
- Provides input that positively impacts financial results
- Ensures exceptional service and growth through the development of a high performing Client Management team
- Bachelor’s Degree highly preferred or equivalent work experience
209
Client Manager Resume Examples & Samples
- Five to eight years of business banking experience
- Advanced knowledge of credit and credit quality
- Thorough knowledge of bank products and services
210
Client Manager Resume Examples & Samples
- To take responsibility and ownership for analysing and understanding the client's needs and requirements
- The ability to manage and coordinate multifunctional areas within the organisation to provide value to the client
- To ensure that through the use of engagement skills account strategy is established with key stakeholders in the specific client
- To build enduring relationships and display an understanding of the client industry, business environment and strategy to identify current and future opportunities for Internet Solutions
- To generate demand by assisting clients to identify and qualifying current needs and articulate how we add value through our services and solutions
- To leverage existing relationships and the knowledge of the client environment to meet the needs of the client at every stage of the buying cycle
- To positively drive client satisfaction throughout the entire lifecycle of the clients’ buying process, by taking ownership for the commercial agreement and the solutions for each client
- To understand the competitive environment and undertake an analysis of the competition to identify any vulnerability and strategically position Internet Solutions
- To use internal processes, tools and methodology to effectively manage their clients, opportunities, pipelines and forecast (e.g. Siebel)
- Minimum B Degree
- 2-5 years industry experience in Telecommunications
- Strong Business and Financial Acumen
- Experience in working at C-Suite level
- Understanding of industry specific knowledge
- Advanced Written and Verbal Communication skills
- Ability to conduct needs analysis
- Ability to interpret and understand financial reports
- Ability to engage strategically at the C Level
- Speak in a clear and articulate manner
- Be expressive in oral communications
- Complex decision making
- Generation of original ideas
211
Client Manager Resume Examples & Samples
- Focus on hiring, development, and retention of appropriate security officers and Field Operations Managers
- Engage regularly with clients to share his/her expertise to enhance the value of AlliedBarton’s offering
- Assist in coordinating the day-to-day team effort of Field Operations Managers and other assigned personnel to ensure that services are delivered in a quality and cost effective manner
- Act as liaison between AlliedBarton and the customer to foster customer intimacy, including travel to/from face to face meetings
- At least 5 years of business management/operations/supervisory experience
212
Client Manager Resume Examples & Samples
- Regularly achieve designated quotas through prospecting, qualifying, and closing opportunities with new clients and prospects across the Cisco portfolio, security and data center solutions
- Desire to hunt for new customers
- Four to ten years of successful, directly relevant selling experience in technology services
213
Senior Client Manager Resume Examples & Samples
- Update the monthly pipeline with clarity of the opportunities with clear timeline for closure
- Map out the account plan for the chosen customers by detailing out the strategy and initiatives undertake to generate new business opportunities
- Leadall sales pursuit activities from opportunity conceptualization to closure
- Coordinate with all the stakeholders to ensure that the appropriate resources are assigned to pursue after new opportunity once it has been qualified
214
Client Manager Resume Examples & Samples
- 2+ years of strategic account management or business development experience, preferably in a software or technology environment
- Significant experience working with C-level Client executives regularly
- Excellent client relationship and delivery skills with the demonstrated ability to communicate effectively throughout all levels of an organization
- Excellent computer, presentation, communication and time management skills
- General understanding of retail and the following specialties
215
Client Manager Resume Examples & Samples
- Generate demand by assisting clients to identify current needs (turning clients’ implied needs into explicit needs), and then effectively articulate how Internet Solutions (Ignite) can add value through services and solutions
- Able to use Internet Solutions (Ignite) sales tools and methodology to effectively manage accounts, opportunities, pipelines and forecast
- Display a learning orientation
216
Client Manager Resume Examples & Samples
- Lead Generation- acquire new customer database from cold calling into high levels within prospect organizations, networking and various customer account lists
- Sell and manage high end Select accounts
- Participates in campaigns, product fairs and seminars, works with marketing manager to understand new offers and leads in local area, generates leads independently and follows-up appropriately Solution Selling - consults with clients to determine their needs and works with application sales specialists to generate multi-product/service solutions
- Takes initiative to learn new offers and products, as they become available
- Able to apply new product knowledge in business development efforts Proposal/Presentation Generation incorporates executive summary, ROI analysis, and solution design to develop customer-specific proposals and presentations
- Develop Scope of Work - works with the customer and engineering team to define and document the project scope Relationship Management
- Develops and manages relationships with current clients to develop additional business as well as ensure a high level of client satisfaction
- Advanced selling skills with a demonstrated track record of 5+ years selling experience with telecom, voice, data, collaboration, etc., and other technology products and solutions
- Preferably Cisco, EMC (Storage), VMware, NEC, Microsoft and Managed Services
- Local market AND manufacturing relationships/contacts are necessary for success in the LA Market
- Market knowledge (i.e. industry knowledge relevant to geographic area) and technical knowledge are necessary
- Cisco Sales Expert (CSE) Certification preferred
217
Client Manager Resume Examples & Samples
- Sells software, solutions and services to current and prospective customers; works with other sales personnel to position and leverage sales opportunities to acquire, grow and retain customers within assigned territory
- Fulfills wide range of requests for information from prospective customers. Qualifies level of opportunity and type of account
- Prospects within a territory or account to uncover business needs
- Implements aspects of territory and account management and development; identifies accounts with high "close" potential, qualifies, and forecast time frames to close business
- Works closely with account managers and executives to facilitate timely response to highly qualified, high revenue potential leads
- Prepares standard quotations and proposal information as needed; works with other departments to create and finalize contracts and set time schedules for services
- Follows up with customers to track satisfaction levels and to discover additional revenue opportunities
- Develops a basic understanding of company pricing and licensing procedures
- Performs other duties, as assigned
- Customizes and sells solution and consulting packages to match account needs with Institute offerings, along with external partnership offerings
- Utilizes solutions-selling methodology, strategic concepts, and techniques
- Conducts significant direct contact with customers and travel to customer sites
- Serves as a resource for team members in all aspects of territory management, policies and procedures, marketing goals and objectives, SAS System applications, hardware platforms, market trends and business and industry knowledge
- Sets goals and objectives based on evaluation of territory potential and matches company and divisional initiatives
- Actively participates in sales calls and presentations; identifies goals, evaluates account needs, and designs appropriate demonstrations
- Applies knowledge of Institute marketing goals and objectives, SAS applications, supported hardware platforms, and marketing trends to assess account needs
- Assumes responsibility for all activity in accounts and new revenue, both software and services, works with consulting staff to position service solutions and leverage sales opportunities
- Directs internal Institute resources, including pre-sales and post-sales services, contracts, etc. in order to reach objectives
- Assumes consultative role in dealing with technical issues and interpreting applications needs; prepares customer profiles based on needs analysis of hardware, software, applications, and user levels
- Prepares complex quotations and proposal information as needed; works to customize quotes and proposals and to coordinate resources across divisions
- Conducts extensive follow-up with customers to track satisfaction levels and uncover additional opportunities
- Prepares and delivers presentations to customers at the highest level of management
- Effectively manages business expenses
- Knowledge of advanced strategic sales techniques; knowledge of hardware and/or software acquisition cycles and buying influences
- Advanced knowledge of industry software and hardware terminology and concepts; knowledge of SAS solutions and services preferred
- Excellent written and verbal communication skills, strategic selling skills, skills in analyzing and evaluating territory dynamics to develop and implement a sales plan
- Ability to initiate and lead projects; ability to work effectively in a team environment; ability to relate technical and business concepts to SAS applications and user needs; ability to work independently and as part of a team; ability to travel on a frequent basis
218
Senior Client Manager Resume Examples & Samples
- Builds, maintains client relationships & is the primary contact for clients
- Develops a strong understanding of the clients’ business, strategic priorities, risk strategies and risk management needs and develops innovative approaches to unique client needs
- Responsible for the execution of the renewal strategy in accordance with client instructions
- Implements and maintains a quality service plan and regular open items reports
- Responsible for maintaining quality in all area of client deliverables
- Works with Producer to determine the impact of risk solutions, and definition and articulation thereof to the client
- Creates & participate in presentations from Producer to existing clients and prospective clients
- Makes recommendations to clients regarding additional products & services as solutions to clients’ risk issues
- Contributes to retention through effective risk solutions and excellence in service
- Responsible for the delivery of management of claims and responsible in engaging MRC to deliver on Client Services
- Responsible for managing the invoicing process
- Responsible for ongoing service and communication with client, including promoting client/insurer relationship as needed, executing contracted services and communicating to team members, and performing contract reviews retro adjustments and audits
- Work closely with MRC to deliver agreed upon services. Collaborates with Producer to determine the appropriate Brokerage Services team
- Customize client product brochures & creates & documents compliance forms
- Receive and confirm Marketing Plan from Brokerage services. Review/confirm with client
- Handles largest, most complex accounts that require most in-dept as well as broad knowledge of Insurance brokerage. National Brokerage segment book of business averaging approximately $2.5M
- Has at least 8+ years of professional work experience & focuses on opportunity management
- Technical insurance background in Commercial lines
- Operates with discretion, uses effective problem solving & communication skills to achieve objectives
- Possesses solid insurance brokerage, account management, servicing and sales skills
- Possesses good knowledge of client risk issues and Marsh solutions
- Holds a valid Broker’s license and other non-resident licenses where appropriate
219
Client Manager Resume Examples & Samples
- Regularly achieve designated quotas through prospecting, qualifying, and closing opportunities with new and assigned client and prospects
- Maintain territory and activity plans on a regular basis
- Bachelor’s degree or higher required, preferably in IT or business
- Knowledge of relevant aspects of the IT industry is required
- At least 5 years of successful, directly relevant selling experience in any combination of the following technology towers: hybrid cloud, digital infrastructure, unified communications, security, or end-user compute
- Experience selling technology services solutions
- Strong communication skills, including phone, presentation, and writing skills
220
Client Manager Resume Examples & Samples
- Identify new business opportunities with sponsors and liaise with appropriate internal staff for follow-up
- Develop and/or review Letters of Payment Authorization for accuracy
- Provide pricing support for Global Account Teams
- Review and approve bid and proposal packages within authorized limits
- Assist management in monitoring sale pricing practices to determine accuracy and relevance to study type, service and operation processes
- Assist management in making recommendations on desirable proposals based on established financial and operational criteria, as required
- Interact with scheduling or project management groups to identify the dates for study or service initiation and assist with scheduling needs
- Assist with updating and maintaining applicable databases
- Education: Bachelor’s degree (B.A./B.S.) or equivalent in science, business, or marketing related discipline
- Experience: 3-5 years customer service or related experience. Experience in a contract research and/or pharmaceutical setting preferred
- Other: Capable of working with a minimum of supervision, able to handle multiple tasks, and effectively prioritize based on departmental goals. Strong communication and interpersonal skills. Organizational skills and attention to detail required. Proficient in word processing, spreadsheet, and database software. Ability to work effectively and efficiently to meet deadlines. Understanding of business/sales process required
221
Private Client Manager Resume Examples & Samples
- To act always in the best interests of our clients and enable them to achieve their financial aspirations through outstanding investment solutions and personalised service
- To follow Fidelity ‘know-your-customer’ procedures to provide suitable, objective investment guidance to clients
- To meet with internal and external regulatory standard (i.e. Code of Conduct and in particular Client Suitability requirement)
- To work with different functions collaboratively and proactively to provide solutions which address client needs and achieve the overall goals of the Personal Investing business
- To make follow up calls to prospects or clients who show interest in Fidelity retail products and services
- To make regular outbound relationship calls to assess client financial needs, provide portfolio reviews and enhance ongoing relationships
- To suggest ideas, solutions with respect to client relationship building, address client needs or regulatory needs
- To take inbound telephone enquiries from clients or prospects on product and market related queries
- To be a product and market specialist to clients face to face or over the phone. To speak at seminars or briefing sessions to promote understanding of Fidelity products
- To keep abreast of investment knowledge/ market development and share among the team through internal/external briefings
- To provide sharing and training of investment related knowledge and skills to other stakeholders
- To back up other PCMs and administrative duties as a team
- To continuously upgrade professional knowledge and standard through professional seminars, courses and training
222
Client Manager Resume Examples & Samples
- Undergraduate degree in engineering (preferred) with project management experience
- Previous Senior expertise working in infrastructure service delivery and business development
- Demonstrated ability to build relationships with key stakeholders and clients across the South Island
- Ability to lead and mentor staff at various levels and capabilities
- Passion to grow a business and enjoys networking across infrastructure markets and clients
- Proven capability to contribute to the growth of teams and ability to increase revenue goals and targets
- Strategic and an innovative thinker with a team orientated approach
223
Client Manager Resume Examples & Samples
- Develop and maintain new and current business accounts
- Identify and develop customers strategically through intelligent sales processes, sales figure analysis and on-going high level contact relations
- Ensure high levels of customer satisfaction are achieved
- Ensure satisfied clients by providing high level of client servicing, including in-depth presentations and consultancy
- Full market and product knowledge on all products and clients that you are handling. This includes details on coverage, universe and detailed market information
- Supporting regional and global Industry leads on allocated accounts
- Supporting the Industry strategy in the Country
224
Senior Client Manager Resume Examples & Samples
- Regularly achieve designated quotas through prospecting, qualifying, and closing opportunities with assigned clients and prospects
- Engages key stakeholders within prospects/clients to gain an understanding of the business issues
- And objectives driving their needs to establish an overall account strategy
- Use sales tools (e.g. Salesforce.com) and methodology to effectively manage accounts,
- Opportunities, and pipelines and accurately forecast on a consistent basis
- Effectively enagage with key partners/vendors to maximize rebate programs and generate leads
- Technical knowledge of our product offerings (past engineering experience is preferred but not required)
- Demonstrated successful hunting ability and experience
- Excellent consultative selling skills
225
Client Manager Resume Examples & Samples
- Assist client in developing effective campaigns to promote availability and understanding of voluntary benefits
- Analyze current customer product mix and identify additional opportunities for growth and expansion of VB program
- Negotiate carrier product provisions and rates as necessary
- Assist carriers in the completion of product-specific documentation and communicate business rules to internal Delivery teams
- Review consumer work flow to ensure a user-friendly and effective marketing strategies are in place
- Maintain consistent communication with the employer and the Customer Success Manager to ensure satisfaction with voluntary products and their administration
- Be a liaison between employers and our carrier partners to ensure communication is flowing freely
- Provide oversight to internal workflows and issue resolution applicable to client VBs on Benefitfocus Marketplace platform
- Work directly with the Benefitfocus Product and Engineering team to introduce, help prioritize and track enhancement requests, and review new feature releases to determine how your employers can maximize their use
- 3-5 years of industry related experience
- Ability to work across cross-functional teams
- Software or SaaS industry experience is a plus
226
Client Manager Resume Examples & Samples
- Ensure compliance with all Willis Towers Watson and regulatory procedures such as WEM, SOX, FATCA, surplus lines tax and country sanctions
- Maintain information in Willis Towers Watson’s agency management system (EPIC)
- Manage the policy checking and delivery process
- Participate in pre-renewal internal and external meetings
- Coordinate client activities as possible with remote team members
- 5+ years insurance industry experience required, construction industry experience preferred
227
Client Manager Resume Examples & Samples
- Provides professional and timely phone support through the active use of the A.C.D. phone system
- Resolves routine customer problems independently and efficiently, including those referred by underwriting teams
- Evaluates, process and markets all potential clients, including proper underwriting of risk
- Excellent communication skills required, both verbal and written
- Knowledge of business English, punctuation, spelling, and other office procedures
- Independently carry out assignments
228
Client Manager Resume Examples & Samples
- Minimum 7 years Information Systems sales experience preferred (to the enterprise level) preferred
- Current enterprise security space experience preferred
- Strong established relationships with key accounts in the territory required
- Experience selling professional services, security audits and assessments a plus
- Bachelor’s degree or equivalent sales experience required
229
Client Manager Resume Examples & Samples
- Help drive a large sales pipeline within the assigned accounts and achieve or exceeding sales margin objectives assigned annually
- Help be a liaison between the customer and Optiv on all aspects of the customer’s strategic and tactical security plans.Effectively communicate Optiv value proposition
- Build strong relationships within the customer’s organization to identify problems and assist the customer in finding appropriate solutions as a trusted advisor to the client
- Build strong relationships with technology partners and respective field sales reps/management (inside and outside) to gather leads and be introduced into sales opportunities
- Monitor and mediate all necessary communication between customer, vendor, and technical resources within each account
- Maintain internal communications with Optiv team relative to specific opportunities and the associated requirements
- Accurately and consistently maintain sales forecast
- Maintain a solid understanding of partner pricing models and deal registration programs
- Set proper expectations and maintain open communication with clients and vendors through the lifecycle of the sales process
- Effectively leverage supporting resources in the sales process with the spirit of teamwork and cooperation
- Professionally develop and present sales presentations to large groups and executive level clients
- Some experience in solution and services based sales through work in an Information Technology environment typically gained over 1-3 years
- Proven ability to build and execute territory and account plan with a track record of exceeding quota
- Strong presentation and verbal communication skills
- Superior detailed writing skills
- Experience and knowledge of the IT Security market and competitors
- Strong relationships with key executives and sponsors within the region
- Experience and knowledge of Risk/ Compliance market and competitors
- Experience and knowledge of the IT Infrastructure market and competitors
- History of Awards/Recognition for exceptional sales initiative and ability
230
Private Client Manager Resume Examples & Samples
- Maintaining and developing client relationships and providing investment advice within the UK regulatory framework
- Demonstrating an in-depth understanding and experience of the Financial Services Industry, particularly in the areas of regulated financial planning specialising in Investments, Pensions and Trusts
- Excellent knowledge of the collectivised and fund investment solutions along with an understanding of the broader investment marketplace
- Providing a proactive bespoke service as agreed with clients which requires that strong communication and influencing skills (both written and spoken) and the ability to compile highly developed presentations, recommendations and review reports
231
Client Manager Resume Examples & Samples
- Providing a high level of service and organisational support to the Account and Sales teams
- Working on closing new deals, ensuring all documentation and system requirements are satisfied
- Managing the drawdown process for clients; including preparing documentation, settlements, interest rate risk management, third party liaison and system work
- Actioning outstanding reconciliations relating to clients leased assets
- Providing timely and accurate advice to senior management on key facility events and processes
- Ensuring documentation and system needs meet prudential, financial, operational and risk requirements
- Ideally 2 + years' experience in the finance or banking sectors
- Excellent communication skills and a strong client service orientation
- A conscientious nature with a strong attention to detail
- Strong organisational skills as well as the commitment to follow tasks through to completion
- Strong numerical and spread sheeting skills
- Tertiary qualifications in finance/business/accounting/economics
232
Client Manager Resume Examples & Samples
- Manage Dimension Data Client’s accounts and exploits business opportunities to achieve sales targets for major market segment
- Maintains a high level of sales achievement for major market segment
- Identify opportunities and implement coverage models that will drive high customer satisfaction and generate business opportunities
- Win new competitive accounts
- Build and maintain an Account Plan that is circulated and reviewed by key executives and teams
- Develops and implements sales strategies for this segment
- Establish and maintain good relationship with key decision-makers within the Manufacturing/ FSI Sectors
- Conducts sales presentation, prepares sales proposals and negotiates with customers’ key executives to win significant sales orders
- Coordinates with marketing to identify marketing plans and strategies
- Collaborates with customer services to resolve customer dissatisfaction
233
Client Manager Resume Examples & Samples
- With a good understanding of the company’s strategic direction and overall objectives, develop and implement sales strategies for the respective territory
- With a good understanding of the company’s strategic direction and overall objectives, develop and implement sales strategic for the respective territory
- Evaluate possible new opportunities for new territory penetration
- Perform market and territory segmentation as part of the allocation of territory and account allocation to the sales team
- Continue to maintain a close relationship and service some key accounts
- Responsible for the forecasting of business/trends and territory/market needs
- Set and assign realistic yet challenging sales quota and goals to sales team
- Exercise sound business judgment in deciding profit margin for deals following the relevant authority matrix set out by corporate guidelines
- Regularly communicate sales and company policies to the sales team
- Ensure that all staff receives and attends regular training that are relevant to their jobs and career advancement
- Act as a mentor and coaching to the junior sales staff
- Responsible for the recruitment, motivation, development and retention of high quality staff. Analyse market trends and collaborate with other departments ensure right training solutions is offered to meet clients’ needs and requirements
- Perform funnel management and provide timely and accurate business forecast to the reporting manager
- Management of clients by maintaining a close relationship with the account, proactively anticipating and qualifying needs, thereby ensuring continuing closure of sales
- Conduct sales presentation, prepare sales proposals and negotiate with customers and suppliers to win sales orders
- Oversee sales cycle to its completion
- Work with Dimension Data/Partner’s client managers for account planning and be responsible for updating and executing all training opportunities
- Ensure proper qualification of sales leads before mobilising resources to engage the customer
- Ensure all commercial terms and conditions to customer are vetted and approved by the respective department manager
- Work closely with accounts receivable to manage clients’ accounts to ensure prompt payment
- Diploma / degree in IT, Business, Marketing or related field
- Minimum 6 year sales or marketing experience in the IT/networking/IT Training industry
234
Client Manager Resume Examples & Samples
- Bachelors degree or equivalent business experience required
- Experience in the employee benefits industry preferred
- Licensed to sell insurance in the states within assigned territory, license required within 90 days from effective date of hire/promotion
- Strong growth and sales orientation
- Full understanding of the Unum product and service portfolio
- Proficient in Microsoft Office - Word, PowerPoint, Excel
- Strong technical aptitude - ability to utilize and leverage technology and systems
- Strong negotiation, persuasion and presentation skills
- Proven ability to think strategically and act tactically
- Strong organization skills/ability to manage multiple demands and priorities
- Excellent problem solving/problem resolution
- With each customer, projects confidence and enthusiasm about the company
- Outgoing, excellent communication skills - both written and verbal
- Ability to work/partner with a close team
- Meets the standards for this position, as defined in the Talent Management Framework
235
Client Manager Resume Examples & Samples
- Creation of content from sponsorship rights to use across digital, social and to generate PR coverage
- Delivering and maintaining media and influencer relations
- Attending media and sporting events for client activity
- Compiling reports to send to client contacts
- Compiling reports and intelligence into the market and competitor activity
- Maintaining a very high level of knowledge of the sponsorship/marketing industry
- Helping the team with New Business pitches, producing documents and client presentations
- Self-starter, focussed, self-motivated and ambitious
- Experience in the lifestyle marketing/sport & Entertainment marketing sector
- Excellent knowledge of the sponsorship industry
- Experience in football sponsorship activation
- Content and comms experience with excellent and up-to-date media relations (ideally within sports and lifestyle media)
- Problem solving abilities
- Good organisational skills
236
Client Manager Resume Examples & Samples
- Represent and manage all aspects of account implementation and setup for new Partners
- Execute and communicate effectively across the various milestones of the overall WEX Health Cloud implementation plan including ownership of many task and delegation and follow up of others
- Manage and/or assist with the Partner account upon completion of the implementation
- Assist Partners with rolling out new product features and functionality
- Responsible for creating and maintaining process documentation as it pertains to the Partner
- Provide training and guidance to internal teams regarding a Partner’s program and key initiatives
- Ensures timely follow-up and resolution on inquiries/issues to meet Partner needs and expectations
- Manages additional projects as they are assigned
- 1-2 years of service experience working in a client facing role
- Bachelor’s Degree in Business, Technology, or Healthcare related field-preferred
- Ability to communicate effectively with written and verbal skills to Partners, Employers, and across WEX Health Cloud teams
- Ability to work in a fast-paced professional environment
237
Client Manager Resume Examples & Samples
- Building strong continuous relationships with key stakeholders to drive revenue opportunities
- The provision of analysis and commercial implications for key business issues
- Delivering consultative insight in meetings/workshops
- On site servicing (min 3 days per week) in Uxbridge (potential travel across Europe)
- Act as an extension of the Coca-Cola insights team, joining team meetings / away days
- Day to day ownership of all Nielsen communications
- Leverage value from working with your peers from across the Nielsen Global Coca-Cola Team
238
Client Manager Resume Examples & Samples
- Relationship Building with Clients
- Enhancing client capabilities with current Nielsen software
- Deliver training and support to clients on current Nielsen software packages
- On-site / off site client consultancy work
- Co-coordinating / managing client interaction with wider Nielsen teams
239
Client Manager Resume Examples & Samples
- Must have previous experience, minimum 1-2 years, in sales and customer service, preferable dealing with a high-end clientele
- Experience in the car rental industry, car sales, hospitality or tourism is a plus
- Strong and effective verbal and written communication skills
- Assist in managing and overseeing fleet in multiple locations
- Work effectively and multi-task in a fast paced environment
- Ability to execute plans and logistics and coordinate deliveries of vehicles to clients with precision
- Professionally supervise employees including: training, setting expectations, follow up and corrective action
- Ability to work effectively with a clientele that demands only the best in class products, services, and amenities
- Strong sales analysis skills and the ability to negotiate contracts
- Knowledge of the global business and travel environment. Must have basic computer skills and knowledge of Microsoft Office programs
- Ability to drive and operate multiple types of vehicles including shift, automatic, and high powered specialty vehicles with utmost safety and caution
- Must project a professional appearance at all times
- Excellent written and spoken communication with the ability to engage in verbal interaction with the customers
240
Service Client Manager Resume Examples & Samples
- Setting, confirming and preparing for appointments to expedite the customer’s service experience
- Greeting customers in a timely and friendly manner
- Determining vehicle needs based on customer information, a vehicle walk-around and a technician’s multi-point inspection
- Producing repair orders for customers with full transparency including cost and time estimates
- Communicating frequently with Technicians and Parts Associates to ensure timely completion of work
- Follow-up with customers on the status of their vehicle
- Gaining superior product knowledge to effectively help customers with service maintenance requirements and warranty information
- Strong desire to provide an exceptional customer experience
- Ability to achieve targeted goals
- Ability to thrive in a fast-paced environment with demonstrated communication and interpersonal skills
- Valid in-state driver’s license and must maintain an acceptable, safe driving record
241
Senior Client Manager Resume Examples & Samples
- Manages the operational implementation and execution of the auditing program by working with the client operational managers, provider services managers, network managers, claims managers, member services managers, and IT managers
- Works closely with the client services director and serves as a primary account manager for all levels of client contacts for large and/or multiple accounts. Identifies important trends by monitoring and investigating processing and financial / savings data, communicates to others both internally and externally through formal processes, and executes action plans where necessary
- Develops, contributes, and/or manages projects, process improvements, and strategic initiatives consisting of cross functional and cross company teams that include: Provider/payer communication efforts, all Cotiviti and client systems, all miscellaneous ad hoc requests from the client
- Acts as the subject matter expert for all Cotiviti -related activities
- Presents the operational results to all levels of client and internal contacts during regularly scheduled meetings
- Regularly works with the Cotiviti and client operational teams on all open action items. Assists with the design and communication of all client-facing reporting that is specific for each client
- Assists with the identification and creation of solutions for invoicing challenges. Ensures client-specific production metrics and expectations are achieved
- Participates in and leads the strategic initiatives for the business
- Participates in and leads expansion efforts across clients
- Participates in business development for new clients
- Assists with the coordination of all functions of onsite provider and client visits and relays key objectives to the operational team
- Leads all provider services and collection efforts (MRR and offsets) made by the Hyderabad, India, team, where applicable
- Participates in the sales process for the purpose of ensuring contract term expectations result in a successful client experience
- Participates in the interview process for new Client Managers
- Serves as a mentor for new client managers
- Participates in the training and on-boarding of new client managers
- May have client managers as direct reports and in this instance, will have supervisory/management duties
242
Client Manager Resume Examples & Samples
- Experience in an Account Manager and New Business Acquisition role selling IT solutions
- Proven track record of achieving / over achieving sales targets
- Previously sold to and have a good understanding of the Local Government
- Ideally have experience selling Microsoft products including Azure, Office365, licenses and associated professional services
243
Senior Client Manager Resume Examples & Samples
- Regularly achieve designated quotas through prospecting, qualifying, and closing opportunities with assigned client and prospects for hybrid cloud, digital infrastructure, security or communications solutions
- Engages key stakeholders within prospect/client to gain an understanding of the business issues and objectives driving their needs to establish an overall account strategy
- Maintain broad understanding of solution portfolio
- Minimum 8 years of successful, directly relevant selling experience in any of the following technology towers: hybrid cloud, digital infrastructure, security or communications solutions
- Consultative selling skills
- Effective collaborator – able to bring in other selling/solution resources to engage a client while knowing when to lead and when to empower others
- In depth knowledge of business drivers related to client needs
- Motivated to hunt for new opportunities and expand client relationships
244
Client Manager Resume Examples & Samples
- Use sales tools and processes (e.g. Solution Selling, Salesforce.com) and methodology to effectively
- Manage accounts, opportunities, and pipelines and accurately forecast on a consistent basis
- 1 - 4 years of solution selling in the Public Sector/GovEd/SLED market place
- Cisco CSE certification is highly desired
245
Senior Client Manager Resume Examples & Samples
- Works directly with the Producer to provide the best service to our clients
- Responsible for managing the claims process – works closely with MRC/claims resources
- Completes second review of policy; provides differences and issues back to brokerage
- Collects exposure information and underlying coverage
- Has at least 15 years of professional work experience & focuses on opportunity management
246
Client Manager Resume Examples & Samples
- Act as a liaison between the client and underwriting
- Work in conjunctions with Account Executive in building relationships
- Will be responsible for client training
- Assist in processing and monitoring loan status and communication of status to AE and client
- Pipeline management
- Work with Account Executives to assist them in qualifying loans
- Keep informed of current and acceptable practices
- Communicate loan decisions to Account Executives in a timely fashion
- Minimum 5 years of mortgage industry experience
- Prior underwriting, processing or sales experience
- Strong personal skills required
- Professional phone and email demeanor required
- Proficient with Microsoft Office
- Great organizational skills
247
Senior Client Manager Resume Examples & Samples
- These individual contributors will be the primary contact and act as the internal advocate for a portfolio of SMB Direct merchants. By increasing overall customer satisfaction, the position will support First Data revenue growth through increased retention and increased product/service penetration. Individuals will manage highest value accounts of the SMB Direct portfolio and must be able to support clients outside of normal business hours, including weekends
- Works with top tier accounts with multi product platforms/environments. Works on complex tasks, issues and environments. May have international clients. Work is broad in nature, usually requiring originality or ingenuity. Decisions have a considerable impact on the end results of the business unit. Other duties as required and directed by management
- Assures client satisfaction by maintaining overall operational relationship for clients. Is key point of contact for researching and resolving issues. Develops cross-functional alignment and consensus around issue resolution. Establishes strong working relationships, brakes down barriers across the company to ensure quality products and services provided. May ensure optimum processing integrity through regular comprehensive systemic audits on Client portfolios
- May implement remedial actions when necessary to control and eliminate client liability. Consistently analyzes and monitors the Client’s processing environment to identify and implement strategies for operational efficiency and cost savings. Manages the overall incidence response process between the Client and First Data. Maintains accurate and up to date documentation of the client processing environment and product matrix by utilizing appropriate systems and tools to track client interactions. Functions as the overall Project Manager for Internal Strategic and Client specific projects and initiatives
- Facilitates the Client training process as it relates to platform applications, association releases and product functionality. May facilitate the Client communication and delivery process as it relates to association releases, regulatory changes, product/platform upgrades, fee revisions and system enhancements. Participates in business reviews and/or creating client operational performance reviews
248
Senior Client Manager Resume Examples & Samples
- Good organizational, communication and interpersonal skills
- Detail-oriented, team player with good planning and problem solving skills, who is willing to work outside of traditional service parameters
- Self-motivated and able to work independently with minimal supervision towards the achievement of personal and team goals
- Analytical skills - understand industry metrics and trends
- Effectively interact and communicate with varying internal departments
249
Senior Client Manager Resume Examples & Samples
- Expand services to existing and targeted clients for all aspects of TRC’s Environmental Sector service profile, including
- Planning, Permitting, and Licensing
- Environmental Management and Sustainability
- Air Quality (AQ)
- Provide national leadership within TRC in regard to environmental services and function on the leadership team charged with growing TRC’s international presence and domestic presence with key manufacturing clients. Recruit key staff to expand TRC’s services in this arena
- Manage specific projects in accordance with your identified areas of skill and expertise
- Collaborate within the practice on critical initiatives and issues pertinent to the manufacturing industry. Provide senior technical expertise on internationally based projects or complex projects that are important to TRC’s growth strategy
- S. or M.S. in geology, engineering or related science
- 10 – 25 years experience. Should have experience working in the gulf| southeastern portion of the U.S
250
Senior Client Manager Resume Examples & Samples
- Minimum 5 yrs of sales experience in SI environment
- Proven account management skills for large regional or global Media and Communications clients
- Strong Media and Communications domain knowledge
- Experience in services sales in areas such as Microsoft, Storage, Security or network management is preferred
- Experience in regional sales is preferred
- High degree of self-motivation, strong commitment and result oriented