Client Manager Resume Samples

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B Harber

Bud

Harber

5068 D'Amore Way

Boston

+1 (555) 965 3266

5068 D'Amore Way

Boston

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

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

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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

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

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

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

Private Client Manager Resume Examples & Samples

Fiduciary & Banking products
Tax knowledge
Investment Products
Financial Planning
Estates and Trusts
Pension Planning

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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)

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

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

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

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

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

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

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

Client Manager Private Client Chicago Resume Examples & Samples

Multi-state clients
Specialty line clients
IL Property and Casualty license required

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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)

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

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

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

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

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

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

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

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

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

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.)

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

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

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

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

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

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

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

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

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

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

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

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"

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

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

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

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

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

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

116

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

117

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

118

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

119

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

120

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

121

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

122

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

123

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

124

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

125

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

126

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

127

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

128

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

129

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

130

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

131

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

132

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

133

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)

134

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

135

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

136

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

137

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

138

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

139

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

140

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

141

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

142

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

143

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

144

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

145

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

146

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

147

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

148

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

149

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

150

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

151

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

152

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

153

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

155

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

157

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

162

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

163

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

164

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

165

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

166

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

167

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

168

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

169

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

170

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

171

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

172

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

173

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

174

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

175

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

176

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

177

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

178

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

179

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

180

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

181

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

182

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

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