Client Account Manager Job Description Template
Our company is looking for a Client Account Manager to join our team.
Responsibilities:
- Coordinate with Corporate Marketing and senior management to grow market awareness and develop offerings and positioning pieces;
- managing client invoicing and overdue receivables;
- Identify and develop new utility clients that would benefit from Woodard & Curran’s suite of services;
- Prepare written proposals, presentations and budgets, including negotiating terms of service delivery;
- Analyze benefit & rate options. Set up spreadsheet to outline options and assist client with decision making process;
- Schedule & attend client meetings;
- Develop client outreach process to ensure retention (i.e.: every month contact 5 current clients);
- Liasion between client and insurance companies;
- Process enrollment changes (enrollments, changes, terminations, general updates/edits);
- Keeping up with changes in the insurance market and our clients’ industries;
- Assist with renewals- Partcipate in analysis process to ensure client is receiving best options available;
- Manage new accounts as assigned.
Requirements:
- Able to keep a calm posture when dealing with difficult situations;
- Exceptional people skills;
- Willing and yearning to learn;
- Willing to keep an open mind and to objectively accept constructive criticism;
- High level of customer service;
- Self-starter, team player, and professional demeanor;
- Solutions oriented, “Can Do” attitude;
- Experience in developing and executing on B2B customer success strategies;
- Exhibits strong time management skills in order to prioritize and multi-task assignments;
- The senses of sight, speech in English, and hearing are required;
- Takes continuing education classes when needed;
- Maintains a cooperative working relationship with management, clients, and fellow employees;
- Exceptional written and verbal communication and presentation skills;
- Bachelor’s Degree or Equivalent;
- Appearance should be professional at all times.