Management Advocate I

Summary To manage assigned clients and client-related services as directed by management by performing the following duties.
To manage assigned clients and client-related services as directed by management by performing the following duties.
Duties and Responsibilities include the following.
(Other duties may be assigned)
Attends client meetings as directed.
Drafts client memoranda and conference reports on computer.
Develops and manages client base through prospecting, setting appointments and servicing clients via telephone and personal contact.
Evaluates needs of prospective and current clients in an effective manner.
Applies knowledge of products and services, and demonstrates benefits and features as needed.
Maintains tickler file of appointments and leads for prospective clients.
Prepares written proposals to include required quotes and assessments of client needs.
Performs Customer Service Responsibilities as needed.
Performs other related duties as assigned.
Skills Oral Communication Skills
Written Communication Skills
Technical Communication
Customer Relations
Diplomacy
Basic Math Skills
Negotiations
Organization
Planning
Professionalism
Presentation Skills
Reading Skills
Time Management
Computer Literacy
Education/Experience College Degree. Prior outside sales and customer service experience required, preferably in a related industry/sector.

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