Client Account Manager Job Description

Client Account Manager Job Description

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Client account manager provides technical support for the account executive and account manager in processing all lines of commercial insurance in accordance with the objectives and procedures outlined in the agency procedures.

Client Account Manager Duties & Responsibilities

To write an effective client account manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client account manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Identify, research, and solve individual trust issues
Proactively drive clients administrative issues (Billing ) to positive closure
Stay abreast of industry trends and developments in gift planning
Handling phone calls and queries from all clients
Ensuring that relevant departments including Client Services staff and TM Online staff are always fully informed in advance of forthcoming on-sales with relevant event information
Selling a full range of merchant processing products and services to existing customers while providing specialized customer care
Achieve cross-sell and portfolio revenue retention targets assigned by manager
Liaise with Clients and venue with regards to the structure and pricing of events
Manage Group Sales initiatives and fulfilment
Fulfilment of ticket requirements and balance ticket sales records at the close of each business day

Client Account Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Account Manager

List any licenses or certifications required by the position: FERC, SOP, CFA, SPHR, PHR, PMI, SOC

Education for Client Account Manager

Typically a job would require a certain level of education.

Employers hiring for the client account manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Education, Business, Management, Technical, Computer Science, Marketing, Finance, Engineering, Business/Administration, Business/Management

Skills for Client Account Manager

Desired skills for client account manager include:

Elavon products and systems helpful
Commercial lines coverages and rating
Coverage in all commercial lines insurance
Live music industry
Regulations
Account management
Current legislation
Different product types
Equity instruments
Excel

Desired experience for client account manager includes:

Must be detail orient concerning documentation and client instructions
Previous shipping experience or experience working in an auction house/gallery
An interest in art and interior design would be helpful
Experience working with global or international operations is a plus
BS / BA preferred, MBA, MS a plus
Demonstrated all round business skills including Project Management, Documentation, Business Analysis, Client Engagement, Commercial Awareness, Business Modelling and an understanding of legal and contractual risks

Client Account Manager Examples

1

Client Account Manager Job Description

Job Description Example
Our innovative and growing company is looking for a client account manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client account manager
  • Troubleshooting operational issues for the bank’s Tier 1 clients
  • Act as the voice of client to internal stakeholders for steering the Operations client agenda
  • Contribute to the growth of the business by guiding the delivery of post-trade excellence
  • Coordinate the alignment of the Tier 1 clients list with Capital Markets objectives
  • Ensure the proper alignment with Capital Markets on post trade matters
  • Understand and be able to articulate the commercial connectivity with Tier 1 Clients
  • Assists in design of, or independently designs, insurance programs for clients
  • Builds and maintains relationships with assigned clients at a senior or executive level by delivering stellar quality customer service interactions
  • Promote the First Niagara culture & client experience
  • Answering client inquires
Qualifications for client account manager
  • Ability to drive customer success and retention
  • Degree standard or equivalent experience
  • Demonstrated ability to handle difficult situations and can perform crisis management
  • Demonstrated ability to work with offshore development teams
  • Demonstrated knowledge of the business processes for telecommunications companies in at least 2 areas (provisioning/ordering, billing, collections, network management, and operations)
  • Demonstrated knowledge of telecom managing Wireless projects
2

Client Account Manager Job Description

Job Description Example
Our company is hiring for a client account manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client account manager
  • Renew annual contracts
  • Up-sell clients on additional packages
  • Meet minimum renewal and up-sell objectives
  • Meet minimum quantitative and qualitative account improvement objectives
  • To ensure that all event related information is accurate, up to date & accessible across all sales channels Call Centre, IVR, ticket centres and Internet prior to on-sale and during the life cycle of each event
  •  Develop actionable, measurable annual account plans by department
  •  Support the annual action plans, provide value-added strategy consultation to meet customer & HRG needs, expense program management, cost containment, profitability analysis and best practices
  • Working with our Strategic Account Directors to assist and support their clients reporting needs
  • Liaising with the ad operations team to monitor the status of advertising campaigns in order to include in ROI reports
  • Working with clients to obtain creative materials for scheduled ad buys
Qualifications for client account manager
  • Support of partners with day to day issues
  • Opportunity Identification and Management
  • Identifying new opportunities and account planning with partners
  • Working with the partners Developing and proposing solutions for customers and closing these opportunities
  • Deal Transactions and Closure
  • Driving all aspects of deal transactions to conclusion in a quality, timely, and correct manner
3

Client Account Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client account manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client account manager
  • Knowledge of industry changes to move further towards value based care, Meaningful Use Stage 3, and other types of payment reform that is driving change within healthcare organizations and their partners
  • Ability to conceptualize and develop high-level plans and execute accordingly
  • Ability to collaborate with cross-functional teams and personnel at all levels both internally and externally
  • Ability to take disparate ideas and formulate into larger concepts
  • Proven ability to work independently, with minimal supervision, and to problem-solve both customer related issues or to escalate as necessary either to customers or within the company organization
  • Experience analyzing data and using information to drive organizational change, customer relationships and solutions
  • Effective written and oral communication the ability to compose plans that are received by all levels of the organization, both internal and external
  • Adaptable to change in processes, procedures, responsibilities
  • Wo Work with a network of firm resources as part of an integrated go-to-market model across account business development, operations, and talent
  • Drive account team development and execution of the overall account strategy and oversee the client service planning process in support of account leadership
Qualifications for client account manager
  • Knowlegde of Financial products
  • Experience Knowing how to challenge sensitively, diplomatically and effectively – both with clients and other teams within the agency digital and creative
  • 3 +years’ experience in a corporate environment, selling or delivering customer service
  • High level of business acumen with excellent client relationship management skills
  • Strong preference for compensation knowledge or interest in human resources
  • Ability to stay organized while successfully managing multiple projects and priorities
4

Client Account Manager Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client account manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client account manager
  • Manage the testing and implementation of new internally/externally driven projects
  • Work with the customer and sales team
  • Willingness to learn NPD’s suite of Advanced Analytics tools, new products and ability to clearly communicate their value proposition and apply them to client needs
  • Develop a strong comprehension of how the manufacturer/retailer relationships, the B2B channel drive technology business, and assist the client and their customer in obtaining market share while also advancing NPD’s reputation, position and growth
  • To ensure a smoothly run contract
  • To increase the company’s total revenue from the designated contracts
  • To identify and implement opportunities to increase non contractual income
  • To ensure that we meet all client KPIs
  • Ownership and proactive development of the customer relationships
  • Ensure that best practice is shared across all areas of the contract and business
Qualifications for client account manager
  • Ability to collaborate and perform well as an individual and in a team environment
  • Successful experience in the business to business sector
  • Internet/digital background
  • High achievement in previous roles
  • Excellent references from managers to whom you have reported to
  • Experience in Managed Services with mid-sized clients
5

Client Account Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client account manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client account manager
  • Assisting in client content development and strategy recommendations
  • Offering creative ideas for how our clients can leverage digital media to advance objectives
  • Coordination of internal design, programming, and other resources to accomplish client objectives, social media monitoring and engagement
  • Participate in new business planning
  • Contacts client periodically to determine how relationship is working
  • Work at Client location upon request as needed
  • Consistently maintains contact and status information in the Inmar’s sales tracking database
  • Represents Company at industry conferences, workshops, forums, when required
  • Occasionally performs other duties as assigned
  • Serve as the single point of contact for our key business units
Qualifications for client account manager
  • Strong customer service, time management, project management, and interpersonal skills
  • Internet Digital/Advertising background
  • Accountable for the services of a client portfolio of corporate clients
  • Ability to manage large customer relationships and manage through conflict, driving groups to business decision
  • French/English Bilingual is a plus (not required)
  • Bachelor’s degree in Business, Accounting, Computer Sciences, Engineering, or relevant field or six years of applicable experience

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