Updated: Aug 11, 2024 - The Client Manager excels in providing customer service with a strong emphasis on ethics and integrity while managing client accounts efficiently through superior time management and organizational skills. Develop expert knowledge of databases and marketing tools to craft effective marketing strategies and achieve call number targets. Coordinates with recruiters handles client collections and billing, and communicates job orders clearly, fostering new business growth through innovative initiatives and collaborations.
Tips for Client Manager Skills and Responsibilities on a Resume
1. Client Manager, Apex Systems, Richmond, VA
Job Summary:
- Reconciling and monitoring time costs vs. income regularly
- Ensure customer branding on the floor, coordinate updating of visual management dashboards for all customer-related topics, host customer visits
- Participate in different projects, initiatives across Genpact.
- Overseeing audit preparation and planning ensuring all audits are completed within the set deadline and budget.
- Manage workflow and WIP within team ensuring all members are working effectively and efficiently.
- Regularly liaise with the partners to discuss client jobs and staff.
- Provide information to Product Managers in regard to relevant Takaful market issues.
- Maintains an involvement with the respective Swiss Re claims personnel on claims involving allocated companies to stay abreast of progress and issues.
- Develops technical and company knowledge with colleagues as it relates to Swiss Re operations, structure and reinsurance/retakaful business issues.
Skills on Resume:
- Financial Reconciliation (Hard Skills)
- Brand Management (Hard Skills)
- Project Participation (Soft Skills)
- Audit Oversight (Hard Skills)
- Workflow Management (Hard Skills)
- Partner Liaison (Soft Skills)
- Market Intelligence Sharing (Hard Skills)
- Knowledge Development (Soft Skills)
2. Client Manager, Redwood Logistics, Chicago, IL
Job Summary:
- Sell new licenses to existing and new HCL Software customers
- Maintain a high level of customer satisfaction with clients
- Work with Customer Success to ensure SW users are satisfied and renew software
- Work with the business partner to sell new licenses
- Build a relationship with the client procurement/ vendor sourcing/ contracts resource(s)
- Understand the business needs of the customer
- Understand technical environment of customer
- Sell to accounts with no existing HCL software and build new buyer relationships
- Build relationships with new buyers and expand into new LOBs
- Meet Targets for renewals, increasing software sales as well as selling new software assets
Skills on Resume:
- Sales Strategy (Hard Skills)
- Customer Satisfaction Maintenance (Soft Skills)
- Partnership Collaboration (Soft Skills)
- Relationship Building (Soft Skills)
- Business Acumen (Hard Skills)
- Technical Proficiency (Hard Skills)
- New Account Development (Hard Skills)
- Target Achievement (Hard Skills)
3. Client Manager, Peak Performance, Dallas, TX
Job Summary:
- Together with the customer team, develop and execute strategic plans in the Marketing space for clients
- Analyze business challenges as well as define, propose and help implement agreed solutions and drive change together with the team
- Gather and analyze information and data, and from that draw conclusions and make recommendations
- Contribute to the development of new customers
- Together with Client Directors ensure the progress of clients’ marketing agenda
- Collect client exposure data, prepare documents for submission, review quotes
- Gather and review loss data, prepare detailed premium and loss summaries
- Clearly explain loss results to insurance companies and clients.
- Initiate/respond to/complete communication with clients, insurance companies, sales executives, colleagues and management in a timely and professional manner.
- Identify and communicate issues and opportunities to clients as well as to team members.
Skills on Resume:
- Strategic Planning (Hard Skills)
- Business Analysis (Hard Skills)
- Data Analysis (Hard Skills)
- Customer Development (Soft Skills)
- Marketing Execution (Hard Skills)
- Document Preparation (Hard Skills)
- Professional Communication (Soft Skills)
- Issue Identification (Soft Skills)
4. Client Manager, Green Solutions, Denver, CO
Job Summary:
- Manage and implement initiatives in a sales territory to achieve individual and team sales and revenue goals.
- Provide a high level of account management to retain existing members
- Build and maintain relationships through answering questions and resolving issues in a timely and efficient manner.
- Maintain, sign-up, and validation of member potentials
- Ensuring rebates are recognized and member eligibility.
- Ensure member is maximizing the use of analytics tools and solutions.
- Promote and assist members with the implementation of program tools.
- Analysis of internal and member-facing reports, including revenue decline research
- Providing information and recommendations to members and/or member account teams.
- Manage relationships with suppliers, distributors, and channel partners within defined geographical territories
- Understand member needs and promote portfolio products and services.
- Partner with the member account team to conduct periodic business reviews and attend strategic planning meetings with key suppliers to promote products and services programs.
Skills on Resume:
- Sales Territory Management (Hard Skills)
- Account Management (Hard Skills)
- Relationship Building (Soft Skills)
- Issue Resolution (Soft Skills)
- Analytics Utilization (Hard Skills)
- Program Promotion (Hard Skills)
- Data Analysis (Hard Skills)
- Strategic Partnership Development (Soft Skills)
5. Client Manager, Coastal Consulting, Miami, FL
Job Summary:
- Work in close partnerships with corporate clients to help deliver strategic objectives.
- Managing the digital onboarding process for new clients as well as the associated technology migration and upgrades.
- Lead the Project Management activity for complex solutions involving coordinating multiple teams towards a common goal within agreed timelines and budget.
- Work with a broad range of internal and external stakeholders (including senior directors)
- Define and document functional and technology requirements and identify opportunities to provide support.
- Be the single point of contact throughout the onboarding process for both the client and internal teams.
- Provide clear progress reporting and provide a point of escalation for issue resolution and management.
- Set and continually manage project expectations through effective and timely communication with key stakeholders, including the project team, management, and client representatives
- Build, develop, and grow business relationships critical to the success of the project.
- Act as a strong advocate for JLL Digital through advising and shaping the tech solution offered.
Skills on Resume:
- Client Partnership (Soft Skills)
- Digital Onboarding Management (Hard Skills)
- Project Leadership (Soft Skills)
- Stakeholder Engagement (Soft Skills)
- Requirements Definition (Hard Skills)
- Communication and Reporting (Soft Skills)
- Relationship Development (Soft Skills)
- Advocacy and Advisory (Soft Skills)
6. Client Manager, Zenith Services, Seattle, WA
Job Summary:
- Carry out daily and weekly interactions with the client on operational performance, proactively communicate to the customer about process/team status or changes and issues/ risks which may arise in the processor in the team
- Act as 2nd level of escalation for client issues, take necessary actions to get the resolution, communicate with the customer about status and actions taken.
- Complete within deadlines and proper follow-up on the agreed actions with the customer
- Build strong communication and close working relationship with the key stakeholders at the Customer site, proactively ask for feedback, take full ownership of the process and operations managed
- Propose and agree transformation initiative negotiate productivity clauses based on dependencies on internal or external factors
- Conduct team huddles to communicate and create awareness within the team on customer priorities
- Ensure regular connection with the global and regional internal stakeholders
- Ensure full alignment in terms of account strategy and direction
- Keep a close collaboration with the Pathfinders and Process Architects to be up to date with the process and people-related issues/initiatives that can have an impact on the customer
- Manage MSS accuracy, Operating Plan, monthly billing to customer, monthly review of forecast
Skills on Resume:
- Performance Communication (Soft Skills)
- Issue Escalation (Soft Skills)
- Deadline Adherence (Hard Skills)
- Stakeholder Engagement (Soft Skills)
- Initiative Proposal (Soft Skills)
- Team Leadership (Soft Skills)
- Strategic Alignment (Soft Skills)
- Financial Management (Hard Skills)
7. Client Manager, River Tech, Charlotte, NC
Job Summary:
- Develop and strengthen ongoing client/broker relationships with a view to enlarging business opportunities for the future.
- Actively develop and maintain personal contacts and support the ongoing development of relationships between Swiss Re Retakaful and client/broker staff across the range of Swiss Re’s retakaful related functions.
- Initiate discussions with clients on (re)takaful related issues relevant to perceived needs.
- Provide effective response to all client requirements.
- Undertake technical assessments, pricing and underwriting of retakaful treaty business within authorities.
- Manage the timely and accurate preparation of client documentation.
- Actively contribute to Swiss Re Retakaful's marketing, including seminar presentations and other general marketing activities, and specific client marketing.
- Informs head of retakaful operation and other stakeholders of progress in the implementation of agreed marketing objectives, strategies and plans in relation to allocated clients.
- Develop and implement innovative retakaful solution.
- Actively participate in project teams which focus on issues/areas which will add value to Swiss Re and its clients. Projects may include market and product research, analysis etc.
Skills on Resume:
- Relationship Building (Soft Skills)
- Networking (Soft Skills)
- Client Communication (Soft Skills)
- Technical Underwriting (Hard Skills)
- Documentation Management (Hard Skills)
- Marketing and Presentation Skills (Soft Skills)
- Strategic Reporting (Soft Skills)
- Project Participation (Soft Skills)
8. Client Manager, Summit Corp, Boston, MA
Job Summary:
- Manage the underwriting process for all treaty renewals and all new business.
- Originate and develop business for specific target clients.
- Collaborate with various product underwriters within Reinsurance Asia.
- Technically assess and underwrite business in accordance with Swiss Re's profitability targets, underwriting guidelines and processes and within stated authorities.
- Actively implement the strategies and support Swiss Re Retakaful by sharing ideas and technical knowledge.
- Focus on developing and strengthening on-going client and broker relationships with a view to enlarging business opportunities for the future.
- Ensure that relevant staff is kept informed of insurance/Takaful market activities in business.
- Use reinsurance related systems (Concert, GRP).
- Ensure the integrity of information on the relevant systems and underwriting is in accordance to underwriting guidelines, limits and pricing/rating procedures.
- Act as the first point of contact for any certification queries those customers may have
Skills on Resume:
- Treaty Underwriting (Hard Skills)
- Business Development (Hard Skills)
- Cross-functional Collaboration (Soft Skills)
- Technical Risk Assessment (Hard Skills)
- Knowledge Sharing (Soft Skills)
- Relationship Management (Soft Skills)
- System Proficiency (Hard Skills)
- Regulatory Compliance (Hard Skills)
9. Client Manager, Quantum Technologies, San Francisco, CA
Job Summary:
- Managing Client Data Records through practice management software
- Communicating effectively with all clients and deliver service expectations at all times
- Ensuring full compliance - P11d returns/CIS/VAT reviews to ensure on correct scheme and being charged/claimed correctly
- Assisting with VAT returns when required and checking junior members' work
- Ad-hoc projects reviewing and implementing improved financial controls in clients
- Migrating new clients from current systems to Xero and managing the project
- Preparing and advising on tax efficient decisions - Payroll/dividend split, trivial benefits
- Preparing, reviewing and advising on statutory accounts and corporation and personal tax returns and affairs
- Preparing and reviewing working papers
- Expertise to identify new business opportunities, offer clients additional services to increase fee income provide invaluable advice to all clients.
Skills on Resume:
- Data Management (Hard Skills)
- Effective Communication (Soft Skills)
- Regulatory Compliance (Hard Skills)
- Financial Reporting (Hard Skills)
- Project Management (Hard Skills)
- Tax Advisory (Hard Skills)
- Financial Analysis (Hard Skills)
- Business Development (Soft Skills)
10. Client Manager, Pineapple Express, Portland, OR
Job Summary:
- Provide customer service to clients with ethics and integrity
- Utilize time management and organization skills to manage client accounts
- Develop a knowledge of database and other marketing tools
- Develop marketing strategies and creating goals
- Meet marketing call number expectations
- Utilize communication skills to work, in coordination, with the Recruiters in department.
- Assist in client collections and billing
- Basic client management from start to finish
- Communicate qualified job orders to team and post jobs
- Create and implement initiatives to grow new business in collaboration with local team including new products, non-traditional arrangement methods and or specialty classes required by country head.
Skills on Resume:
- Ethical Customer Service (Soft Skills)
- Time Management (Soft Skills)
- Database Management (Hard Skills)
- Marketing Strategy Development (Hard Skills)
- Goal-Oriented Communication (Soft Skills)
- Financial Management (Hard Skills)
- Team Coordination (Soft Skills)
- Business Development (Hard Skills)
11. Client Manager, Onyx Enterprises, Columbus, OH
Job Summary:
- Explain the outcome of applications and appeals to clients is important.
- Writing and speaking to clients over the phone.
- Review cases and complaints to ensure clients are treated fairly and are given the correct outcome, so need to be thorough on each case.
- Explain complex cases simply and clearly.
- Provide recommendations to line managers and other colleagues using information have gathered.
- Work with colleagues to continuously improve the service provide to the people
- Manage a number of BM TRADA customers, both new and existing, in the fire door and fire stopping installation and fire door maintenance certification schemes
- Plan, book and carry out site assessments of installers and maintainers within the timescales required under the rules of the certification schemes
- Accurately record findings during client assessment visits and submit reports in line with operational target objectives
- Review and approve responses to any non-conformance's raised during audit visits within agreed timescales
Skills on Resume:
- Client Communication (Soft Skills)
- Case Review (Hard Skills)
- Simplification of Complex Information (Soft Skills)
- Recommendations Provision (Soft Skills)
- Service Improvement (Soft Skills)
- Customer Management (Hard Skills)
- Assessment Planning and Execution (Hard Skills)
- Audit Reporting (Hard Skills)
12. Client Manager, Bright Future Consulting, Phoenix, AZ
Job Summary:
- Generate new business opportunities with high demand for clients using a range of new business generation tools.
- Manage and build a relationship with clients to lead to a long term agreement.
- Manage time effectively to maximise time invested on campaigns.
- Track and monitor multiple pipelines and report back to clients.
- Work closely with Operations Director on a daily basis to build and develop career.
- Build strong client relationships and support new group acquisition by exceeding client service expectations
- Effectively manage the client renewal process to meet persistency goals
- Recommend plan changes and additions
- Facilitate the enrollment and re-enrollment process
- Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative
Skills on Resume:
- Business Development (Hard Skills)
- Relationship Management (Soft Skills)
- Time Management (Soft Skills)
- Pipeline Monitoring (Hard Skills)
- Career Development (Soft Skills)
- Client Service Excellence (Soft Skills)
- Renewal Management (Hard Skills)
- Enrollment Facilitation (Hard Skills)
13. Client Manager, Silver Linings, Atlanta, GA
Job Summary:
- Ensure projects are delivered on time, are of high quality and within budget
- Ensure clients are happy with project deliverable's
- Prepare a project plan per project with detailed schedules
- Set and meet (or exceed) the client's expectations
- Communicate effectively with clients and other project stakeholders
- Track projects against the plan and report accurately on same
- Manage and motivate team members
- Meet with clients on a regular basis
- Manage multiple projects in parallel and meet the standard monthly revenue target
- Work with localization project teams and vendors on the localization of project content
Skills on Resume:
- Project Delivery (Hard Skills)
- Client Satisfaction (Soft Skills)
- Schedule Planning (Hard Skills)
- Expectation Management (Soft Skills)
- Effective Communication (Soft Skills)
- Progress Tracking (Hard Skills)
- Team Leadership (Soft Skills)
- Multi-Project Management (Hard Skills)
14. Client Manager, Horizon Strategies, Philadelphia, PA
Job Summary:
- Serve as the primary onboarding, implementation client manager for individual clients
- Work closely with the sales team to collect client requirements pre contract signature
- Define, plan and implement the deliverables and tasks required for successful implementations, including resource determinations, schedules, and project implementation plans.
- Support clients in terms of reporting on supply chain adoption and usage of the platform
- Co-ordinate the activities required to run campaigns to clients
- Analyse data and interpret it in relation to the client’s strategy
- Work with the development teams to resolve technical product issues, and test new features, produce and maintain documentation, and report bugs.
- Utilise a standard project management methodology to guide all projects in a consistent, organized and reliable manner.
- Understand existing processes and recognize and propose process changes to improve quality, reduce costs and accelerate timelines.
- Support regional team during the year for any matters relating to Marine Treaties.
Skills on Resume:
- Client Onboarding (Hard Skills)
- Requirement Gathering (Hard Skills)
- Project Planning (Hard Skills)
- Reporting Analysis (Hard Skills)
- Campaign Coordination (Soft Skills)
- Data Analysis (Hard Skills)
- Technical Support (Hard Skills)
- Process Improvement (Hard Skills)
15. Junior Client Manager, Vanguard Professionals, San Antonio, TX
Job Summary:
- Build and matin a strong relationship with existing clients to grow and retain business
- Communicate effectively with the design and production staff
- Promote new sales and maintain customer forecasts
- Represent the company in negotiations or other official functions
- Negotiate and consult with clients to prepare specifications, explain proposals and present engineering reports and findings
- Facilitate training and educational seminars with key partners and clients
- Coordinate with all stakeholders including clients, installation teams, security and facilities management to deliver successful projects
- Assist with and participate in the research, design, development and inspection of technical projects or in the engineering work of the department
- Conduct regular Project Progress Meetings preparing files & data, and presentations as required, meet with clients/project managers, follow-up on action items
- CRM Updates: proactively update contacts and tasks in Solve360 software to keep track of action items and revenue opportunities
- Stay current with schedule of production workflow to ensure client needs are being met
- Liaise with engineering and production teams to co-ordinate new product launches
- Identify new products to meet anticipated market needs
Skills on Resume:
- Relationship Management (Soft Skills)
- Effective Communication (Soft Skills)
- Sales Promotion (Hard Skills)
- Negotiation Skills (Soft Skills)
- Technical Consulting (Hard Skills)
- Educational Training (Soft Skills)
- Project Coordination (Hard Skills)
- CRM Management (Hard Skills)
16. Client Manager, New Dawn Solutions, Las Vegas, NV
Job Summary:
- Responsible for developing treaty business and related facultative service as well.
- Maintain current business portfolio
- Generate new income on the group of clients delegated to headcount (treaty, facility, facultative, etc.)
- Plan and conduct marketing & meetings with clients for developing new business
- Nurture relationships with clients specilizing
- Conduct knowledge sharing on Marine to all clients
- Handle the broking/Broking support activities per allocated clients
- Broking support for Marine Treaties during renewal placement
- Broking support throughout the year and post renewal house-keeping
- Specific works to facultative placement for servicing treaty’s clients
Skills on Resume:
- Business Development (Hard Skills)
- Portfolio Management (Hard Skills)
- Revenue Generation (Hard Skills)
- Client Meetings (Soft Skills)
- Relationship Building (Soft Skills)
- Knowledge Dissemination (Soft Skills)
- Broking Support (Hard Skills)
- Renewal Management (Hard Skills)
17. Client Manager, Elite Operations, Baltimore, MD
Job Summary:
- Responsible for customers for the duration of a project with guidance and technical support, project lasts from one month to a year
- Log activities in CRM (Salesforce experience would be useful)
- Liaison with sales team on setting up new data rooms
- Contact client on account opening related documents
- Assist in annual review of existing client and Assist in client's credit approval
- Take and complete client's order
- Support client directors across all campaigns and manage campaign timelines.
- Ensure timely and accurate reporting of all client campaigns.
- Inspiring the agency with the latest and best in creativity
- Managing and helping to develop Account Executives on the team
- Accurately producing estimates and invoices, with appropriate records and not commencing work without approval
Skills on Resume:
- Project Management (Hard Skills)
- CRM Proficiency (Hard Skills)
- Client Liaison (Soft Skills)
- Document Management (Hard Skills)
- Credit Analysis Support (Hard Skills)
- Order Processing (Hard Skills)
- Campaign Management (Hard Skills)
- Leadership and Development (Soft Skills)
18. Client Manager, Beacon Hill Staffing, Minneapolis, MN
Job Summary:
- Developing strong relationships with clients
- Ensuring the smooth running of projects and production of campaigns, with excellent attention to detail throughout
- Actively seeking new opportunities for increasing the revenue stream within the accounts
- Judge priorities across several projects, managing internal and external expectations accordingly
- Keeping the team updated and acting proactively
- Maintaining accurate and up to date account admin and finance, easily accessible to the team
- Understanding the challenges facing the client business and having a thorough understanding of all aspects of the brand, consumers and competitors
- Working with a planner to develop briefs
- Evaluating creative work against the brief and providing motivating feedback
- Maintaining regular contact with creative throughout the project
Skills on Resume:
- Relationship Management (Soft Skills)
- Project Management (Hard Skills)
- Revenue Generation (Hard Skills)
- Priority Setting (Soft Skills)
- Proactive Communication (Soft Skills)
- Financial Administration (Hard Skills)
- Market and Brand Analysis (Hard Skills)
- Creative Evaluation (Soft Skills)
19. Client Manager, Cedar Solutions, Salt Lake City, UT
Job Summary:
- Supporting the client management team of the SRAL Malaysia Branch especially on the Retakaful side.
- Work closely with the rest of the Marketing Underwriting for SRAL Malaysia and also the regional Product Underwriting team in supporting and running activities
- Drive the growth of P&C reinsurance and retakaful treaty business of the Branch.
- Reinsurance treaty underwriting, and preferably some knowledge of Retakaful.
- Develop and negotiate contracts and integrate contract requirements with business operations
- Identify and develop strategic alignment with key third party influencers
- Work closely and collaboratively with internal Leadership.
- Ensure that KPI’S and sales metrics are achieved.
- Make sure that all sales activities are documented in CRM
- Develop sales plans and strategies to open new accounts
Skills on Resume:
- Treaty Underwriting (Hard Skills)
- Contract Negotiation (Hard Skills)
- Strategic Planning (Hard Skills)
- CRM Proficiency (Hard Skills)
- Team Collaboration (Soft Skills)
- Leadership Interaction (Soft Skills)
- Performance Metrics (Hard Skills)
- Strategic Partnerships (Soft Skills)