WHAT DOES A CLIENT MANAGER DO?

The Client Manager specializes in phone-based hospital account management with a focus on exceptional income potential through a competitive salary and aggressive commission structure. Coordinates the entire recruitment process, from initial hospital contact and interview arrangement to post-placement follow-ups, ensuring satisfaction on both ends. Actively seeks out staffing opportunities nationwide, identifying new business ventures while managing administrative responsibilities effectively.

A Review of Professional Skills and Functions for Client Manager

1. Client Manager Duties

  • Client Relationship Lead: Acts as a leading point of contact to a designated client base regarding all Acquis products and services.
  • Client Onboarding Lead: Leads on new client implementations.
  • Project Management: Provides project management and post-sales support for the sales team in the implementation of new partnerships.
  • Quality Reporting Oversight: Oversees the production and distribution of quality, accurate reporting internally and externally.
  • Product Expertise: Becomes an expert on Acquis’ products and gains an in-depth knowledge of the leasing industry.
  • Data Analysis and Correction: Identifies trends, analyzes portfolio data, and initiates corrective measures.
  • Partnership Development: Ensures, develops, and expands long-term partnerships with customers.
  • Training Program Design: Designs and delivers product training programs to clients at all levels within the business.
  • Continuous Improvement Initiative: Self-generates continuous improvement ideas both internally and externally.
  • Revenue Growth: Identifies and executes additional revenue opportunities.

2. Client Manager Details

  • Client Follow-Up: Follows up by phone with current clients for qualified needs.
  • Candidate Submission: Submits candidate profiles for open positions within the allied and nursing healthcare field.
  • Hospital Outreach: Conducts initial contact with hospitals about LRS candidate profiles for submission to open positions.
  • Interview Coordination: Coordinates interviews between candidates and hospital clients.
  • Placement Satisfaction: Maintains follow-up to placement to assure satisfaction for both the facility and the traveler.
  • Goal Monitoring: Ensures placement levels meet or exceed company goals.
  • Staffing Outreach: Seeks out staffing opportunities with hospitals and healthcare systems nationwide.
  • Business Development: Identifies new business opportunities and handles administrative tasks.
  • Client Account Management: Supports the commercial development and management of designated client accounts.

3. Client Manager - South West Responsibilities

  • Client Ownership: Taking ownership over own portfolio of clients.
  • Transaction Volume: Responsible for building the volume of transactions within the platform.
  • Platform Management: Managing the whole Florence experience from implementing the platform, delivering training, and focusing on retention.
  • Relationship Building: Building relationships with Care Home Managers, Owners, HR, Finance, and Operations Professionals.
  • Training Delivery: Holding training sessions with nursing home managers and administrators to demonstrate Florence.
  • Supply-Demand Coordination: Liaising with the Customer Success Team to ensure adequate matching of supply and demand in the region.
  • Product Feedback Utilization: Using feedback from frontline users to guide product development.
  • Client Support: Respond to client inquiries and handle insurance renewals.

4. Client Manager - Commercial Lines Accountabilities

  • Client Service: Provide prompt, accurate, and courteous service to major account clients, producers, and company personnel.
  • Coverage Review: Review coverage forms for accurate coverage for new and existing clients as well as to respond to customer questions.
  • Premium Negotiation: Negotiate renewal premiums with carriers.
  • Contract Review: Review contracts to ensure that insurance terms are in order.
  • Claims Management: Take first notice of claims and make change requests.
  • Coverage Recommendation: Recommend additional coverage.
  • Problem Solving: Assist clients with solving insurance-related problems.
  • Document Issuance: Issue Certificates of Insurance and ID cards.

5. Client Manager - Wealth Planning Functions

  • Network Utilization: Assist in the acquisition of new target group clients through the effective use of own network targeting prospects and, together, cross-pitching the Quintet proposition.
  • Relationship Management: Drive revenues and other commercial objectives through long-term and proactive relationship management with existing clients based on trust and distinctive service.
  • Wealth Planning: Provides holistic wealth planning advice to support the achievement of the client's financial and life objectives.
  • Risk Mitigation: Accountable for the appropriate mitigation at any point in time within the parameters defined by the Firm's Risk Appetite Statement and related frameworks.
  • Brand Development: Results-focused, open for business enhancing and developing Quintet's name and brand.
  • Team Partnership: Creates a partnership culture within team and between teams.
  • Value Proposition Delivery: Deliver Quintet's overall value proposition to clients.
  • Negotiation: Negotiate terms and conditions with clients.
Relevant Information
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