Client Relationship Manager Jobs at Thomas and Company
Sample Client Relationship Manager Job Description
Client Relationship Manager
The position of Client Relationship Manager is to provide the highest level of customer service quality to our existing clientele. This position is to establish an ongoing, positive and informative relationship with our clients aiming to maximize the long-term revenue opportunities. This role is a key position at Thomas & Company playing a pivotal part in client retention by ensuring that we keep an open and collaborative environment.
Essential Duties and Responsibilities
- Conduct quarterly and annual reviews with existing client book of business
- Responds to the changing needs of each client's preference
- Maintain relationships with client base through regular visits and continually addressing their needs/concerns
- This role will manage and protect the relationship between the company and its most important clients
- Cross-selling additional service lines to existing clients
- Work with clients to identify and implement mutually beneficial workflow improvements
- Previous HR experience and/or account management experience desired, unemployment compensation experience a plus
- Ability to work internally with other departments to investigate a problem, organize a sufficient, timely response and deliver a detailed explanation to the client to resolve the issue to their satisfaction
- Ability to travel (usually 1 or 2 nights, 2-3 times a month)
- Participating in the implementation process of our services to new clients in a timely manner
- Training of clients on matters related to our services
- Manage multiple internal client databases with most current client information
- Assist in contract renewals and past due accounts when necessary
- Other duties as assigned
Requirements and Qualifications
- 4-year degree preferred
- 2+ years of experience in unemployment claims management or UI tax related experience preferred / combination of education and experience will be considered
- Equivalent combination of education and experience will be considered
- Must be proficient in MS Office Suite, Outlook, SHIELD, Salesforce and Internet. Experience using TNC Claims Management Systems a plus.
- Demonstrated ability to work independently and manage assigned clients/workload
- Ability to define priorities and handle multiple tasks and projects
- Adaptable; able to change focus quickly
- Handles sensitive and confidential information appropriately
- Ability to positively manage individuals regarding process improvement issues as it relates to client related work
- Excellent written and verbal communication skills
- Professional demeanor with the ability to interact tactfully
- Ability to work well with varying levels of internal management staff
- Maintain a positive working relationship with clients, peers, team members and leadership
- Ability to deal with stressful situations to achieve desired business results
- Strong detail orientation, organizational, analytical and time management skills
- Must have the ability to be punctual and maintain excellent attendance
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions
Special Considerations and Prerequisites
- Identifies and resolves problems in a timely manner and gathers and analyzes information skillfully
- Maintains confidentiality, remains open to other's ideas and exhibits willingness to try new things
- Adapts to changes in the work environment, manages competing demands and can deal with frequent change, delays or unexpected events
- Consistently at work and on time, follows instructions, responds to management direction and solicits feedback to improve performance
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