Assistant Client Manager
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Job Location:
Birmingham, MI - USA
Monthly Salary:
$ 50000 - 500000
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Assistant Client Manager
Job Summary
Seeking a highly motivated and detail-oriented Assistant Client Manager to join a dynamic team. This role is integral to the operations supporting the Client Managers and Producers in delivering exceptional service to the clients. The ideal candidate will have a strong background in client management excellent organizational skills and the ability to thrive in a fast-paced collaborative environment. This is a hybrid position requiring four days in the office and one day working from home.
Compensation Package
- Salary Range: $60000 - $75000 annually
- Bonus: Discretionary annual bonus ranging from 3% to 10% of base salary
- Benefits: Comprehensive benefits package (details to be provided)
- 401(k): Yes
- Work Schedule: Hybrid (4 days in-office 1 day remote)
Responsibilities
- Assist Client Managers in managing a high volume of accounts ranging from $50000 to $500000 including construction equipment rentals and golf courses.
- Support the account pre-renewal and post-bind processes.
- Conduct client outreach and ensure timely communication.
- Coordinate with support staff to gather necessary documentation such as loss runs and endorsements.
- Collaborate with the team to ensure seamless client service and satisfaction.
- Contribute to the overall efficiency of the team by managing administrative tasks and supporting client-related activities.
Qualifications/Requirements
- Minimum of 3 years of experience in a similar role preferably in an independent or retail brokerage environment.
- Strong organizational and multitasking skills with the ability to manage a high volume of clients (up to 150 accounts).
- Proficiency in client management software (experience with Sagitta is a plus but not required).
- Excellent communication and interpersonal skills with a client-focused mindset.
- Ability to thrive in a fast-paced collaborative environment.
- A proactive and detail-oriented approach to work with a commitment to delivering high-quality service.
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Required Experience:
Manager
Key Skills
- Business Development
- Customer Services
- Journal Entries
- Powerpiont
- Account Management
- Communication
- CRM
- General Ledger Accounts
- Salesforce
- Project Management
- Client Services
- Payroll
- Customer Relationships
- Client Management
- Data Analysis
About Company
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