
Client Account Liaison
1 week ago
A Relationship Builder plays a critical role in fostering strong connections with clients and internal departments. This individual is responsible for establishing and maintaining effective relationships, ensuring client satisfaction remains a competitive advantage.
Key Responsibilities:- Case Management & Inquiry Resolution: Complete all case management-related inquiries assigned within the system while adhering to established service levels.
- Salesforce Account Monitoring & Maintenance: Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records.
- Proactive Customer Communication: Provide timely follow-up to customers, keeping them informed about the progress of their requests.
- Report Delivery & SLA Compliance: Ensure that reports and information requests are delivered on time, meeting service level agreements (SLAs).
- Collaboration with Sales Team: Identify and collaborate with the sales team on leads to contribute to the organization's overall revenue generation and growth.
- Account Retention Management: Maintain account retention targets by developing and nurturing relationships with key decision-makers.
- Customer Feedback & Product Improvement: Obtain first-hand customer information and make recommendations for improvements to products and services.
- Relationship Development: Identify and develop multi-level relationships with key decision-makers to ensure retention and relationship stability.
- Product Expansion Proposals: Propose additional products and services to expand the organization's footprint within existing accounts.
- Minimum 2 years of customer-facing experience.
- Familiarity with productivity software, CRM systems, and other customer-facing technologies.
- Proven experience in relationship-building or customer service roles.
- Proficiency in Salesforce or similar CRM platforms.
- Strong communication and interpersonal skills.
- Ability to manage multiple tasks and prioritize effectively.
By exceling in this role, you will be rewarded with opportunities for professional growth, recognition, and a fulfilling career.
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Chief Insurance Client Liaison
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Client Liaison Specialist
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Key Client Liaison
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Client Service Representative
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Enterprise Client Success Manager
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Client Account Development Specialist
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Senior Accounting Professional
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Experienced Accountant Wanted
1 week ago
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