Client Relationship Manager - Toledo, United States - Sheakley Group, Inc

    Sheakley Group, Inc
    Sheakley Group, Inc Toledo, United States

    1 month ago

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    Description

    POSITION SUMMARY

    Responsible for consulting with new and existing clients regarding the Medical Management's products and services. Actively participates in business strategy, process planning and client retention efforts. Works closely with marketing, sales and service teams to build partner programs and brand development.


    ACCOUNTABILITIES

    1. Builds relationships with current and potential customers to identify needs and/or resolve complaints through consulting, sales and customer service activities.
    2. Answers customer questions about products and prices, relevant to their unique business situation. Recommends products and services based on customer needs and interests. Offers solutions based on best practices principles.
    3. Consults with clients to resolve problems and provides ongoing support. Monitors and reviews information from materials, events, or environment to detect or assess problems. Utilizes deductive reasoning.
    4. Performs administrative duties, such as preparing account reports, maintaining client files, sales records and data entry in customer relationship management software.
    5. Identifies and contacts current and potential clients via personal or telephone appointments to obtain new business. Cross-sells the Sheakley Group of companies' products and services.
    6. Meets goals and initiatives jointly set with Senior Management. Maintains a retention rate of current clients of 95%. Establishes professional working relationships with customers and maintains them over time.
    7. Organizes, plans, and prioritizes workload. Develops specific goals and employs time management skills to effectively manage assigned client list, new prospects and accomplishes work within established time frames and deadlines.
    8. Other duties as assigned.

    REQUIRED QUALIFICATIONS

    Education: High school diploma or equivalent

    Skills: Strong interpersonal and computer skills

    Years of Experience: 1-2 years in a field that is related to Ohio Workers' Compensation


    PREFERRED QUALIFICATIONS

    Education: Bachelor's degree in related field preferred

    Skills: Superior understanding of services offered and markets for current and potential customers required. Proven account management capabilities in related professional services field required. Must possess excellent verbal and written communication skills, strong attention to detail, analytical thinking capabilities, and computer skills. Ability to successfully perform job duties in an independent, professional, organized, dependable, and ethical manner.

    Years of Experience: 3-5 years of work-related skill, knowledge, or experience in similar environment required.