Key Responsibilities:
Support the Account Manager in all aspects of client management, including but not limited to:
- Building and maintaining strong relationships with clients
- Identifying and addressing client needs and concerns
- Providing timely and accurate responses to client inquiries
- Assist in the preparation of client proposals and presentations
- Collaborate with various departments within the organization to ensure client needs are met
- Monitor and track client budgets, ensuring accuracy and timely invoicing
- Prepare and review client reports and presentations, highlighting key insights and recommendations
- Conduct research and analysis to support client strategies and initiatives
- Stay updated on industry trends and developments to provide valuable insights to clients
- Attend client meetings and follow up on action items
- Maintain accurate and organized client files and documentation
Qualifications:
- Minimum of 4-9 years of experience in account management or client service
- Excellent communication and interpersonal skills
- Strong organizational and time-management skills
- Fundamental Knowledge in Microsoft Office Suite
- Ability to work independently and as part of a team
- Detail-oriented with a high level of accuracy
- Proactive and able to anticipate client needs
- Insurance background is preferred.