Client Manager Resume Sample

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Terrill Hodkiewicz
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Work Experience


Client Manager
08/2017 - PRESENT
Chicago, IL
  • Working in the insurance brokerage industry in a client service role ideal
  • Insurance Agent’s License required within 60 days of employment
  • Work within a team of Fiduciary specialists whose core objective is to provide an excellent Trustee and Depositary service to customers on a day-to-day basis, acting as primary contact for specified clients in all fiduciary matters
  • Prepare service level agreements for client and ensure that agreed service levels are met, and any issues identified are escalated to the relevant parties and followed through to resolution
  • Attend client fiduciary meetings
  • Prepare the service level agreement for clients
  • Support the implementation of new business
Senior Client Manager
07/2011 - 04/2017
San Francisco, CA
  • Provide information required for reports and accounts
  • Develops a strong understanding of the clients’ business, strategic priorities, risk strategies and risk management needs and develops innovative approaches to unique client needs
  • Makes recommendations to clients regarding additional products & services as solutions to clients’ risk issues
  • Holds a valid Broker’s license and other non-resident licenses where appropriate
  • Maintain industry relationships through organizations (ISSA, ISACA, etc.) or other networking venues
  • Attend to leads with a sense of urgency and communicates timely feedback to the lead source
  • Work closely and proactively with vendor partners and be able to articulate their technology. Maintain a solid understanding of partner pricing models and deal registration programs
  • Prepare, deliver, and review agreements in conjuction with adding or modifying existing services
Fiduciary Client Manager
07/2006 - 04/2011
San Francisco, CA
  • Process all work related requests through internal systems necessary to effect maintenance (change) to client’s services
  • Resolve client issues, educate clients on products and service functionalities
  • Expand client’s relationship by cross-selling complimenting services
  • Participate in Client Management outreach efforts regarding sales & product initiatives (when applicable)
  • Partner with the Client Onboarding Manager on more complex client implementations
  • Proactive service activities within assigned client portfolios
  • Proactively engage target organizations in conversations about KF Hay Group’s offerings
  • Develop and implement target lists of companies with business development team
  • Make calls into the target market

Education


Herzing University - Minneapolis Campus
2001 - 2005
Bachelor's Degree in Business

Professional Skills


  • Strong communication skills (verbal and written) coupled with excellent problem solving skills
  • Project management skills, including attention to detail, organizational skills, prioritization and time management
  • Excellent communication/customer service skills and sales negotiation skills
  • Account development and sales skills including negotiation, influencing and collaboration skills
  • Strong, demonstrated leadership and team building skills
  • Strong relationship management and consultative selling skills with a demonstrated ability to establish, maintain, and deepen partnerships with customers
  • Excellent organizational and time management skills and ability to prioritize work

How to write Client Manager Resume

Client Manager role is responsible for interpersonal, relationship, business, analytical, microsoft, negotiation, presentation, advanced, organization, excel.
To write great resume for client manager job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Client Manager Resume

The section contact information is important in your client manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Client Manager Resume

The section work experience is an essential part of your client manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client manager position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Client Manager resume experience can include:

  • Excellent organizational skills with the ability to set priorities and handle difficult situations while maintaining strong personal relationship
  • Strong customer service, presentation, organizational skills and ability to work effectively with centers of excellence
  • Possess good organization skills including time management, good file and record organization and report writing
  • Strong analytical and consultative-selling skills with a proven track record of delivering value-added analytical insights to a client
  • Good organization skills including time management, good file and record organization and report writing
  • Strong negotiation and sales skills. Good at building long term relationships with clients

Education on a Client Manager Resume

Make sure to make education a priority on your client manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Client Manager Resume

When listing skills on your client manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical client manager skills:

  • Outgoing, confident with excellent social skills, written and verbal communication and presentation skills, marketing and negotiation skills
  • Very strong written and verbal communication skills, including presentation skills
  • Demonstrated technical, financial and analytical skills to effectively develop business relationships at CEO and CFO levels
  • Strong Information Technology skills including experience of Microsoft Word, Excel and PowerPoint
  • An excellent communicator with gravitas, influencing skills and the ability to operate at the highest level
  • Strong interpersonal skills and strong ability to communicate verbally and in writing at all levels inside and outside the organization

List of Typical Experience For a Client Manager Resume

1

Experience For Senior Client Manager Resume

  • Excellent communication skills and the ability to work well within a team, effectively utilising internal resources to achieve results
  • Strong interpersonal skills and oral / written communication skills
  • Possesses and demonstrates strong verbal and written communication skills with clients
  • Good prioritisation to reach decisions quickly and effectively: able to achieve positive results
  • Having excellent interpersonal and communication skills
  • Strong understanding of strategy, channel planning and implementation planning processes to effectively manage the client through the briefing process
  • Strong relationship building skills. Ability to network and build web of influence internally and externally
  • Strong planning skills in order to maximize productivity
2

Experience For Private Client Manager Resume

  • Strong organisation, communication and problem solving skills
  • Strong computer and software usage skills
  • Strong technical skills and proficient in Microsoft Excel, Word, Outlook and PowerPoint
  • Develop client relationships at all levels, display excellent listening skills, and maintain a positive attitude in the face of adversity
  • Strong command over interpersonal skills and provides assistance co-operatively and courteously
  • Excellent sales, negotiation, influencing and presentation skills; executive presence
  • Excellent communication and interpersonal skills with the ability to develop and maintain relationships across various levels within the customer organization
3

Experience For Fiduciary Client Manager Resume

  • Excellent communication, interpersonal, and leadership skills. Ability to think and act critically and strategically
  • Good IT skills with knowledge of Microsoft Office (Word and Excel)
  • Project management: good organisational and time management skills
  • Good IT skills and knowledge of systems
  • Excellent oral and written communication and presentations skills at Executive levels
  • Demonstrated interpersonal skills to successfully lead and work with matrixed teams
4

Experience For Assistant Client Manager Resume

  • Advanced selling skills in with a demonstrated track record
  • Excellent presentation skills and ability to communicate at a Senior level
  • Outstanding relationship management and influencing skills across both internal teams and also external customers
  • Onboarding new customers effectively to minimize non-pay shut offs
  • Experience in business development activities including identifying new business and a proven track record in establishing and developing networks
  • Able to demonstrate experience of developing strategic relationships with clients and finding ways to add significant value to the client’s agenda
  • Strong consumer and commercial real estate lending credit writing experience
5

Experience For National Client Manager Resume

  • Proven experience managing client relationships and capable of influencing senior management both internally and externally
  • Corporate finance experience including a proven track record of working on complex M&A and capital markets transactions
  • Proven experience in managing and retaining complex client relationships
  • Account Management Experience (maintaining accounts with client building relationship experience)
  • Prior experience within a networking environment (including WAN and LAN)
  • Communicate effectively both orally and in writing with internal and external clients (i.e. sellers, buyers, and brokers)
6

Experience For Client Manager New Logo Resume

  • Experience/ exposure to working in a strong control environment with required regulatory protocols
  • Has exceptional communication skills: presentation facilitation, oral, written listening and conflict resolution
  • Advanced skills in Excel. Ability to create reporting
  • Personal Computer skills; proficient with MS Office Suite products including Excel
  • Demonstrates a thorough understanding of how a business operates to ensure appropriate interpretation of management system standards
  • Critical thinking and good judgment to quickly determine and prioritize key issue
  • Experience in healthcare practice management or medical billing experience
7

Experience For Client Manager, LAC Resume

  • Commercial skills (e.g. forecasting and P&L management)
  • Demonstrate ability to operate within diverse cross-functional groups, including outside vendors
  • Experience in customer service, sales, business development, or relationship management; payment processing experience
  • Experience of providing excellent customer service to premier and high-worth customers
  • Effectively communicate Optiv’s value proposition as it relates to security services and technologies expertise and capabilities
  • Lead and coach a cross-functional project team with varying skills and knowledge to optimize delivery performance
  • Related Consumer Products Goods (CPG) industry experience in a Retailer, Manufacturer, or Syndicated Data supplier environment
  • Is able to effectively represent the full suite of solutions
8

Experience For Client Manager Sydney Resume

  • Management skills : client P&L owner, program management, risk management
  • Demonstration of organizational skills, attention to detail and ability to handle confidential material
  • Intermediate/advanced Microsoft Excel skills and basic knowledge of other Microsoft Office applications
  • Communicate effectively with clients, underwriters and other team members
  • Personal Computer skills - proficient with MS Office Suite products
  • Has experience with Large Group and ASO Experience
  • Identify key brand or business priorities for the client to instigate opportunities to leverage these priorities
  • Proven ability to develop and maintain strong professional relationships with clients, colleagues and agency partners
9

Experience For Trustee Client Manager Resume

  • Build relationships and work effectively with the Key Global Accounts team (where relevant)
  • Is able to communicate effectively with staff at all levels and from departments throughout the company
  • Opportunity analysis and a reasonable level of analytical skills
  • Executing on clients instructions and using your credit analysis and investment experience to ensure appropriate products and solutions are provided to clients
  • Taking responsibility for the client lifecycle and working alongside operational teams to ensure a smooth client experience
10

Experience For Advocacy Senior Client Manager Resume

  • Developing an effective account strategy
  • Ensuring delivery of high quality, measurable, effective work in my client portfolio
  • Being able to quickly assimilate information, set priorities and make well-judged decisions in support of the account strategy
  • Monitoring the effectiveness of the products we sell and actively looking for opportunities for client stories and case studies
  • Developing strong relationships with key stakeholders across PepsiCo ESSA
  • Planning & organising – able to work independently to schedule daily work and does not rely on others to prioritise activities

List of Typical Skills For a Client Manager Resume

1

Skills For Senior Client Manager Resume

  • Demonstrated high level interpersonal skills with the proven ability to communicate effectively at all levels within a client/s organisation and BSI
  • Strong communication skills and sales/ negotiation skills
  • Healthcare practice mgt and medical billing experience and demonstrated leadership skills
  • Strong client service orientation, with excellent written and oral communication skills
  • Strong PC skills to include experience Microsoft (MS) Word, Excel, and PowerPoint
  • Effective relationship builder with strong negotiation skills
  • Strong leadership skills and experience within managing teams
  • An experienced associate with very strong data skills, curiosity, passion and hunger
  • Expert interpersonal skills and oral / written communication skills
2

Skills For Private Client Manager Resume

  • Project Management skills, including attention to detail, organization, time management, prioritization and decision-making
  • Strong relationship management, analytical, problem solving, financial management, strategic agility, communication, influencing and presentation skills
  • Excellent problem solving skills in handling customer enquiries or complaints
  • Highly developed telephone marketing skills, with experience working in a call centre environment is desirable
  • Confident, outgoing and diplomatic, yet firm as necessary along with strong influencing skills
  • Strong skills in balancing client management and in being a leader of industry practices
  • Experience of working in the Market research industry and applying market research skills consumer/B2B
3

Skills For Fiduciary Client Manager Resume

  • Proven experience selling in a B2B environment (Equipment sale experience is very desirable for our Senior role)
  • Proven client prospecting and relationship maintenance/growth skills and abilities, as this is a key component to this role
  • Excellent interpersonal and problem solving skills with the ability to deal with complexity comfortably
  • Proven ability to work across multiple time zones effectively including international time zones
  • Excellent communication skills both oral and written and confident in dealing with customers and internal parties at all levels
  • Strong negotiation, influencing and collaboration skills
  • Maintain a client project list, regularly communicate project status with client and effectively manage changing client priorities
4

Skills For Assistant Client Manager Resume

  • Good strategic planning, team management and communication skills
  • Demonstrated client relationship management and consultative selling skills
  • Demonstrated ability to contribute effectively independently and in a team setting
  • Strong written, verbal and listening skills with an ability to communicate successfully with senior client audiences
  • Solid experience in building businesses and strong sense of business growth and retention
  • Strong leadership skills needed to manage client teams in a matrix reporting environment
  • A proven track record in engaging effectively at C-suite level
  • Strong engaging presentation skills particularly at senior customer level
  • Excellent communication skills, written and verbal / story telling
5

Skills For National Client Manager Resume

  • Interpersonal skills with the ability to develop rapport and maintain solid stakeholder relationships
  • Excellent oral and written communication as well as negotiation skills
  • Strong team orientation, project management, creative and analytical skills required
  • Excellent verbal, written and interpersonal communication skills in English and Spanish
  • Strong analytical skills and the ability to inspire clients through your insights
  • Strong negotiation skills with a complete understanding of contractual agreements and addendums
6

Skills For Client Manager New Logo Resume

  • Strong lending skills and knowledge of investment products and markets is essential
  • Demonstrate a commitment to building new skills #LI-DH1
  • Take ownership of Personal Development to improve knowledge, experience and skills of self and sales support
  • Strong negotiation skills with sound understanding of contractual agreements and addendums
  • Strong analytical skills and ability to design and execute business strategies
7

Skills For Client Manager, LAC Resume

  • Strong people skills and ability to influence peers and key linkages to drive results
  • Strong thought leadership, analytical skills and ability to design and execute business strategies
  • Strong project & time management skills
  • Strong, demonstrable project management skills
  • Personal Computer skills; proficient with MS Office Suite products; strong Excel capabilities are required
  • Strong communication, presentation and Westlaw/Practical Law legal research skills
8

Skills For Client Manager Sydney Resume

  • Strong interpersonal and social skills with a special focus on relationship management
  • Effective presentation skills with ability to explain complex transaction structures to both technical and non-technical audiences
  • Strong influencing, collaboration and relationship-building skills
  • Excellent verbal and written communication skills and the ability to deal with senior executives on complex business issues
  • Strong interpersonal and team skills required for client and internal interactions
  • Open mindset with good communication skills and ability to drive innovation
9

Skills For Trustee Client Manager Resume

  • Client centric with strong origination and client management skills
  • Excellent insight delivery skills and ability to shape strategy
  • Excellent collaboration skills – both internal to KWP, globally and within Kantar
  • Excellent relationship-building skills and client empathy
  • Highly effective interpersonal and communications skills
  • Strong leadership skills with the ability to motivate and empower a virtual team
10

Skills For Advocacy Senior Client Manager Resume

  • Demonstrated benefit verification, prior authorization, and insurance appeals knowledge and experience
  • Excellent consultative presentation skills
  • Excellent verbal, written, and interpersonal communication skills in English and Spanish
  • Strong team orientation, project management, creative, and analytical skills
  • Strong negotiating skills and ability to develop and maintain multilevel relationships within and clients
  • Good relationship building, client account or delivery management or client liaison skills

List of Typical Responsibilities For a Client Manager Resume

1

Responsibilities For Senior Client Manager Resume

  • Excellent communication skills with the ability to build strong client relationships
  • Possess strong Analytical, problem solving and data mining skills
  • Demonstrated negotiation skills balance client requirements with business case for dea
  • Detail-oriented work-style with strong organizational skills
  • Strong time management skills and ability to manage multiple concurrent tasks in parallel
  • Proven negotiation skills in balancing client requirements with business case for deal
  • Effective organization, time management and follow up skills
  • Able to demonstrate executive level negotiation skills to balance client requirements with business case for deal
  • Analytical and excellent spread sheet skills
2

Responsibilities For Private Client Manager Resume

  • Outstanding client servicing skills with the ability to build relationships, act assertively and challenge when necessary
  • Ensure marketing and advertising funds are effectively spent by reviewing impact of promotions and recommending opportunities for improvement
  • Provide professional guidance, coaching & mentoring support to other LBCF staff in developing their technical skills
  • Strategic thinking and problem-solving skills; able to discern strategies that benefit the client at the program level
  • Health and welfare benefit experience ideally including some underwriting or analytical experience
  • Communication & Influencing – ability to communicate clearly and effectively whether verbally or in writing
  • Solid experience in developing & implementing innovative solutions to financial, operational, and other business problems
  • Demonstrable experience in sales in the IT industry, often working within an SI and experience of selling at senior levels
3

Responsibilities For Fiduciary Client Manager Resume

  • Proven account management, sales or marketing experience in a customer facing environment required
  • Work is non-routine and complex, involving the application of advanced technical, functional, process and problem-solving skills in area of specialization
  • Ensure the client database is used effectively, updating and maintaining client information within the system
  • To deliver public training courses and in-house training solutions to the BSI standards of excellence, in order to develop knowledge and skills
  • Prior Experience Partnering With Senior Level Decision Makers Up To The C-Level Is Required
  • Effectively escalating risks and issues to management, before they have adverse effect on the wider client relationship
  • Work with Training to define certification process to ensure skills competency
  • Proven experience selling in a B2B environment
  • Demonstrated ability to operate within diverse cross-functional groups, including outside vendors, required
4

Responsibilities For Assistant Client Manager Resume

  • Good to have extensive underwriting experience in general insurance
  • Strong understanding of SaaS/Cloud ERP, SFA, and/or OmniChannel Commerce business processes and user experience
  • Exceptional oral and written communication skills and the ability to present complex value propositions and create compelling written documents
  • Proven experience of Consultative Selling Process
  • Able to work independently, good initiative and strong commitment to the job
5

Responsibilities For National Client Manager Resume

  • Superior communication skills – able to communicate with people at all levels of management comfortably and concisely
  • Develop and maintain strong relationship with internal partners in Home Delivery to manage customer service experience
  • Proficient in the use of Windows and MSOffice applications (Word, Excel, Outlook).Skill in organizing resources and establishing priorities
  • Experience in a related or skill-set transferable field
  • Possess strong independent analytical and data mining skill
  • Experience building strong client relationships in order to grow assigned programs
6

Responsibilities For Client Manager New Logo Resume

  • Proven ability to interact positively with internal subject matter experts, fostering strong cross-functional teamwork and results
  • Experience engaging pre-sales, solution architects and client operations specialists in an effective manner
  • Experience engaging pre-sales, solution architects, and client operations specialists in an effective manner
  • Work effectively with all levels of management (internally and in customer organization)
  • Responsibility – demonstrates strong work ethic. Looks for opportunities to create value
  • English, oral / written communication & presentation skills
  • Very strong and demonstrated ability to influence collaboratively and sell-in programs, services, or ideas despite resistance & obstacles presented
  • Highly developed interpersonal skills. Personal excellence
  • Responsibility – demonstrates strong work ethic . Looks for opportunities to create value
7

Responsibilities For Client Manager, LAC Resume

  • Proficient written skills for documentation and communication with clients
  • Proven ability to handle more than one task at once and prioritise tasks
  • One or more Asian language skills required
  • Solid industry background and at least 3 years of experience in Client Management
  • Excellence in networking, selling, influencing, communication and presentation skills
  • Excellent market knowledge and a strong market network
  • Able to use Dimension Data’s sales tools (e.g. Salesforce) and methodology to effectively manage accounts, opportunities, pipelines and forecast
8

Responsibilities For Client Manager Sydney Resume

  • Effectively coordinate all related account activities and act as a single point of contact and information flow to the client
  • Leverage relationship skills & knowledge of the client environment to position the org. favourably in comparison with competitors & market forces
  • Organised and able to manage their time effectively
  • Organizational skills and attention to detail required
  • Work effectively and efficiently to meet deadlines
  • Advanced Microsoft Office skills and fluency with other relevant online tools
  • Able to use sales tools and methodology to effectively manage accounts, opportunities, pipelines and forecast
9

Responsibilities For Trustee Client Manager Resume

  • Maintain, demonstrate and drive a strong Client Service and Retention culture within the Portfolio and the greater Portfolio team
  • Work effectively in teams and manage the assigned work processes
  • Use Dimension Data’s sales tools (e.g. Salesforce.com) and methodology to effectively manage the account, opportunities, pipelines and forecast
  • Flexible adaptability - Ability to respond promptly and effectively to change
  • Demonstrated revenue and expense management experience with Firm Fixed Price contracts
  • Holding a strong business acumen to plan and organize in order to maximize productivity
  • Monitoring health of merchant experience (e.g., processing, disputes, fraud)
10

Responsibilities For Advocacy Senior Client Manager Resume

  • Experience in building, selling, and negotiating complex and multi-year hardware, software, services and financing solutions to Fortune 1000 clients
  • Sales expertise with demonstrative experience in managing, leading and developing Enterprise accounts in a consultative capacity
  • Proven track record of prospecting new business and enhancing existing relationships in the Orange County market
  • Proven track record of prospecting new business and enhancing existing relationships in the Portland market
  • Proven track record of prospecting new business and enhancing existing relationships in the Century City market
  • Proven track record of prospecting new business and enhancing existing relationships in the Saint Louis market

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