Client Representative Resume Sample
Daniella West
8040 Lehner Forge,
Houston,
TX
+1 (555) 326 1418
Work Experience
Senior Client Representative
07/2017
-
PRESENT
Dallas, TX
- Manage (take ownership of) necessary procedures in conjunction with fraudulent activity on client’s accounts
- Develops an understanding of the clients’ business priorities and risk management needs
- Responsible for understanding invoicing process and procedures, utilizing invoice control form, and working with the Centralized Invoicing Unit to ensure the invoice process is completed within the Marsh regulatory, and compliance standards, meeting the client’s service requirements in this task
- Gathers information on exposures and operations to support preparation of submission and coverage specifications as needed Develops an understanding of the clients’ business priorities and risk management needs
- Answer incoming phone calls, e-mails, and fax requests from clients, accurately, determine the actions necessary to fulfill client requests, and take timely action to resolve the issue/request
- Determines the intent of Policyholders & Brokers inquiries regarding implementation, enrollment, and billing and accurately respond by investigating, analyzing and resolving all questions and concerns to meet customer expectations
- Reviews and analyzes all data submitted and, when necessary, initiates calls to Policyholders and Brokers to obtain missing information or clarify questions to ensure proper handling on the front end
Client Representative
05/2014
-
02/2017
San Francisco, CA
- Trains and or provides explanations to Policyholders and Brokers on billings, enrollments procedures and other business processing when needed to ensure efficient and effective service
- Provides excellent service recovery, to include turning complaint/error situations into an advantage and using every contact as an opportunity to provide a positive customer experience
- Experience in insurance
- Develops an understanding of clients’ business priorities and risk management needs
- Knowledge of providing advice on wide range of complex IT issues related to CBP automated cargo systems
- Make independent decisions in working with clients and has responsibility and accountability for prioritizing workload
- Ability in evaluating the use of automated systems by trade interface users, investigating and troubleshooting complex data transmission issues
- Knowledge of developing and implementing the goals and objectives of an organization
- Provide direction and guidance regarding the application and use of automated programs to a range of internal and external users at all levels on issues that span from operational to technical
Service Client Representative
11/2006
-
11/2013
San Francisco, CA
- Coordinate TM product fulfillment and implementation through interaction with TM Sales and/or BRS Implementations
- Manage necessary procedures in conjunction with fraudulent activity on compromised commercial accounts with TM services
- Establish rapport and provide professional, continuous, open communication with client and with internal partners: RMs, RSSs, TMOs, ATMOs, ICs, and Operations
- Provides direction, coaching and mentoring to Insurance Assistants and administrative staff, with feedback on performance
- Holds AIC Level 1 license
- Good computer skills with proficiency in Word Excel and working knowledge of PowerPoint
- Seasoned individual contributor
Education
Shawnee State University
2000 - 2005
Bachelor's Degree in Business Administration
Professional Skills
- Demonstrate very good written and verbal communication skills, as well as listening skills, with a commitment to continuously improve the same
- Takes initiate and demonstrates strong problem solving skills
- Strong verbal and written communications skills; comfortable dealing with demanding and/or irate customers
- Strong organizational, planning, time management and delegation skills
- 1)At least 8 years client facing sales experiences, good communication skills
- 1)At least 5 years client facing sales experiences, good communication skills
- Excellent communication and Presentation skills
How to write Client Representative Resume
Client Representative role is responsible for presentation, software, insurance, customer, commercial, english, french, training, organization, word.
To write great resume for client representative job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Representative Resume
The section contact information is important in your client representative 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
- Telephone number
Work Experience in Your Client Representative Resume
The section work experience is an essential part of your client representative 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 representative 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 representative position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Representative resume experience can include:
- This role requires someone highly detail-oriented with strong analytical skills who is able to handle doing seasonal internal workflow
- Good technical, analytical, and presentation skills
- Demonstrated willingness to learn new concepts and skills
- 2)Leadership skills, 3 years management experiences
- Good written and verbal communication skills, ability to multi-task; task oriented
- 3)Good written and verbal communication skills, ability to multi-task; task oriented
Education on a Client Representative Resume
Make sure to make education a priority on your client representative resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client representative 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 Representative Resume
When listing skills on your client representative 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 representative skills:
- Excellent public speaking skills complemented by exceptional written and oral skills, along with strong organizational abilities
- Strong oral and written communication skills and the ability to work with all levels of staff. Strong customer service orientation
- Effective presentation and training skills required
- Effective negotiation, collaboration and problem-solving skills required
- Strong interpersonal skills enabling positive interactions with employees, management and clients
- Excellent computer skills including proficiency in the Microsoft Office suite
List of Typical Experience For a Client Representative Resume
1
Experience For Senior Client Representative Resume
- Excellent verbal and written communication skills and the ability to work with all levels of staff
- 1) Good written and verbal communication skills
- Excellent communication skills (verbal and written) in both English and French
- Maintains ongoing relationship with team colleagues to effectively service clients and assist the Advisory colleague
- Effectively managing deal flow in a time sensitive and often pressurized environment
2
Experience For Services Client Representative Resume
- To ensure delivery processes are efficient and cost effective. To reduce costs and streamline the process without adversely impacting the client experience
- Effectively utilize applications and systems (i.e. RMB, MART, CSI, Online Tools Suite, etc)
- Valid Quebec Broker license is a strong asset
- Excellent control of priorities management
- Demonstrate a strong passion for Sales
3
Experience For Service Client Representative Resume
- Experience in sales or presales experience in IT industry
- Experience in Relevant sales experience and technical aptitude
- Post secondary education or equivalent work experience, with, ideally, Client Representative experience in commercial lines - Multinational is an asset
- 3-5 Yrs in SW sales skills
- Manage timely invoicing/billing within the effective month/quarter and within Marsh best practices
- Good at solutions selling, be able to handle large opportunities according to customer’s business needs. Not only follow customer’s requirement
- Experience in leading account strategy and planning
- Experience in demonstrating leadership, collaboration, and teaming
- Good in communication, positive thinking, challenge-taking
4
Experience For Client Representative Project Coordination Resume
- Professional experience in the field of marketing, communications and/or public relations
- Demonstrated ability to take the lead on assigned projects handling projects to completion with minimal supervision
- Proven ability to articulate and deliver compelling, industry-focused solutions and value in the retail Industry
- Experience in applying knowledge of citizen centric government
- Experience in using innovation to create value for clients
- Experience in applying knowledge of security and public safety
5
Experience For Client Representative Temp to Hire Resume
- Experience in developing client relationships
- Experience in applying client / Industry Insight
- To establishing uniform processes and procedures is to ensure that the client gets the same experience from the onset of contact
- A good sense of sales and understanding of industrial insights and IT solutions like cloud, analytics, cognitive, etc
- Possesses experience within a highly technical discipline or multiple related disciplines
- Experience in auto claims industry
6
Experience For Client Representative, Lmlf Resume
- Experience within a similar role in commercial insurance or recent graduate
- Professional service industry knowledge or experience an asset
- Experience in the surety field is an asset
- Some experience in commercial insurance is an asset
- Demonstrated proficiency with order entry processes and systems required
- Experience in Technical Solution Development
- Experience in Business Case and Proposal Development
- Experience in Face-to-face Opportunity Identification
7
Experience For Shaker VJT Test Req-client Representative Resume
- Experience in international environments (global)
- Corporate Advocacy Experience
- Sales Experience of more than 10+years
- Have a strong sense of ethics and values
- Provide excellent customer service and resolve customer issues
- Demonstrate successful delivery of diversified product trainings and pre-sale demos
- Experience in professional sales and business development
- Basic knowledge in healthcare/natural resources or other relevant industry experience
8
Experience For Inside Client Representative Resume
- Sales experience of IT infrastructure and/or services
- Government experience (advantageous)
- Aviation Insurance Experience
- Valid RIBO license required
- Experience in Enterprise Sales
- Good arithmetic ability
- Valid Quebec Broker license is required
9
Experience For Quality Client Representative Resume
- General business, health care, sales or other IT related business work experience
- BS / BA or equivalent work experience required
- A good ability to efficiently resolve issues
- Operate under minimal supervision with wide latitude for independent judgment
- Willing to travel 10% during training and up to 80% following the training period
- Willing to travel 10% during training & 50-75% following the training period
10
Experience For Brs Client Representative Resume
- Willing to travel 10% during training & 75-100% following the training period
- Assisting in day to day administration operations associated with issuing surety bonds
- Solving critical client problems
- Answering all customer inquiries in a timely and professional manner
- Nurturing clients through the platform value chain
- Advancing clients through increased adoption of the platform
- Leading Proof of Concept and Demos with KPMG and their clients
List of Typical Skills For a Client Representative Resume
1
Skills For Senior Client Representative Resume
- A responsible person with good communication skills
- Strong communication and presentation skills, especially via telephone
- Excellent people skills and ability to work with a wide variety of personalities
- Communicating effectively and articulately with internal partners, including senior managers of the organization, and external clients in a tactful manner
- Superior computer skills with proficiency in email, word processing and spreadsheet software, as well as working knowledge of presentation software
2
Skills For Services Client Representative Resume
- Motivated self starter with communication and teaming skills
- Experience in Local Experience
- Effectively perform at a high level in a fast paced environment
- Influence and communicate effectively at various levels of management
- Expert in high-impact communication and presentation skills
- Experience within commercial insurance experience or recent graduate from an insurance program
3
Skills For Service Client Representative Resume
- French communication skills would be an asset
- Extensive Sales and Client Relationship skills
- Team Orchestration and Leadership skills
- Demonstrating flexibility and ability to manage change and conflicting priorities
- Demonstrating flexibility and ability to manage change and competing priorities
- Skilled in consultative selling, with a deep understanding of the client’s needs and IBM capabilities
- Grow skill-set through call review and actively participating in call coaching sessions
- Experience in IT Services Solution Selling, or Consulting to IT executives; e.g.: CTOs, CIOs, VP of Infra, Data Center Directors
- Customer Facing Experience (Sales, Consulting)
4
Skills For Client Representative Project Coordination Resume
- Demonstrates a high level of business acumen and applies a thorough understanding of the client’s business, organization, strategy and financial position
- Experience in handling customers and business partners
- Preferably previous relevant working experience
- Experience working in Federal market relevant to IT industry
- Experience using Agency Manager (TAM) is an asset
- Strong proficiency in email and word processing
- A license in good standing issued by the Autorité des marchés financiers in commercial damage insurance
5
Skills For Client Representative Temp to Hire Resume
- Possess a solid understanding of basic casualty insurance principals and risk management concepts
- Has a solid understanding of property/casualty insurance principals
- Good understanding of the claims process
- Experience in dealing with storage facilities
- Proven success operating in a fast-paced, customer service environment
- Multi-task, manage through conflict and use priority setting to accomplish goals required
- Multi-task, manage through conflict and use priority setting to accomplish goals
6
Skills For Client Representative, Lmlf Resume
- Strong learning agility, in order to quickly gain expertise on multiple products, services, tools, systems and processes
- Develops an understanding of the client's business, strategic priorities, risk strategies and risk management needs
- 2)At least 2 years of bank operations, retail or direct client servicing experience
- Experience selling into Industrial sector
- Experience working in Federal market relevant to IT industry
- Experience in 1 of the following sectors: public, industrial, financial services, distribution, and/or communications sector
7
Skills For Shaker VJT Test Req-client Representative Resume
- Experience in Leveraging Partners/Solution Providers
- Experience in industrial sector Selling
- Experience in Selling to Data Center Executives
- Experience in Selling Infrastructure Support Services / Managed Services
- Experience in developing client relationships
- Customer Facing Technical Sales Experience
- 3)Oversea working experiences (above 1 year)
- 4)working experiences in Huawei (to be the best)
- 5)Rich experiences & knowledge on SW & Service offering and large deal win records
8
Skills For Inside Client Representative Resume
- Experience in public sector Selling
- Bank operations, retail or direct client servicing experience
- Experience of working in Financial Sector
- Experience selling to C-Level and across both IT and business units to customers in West
- Experience selling to C-Level and across both IT and business units to customers in South
- Sales Experience in the industry in particular dealing with complex deals
- Fresh graduate with good learning attitude are welcome
- IT client relationship experience
- Computer Literacy - Excellent MS Office,
9
Skills For Quality Client Representative Resume
- Analyze and make quality decisions with a strong customer focus
- Accountable for end to end customer experience: Acts as a single point of contact for wholesale and retail customers on all orders and/or projects assigned
- Initiates priority request for accelerated delivery and provides timely updates to the customer until service is delivered
- Hands-on experience in Automotive account management for 5 years
- Demonstrate pleasant telephone voice and diction
10
Skills For Brs Client Representative Resume
- Relevant collections or client management experience ideally in the information technology industry, legal or professional services
- Experience in IT Service Sales
- Someone that has a good sense of responsibility
- J.D. or equivalent legal experience
- Experience with aviation is an asset
- Experience with Construction Insurance is an asset
- 5-year above sales experience
- Experience of field and global deployment and roles
- Enablement Experience
List of Typical Responsibilities For a Client Representative Resume
1
Responsibilities For Senior Client Representative Resume
- Maintain internal information databases and Sharepoint sites in order to effectively serve our clients
- Programs Business or Underwriting experience is highly desired
- At least 3+years IT services company( or system integration company) sales experience
- Producing client market proposals and renewal summaries
- Formatting of spreadsheets, word documents, presentations etc., liaising with Client Support Services, Xerox and Graphics as needed
- Has an understanding of basic property/casualty insurance principals and basic understanding on claim handling/ procedures
- Strictly adhere to the company’s professional standards, including client servicing, information logging and management
2
Responsibilities For Services Client Representative Resume
- Subject matter expert (SME) point of contact for servicing our clients and interacting/liaising with the market and other stakeholders
- Assist team in coordinating work with CSS –such as certificate listings and invoicing/allocation/’loader’ preparation
- Capable of independently servicing a limited number of less complex accounts, acting in a Junior Advisor role
- Accountable for coordination of binder & invoice issuance and creating/updating Client Service Instructions
- Work independently in resolving issues by accessing insurance client’s claims system to gather pertinent details needed for resolution
- Quickly resolve releasing issues and negotiate towing/storage charges
- Accountable for binder & invoice issuance and creating/updating Client Service Instructions
3
Responsibilities For Service Client Representative Resume
- Accountable for invoice issuance and creating/updating Client Service Instructions
- Prepare client letters according to Professional Standards enclosing binder/cover notes
- Update Client Service Instructions for CSS including providing Underwriters names/contact information
- Proficiency in email, word processing and spreadsheet software, as well as a working knowledge of presentation software
- Responsible for issuing appropriate binding documentation
- 4)Knowledge of non-consumer banking products including Treasury Management
4
Responsibilities For Client Representative Project Coordination Resume
- Cross-sell banking services to existing and potential clients
- Familiarity with spreadsheets, word processing and accounting applications
- Display an understanding of managing basic difficult client interactions
- First point of contact for servicing our clients and interacting with the market and other providers
- Develop a detailed understanding of clients’ businesses
- Complies with Marsh Professional Standards to ensure quality service to all clients including file maintenance and computerized files
5
Responsibilities For Client Representative Temp to Hire Resume
- Responds to client inquiries and bond requests; solves problems regarding client account issues
- Projects a professional image when interacting with high profile/ public clients
- Basic understanding of local, regional and national politics and current events
- Assists in producing client proposals and presentations
- Key liaison/role for process and activities supported by Client Support Services including Certificates of Insurance and Auto ID cards
- Coordinate work with CSS –such as certificate listings/Client Service Instructions and invoicing/allocation/’loader’ preparation
- Prepare premium allocation and risk allocation for billing and taxation purposes
- Ensure accuracy and timely issuance of client documentation including: bonds, renewal certificates, invoices, endorsements and mid-term adjustments
6
Responsibilities For Client Representative, Lmlf Resume
- Provide support in conducting primary and secondary research
- Collect and analyse the client’s underwriting information on an annual basis
- Meet specific project-related underwriting and information needs
- Prepare transmittal letters to clients according to the professional standards established by the company
- Ensures timely and accurate processing of complex documents information daily
- Maintains a basic understanding of the core aspects of relevant Insurance and related legislation (customer awareness) and strengthen established relationships
- Respond directly to client questions and service requests, soliciting assistance from other team members when needed
- Review basic contracts and audits, soliciting other client team members when needed
- Back up other client team members for ongoing client service issues/items
7
Responsibilities For Shaker VJT Test Req-client Representative Resume
- Assist in gathering renewal information from clients
- Support the client team in creating internal and external documents
- Supervises invoicing of the client and monitors payment by the client
- Holds appropriate broker’s license(s) for the Province of domicile; or willing to obtain within 3 months of hire
- Familiarity with commercial banking and treasury management products is helpful
- Entitlement Processing Team
8
Responsibilities For Inside Client Representative Resume
- Possess an understanding of basic casualty and/or boiler and machinery insurance principals and risk management concepts
- Translate customer needs to internal vertical team members and other teams including but not limited to Finance, IT, Procurement
- Competitive targeting and win back
- Actively engages within the virtual team set up to manage each client
- Strengthen client perception of RBC Investor and Treasury Services expertise
9
Responsibilities For Quality Client Representative Resume
- Develop long term relationships with targeted line(s) of business
- Collaborate with colleagues globally to achieve objectives
- Manage all communications to all stakeholders at every level internally and externally
- Maintain professional and productive working relationship with all business partners; working alongside them to ensure a successful resolution of client’s issues
- Experience in IT industry
10
Responsibilities For Brs Client Representative Resume
- Coordinates the Bell’s delivery of services on customer premises in collaboration with other parties
- Strengthen client perception of RBC’s expertise
- Team Work / Client Focus 60%
- Problem Resolution / Risk Mgmt 25%
- Efficiency / Productivity 15%
- Client Service Representatives and Managers
- Build Account Plans and create customer profiles
- Knowledge of IBM's Hardware, Software, and Services
- Orchestrate within the IBM Matrix and show leadership with clients
Related to Client Representative Resume Samples
AP Representative Resume Sample
Work Experience
• Develop positive relationships with diverse groups
• Think and work independently and as a part of a team
• Use of good judgment, critical thinking, and business knowledge
• Knowledge of Microsoft Applications, especially Excel, Word, and Outlook
...
Professional Skills
• Advanced Microsoft Office, Microsoft Word ...
• Strong intermedieate written and spoken En...
• Strong intermedieate written and spoken En...
Collection Representative Resume Sample
Work Experience
• Intermediate knowledge of accounting required
• Maintains thorough understanding of hospital and physician discount and financial assistance policies (both internal and external) to address patient’s inability to pay outstanding balances
• Trained to handle outbound calls and...
Professional Skills
• Skills: Verbal and written communication s...
• Strong attention to detail Desired Skills
• Excellent communication skills, able to in...
Territory Representative Resume Sample
Work Experience
• Participate in various training activities in order to learn and develop the knowledge and skills necessary to implement various assignments related to sales, profit and growth with our retailers
• Learn to execute and follow through on various tasks related to the implementation of key performance...
Professional Skills
• Excellent personal computer skills includi...
• Standard computer skills - experience usin...
• Excellent team skills and promote teamwork
Director Brand Resume Sample
Work Experience
• Identify key performance metrics across all functions
• Explore potential sources for tracking data and make recommend to leadership team
• Design and produce performance tracker in coordination with all functions -Make recommendations for building/ enhancing product commer...
Professional Skills
• Communication (listening skills; speaking ...
• Extraordinary communication and partnering...
• Administrative Skills (establish plans; de...
Pr Resume Sample
Work Experience
• Business analysis and reporting experience. Multi-functional experience including strategic planning, business planning, financial and business analysis, marketing, operations
• At least eight years’ experience of PR and communications in the APAC region, ideally including some exposure to the chil...
Professional Skills
• Exceptional communications skills in Engli...
• Excellent judgment and creative problem-so...
• Strong written and verbal skills, interper...
Advertiser Resume Sample
Work Experience
• Optimistic but realistic and with a strong sense of humor
• Highly motivated to work for a growth business, and aware of the difference relative to working for a large corporate company
• Fluent in German and English Spoken and written
• Learn and have ...
Professional Skills
• Strong verbal and written communication sk...
• Strong negotiation and presentation skills...
• Proven English & Spanish skills – both ver...