The Client Relationship Manager’s primary responsibility is the retention of an assigned client base, as well as the generation of revenue from this assigned client base. Retention of clients is accomplished by conducting meetings and presentations to determine client needs, developing lines of communication between the client and Unemployment Group staff, responding to client issues, and resolving client problems. The CRM must be visible, accessible and cultivate relationships with clients. Revenue generation is accomplished through add on business and cross-selling of other product lines.
 

Essential Duties and Responsibilities:

• Conduct client meetings, primarily via conference call, to include implementations, workshops, annual reports, contact plan, problem resolution and cancellations
• Receive and respond to client telephone and written requests; act as a liaison between client and staff in serving the client
• Assess client needs in order to develop service programs and communications paths between client and internal staff
• Review and resolve compliance issues with client and internal staff
• Determine opportunities for generating revenue through additional business, profitability improvement or other product lines
• Assist with non-client sales calls, when necessary. Sell and/or assist in sales of other products to client base
• Additional related projects, as assigned