Client Account Representative working for Manulife in Retirement Operations team. Delivering exceptional service and managing client relationships effectively in B2B context.
About the role
- Account Manager facilitating client relationships and driving revenue for Veritext, a leader in technology-enabled court reporting services. Engaging with law firms to understand their business objectives and upselling solutions based on client value.
Responsibilities
- Build client relationships through tactical conversations to understand the law firm’s business objectives and goals.
- Use telephonic and electronic communications (including webinars) to promote client communications
- Provide secondary Veritext connection/relationship to contacts (in addition to primary contact of client service associate)
- Upsell new and appropriate services and solutions to the contacts; understand client value and commensurate services
- Articulate Veritext’s value proposition and differentiators
- Work with Principals, Reporters and other key individuals to secure incremental business (limited face-to-face interaction)
- Trouble shoot issues/needs where appropriate; escalate and communicate with appropriate people; resolve client issues/problems
- Follow/enhance contact protocols/tracks, segment clients into appropriate tracks
- Utilize proprietary software and CRM to manage and log all activity
- Deliver minimum of 1 Continuing legal education (CLE) per quarter
Requirements
- Minimum of 2 years of direct selling OR Account Management experience
- Bachelor's degree preferred
- Proficiency in MS Office required
- Must possess excellent written and verbal communication skills
- Customer Service oriented with strong interpersonal skills
- Dedicated professional with the ability to respond to requests promptly and accurately
- Detail oriented, organized and able to multitask
- Proactive and motivated with strong problem solving and follow-up skills
- Must be able to work both independently and with a team
Benefits
- Competitive compensation; base salary ($60-$65K) + annual bonus opportunity and total rewards package
- Comprehensive medical, dental and vision insurance
- Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 4 personal days, vacation, sick and discretionary time)
- Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists/therapists (app based, virtual counseling, daily emails, live and on-demand content, and more)
- Matched 401(k) to help you save for your future
- Pet insurance to help your pet(s) live a long and happy life
- Flexible Spending Accounts (healthcare, dependent care, transit & parking)
- Company-paid life insurance as well as short-term and long-term disability insurance
- Learning and development opportunities to advance both personally and professionally
- Veritext Summer Camp – a fun-filled culture building and learning experience
- Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more!
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