The Client Manager acts as the main day-to-day contact for assigned clients, handling tasks like preparing submissions, performing contract reviews, processing endorsements, and managing the renewal marketing and bind process in partnership with the Producer. They are also responsible for ensuring financial aspects like invoicing are timely and participating actively in the claims process.

Client Manager driving member engagement for RealTime Solutions

The Partner Specialist will manage gross profit goals for esteemed manufacturing partners, specifically Brother and Honeywell, by leveraging product line understanding to provide technical solutions. Key duties include building relationships with sales teams, communicating partner initiatives, and developing sales training programs.

The Client Manager will establish and maintain strong client relationships by assessing business needs, driving member engagement, and growing volume in loyalty rewards programs through proactive outreach and education. Key duties include increasing program participation, facilitating reward claims, attending industry events, and maintaining accurate member data in CRM systems.