As Client Service Executives, we are responsible for retaining existing business and expanding business within specified accounts. We prepare production and activity reports quarterly. We meet with the customer to guarantee a high level of service and that the client's expectations get satisfied. Ensuring that business retention targets are meeting is also a part of our duty. We build excellent business ties and gain client confidence. Working as client service executives, we are responsible for assisting the client service team in resolving typical client concerns. We investigate any recurring or unusual customer issues and bring them to a satisfactory conclusion. Finally, we assist the client service team with the creation of employee communication materials.
Core tasks:
- involving sales executives in the marketing process
- preparing renewal outcomes promptly
- assisting the client service team as a leader
- establishing a long-term relationship with clients