Relationship Manager

Relationship Manager

Department: Sales & Marketing
Position: Relationship Manager
Reports to: President 

Role Summary:

The Relationship Manager is responsible for building and maintaining strong relationships with clients, ensuring high levels of client satisfaction and retention. This role involves managing client interactions, planning and scheduling events, and meeting sales and client satisfaction targets. Additionally, the Relationship Manager will be the face of the company in their territory, attending community events and managing the marketing plan and budget in conjunction with the Marketing and Systems Consultant, and Empire Management.

Key Responsibilities:

1. Client Relationship Management:

   • Develop and maintain strong relationships with new and existing clients.

   • Act as the primary point of contact for clients, addressing their needs and concerns promptly.

   • Ensure client satisfaction and retention by providing exceptional service.

2. Sales and Client Interaction:

   • Identify opportunities to upsell and cross-sell company services to clients.

   • Meet sales targets by developing and executing effective sales strategies.

   • Conduct client meetings, presentations, and negotiations to secure business.

3. Event Planning and Community Engagement:

   • Plan and schedule events to host, sponsor, and promote the company.

   • Attend and represent the company at community events that align with company goals.

   • Be the face of the company in the territory, fostering positive relationships with community members and stakeholders.

4. Marketing Management:

   • Manage the marketing plan and budget for the territory in conjunction with the Marketing and Systems Consultant.

   • Coordinate marketing activities to ensure consistent and effective promotion of the company.

   • Develop and implement strategies to enhance the company’s presence in the market.

5. Client Support and Problem Resolution:

   • Address client inquiries and resolve any issues or complaints effectively and efficiently.

   • Coordinate with internal teams to ensure timely delivery of services and solutions.

   • Provide clients with regular updates and reports on service performance.

6. Market and Client Insights:

   • Gather and analyze client feedback to identify areas for improvement.

   • Monitor market trends and competitor activities to stay informed and competitive.

   • Provide insights and recommendations to improve client experience and service offerings.

7. General Responsibilities:

   • Participate in team meetings and training sessions.

   • Maintain a clean and organized workspace.

   • Adhere to company policies and procedures.

   • Perform general office duties including cleaning restrooms, cleaning closing rooms, taking out trash, and answering phones during designated times.

Key Performance Indicators (KPIs):

• Client satisfaction and retention rates.

• Achievement of sales targets and revenue goals.

• Number of upsell and cross-sell opportunities successfully converted.

• Timeliness and effectiveness of problem resolution.

• Client feedback.

• Successful planning and execution of events.

• Effective management of the marketing plan and budget.

Qualifications:

• Proven experience in a client-facing role, preferably in the title insurance industry or a related field.

• Strong relationship-building and communication skills.

• Excellent sales and negotiation abilities.

• Ability to manage multiple client accounts and priorities effectively.

• Problem-solving skills and a customer-centric approach.

• Experience in event planning and community engagement.

• Strong marketing acumen and budget management skills.