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Client Transition Manager Jobs in Wisconsin

Client Manager Jobs
By Understory At Madison, WI, United States
Demonstrate a profound understanding of client management tools and techniques.
Manages a book of business through brokerage partner relationships and contributes to the work of a multi-disciplined team.
Developing client growth strategies to upsell and cross-sell our offerings.
Exhibit exceptional interpersonal and communication skills, both written and verbal.
Knowledge of commercial property insurance and renewal decision life cycle.
Have experience with auto dealership groups (not mandatory, a plus).

Are you looking for an exciting new challenge? We are seeking an experienced Client Transition Manager to join our team and help us deliver a seamless transition experience for our clients. You will be responsible for managing the entire transition process, from onboarding to post-transition support. You will be the primary point of contact for our clients, ensuring that they receive the highest level of service and support. If you have a passion for customer service and are looking for an opportunity to make a real impact, then this is the job for you!

Overview A Client Transition Manager is responsible for the successful transition of clients from one service provider to another. This role requires strong project management skills, excellent communication and interpersonal skills, and the ability to work with multiple stakeholders. The Client Transition Manager will be responsible for managing the entire transition process, from initial planning to final implementation. Detailed Job Description The Client Transition Manager is responsible for leading the transition of clients from one service provider to another. This includes developing and executing a transition plan, managing the transition process, and ensuring that all stakeholders are informed and engaged throughout the process. The Client Transition Manager will be responsible for managing the entire transition process, from initial planning to final implementation. This includes developing and executing a transition plan, managing the transition process, and ensuring that all stakeholders are informed and engaged throughout the process. The Client Transition Manager will also be responsible for coordinating with internal and external stakeholders, such as service providers, vendors, and clients, to ensure a successful transition. Job Skills Required
• Project management skills
• Excellent communication and interpersonal skills
• Ability to work with multiple stakeholders
• Ability to develop and execute transition plans
• Ability to coordinate with internal and external stakeholders
• Knowledge of service provider and vendor processes
• Knowledge of client transition processes
Job Qualifications
• Bachelor’s degree in business, management, or related field
• 5+ years of experience in project management, client transition management, or related field
• Experience working with service providers and vendors
• Experience working with clients
• Knowledge of client transition processes
Job Knowledge
• Knowledge of project management principles and best practices
• Knowledge of client transition processes
• Knowledge of service provider and vendor processes
• Knowledge of client engagement processes
Job Experience
• 5+ years of experience in project management, client transition management, or related field
• Experience working with service providers and vendors
• Experience working with clients
• Experience developing and executing transition plans
Job Responsibilities
• Develop and execute transition plans
• Manage the transition process
• Coordinate with internal and external stakeholders
• Ensure that all stakeholders are informed and engaged throughout the process
• Monitor progress and provide regular updates
• Ensure successful transition of clients from one service provider to another