Red Star Kim

NOVEMBER 1, 2023

Protectionism – Some fee-earners could be insecure and defensive about sharing client information and relationships. The culture and rewards systems sometimes worked against integrated client teams. Data – CRM (Client Relationship Management) and CDP (Client Data Platforms) are often lacking.

Key Account Management 130

Key Account Management Account Management Value Proposition Client Relationships 130

Red Star Kim

DECEMBER 5, 2023

Leadership and the In-Group/Out-Group Phenomenon (blanchard.com) Create a sense of unity by reminding people we are on the same team and all striving for the same results (happy clients and increased profits). A similar approach would be to unite people behind the need to focus on client interests and overcoming competitor activity.

CRM 130

CRM Marketing Interpersonal Skills Client Relationships 130

DemandFarm

APRIL 26, 2023

A Key Account Manager is responsible for managing a company’s most important clients or accounts. Their primary goal is to ensure that their clients are profitable and satisfied enough to remain loyal to the company. What does a Key Account Manager do? To excel in this position, certain qualities are required.

Key Account Management 52

Key Account Management Account Management Interpersonal Skills Management 52

Hubspot Sales

APRIL 25, 2023

Claire’s approach shows that a consultant’s core skills include analytical and problem-solving abilities, research and data gathering, communication and presentation skills, and interpersonal skills to relate with clients. Principal/Director Directors strengthen and develop new client relationships.

Healthcare 92

Healthcare Insurance Shareholders Interpersonal Skills 92

Arpedio

FEBRUARY 14, 2024

Understanding the nuances between account management and sales can help businesses optimize their strategies and ensure long-term client relationships. By understanding their clients’ needs, account managers can develop tailored solutions and strategies to meet them.

Account Management 52

Account Management Management Sales Client Relationships 52

Hubspot Sales

JUNE 29, 2023

The Pros of Working in Insurance Sales Tony Caldwell , author, speaker, and mentor in the industry, says, “Working in insurance offers tremendous opportunities to build a profitable, challenging, and satisfying professional career.” Here's why. Limitless Earning Potential Many insurance sales agents get commission-based income.

Insurance 101

Insurance Sales Interpersonal Skills Decision-making 101