Sentences with phrase «planned client recognition»

Not exact matches

With the recognition that estate planning is a cooperative task, the Council started as, and continues to be, a carefully selected group of qualified specialists in their own fields who have the necessary knowledge and experience to accomplish the broad goal of estate planning for the best interest of the client and his or her beneficiaries.

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It also calls for soliciting input from attorneys and staff on a regular basis and implementing the best ideas to improve client satisfaction and make the firm a better place to work; focusing on internal recognition of accomplishments of attorneys and staff; scheduling planned social activities for lawyers and staff throughout the year, i.e., Holiday party, firm picnic, birthdays and anniversaries, etc..

Duties include but are not limited to: • Execute strategy for the firm's integrated marketing, business development, communications, and recommend improvements to the strategy • Plan, develop, and execute projects and programs that support a practice group's strategic plan and track success • Support client engagement initiatives, including training for enhanced client service strategies, contact origination and relationship development, and education / thought leadership initiatives • Provide direction and manage production of proposals, PowerPoint presentations, and RFP responses for the practice groups • Provide direction and manage execution of practice group sponsorships, client presentations and seminars, and other events related to the promotion of the practice groups • Drive awareness / recognition, enhance quality and brand perception of the firm • Manage submissions for major awards, comprehensive survey response campaigns (e.g. Chambers), and related initiatives to further the awareness and positioning of the firm's practices and lawyers • Develop a deep understanding of the practice groups» strengths and market differentiators, including their client base and key market trends • Ensure consistent implementation of key initiatives and recommend strategies to cross-sell to adjacency practice areas • Recommend and help develop tactical marketing and business development plans • Collaborate with other members of the marketing team to ensure consistent messaging of practice group strengths in written materials, including website conPlan, develop, and execute projects and programs that support a practice group's strategic plan and track success • Support client engagement initiatives, including training for enhanced client service strategies, contact origination and relationship development, and education / thought leadership initiatives • Provide direction and manage production of proposals, PowerPoint presentations, and RFP responses for the practice groups • Provide direction and manage execution of practice group sponsorships, client presentations and seminars, and other events related to the promotion of the practice groups • Drive awareness / recognition, enhance quality and brand perception of the firm • Manage submissions for major awards, comprehensive survey response campaigns (e.g. Chambers), and related initiatives to further the awareness and positioning of the firm's practices and lawyers • Develop a deep understanding of the practice groups» strengths and market differentiators, including their client base and key market trends • Ensure consistent implementation of key initiatives and recommend strategies to cross-sell to adjacency practice areas • Recommend and help develop tactical marketing and business development plans • Collaborate with other members of the marketing team to ensure consistent messaging of practice group strengths in written materials, including website conplan and track success • Support client engagement initiatives, including training for enhanced client service strategies, contact origination and relationship development, and education / thought leadership initiatives • Provide direction and manage production of proposals, PowerPoint presentations, and RFP responses for the practice groups • Provide direction and manage execution of practice group sponsorships, client presentations and seminars, and other events related to the promotion of the practice groups • Drive awareness / recognition, enhance quality and brand perception of the firm • Manage submissions for major awards, comprehensive survey response campaigns (e.g. Chambers), and related initiatives to further the awareness and positioning of the firm's practices and lawyers • Develop a deep understanding of the practice groups» strengths and market differentiators, including their client base and key market trends • Ensure consistent implementation of key initiatives and recommend strategies to cross-sell to adjacency practice areas • Recommend and help develop tactical marketing and business development plans • Collaborate with other members of the marketing team to ensure consistent messaging of practice group strengths in written materials, including website content

• The Top Ten Legal Technologies — What Every Solo and Small Law Firm Should Be Using • Collaborating and Communicating with Clients in a Web 2.0 World • Speech Recognition Software and Digital Dictation — Talk to Your Computer — it will listen • Moving to a Paperless Office — It's Easier Than You Think • Your Bottom Line and PCLaw — How it Can Make Your Life Easier and Your Firm More Profitable • Identity Theft and Fraud — Protecting Client, Firm and Personal Data in a Wired World • Adobe Acrobat and PDF Files — The New (and only) Standard for Sharing Information • Microsoft Office — Word, Excel and PowerPoint — Tips and Tricks for Getting the Most Out of These Essential Tools • Surviving and Thriving in Tough Economic Times — How to Buld and Maintain a Better Clientele and a Successful Practice • Productivity Tools to Help You Attain Work - Life Balance in Trying Times • Hiring, Evaluating, Retaining, Firing — Managing Human Resource Issues in Small Firm • E-Discovery for the Rest of Us — Dealing With Electronic Information on Smaller Matter • Email Emancipation — How to Cut the Time that Email Takes Out of Your Day • Mobile Lawyers and the Remote Office — Maintaining Productivity from Home, the Cottage, and Overseas • Succession Planning and Retirement — Preparing for the Day You Stop Lawyering

LA Weight Loss (Grand Rapids, MI) 2002 — 2003 Sales Manager • Held responsibility of marketing weight loss programs to new and current clients, earning a promotion within three months to Sales Manager due to excellent customer relation abilities, prospecting techniques, and closing success • Grew average weekly revenue of billable client plans by 35 % LYTD, exceeding sales goals and quotas for position • Earned recognition as top sales associate for highest monthly sales growth in a given period in franchise history

Senior Sales Engineer — Duties & Responsibilities Experienced manager with a background in telecommunications hardware and software Oversee product lifecycle including sales, configuration, installation, and customer support Design and implement staff development and recognition programs enhancing skills sets and morale Monitor team performance and streamline workflow to enhance overall efficiency Manage customer service operations for hardware and software related issues Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and timelines Consistently meet or exceed sales goals through effective team and project management tactics Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Build and strengthen relationships with key clients, partners, and industry leaders Provide exceptional customer service resulting in client satisfaction and repeat business Represent company brand with poise, integrity, and positivity

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Account Executive — Duties & Responsibilities Direct pharmaceutical sales, marketing, and customer service ensuring professional and profitable operations Consistently recognized for excellence in sales, customer service, and team leadership Design and implement marketing campaigns including commercials and collateral materials Set and strictly adhere to departmental budgets and project timelines Negotiate lucrative contracts with medical facilities, third party vendors, and other industry leaders Designed and implemented award winning staff development and recognition programs Serve as community liaison offering health and pharmaceutical education at various speaking engagements Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key clients, partners, and community leaders Develop a rapport with customers and orient them to various products and services Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Administrative Assistant — Duties & Responsibilities Provide administrative support across a variety of industries including education, accounting, and medicine Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office administration resulting in efficient, effective, and on - budget operations Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Manage travel arrangements, itineraries, and other logistics for company leadership and clients Develop and strengthen relationships with outside vendors, partners, customers, and community leaders Responsible for accounts receivable, accounts payable, payroll, and company budgets Oversee medical billing, confidential patient records, and medical team support Responsible for the development and implementation of emotional, physical, and developmental plans for patients Strictly adhere to all department budgets and project timelines Provide data entry, billing, and client account maintenance services Manage corporate correspondence and reception duties including telephone and in - person service Responsible for tracking and replenishing office supplies and products Craft employee handbooks, staff development programs, and recognition programs Provide exceptional in - person, telephone, and internet customer service resulting in client satisfaction Encourage high customer retention by maintaining friendly, supportive contact with existing clients

Resort Manager — Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Increased Guest Services scores by 21 % and Guest Loyalty Program enrollment by 138 % Consistently ranked as one of the top 50 sales agents throughout the United States Oversaw human resources, accounting, marketing, special events, and sales efforts Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintained profit / loss statements, and ensured overall financial health Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee recognition and development programs building staff dedication, skill sets, and value Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, vendor, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Account Executive — Duties & Responsibilities Direct pharmaceutical sales, marketing, and customer service ensuring professional and profitable operations Consistently recognized as company leader in sales, customer service, and team development Design and implement marketing campaigns including commercials and collateral materials Set and strictly adhere to departmental budgets and project timelines Negotiate lucrative contracts with medical facilities, third party vendors, and other industry leaders Designed and implemented award winning staff development and recognition programs Serve as community liaison offering health and pharmaceutical education at various speaking engagements Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Generate record breaking sales through networking, in personal sales, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Build and strengthen relationships with key clients, partners, and community leaders Develop a rapport with customers and orient them to various products and services Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with poise, integrity, and positivity

I hope to encourage clients and teach them skills that will aid in the recognition and processing of difficult and / or painful emotions, acknowledgment of the need for change, and assisting them in developing a plan to that will help them move forward.»