Account Manager

🕒 Maio 8

🗣️🇺🇸🇬🇧 Inglês obrigatório

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Logo of SWBC

SWBC

1001 - 5000 funcionários

Fundada em 1976

💸 Finanças

🏠 Imobiliário

Finance • Insurance • Real Estate

A SWBC é uma empresa diversificada de serviços financeiros que oferece uma ampla gama de produtos e serviços para indivíduos, empresas e instituições financeiras. Os produtos incluem vários tipos de seguro, como seguro de vida, de propriedade e de veículos, além de soluções de seguro comercial. A empresa também fornece extensos serviços de investimento, gestão de patrimônio e planejamento de aposentadoria. Além disso, a SWBC oferece serviços de empréstimo, incluindo financiamentos imobiliários, e opera no setor imobiliário, fornecendo desenvolvimento de propriedades comerciais e soluções de seguro. Eles enfatizam estratégias centradas no cliente e têm iniciativas para benefícios dos funcionários e serviços terceirizados de RH.

Descrição

• Builds and maintains strong, long-lasting relationships with large-sized clients, becoming their trusted advisor. • Identifies growth opportunities within client accounts and develop strategies to maximize revenue and profitability. • Stays up to date with our products and services to effectively present them to clients and address their inquiries. • Develops account plans and strategies that align with the company's objectives and client needs. • Works closely with internal teams, including Sales, Marketing, and Product Development, to ensure seamless client experiences. • Addresses and resolves client issues or concerns promptly and effectively, ensuring a positive client experience. • Provides regular reports on account status, revenue forecasts, and market trends to management. • Strives for the success and satisfaction of clients, ensuring they receive maximum value from our offerings. • Applies critical thinking skills to analyze client challenges, identify root causes, and develop innovative solutions that align with the company's goals and client objectives. • Auto or air travel to designated top clients within assigned territory, to also include prospective clients.

🎯 Requisitos

• Bachelor’s degree in business, Marketing, Finance, or a related field is typically required. • At least 2-3 years of relevant experience in account management, sales, or a related customer-facing role. • Knowledge of financial services, risk management, or related fields is a plus. • Strong written and verbal communication skills. • The ability to analyze issues, identify solutions, and implement them to meet client needs. • A deep commitment to understanding and meeting client needs, along with a focus on customer satisfaction. • Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues. • Adherence to high ethical standards and a commitment to compliance with industry regulations. • The ability to work independently and stay motivated to achieve goals and targets.

🏖️ Benefícios

• Competitive overall compensation package • Work/Life balance • Employee engagement activities and recognition awards • Years of Service awards • Career enhancement and growth opportunities • Leadership Academy and Mentor Program • Continuing education and career certifications • Variety of healthcare coverage options • Traditional and Roth 401(k) retirement plans • Lucrative Wellness Program

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