Account Manager

🕒 April 4

🏄 California – Remote

🏄 California – Remote

💵 $57.1k - $114.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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SWBC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1976

💸 Finance

🏠 Real Estate

Finance • Insurance • Real Estate

SWBC is a diversified financial services company offering a wide array of products and services to individuals, businesses, and financial institutions. Products include various types of insurance, such as life, property, and vehicle insurance, as well as commercial insurance solutions. The company also provides extensive investment services, wealth management, and retirement planning. Additionally, SWBC offers lending services, including mortgage loans, and operates within the real estate sector providing commercial property development and insurance solutions. They emphasize client-first strategies and have initiatives for employee benefits and outsourced HR services.

📋 Description

• Builds and maintains strong, long-lasting relationships with large-sized clients, becoming their trusted advisor. • Identifies growth opportunities within client accounts and develops 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.

🎯 Requirements

• 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.

🏖️ Benefits

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