Account Manager

🕒 il y a 1 mois

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of SWBC

SWBC

1001 - 5000 employés

Fondée en 1976

💸 Finance

🏠 Immobilier

Finance • Insurance • Real Estate

SWBC est une société de services financiers diversifiée offrant un large éventail de produits et services aux particuliers, aux entreprises et aux institutions financières. Les produits incluent divers types d'assurances, telles que l'assurance vie, l'assurance de biens et de véhicules, ainsi que des solutions d'assurance commerciale. L'entreprise propose également des services d'investissement étendus, de gestion de patrimoine et de planification de la retraite. De plus, SWBC offre des services de prêt, y compris des prêts hypothécaires, et opère dans le secteur immobilier en fournissant des solutions pour le développement de propriétés commerciales et des assurances. Ils mettent l'accent sur des stratégies centrées sur le client et ont des initiatives pour les avantages sociaux des employés et les services RH externalisés.

Description

• 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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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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