Mid-Market Account Manager

🔥 0 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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SWBC

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1976

💸 Finance

🛡️ Insurance

🏠 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

• Build and maintain strong, long-lasting relationships with mid-sized clients as a trusted advisor • Identify growth opportunities within client accounts and develop strategies to maximize revenue and profitability • Stay current on products and services to present them effectively and address client inquiries • Develop account plans and strategies aligned with company objectives and client needs • Collaborate with Sales, Marketing, and Product Development to ensure seamless client experiences • Address and resolve client issues or concerns promptly and effectively • Provide regular reports on account status, revenue forecasts, and market trends to management • Drive client success and satisfaction by maximizing value from offerings • Analyze client challenges, identify root causes, and develop innovative risk-management solutions • Travel by auto or air to designated top and prospective clients within the assigned territory

🎯 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 • Ability to analyze issues, identify solutions, and implement them to meet client needs • 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 • Ability to work independently and stay motivated to achieve goals and targets • Auto or air travel to designated top clients within assigned territory, including prospective clients • Pre-employment drug testing required • Must not be a tobacco user as allowed by law

🏖️ Benefits

• 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