Mid-Market Account Manager

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $57.1k - $114.3k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

👻 Ghost score 0%

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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 up to date with 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 • Ensure clients receive maximum value from the company’s offerings • Analyze client challenges, identify root causes, and develop innovative solutions • Travel by auto or air to designated top clients 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 • Ability to travel by auto or air to designated top clients and prospective clients within assigned territory • Pre-employment drug testing required • SWBC does not hire tobacco users 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 • 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 • Additional incentive compensation in the form of either commission or performance bonus (eligibility may apply)