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SWBCSW

Account Manager (Remote - GA or TN based)

SWBC is a diversified financial services company founded in 1976, offering a variety of services to individuals, businesses, and financial institutions.

SWBC

Employee count: 1001-5000

United Kingdom only

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As a Large-Market Account Manager at SWBC, you will play a pivotal role in maintaining and expanding our relationships with large-sized clients. Large-sized clients are defined as those with an annual revenue exceeding $25,000. You will be responsible for understanding their unique needs, identifying growth opportunities, and ensuring their satisfaction with our products and services. Your primary objective will be to drive account growth and financial profitability while providing exceptional customer service.

Why you will love this role:

This role offers a compelling opportunity to cultivate robust connections with both internal colleagues and our esteemed partners. It provides you with the chance to engage your critical thinking abilities, tackle complex problems, and deliver impactful risk management solutions to financial institutions, benefiting their employees and borrowers.

Essential duties include the following:

  • 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.

Serious candidates will possess the minimum qualifications:

  • 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.

SWBC offers*:

  • 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

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

2 years minimum

Experience accepted in place of education

Location requirements

Hiring timezones

United Kingdom +/- 0 hours

About SWBC

Learn more about SWBC and their company culture.

View company profile

SWBC is a comprehensive financial services firm headquartered in San Antonio, Texas, established on April 1, 1976. The company operates under the guiding principles of exceptional customer service and a strong client-first approach. With a diverse array of services, SWBC caters to individuals, businesses, and financial institutions, delivering innovative solutions tailored to meet the distinct needs of each client.

Our offerings encompass personal and business insurance, including life and event insurance, mortgages, and wealth management services. This comprehensive suite of products allows us to address the complex financial challenges that affect both household and commercial interests across the nation. Additionally, we provide bespoke financial solutions through our various subsidiaries, ensuring that our clients receive the highest quality products and support necessary to succeed in their financial endeavors.

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SWBC

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