Mid-Market Account Manager

SWBC; Town of Texas (WI); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation

Work-life balance

401(k) retirement plan

Professional development opportunities

Job summary

SWBC is seeking a Mid-Market Account Manager to maintain and expand relationships with mid-sized clients, driving account growth and profitability while delivering exceptional service. The role requires understanding client needs, identifying opportunities, and coordinating with Sales, Marketing, and Product teams to ensure a superior client experience.

The position involves travel to top clients within the territory and staying informed on products and services to address inquiries, with a

Qualifications

• Bachelor’s degree in business, marketing, finance, or related field.

Responsibilities

• Builds and maintains strong, long‑lasting relationships with mid‑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 products and services to effectively present them to clients and address inquiries.
• Develops account plans and strategies that align with the company's objectives and client needs.
• Works closely with internal teams to ensure seamless client experiences.
• Addresses client issues promptly and effectively, ensuring a positive client experience.
• Provides regular reports on account status, revenue forecasts, and market trends to management.
• Applies critical thinking to analyze client challenges and develop innovative solutions.

Skills

Account management

Sales

Relationship building

Communication

Problem solving

Education

Bachelor’s degree in business, marketing, or related field

Job description

As a Mid-Market Account Manager at SWBC, you will play a pivotal role in maintaining and expanding our relationships with mid-sized clients. Mid-sized clients are those whose revenue falls within the range of $25,000 or less. 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'll 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

• Builds and maintains strong, long‑lasting relationships with mid-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.

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.
• 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.

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

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.

About SWBC

SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2400 people nationwide.

Our Culture

At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.