Mid-Market Account Manager

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.

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.

• 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.

• 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.

• 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

SWBC is a Substance‑Free Workplace and requires pre‑employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.

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.

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 ’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.