Jt Stanley
- Role
- Account Manager at SmartFinancial
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Jt Stanley
Former athlete turned strategic business professional with a specialty in lead generation…
Experience
Account Manager
Aug 2025 — Present · San Diego, CA, US
Build and manage strong client relationships with insurance agents, serving as the primary point of contact to ensure satisfaction and long-term success- Conduct strategic Client Account Reviews (CARs) to evaluate performance, optimize budgets, and align service delivery with client goals- Develop and manage target market campaigns to drive engagement, improve lead quality, and support agents in reaching key customer segments- Recommend custom product solutions based on agents’ business objectives, driving platform adoption and improving revenue performance- Achieve and exceed revenue targets through client retention, upselling, and cross-selling strategies that support agency growth.
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