Jt Stanley

Account Manager @SmartFinancial

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.