Client Manager Regional Accounts-Employee Benefits
About The Position
The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? As a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education. In addition to servicing accounts, your ability to cultivate meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors) to provide the best possible outcome for all parties involved. The Client Manager will demonstrate core company values and brand in all interactions: timely communication, problem resolution, professional negotiation, etc. In this highly visible role, you will have the opportunity to shine and showcase your unique blend of skills and experiences. Our continued success is driven by a high-performance, caring culture where you can make a real difference every day. Join a growing team of experts in the insurance industry, equally devoted to the customer and employee experience!
Requirements
- Proven ability to cultivate meaningful, effective business relationships
- Exceptional customer service skills.
- Willingness to go above and beyond and exceed customer expectations
- Problem solving, decision making, and analytical thinking consistent with company objectives
- Strong written and verbal communication skills
- Experience with underwriting guidelines is preferred
- Experience and knowledge with Group Employee Benefits Products is preferred
- Experience using Salesforce CRM is preferred
- High School Diploma or GED required.
- Bachelor’s degree preferred
- Life and Disability insurance license for all states within office’s assigned territory will be required. License can/must be obtained within 6 months of hire date and renewed by meeting all continuing education requirements and renewal requirements
Nice To Haves
- Experience with underwriting guidelines is preferred
- Experience and knowledge with Group Employee Benefits Products is preferred
- Experience using Salesforce CRM is preferred
- Bachelor’s degree preferred
Responsibilities
- Manage new case, renewal activity, and amendments
- Identify and promote the sale of additional lines of coverage or plan improvements.
- Promote new product offerings and enhanced product features
- Recommend plan changes as appropriate
- Facilitate the enrollment and re-enrollment process; conducting enrollment meetings or being present as benefit fairs, as needed
- Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative.
Benefits
- A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions
- An annual incentive bonus plan
- Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure
- A supportive, responsive management approach and opportunities for career growth and advancement
- Paid parental leave and adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
