Client Manager Regional Accounts

The Standard • Houston, TX

2d

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? Job Summary 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 of their benefit products. In This Role, You Will: 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. 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.

Requirements

• High School Diploma
• Life and Disability insurance license for all states within office’s assigned territory is required.
• 2+ yrs of client management experience in insurance
• Engaging Hearts & Minds: Creates a team identity and builds momentum toward a shared purpose.
• Strategic Visioning: Considers different future scenarios, opportunities and risks to generate operational plans that align with the business unit/function’s strategic vision.
• Developing People: Delivers both individual and group feedback to support ongoing development and overall department performance.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees