Client Manager Regional Accounts

The Standard • Boston, MA

1d

About The Position

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. You will identify and promote the sale of additional lines of coverage or plan improvements, promote new product offerings and enhanced product features, and recommend plan changes as appropriate. You will also 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 group benefits insurance

Nice To Haves

• Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing them to bring the best ideas forward.
• Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.
• Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.

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
• 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

Benefits

• medical
• dental
• vision
• 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
• 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