Manager, EB Client Management

Standard Insurance Company • Cincinnati, OH

2d

About The Position

The Manager, EB Client Management is responsible for managing and supporting business growth, profitability, and retention by developing customer service strategies and supporting staff in executing them within the field Employee Benefits Sales and Service Office. The role focuses on developing flexible, expert employees and coordinating a service strategy for assigned offices with the Director of Field Service, aligned with the overall service vision of the sales organizations. The manager partners with the Employee Benefits Sales Manager to meet office goals and support long-term profitability and growth of the office block of business consistent with division goals.

The role develops and implements business plans for assigned offices, leads and motivates staff to maintain customer focus throughout the customer life cycle, and provides leadership and counseling to help staff manage customer accounts toward successful renewals through consistent service delivery. The manager also reviews, negotiates, and resolves complex service issues escalated by staff and other internal or external customers. Customer-facing responsibilities include attending finalist presentations and other meetings, and regularly accompanying Account Managers on broker or customer visits.

Requirements

• Bachelor’s degree in Business or a related field.
• 3 to 5 years of experience in supervision, preferably in the Employee Benefits field, or an equivalent combination of education and/or relevant experience.
• Life and Disability insurance license for all states within the office’s assigned territory and the state of New York.
• Personal automobile available for business use, adequate insurance, and a safe driving record.

Nice To Haves

• Supervisory experience in the Employee Benefits field is preferred.

Responsibilities

• Develop and implement a business plan for assigned offices focused on profitability, persistency, and growth objectives.
• Lead and motivate staff to ensure customer focus throughout the customer life cycle.
• Provide leadership and counseling to staff to manage their customer accounts toward successful renewals through consistent service delivery.
• Review, negotiate, and resolve complex service issues escalated by staff and internal or external customers.
• Attend finalist presentations and other customer-facing meetings.
• Regularly accompany Account Managers on broker and/or customer visits.
• Coordinate service strategy for assigned offices with the Director of Field Service, aligning it with the sales organizations’ overall service vision.
• Partner with the Employee Benefits Sales Manager to meet office goals and support long-term profitability and growth of the office block of business.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan with matching company contributions.
• Annual incentive bonus plan.
• Paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure.
• Opportunities for career growth and advancement.
• Paid parental leave.
• Adoption and surrogacy assistance.
• Employee giving program that double matches donations to eligible nonprofits and schools.
• Competitive incentive compensation plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager