Manager, EB Client Management

The Standard • Cincinnati, OH

3d • $62,500 - $124,500

About The Position

The Manager, EB Client Management is responsible for managing and supporting business growth, profitability, and retention within assigned field Employee Benefits Sales and Service offices. The role develops customer service strategies and supports staff in executing them, with the goal of developing flexible, expert employees and delivering service aligned with the sales organization’s overall service vision.

The manager coordinates service strategy with the Director of Field Service and partners with the Employee Benefits Sales Manager to meet office goals and support the long-term profitability and growth of the office’s block of business. The position leads staff, manages customer relationships and renewals, resolves complex service issues, and participates in customer-facing meetings and broker or customer visits.

Requirements

• Bachelor’s degree in Business or a related field.
• Three to five years of supervisory experience, preferably in Employee Benefits, or an equivalent combination of education and relevant experience.
• Life and Disability insurance licenses for all states within the office’s assigned territory and for 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.

Responsibilities

• Develop and implement business plans for assigned offices focused on profitability, persistency, and growth objectives.
• Lead and motivate staff to maintain an appropriate customer focus throughout the customer life cycle.
• Provide leadership and counseling to staff as they manage customer blocks and prepare for 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.

Benefits

• Medical, dental, and vision benefits.
• 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.

What This Job Offers

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