Client Manager Small Case

StanCorp Financial Group, Inc; Atlanta (GA); Remote; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Annual incentive bonus

Generous PTO and holidays

Parental leave and adoption/surrogacy

Employee giving program

Job summary

The Standard is seeking a small case client manager to coordinate service delivery of group benefits to producers and customers. You will build relationships across producer, customer, home office and field offices, initiate amendments, and manage broker of record changes and caseload transfers.

You will oversee renewal lifecycles for true group cases (10-99 lives), aim for premium and retention growth, identify opportunities within your block, and support training for brokers and customers.

Qualifications

• Bachelor's degree or the equivalent of education and/or relevant experience.
• 3+ years of customer-facing experience in employee benefits, account management, sales support, customer service, or similar role.
• Life and Disability insurance license required; license must be obtained within 6 months of hire.
• Broad understanding of insurance contracts, statutes, tax regulations, and underwriting guidelines.
• Ability to summarize or paraphrase contract language, reports and other complex subjects using plain language.

Responsibilities

• Coordinate service delivery of products and services to producers, customers, and internal partners.
• Build and maintain effective producer, customer, home office, and field office relationships.
• Initiate and deliver amendments; coordinate broker of record changes and caseload transfers.
• Manage the renewal lifecycle for true group cases of 10-99 lives and meet or exceed targets for premium and case retention and profitability.
• Identify growth opportunities within assigned block to meet or exceed block growth and contribute to sales goals.
• Manage workload; participate in training and huddles; assist less experienced peers; perform administrative tasks.

Skills

Customer-focused

Relationship-building

Adaptability

Communication skills

Education

Bachelor's degree

Job description

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 small case client manager, you will coordinate service delivery of products and services to producers and customers and internal partners. Build effective relationships that support client and producer persistency, profitable growth, and competitive placement of new business. Build and maintain effective producer, customer, home office, and field office relationships. Initiate and deliver amendments. Facilitate service delivery and case onboarding support including answering contractual and process questions and training brokers and customers. Coordinate broker of record change and associated caseload transfers. Manage the renewal lifecycle for true group cases of 10-99 lives and meet or exceed targets for premium and case retention and profitability. Identify growth opportunities within assigned block to meet or exceed block growth and contribute to sales goals within the hub. Manage workload. Adhere to established guidelines for customer responsiveness and work timeliness. Participate in training and huddles. Assist less experienced peers. Achieve professional growth and development goals. Perform administrative tasks in support of general office operations.

Skills and Background

You'll Need Education: Bachelor's degree or the equivalent of education and/or relevant experience. Experience: 3+ years of customer-facing experience in employee benefits, account management, sales support, customer service, or similar role. Professional certification required: Life and Disability insurance license for resident state. License must be obtained within 6 months of hire date and kept current by meeting all continuing education, payment and other state DOI requirements. Broad understanding of insurance contracts, statutes, tax regulations, and underwriting guidelines. Ability to summarize or paraphrase contract language, reports and other complex subjects using plain language in both written and verbal form.

Key Behaviors of a Successful Candidate

• Customer Focus: Collaborates on unique and effective solutions that address inefficiencies and improve the overall customer experience.
• Driving Success: Independently drives work forward and takes responsibility for achieving job requirements, tasks, and objectives.
• Adaptability: Adapts quickly to competing demands and shifting priorities and modifies viewpoints and direction in light of new information. #LI-remote

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• 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

Learn more about working at The Standard.

In addition to the competitive salary range below, our employee-focused benefits support work-life balance.

Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance. The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data. Salary Range: $70,000-80,000 + incentive

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are affirmative action/equal opportunity employers.

All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance.

The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.

The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we're a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals.

For more information about The Standard, visit www.standard.com or follow us on LinkedIn and Instagram.