Client Manager Small Case

StanCorp Financial Group, Inc; Town of Texas (WI); Hybrid; USD 66,000 - 112,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) matching

Paid time off

Holidays and wellness days

Volunteer hours

Parental leave and surrogacy

Job summary

The Standard is seeking a qualified professional to join our benefits and client service teams in Wisconsin. You will manage customer-facing processes, review contracts, and communicate complex insurance concepts in plain language.

Applicants should have a Bachelor's degree, 3–5 years in related roles, and an active Life and Disability license or the ability to obtain within six months of hire. We value collaboration, accuracy, and customer advocacy.

Qualifications

• Bachelor’s degree or the equivalent of education and/or relevant experience
• Prefer 3-5 years of progressive work experience in customer service, employee benefits, account management, sales support or HR generalist duties
• Life and Disability insurance license for resident state within assigned hub. License must be obtained within 6 months of hire date and kept current by meeting all continuing education, payment and other state DOI requirements

Responsibilities

• Travel may be required based on role, assigned caseload and territory

Skills

Insurance knowledge

Contract language

Plain language reporting

Negotiation skills

Decision making

Interpersonal skills

Time management

Organizational skills

Adaptability

Collaboration

Writing skills

Basic Excel

Math 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 Specifications

Education

Bachelor’s degree or the equivalent of education and/or relevant experience

Experience

Prefer 3-5 years of progressive work experience in customer service, employee benefits, account management, sales support or HR generalist duties

Professional certification required

Life and Disability insurance license for resident state within assigned hub. License must be obtained within 6 months of hire date and kept current by meeting all continuing education, payment and other state DOI requirements

Knowledge & Skills

• 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
• Effective negotiation skills
• Independent decision-making ability
• Excellent interpersonal, time management and organizational skills
• Adaptability to changing priorities
• Exceptional collaborative aptitude and customer advocacy
• Demonstrated proficiency in writing, basic Excel and math skills

Travel Required

may be required based on role, assigned caseload and territory

Why Join The Standard?

• 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

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

Learn more about working at The Standard.

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: Base Salary Range: $66,000 - $111,750 + Incentive Compensation Plan 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.