Client Manager Small Case - Employee Benefits

The Standard; Tampa (FL); On-site; USD 75,000; Full time

Job summary

An established industry player is seeking a Client Manager for their Employee Benefits team in Tampa. This role is pivotal in managing relationships with employer groups, ensuring exceptional service and support. You'll engage with clients to promote coverage options and facilitate enrollment processes, all while demonstrating the company's core values. The position offers a unique opportunity for career advancement within the insurance sector, backed by a supportive culture that prioritizes personal and professional growth. Join a dynamic team where your contributions will make a real difference in the lives of clients and employees alike.

Benefits

401(k) Match

Comprehensive Medical Benefits

Dental Benefits

Vision Benefits

Initial PTO of 164 hours

11 Paid Holidays

2 Wellness Days Annually

Qualifications

• Proven ability to cultivate effective business relationships.
• Exceptional customer service skills with a willingness to exceed expectations.

Responsibilities

• Manage renewal activity and amendments for employer groups.
• Facilitate enrollment and recommend plan changes as appropriate.

Skills

Customer Service Skills

Problem-Solving Skills

Analytical Skills

Communication Skills

Business Relationship Cultivation

Education

High School Diploma or GED

Bachelor’s Degree

Tools

Salesforce CRM

Job description

Client Manager Small Case - Employee Benefits

Join to apply for the Client Manager Small Case - Employee Benefits role at The Standard.

At The Standard, you’ll join a team focused on putting our customers first. Our success is driven by a high-performance culture. We seek individuals who are collaborative, accountable, creative, agile, and passionate about doing what’s right—across the company and in our communities.

We offer a caring culture where you can make a real difference every day. Ready to reach your highest potential? Let’s work together.

What You’ll Do / Key Responsibilities

As a Small Case Client Manager on the Employee Benefits South Central Regional team, you will provide exceptional support and customer service to an assigned caseload (Employer Groups of 10-99 lives) through daily guidance and education. Your responsibilities include:

• Manage renewal activity and amendments
• Identify and promote additional coverage lines or plan improvements, including new product offerings
• Recommend plan changes as appropriate
• Facilitate enrollment and re-enrollment processes as needed

Building meaningful relationships with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, Vendors) is vital. You will demonstrate core company values and brand in all interactions: timely communication, problem resolution, professional negotiation, etc.

This is a highly visible role offering opportunities to showcase your skills and experience. Join a growing team of insurance industry experts dedicated to customer and employee experience. This role offers a great opportunity for career growth within the insurance industry.

The Skills & Background You’ll Need

• Proven ability to cultivate effective business relationships
• Exceptional customer service skills, with a willingness to exceed expectations
• Problem-solving, decision-making, and analytical skills aligned with company goals
• Strong written and verbal communication skills
• Experience with underwriting guidelines (preferred)
• Knowledge of Group Employee Benefits Products (preferred)
• Experience with Salesforce CRM (preferred)
• High School Diploma or GED required; Bachelor’s degree preferred
• Life and Disability insurance licenses for all states within the assigned territory are required within 6 months of hire, with renewal upon meeting continuing education requirements.

Traits of a Successful Candidate

• Sense of urgency and passion for doing what’s right
• Attention to detail and accuracy
• Collaborative and accountable
• Curious and autonomous in acquiring new skills

What You’ll Get From Us

• Opportunity to be part of a growing Employee Benefits team focused on client service as a key differentiator
• Competitive benefits package including a 401(k) match
• Supportive culture invested in your personal and professional growth, with expert leadership in the insurance industry

Please note: The salary range for this role is listed below. Our package includes incentive participation, comprehensive medical, dental, vision, retirement benefits, initial PTO of 164 hours per year, 11 paid holidays, and 2 wellness days annually.

• Incentive participation depends on individual and organizational performance.

Salary Range: $75,000

Positions are posted for at least 5 days from the original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, and related entities are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability, veteran status, or any other protected condition. The company maintains a drug-free workplace, and employment is contingent upon background checks, verification, and being bondable.