Client Manager Small Case - Employee Benefits

The company name is "The Standard".; United States; Remote; USD 60,000 - 75,000; Full time

Job summary

An established industry player is seeking a Small Case Client Manager to provide outstanding support and service to employer groups. In this role, you will manage renewals, facilitate enrollments, and build strong relationships with clients. This position offers a unique opportunity to grow within the insurance sector while being part of a high-performance culture that values customer commitment and operational excellence. Join a team that prioritizes personal and professional growth, and make a meaningful impact every day!

Benefits

401(k) Matching

Medical Insurance

Dental Insurance

Vision Insurance

Paid Time Off

Paid Parental Leave

Volunteer Hours

Employee Giving Program

Qualifications

• Proven ability to cultivate meaningful, effective business relationships.
• Exceptional customer service skills with a willingness to exceed expectations.
• Experience with underwriting guidelines and group employee benefits products.

Responsibilities

• Manage renewal activity and promote additional lines of coverage.
• Facilitate enrollment processes and recommend plan changes.
• Collaborate with internal and external customers for optimal outcomes.

Skills

Customer Service

Problem Solving

Analytical Thinking

Communication Skills

Business Relationship Management

Salesforce CRM

Underwriting Guidelines

Group Employee Benefits Knowledge

Education

High School Diploma or GED

Bachelor's Degree

Tools

Salesforce CRM

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 across the nation, 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?

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. In this role, you will:

1. Manage renewal activity and amendments
2. Identify and promote the sale of additional lines of coverage or plan improvements. Promote new product offerings and enhanced product features
3. Recommend plan changes as appropriate
4. Facilitate the enrollment and re-enrollment process as needed

In addition to servicing accounts, your ability to cultivate meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors) to provide the best possible outcome for all parties involved. The Client Manager will demonstrate core company values and brand in all interactions: timely communication, problem resolution, professional negotiation, etc.

In this highly visible role, you will have the opportunity to shine and showcase your unique blend of skills and experiences. Our continued success is driven by a high-performance, caring culture where you can make a real difference every day. Join a growing team of experts in the insurance industry, equally devoted to the customer and employee experience!

This is a fantastic opportunity to grow within the insurance industry.

The Skills & Background You’ll Need

• Proven ability to cultivate meaningful, effective business relationships
• Exceptional customer service skills. Willingness to go above and beyond and exceed customer expectations
• Problem solving, decision making, and analytical thinking consistent with company objectives
• Strong written and verbal communication skills
• Experience with underwriting guidelines is preferred
• Experience and knowledge with Group Employee Benefits Products is preferred
• Experience using Salesforce CRM is preferred
• High School Diploma or GED required. Bachelor’s degree preferred
• Life and Disability insurance license for all states within office’s assigned territory will be required. License can/must be obtained within 6 months of hire date and renewed by meeting all continuing education requirements and renewal requirements

Traits of a Successful Candidate

In addition to hiring against the job responsibilities and requirements, our successful candidates clearly demonstrate the following key characteristics in their work:

• Sense of urgency and passion for doing what’s right
• Demand for accuracy and attention to detail
• Collaborative and accountable
• Curious and driven to acquire new skills autonomously

What You’ll Get From Us

• Join a growing Employee Benefits team where client service is at the heart of our strategy and is the differentiator amongst our competition.
• Strong, competitive benefits package including incredible 401(k) match
• A culture invested in the personal & professional growth and development of each team member. Leaders that are experts in the insurance industry - ready to coach, train and develop your potential

The Skills & Background You’ll Need

• Proven ability to cultivate meaningful, effective business relationships
• Exceptional customer service skills. Willingness to go above and beyond and exceed customer expectations
• Problem solving, decision making, and analytical thinking consistent with company objectives
• Strong written and verbal communication skills
• Experience with underwriting guidelines is preferred
• Experience and knowledge with Group Employee Benefits Products is preferred
• Experience using Salesforce CRM is preferred
• High School Diploma or GED required. Bachelor’s degree preferred
• Life and Disability insurance license for all states within office’s assigned territory will be required. License can/must be obtained within 6 months of hire date and renewed by meeting all continuing education requirements and renewal requirements

Traits of a Successful Candidate

In addition to hiring against the job responsibilities and requirements, our successful candidates clearly demonstrate the following key characteristics in their work:

• Sense of urgency and passion for doing what’s right
• Demand for accuracy and attention to detail
• Collaborative and accountable
• Curious and driven to acquire new skills autonomously

What You’ll Get From Us

• Join a growing Employee Benefits team where client service is at the heart of our strategy and is the differentiator amongst our competition.
• Strong, competitive benefits package including incredible 401(k) match
• A culture invested in the personal & professional growth and development of each team member. Leaders that are experts in the insurance industry - ready to coach, train and develop your potential

#LI-SU1

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

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.

Salary Range:

75000

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 Equities, Inc. and StanCorp Investment Advisers, Inc., 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. 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 Standard 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, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.