Client Success Lead — Small Case Accounts

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 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.