Client Success Manager — Benefits & Growth

The Standard; North Carolina; On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Annual incentive bonus

Paid time off and holidays

Parental leave

Job summary

The Standard is seeking a Small Case Client Manager in the United States to coordinate service delivery of products and services to producers and customers and internal partners. You will build effective relationships that support client and producer persistency, profitable growth, and competitive placement of new business.

Responsibilities include managing the renewal lifecycle for true group cases (10-99 lives), onboarding, contract inquiries, broker training, workload management, and

Qualifications

• 3+ years of customer-facing experience in employee benefits, account management, sales support, customer service, or similar role.
• 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.

Responsibilities

• 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.
• 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

Customer-facing experience

Education

Life and Disability insurance license

Job description

The Standard is seeking a Small Case Client Manager in the United States to coordinate service delivery of products and services to producers and customers and internal partners. You will build effective relationships that support client and producer persistency, profitable growth, and competitive placement of new business.

Responsibilities include managing the renewal lifecycle for true group cases (10-99 lives), onboarding, contract inquiries, broker training, workload management, and