Employee Benefits Client Success Lead

The Standard; Columbus (OH); On-site; USD 63,000 - 125,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) matching

PTO + holidays

Parental leave

Charitable matching

Job summary

The Standard in Columbus is seeking a leader to manage growth, profitability and retention by developing customer service strategies and guiding staff execution within the Employee Benefits Sales and Service Office.

You will partner with the Director of Field Service and the Employee Benefits Sales Manager to align service delivery with the division’s goals, coach a team, and drive renewals, broker engagements and overall office performance.

Qualifications

• Education: Bachelor’s degree in Business or related field.
• Experience: 3 to 5 years experience in supervision, preferably in the Employee Benefits field, or the equivalent combination of education and/or relevant experience.
• Professional certification required: Life and Disability insurance license for all states within the office’s assigned territory and the state of New York.

Responsibilities

• Develop and implement a business plan for assigned offices that encompasses a strategic focus to maintain profitability, persistency and growth objectives.
• Lead and motivate the staff to ensure appropriate focus on the customer is achieved throughout the customer life cycle.
• Provide leadership and counseling to the staff to manage their block of customers towards successful renewals, salable due to consistent service delivery.
• Review, negotiate and resolve complex service issues escalated by staff and other internal and external customers.

Skills

Leadership

Coaching

Customer focus

Strategic planning

Education

Bachelor’s degree in Business or related field

Job description

The Standard in Columbus is seeking a leader to manage growth, profitability and retention by developing customer service strategies and guiding staff execution within the Employee Benefits Sales and Service Office.

You will partner with the Director of Field Service and the Employee Benefits Sales Manager to align service delivery with the division’s goals, coach a team, and drive renewals, broker engagements and overall office performance.