Manager, EB Client Management

The Standard; Columbus (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan with company matching

Annual incentive bonus plan

Paid time off: 11 holidays, 2 wellness

Volunteer hours up to 8 annually

Job summary

The Standard is seeking an experienced sales/service leader to drive customer service strategies in the Employee Benefits division. You will work with the Director of Field Service to align service plans with the overall sales vision, developing office-specific business plans for profitability, persistency and growth.

You will lead a team to deliver exceptional service, focusing on customer lifecycle, renewals, and broker interactions, while ensuring alignment with company goals and industry

Qualifications

• Bachelor’s degree in Business or related field.
• 3–5 years of supervision experience in Employee Benefits preferred.
• Life and Disability insurance licenses for all states in the assigned territory and NY.
• Personal automobile with adequate insurance and safe driving record.

Responsibilities

• Develop customer service strategies to drive growth, profitability and retention within the Employee Benefits Sales and Service Office.
• Lead and motivate staff to maintain strong customer focus throughout the lifecycle.
• Provide leadership to staff to manage their client base toward renewals and profitability.
• Review, negotiate and resolve complex service issues; attend broker/customer visits with Account Managers.

Skills

Leadership

Strategic planning

Employee benefits knowledge

Education

Bachelor’s degree in Business or related field

Job description

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, 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.

Job Responsibilities

• In this role you will be responsible for managing and supporting business growth, profitability and retention through development of customer service strategies, and staff execution of the strategies, within the field Employee Benefits Sales and Service Office to develop flexible and expert employees. You will get to work with the Director of Field Service to coordinate a service strategy you’re your assigned office(s) that align with the overall service vision of the sales organizations. You will partner with the Employee Benefits Sales Manager in meeting office goals to ensure long-term profitability and growth of the office block of business consistent with the goals of the division. 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. Attend finalist presentations or other customer facing meetings and regularly accompany Account Managers on broker and/or customer visits.

Qualifications

• 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.
• Life and Disability insurance license for all states within the office’s assigned territory and the state of New York.
• Personal automobile is available for business use with adequate insurance and a safe driving record.

Work as a collaborative member of your team, focused on building strong industry relationships.

Benefits

• 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.
• Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, 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 The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited.