Manager, Employee Benefits Client Management

The Standard; Dallas (TX); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) with match

Annual bonus

Paid time off

Holidays

Parental leave

Volunteer hours

Employee giving program

Job summary

The Standard is seeking a strategic, people-focused leader to drive client management excellence within our Employee Benefits Sales and Client Management HUB, located in Dallas or Houston, Texas for cases over 100 lives.

You will lead client management strategies, coach teams to deliver proactive service, and partner with Sales leadership to grow revenue, retention, and profitability. Travel quarterly to HUB offices to ensure consistency and staff development.

Qualifications

• Strategic, people-focused leadership to drive client management excellence.
• Oversight of HUB operations across locations in Dallas or Houston.
• Partnership with sales leadership to strengthen revenue growth and profitability.

Responsibilities

• Lead and coach staff to deliver proactive, consultative service to >100 lives and up to 5,000.
• Coordinate renewal strategies and materials with producers and account managers.
• Align office strategy with broader organizational goals and drive process improvements.

Skills

Leadership

Client management

Strategic planning

Team coaching

Sales collaboration

Tools

Salesforce

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, 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?

We are seeking a strategic, people-focused leader to drive client management excellence and support long-term growth within our Employee Benefits Sales and Client Management HUB, located in Dallas or Houston Texas for cases over 100 lives. This role is responsible for leading client management strategies, coaching teams to deliver proactive and consultative service, and partnering closely with Sales leadership to strengthen revenue growth, client retention, and profitability. The ideal candidate brings a strong balance of leadership, customer focus, and business acumen, with the ability to align office strategy to broader organizational goals while also overseeing operational effectiveness across assigned locations.

Develop and implement a business plan for assigned HUB that encompasses a strategic focus on proactive, consultative, strategic, focused on revenue generation and retention of profitable business for cases >100 lives and <5000 lives. 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, and consistent service delivery. Support staffs’ advocacy of the customer within The Standard with all key internal partners, including within EB Operations and across ISG including Sales RSVPs, Sales Managers and Sales Reps.

• Review, negotiate and resolve complex service issues escalated by staff and other internal and external customers. Coordinate the preparation of renewal strategies and materials, and presentation of renewals to producers and/or policyholders. Attend finalist presentations or other customer facing meetings and accompany Account Managers or Client Managers on producer and/or customer visits.
• Lead and motivate the Sales Analysts to ensure appropriate support of the sales organization. Provide leadership, counseling and training to the Sales Analysts to meet accuracy and production goals. Manage and monitor RFP workflow through Salesforce.
• Motivate and inspire staff to assess customer needs to identify and implement customer-focused improvements to workflow, systems and procedures and process consistency, coordinate activities with other department and division stakeholders.
• Audit and monitor individual and HUB results frequently and, in partnership with the Sr. Director, Client Management and Employee Benefits Sales Manager(s) redirect strategies as needed to meet financial objectives for profit and growth.
• Travel to all HUB offices a minimum of once a quarter and as needed to ensure process consistency and staff development and engagement.

Why Join The Standard?

• 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.

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.

Salary Range: $100k+ plus incentive compensation

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 Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affimative 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. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. 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. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.