Client Manager, Consultant

Job not on LinkedIn

November 20

🌲 Oregon – Remote

Although this job is listed in Oregon, this company may be open to hiring remote in other states.

💵 $48k - $70.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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The Standard

WebsiteLinkedInAll Job Openings

Insurance • Finance • HR Tech

The Standard is a comprehensive provider of insurance, retirement, and investment products and services, targeting individuals, families, businesses, and organizations. Based in Portland, Oregon, and part of the StanCorp Financial Group, Inc. , The Standard offers products such as life and disability insurance, annuities, vision and dental coverage, and retirement plans. Their solutions aim to facilitate financial wellness and enable effective benefits administration, catering to clients of all sizes. The company is renowned for its people-first commitment and innovative partnerships, contributing to a seamless customer experience.

1001 - 5000 employees

Founded 1906

💸 Finance

👥 HR Tech

📋 Description

• Have end-to-end knowledge of the pre-sale, implementation, and ongoing service processes. • Serve as the primary point of contact for brokers and clients, providing exceptional service and support throughout the transaction lifecycle. • Build and maintain strong relationships with brokers, clients, and internal teams to ensure a smooth and effective service delivery. • Manage broker and client inquiries, resolving any issues or concerns in a timely and efficient manner. • Provide detailed product and service information to brokers and clients, guiding them through the processes and answering any questions. • Coordinate with internal departments such as Sales, Operations, and Compliance to facilitate smooth transactions and resolve any process-related challenges. • Monitor and manage client and broker accounts to ensure timely processing of documentation, payments, and transactions. • Ensure compliance with industry regulations and internal policies, providing guidance to brokers and clients when necessary. • Identify areas of opportunity and provide feedback to management for improvements. • Lead calls and participate in projects to improve processes for team and department. • Partner with AB sales representative to provide thorough customer updates, broker feedback and other pertinent action items that impact sales effectiveness.

🎯 Requirements

• 3 or more years of account management experience with proven ability in the following areas: • Task Management: Ability to manage 20–40 projects simultaneously, scaling up to 60 during peak season. • Customer-Facing Skills: Comfort with direct broker communication, including phone interactions. • Proven experience in a broker support, client service, or customer relationship role, preferably in the finance or insurance industries. • Exceptional organizational skills and attention to detail. • Knowledge of industry regulations and compliance requirements. • Excellent written and verbal communication skills. • Must be able to read and interpret complex information, talk with customers and listen attentively. • Effectively build interpersonal relationship skills to establish working relationships with direct reports, peers and colleagues. • Creative problem-solving and strong interpersonal skills. • Ability to embrace and respect the team culture approach. • Must be proficient in the following applications: Microsoft Office (Word, Excel, PowerPoint), Adobe Pro and various administration systems.

🏖️ 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 • Paid parental leave and adoption/surrogacy assistance • An employee giving program that double matches your donations to eligible nonprofits and schools