Client Manager, Consultant

🔥 0 minutes ago

🌲 Oregon – Remote

🌲 Oregon – Remote

💵 $49.3k - $72.3k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

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The Standard

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1906

💸 Finance

👥 HR Tech

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.

📋 Description

• Serve as the main contact for brokers and clients, ensuring timely, accurate support • Manage inquiries and resolve issues by partnering with Sales, Operations, Compliance, and other internal teams • Provide product and process guidance to brokers and clients throughout the transaction lifecycle • Monitor accounts to ensure timely processing of documentation, payments, and transactions • Identify opportunities to improve processes and participate in team or department projects

🎯 Requirements

• High school diploma or equivalent • 3+ years of account management experience, preferably in insurance, financial services, or a related industry • Experience supporting brokers, clients, or customer‑facing relationships • Strong organizational skills with the ability to manage 20–40 projects at once (up to 60 during peak season) • Excellent written and verbal communication skills, including the ability to interpret complex information • Proficiency with Microsoft Office (Word, Excel, PowerPoint), Adobe Pro, and administrative systems • Knowledge of industry regulations and compliance requirements

🏖️ 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