Client Manager – Regional Accounts

🔥 0 minutes ago

🐎 Kentucky, Ohio, +1 more states – Remote

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💵 $66k - $111.8k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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Logo of The Standard

The Standard

1001 - 5000 employees

Founded 1906

🏥 Healthcare

⚖️ Legal

💼 Consulting

Healthcare • Legal • Consulting

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

• Provide exceptional support and customer service to an assigned caseload of employer groups with 100 to 499 lives through daily guidance and education of benefit products. • Serve as the primary point of contact for Client Management issues for the assigned book of business. • Manage new case submissions, renewal activity, and amendments. • Identify and promote the sale of additional lines of coverage or plan improvements. • Participate in in-person client and broker meetings. • Promote new product offerings and enhanced product features. • Recommend plan changes as appropriate. • Facilitate enrollment and re-enrollment processes, including conducting enrollment meetings or attending benefit fairs as needed. • Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative. • Collaborate with Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, vendors, and other internal and external customers to achieve the best outcomes.

🎯 Requirements

• High School Diploma; Bachelor's degree preferred. • 3-5 years of progressive work experience in employee benefits, client management, or sales support in the employee benefits insurance industry. • Professional certification required: Life and Disability insurance license for resident state within assigned hub. License must be obtained within 6 months of hire date and kept current by meeting all continuing education, payment and other state DOI requirements. • Must live in the Midwest (Kentucky, Indiana, Ohio, Michigan) area. • Travel is required based on role, assigned caseload and territory requirements. • Effective negotiation skills. • Independent decision-making ability. • Track record of building and maintaining long-term relationships. • Criminal background investigation and employment, education and licensing verification required as a condition of employment. • Must be bondable.

🏖️ 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 • Incentive program eligibility subject to program rules and plan terms

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