Client Manager – Small Case

🔥 40 minutes ago

🤠 Texas – 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

• Manage small-case client accounts • Support customers and clients with a customer-first approach • Apply knowledge of insurance contracts, statutes, tax regulations, and underwriting guidelines • Summarize and paraphrase complex information in clear, plain language • Negotiate and make independent decisions • Collaborate with teams and advocate for customers • Manage assigned caseload and territory • Travel as required by the role, caseload, and territory

🎯 Requirements

• Bachelor’s degree or equivalent education and/or relevant experience • 3–5 years of progressive work experience in customer service, employee benefits, account management, sales support, or HR generalist duties preferred • Life and Disability insurance license for the resident state within the assigned hub; license must be obtained within 6 months of hire and kept current • Broad understanding of insurance contracts, statutes, tax regulations, and underwriting guidelines • Ability to summarize or paraphrase complex contract language, reports, and other subjects in plain language • Effective negotiation skills • Independent decision-making ability • Excellent interpersonal, time management, and organizational skills • Adaptability to changing priorities • Exceptional collaboration and customer advocacy • Demonstrated proficiency in writing, basic Excel, and math skills • May be required to travel based on role, assigned caseload, and territory • Must pass criminal background investigation and employment, education, and licensing verification • Must be bondable

🏖️ Benefits

• Medical, dental, and vision insurance • 401(k) plan with matching company contributions • Annual incentive bonus plan • Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually • PTO increases with tenure • Career growth and advancement opportunities • Paid parental leave • Adoption/surrogacy assistance • Employee giving program that double matches donations to eligible nonprofits and schools • Supportive, responsive management approach

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