Client Manager, Small Case

🔥 19 hours ago

🏈 Alabama, Florida, +2 more states – Remote

🏈 Alabama – Remote 🐊 Florida – Remote 🌲 North Carolina – Remote 🌴 South Carolina – Remote

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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The Standard

WebsiteLinkedInAll Job Openings

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

• Coordinate service delivery of products and services to producers, customers, and internal partners • Build and maintain producer, customer, home office, and field office relationships • Initiate and deliver amendments • Facilitate service delivery and case onboarding support • Answer contractual and process questions • Train brokers and customers • Coordinate broker of record changes and associated caseload transfers • Manage the renewal lifecycle for true group cases of 10–99 lives • Meet or exceed targets for premium, case retention, and profitability • Identify growth opportunities within the assigned block and contribute to sales goals • Manage workload and adhere to customer responsiveness and work timeliness guidelines • Participate in training and huddles • Assist less experienced peers • Achieve professional growth and development goals • Perform administrative tasks supporting general office operations

🎯 Requirements

• Bachelor’s degree or the equivalent of education and/or relevant experience • 3+ years of customer-facing experience in employee benefits, account management, sales support, customer service, or similar role • Life and Disability insurance license for resident state; license must be obtained within 6 months of hire date and kept current • Broad understanding of insurance contracts, statutes, tax regulations, and underwriting guidelines • Ability to summarize or paraphrase contract language, reports, and other complex subjects in plain language, written and verbally • 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 • Paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually • PTO increases with tenure • Opportunities for career growth and advancement • Paid parental leave • Adoption/surrogacy assistance • Employee giving program that double matches donations to eligible nonprofits and schools • Remote work arrangement