Manager – Small Case Client Management

🔥 0 minutes ago

🐊 Florida, North Carolina, +1 more states – Remote

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

💵 $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

👔 Manager

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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

• Responsible for leading a client management team for the small case market (under 100 lives). • Partner with sales and operations leaders across the Employee Benefits division to provide an effective, efficient service experience for our customers and brokers that is representative of our culture. • Model and promote customer service excellence. • Monitor and ensure proper operation of customer engagement, experience, satisfaction, and retention while coaching and developing employees to greater levels of success. • Monitor, evaluate, and provide feedback on employee’s performance. • Coach and develop team to ensure that individual and department KPIs are achieved. • Develop and leverage interdepartmental relationships focused on ensuring balanced and effective outcomes in service to the customer experience. • Monitor metrics and adherence measurements to balance workloads, productivity and quality. • Analyze trends to develop and execute strategies designed to improve customer satisfaction, efficiency, and retention. • Participate/lead department and organizational sponsored projects. • Responsible for managing the work environment, identifying workforce needs and ensuring alignment with corporate manager expectations, values, and vision.

🎯 Requirements

• Required education: High school diploma or equivalent • Preferred education: Bachelor’s degree in Business Administration or related field • Required experience: 3-5 years of experience in supervision, preferably in the employee benefits or group insurance field or the equivalent combination of education and/or relevant experience • Required professional licensure or certification: Life and Disability insurance license for resident state within assigned territory and the State of New York. License must be obtained within 6 months of hire date and kept current by meeting all continuing education, payment and other state DOI 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