Job Summary

As a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education of their benefit products.

In this role, you will:

• Manage new case, renewal activity, and amendments

• Identify and promote the sale of additional lines of coverage or plan improvements. Promote new product offerings and enhanced product features

• Recommend plan changes as appropriate

• Facilitate the enrollment and re-enrollment process; conducting enrollment meetings or being present as benefit fairs, as needed

• Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative.

• In addition to servicing accounts, your ability to cultivate meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors) to provide the best possible outcome for all parties involved.

The Skills & Background You27ll Need

• High School Diploma; Bachelors preferred

• 2+ yrs of working in group benefits insurance space in client management

• Required professional licensure or certification:

  Life and Disability insurance license for all states within the office27s assigned territory.

  Travel: Employees in this role are eligible for fully remote work (other than for in-person meetings or other periodic business trips). Occasional travel (such as for planning purposes, team building, or conferences) is required.

Key Behaviors of a Successful Candidate

Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing them to bring the best ideas forward.

Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.

Adaptability: Sees possibilities in changing circumstances, accepts and understands change and alters behavior as necessary.