The Standard

Client Manager Regional Accounts

The Standard$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma
  • Life and Disability insurance license for the assigned territory
  • 2+ years of client management experience in group benefits insurance

Responsibilities

  • Manage new case, renewal activity, and amendments
  • Identify and promote sale of additional coverage or plan improvements
  • Recommend plan changes as appropriate
  • Facilitate enrollment and re-enrollment processes
  • Highlight advantages of The Standard in collaboration with Sales Representatives
  • Cultivate relationships with internal and external customers to provide optimal outcomes

Benefits

  • Rich benefits package including medical, dental, and vision coverage
  • 401(k) plan with company matching contributions
  • Annual incentive bonus plan
  • Generous paid time off including 11 holidays and additional wellness days
  • Supportive management and opportunities for career advancement
  • Paid parental leave and adoption/surrogacy assistance
  • Double matching employee donations to eligible nonprofits and schools
Full Job Description
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 You'll Need
  • High School Diploma
  • Life and Disability insurance license for all states within office's assigned territory is required.
  • 2+ yrs of client management experience in group benefits insurance


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.

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:
  • 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


In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.
  • Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.


The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:
Base salary + incentive compensation

Positions will be posted for at least 5 days from original posting date.

About The Standard

The Standard is a financial services company that provides insurance, retirement, and investment products to individuals and businesses. The company's insurance products include life, disability, and dental insurance. The Standard also offers retirement plans, such as 401(k) and pension plans, and investment products, including mutual funds and annuities. The company was founded in 1906 and is headquartered in Portland, Oregon. The Standard has over 3,000 employees and serves customers across the United States.
Learn more about The Standard
Size
3,000 employees
Industry
Founded
1998

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