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Client Manager - Small Case

Company: The Standard
Location: Bellevue
Posted on: July 17, 2021

Job Description:

At The Standard, you'll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We're looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what's right - across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.

Ready to reach your highest potential? Let's work together.

What You'll Do / Key Responsibilities

As an Employee Benefits Client Manager - Small Case, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 10 to 99 lives), through daily guidance and education. In this role, you will:

  • Build strong client relationships and support new group acquisition by exceeding client service expectations
  • Effectively manage the client renewal process to meet persistency goals
  • Recommend plan changes and additions as appropriate
  • Facilitate the enrollment and re-enrollment process
  • 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. The Client Manager will demonstrate core company values and brand in all interactions: timely communication, problem resolution, professional negotiation, etc.

The Skills & Background You'll Need
  • Proven ability to cultivate meaningful, effective business relationships
  • Exceptional customer service skills. Willingness to go above and beyond and exceed customer expectations
  • Problem solving, decision making, and analytical thinking consistent with company objectives
  • Strong written and verbal communication skills
  • Experience with underwriting guidelines is preferred
  • Experience and knowledge with Group Employee Benefits Products is preferred
  • Experience using Salesforce CRM is preferred
  • HS Diploma or GED required. Bachelor's degree preferred
  • Life and Disability insurance license for all states within office's assigned territory will be required. License can/must be obtained within 6 months of hire date and renewed by meeting all continuing education requirements and renewal requirements

Traits of a Successful Candidate

In addition to hiring against the job responsibilities and requirements, our successful candidates clearly demonstrate the following key characteristics in their work:
  • Sense of urgency and passion for doing what's right
  • Demand for accuracy and attention to detail
  • Collaborative and accountable
  • Curious and driven to acquire new skills autonomously
  • Ability to multitask and prioritize a high-volume workload

What You'll Get From Us
  • Join a growing Employee Benefits team where client service is at the heart of our strategy and is the differentiator amongst our competition.
  • Strong, competitive benefits package including incredible 401(k) match
  • A culture invested in the personal & professional growth and development of each team member. Leaders that are experts in the insurance industry - ready to coach, train and develop your potential


Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. The Standard offers a drug and alcohol free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on Standard property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

Keywords: The Standard, Bellevue , Client Manager - Small Case, Other , Bellevue, Washington

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