Client Manager Small Case

The next part of your journey is right around the corner — with The Standard. A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference? Job Summary As a small case client manager, you will coordinate service delivery of products and services to producers and customers and internal partners. Build effective relationships that support client and producer persistency, profitable growth, and competitive placement of new business. Build and maintain effective producer, customer, home office, and field office relationships. Initiate and deliver amendments. Facilitate service delivery and case onboarding support including answering contractual and process questions and training brokers and customers. Coordinate broker of record change and associated caseload transfers Manage the renewal lifecycle for true group cases of 10-99 lives and meet or exceed targets for premium and case retention and profitability. Identify growth opportunities within assigned block to meet or exceed block growth and contribute to sales goals within the hub. Manage workload. Adhere to established guidelines for customer responsiveness and work timeliness. Participate in training and huddles. Assist less experienced peers. Achieve professional growth and development goals. Perform administrative tasks in support of general office operations. Skills and Background You’ll Need Education: Bachelor’s degree or the equivalent of education and/or relevant experience Experience: 3+ years of customer-facing experience in employee benefits, account management, sales support, customer service, or similar role. Professional certification required: Life and Disability insurance license for resident state. License must be obtained within 6 months of hire date and kept current by meeting all continuing education, payment and other state DOI requirements. Broad understanding of insurance contracts, statutes, tax regulations, and underwriting guidelines. Ability to summarize or paraphrase contract language, reports and other complex subjects using plain language in both written and verbal form. Key Behaviors of a Successful Candidate Customer Focus: Collaborates on unique and effective solutions that address inefficiencies and improve the overall customer experience. Driving Success: Independently drives work forward and takes responsibility for achieving job requirements, tasks, and objectives. Adaptability: Adapts quickly to competing demands and shifting priorities and modifies viewpoints and…