Client Manager – Regional Accounts

Posted 3 days ago

This is a fully remote position, open to applicants in Kentucky, +2 more states.

πŸ“‹ Description

β€’ Deliver outstanding support and customer service to designated employer-group caseloads ranging from 100 to 499 lives.

β€’ Offer daily advice and education on LOA, FMLA, STD, LTD, Life, voluntary, and state-specific statutory products.

β€’ Act as the main point of contact for Client Management matters for the assigned portfolio.

β€’ Oversee new case submissions, renewal activities, and amendments.

β€’ Recognize and advocate for additional lines of coverage and enhancements to plans.

β€’ Engage in face-to-face meetings with clients and brokers.

β€’ Introduce new product offerings and upgraded product features.

β€’ Suggest plan modifications when appropriate.

β€’ Manage enrollment and re-enrollment processes, including hosting enrollment meetings and benefit fairs as necessary.

β€’ Emphasize the benefits of partnering with The Standard in collaboration with the assigned Sales Representative.

β€’ Foster relationships with Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, vendors, and other internal and external stakeholders.


⛳️ Requirements

β€’ High School Diploma.

β€’ Bachelor's degree is preferred.

β€’ 3-5 years of progressive experience in employee benefits, client management, or sales support within the employee benefits insurance sector.

β€’ Professional certification is necessary: Life and Disability insurance license for the resident state within the assigned hub.

β€’ License must be acquired within 6 months of the hire date and maintained by fulfilling all continuing education, payment, and other state DOI obligations.

β€’ Travel is required based on the role, assigned caseload, and territorial requirements.

β€’ Must reside in the Midwest (Kentucky, Indiana, Ohio, Michigan) region.

β€’ Criminal background check and verification of employment, education, and licensing are required as a condition of employment.

β€’ Must be bondable.


🏝️ Benefits

β€’ Medical, dental, and vision insurance.

β€’ 401(k) plan with company matching contributions.

β€’ Annual incentive bonus program.

β€’ Paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours each year.

β€’ PTO increases with tenure.

β€’ Opportunities for career growth and advancement.

β€’ Paid parental leave.

β€’ Assistance for adoption/surrogacy.

β€’ Employee giving program that double matches donations to qualified nonprofits and schools.

β€’ Supportive and responsive management approach.

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