Client Manager – Regional Accounts

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

📋 Description

• Deliver outstanding support and customer service to a designated caseload of employer groups with 100 to 499 lives by offering daily guidance and education on benefit products.

• Act as the primary contact for Client Management concerns within the assigned portfolio.

• Oversee new case submissions, renewal activities, and amendments.

• Identify opportunities to sell additional lines of coverage or enhance existing plans.

• Engage in in-person meetings with clients and brokers.

• Advocate for new product offerings and improved product features.

• Suggest plan modifications as necessary.

• Manage enrollment and re-enrollment processes, which may include leading enrollment meetings or participating in benefit fairs as required.

• Emphasize the benefits of partnering with The Standard in collaboration with the designated Sales Representative.

• Work together with Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, vendors, and other internal and external stakeholders to achieve optimal results.

⛳️ Requirements

• High School Diploma; Bachelor's degree is preferred.

• 3-5 years of relevant experience in employee benefits, client management, or sales support within the employee benefits insurance sector.

• Professional certification is required: Life and Disability insurance license for the resident state within the assigned hub. The license must be acquired within 6 months of the hire date and maintained by fulfilling all continuing education, payment, and other state DOI requirements.

• Must reside in the Midwest (Kentucky, Indiana, Ohio, Michigan) region.

• Travel is necessary based on the role, assigned caseload, and territorial obligations.

• Strong negotiation skills are essential.

• Ability to make independent decisions.

• Proven history of establishing and preserving long-term relationships.

• A criminal background check and verification of employment, education, and licensing are required as a condition of employment.

• Must be bondable.

🏝️ Benefits

• A comprehensive benefits package that includes medical, dental, vision, and a 401(k) plan with matching contributions from the company.

• An annual incentive bonus program.

• Generous paid time off, comprising 11 holidays, 2 wellness days, and 8 volunteer hours each year — with PTO increasing over time.

• A supportive and responsive management style, along with opportunities for career development and advancement.

• Paid parental leave and assistance for adoption/surrogacy.

• An employee giving initiative that double matches your contributions to eligible nonprofits and educational institutions.

• Eligibility for the incentive program is subject to program guidelines and plan terms.