Client Manager – Small Case

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee small-case client accounts

• Provide support to customers and clients with a focus on customer satisfaction

• Utilize knowledge of insurance contracts, legal statutes, tax regulations, and underwriting principles

• Condense and rephrase intricate information into clear, understandable language

• Engage in negotiations and exercise independent judgment

• Work collaboratively with teams while advocating for customer needs

• Handle an assigned caseload and designated territory

• Travel as necessary based on the role, caseload, and territory

⛳️ Requirements

• Bachelor’s degree or equivalent education and/or relevant experience

• 3–5 years of progressive experience in customer service, employee benefits, account management, sales support, or HR generalist roles preferred

• Life and Disability insurance license for the resident state within the assigned hub; must be obtained within 6 months of hire and maintained

• Comprehensive understanding of insurance contracts, legal statutes, tax regulations, and underwriting principles

• Capability to summarize or rephrase complex contract language, reports, and other topics in straightforward language

• Strong negotiation abilities

• Capacity for independent decision-making

• Outstanding interpersonal, time management, and organizational skills

• Flexibility in adapting to changing priorities

• Exceptional teamwork and customer advocacy skills

• Proven proficiency in writing, basic Excel, and mathematical skills

• May need to travel based on role, assigned caseload, and territory

• Must pass a criminal background check and verification of employment, education, and licensing

• Must be bondable

🏝️ Benefits

• Medical, dental, and vision insurance

• 401(k) plan with company matching contributions

• Annual incentive bonus program

• Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours each year

• Increased PTO with tenure

• Opportunities for career growth and advancement

• Paid parental leave

• Adoption/surrogacy support

• Employee giving program that matches donations to qualifying nonprofits and schools

• Supportive management with a responsive approach