Client Manager Consultant AH

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

We’re looking for a motivated, detail‑oriented Client Manager Consultant to join our Sales Support & Account Management (SSAM) team. In this role, you’ll support brokers and clients throughout the pre‑sale, implementation, and ongoing service lifecycle. You’ll serve as a primary point of contact, manage inquiries, coordinate with internal teams, and ensure a smooth, accurate, and compliant experience from start to finish. This position is ideal for someone who excels at relationship management, problem‑solving, and navigating complex processes with clarity and confidence.

Key Responsibilities

• Serve as the main contact for brokers and clients, ensuring timely, accurate support.

• Manage inquiries and resolve issues by partnering with Sales, Operations, Compliance, and other internal teams.

• Provide product and process guidance to brokers and clients throughout the transaction lifecycle.

• Monitor accounts to ensure timely processing of documentation, payments, and transactions.

• Identify opportunities to improve processes and participate in team or department projects.

Skills and Background You’ll Need

Education: High school diploma or equivalent

Experience: 3+ years of account management experience, preferably in insurance, financial services, or a related industry.

• Experience supporting brokers, clients, or customer‑facing relationships.

• Strong organizational skills with the ability to manage 20–40 projects at once (up to 60 during peak season).

• Excellent written and verbal communication skills, including the ability to interpret complex information.

• Proficiency with Microsoft Office (Word, Excel, PowerPoint), Adobe Pro, and administrative systems.

• Knowledge of industry regulations and compliance requirements.

Key Behaviors of a Successful Candidate

• Relationship‑Oriented: Builds strong, positive relationships with brokers, clients, and internal partners to support long‑term success.

• Problem‑Solver: Anticipates issues, identifies root causes, and delivers effective solutions quickly.

• Customer‑Centric: Focuses on delivering exceptional service and elevating the client experience.

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, 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 identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. 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 The Standard's 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 and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.