Large Market Consultant - American Heritage

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

This position will contribute to the Sales Support & Account Management (SSAM) Department by using their industry knowledge, expertise, and organizational skills to complete various requests. We are seeking a dynamic, customer-focused, and experienced Account Manager. In this role, you will be responsible for managing and nurturing long-term relationships with key clients. As the primary point of contact, you will work closely with clients to understand their needs, ensure their satisfaction, and provide solutions that meet their business objectives. You will also collaborate with internal teams to deliver an exceptional onboarding and service experience, and foster business growth. 

PRINCIPAL ACCOUNTABILITIES / ESSENTIAL FUNCTIONS

• Develop and execute on standard and complex client project plans and provide proactive client management. 

• Maintain reporting and records for all assigned accounts to ensure transparency and accurate recordkeeping. 

• Coordinate and collaborate across operational teams to ensure completion of all tasks associated with management of accounts including onboarding, ongoing service, and issue resolution. 

• Serve as the main liaison between the company and assigned clients, ensuring excellent communication and proactive relationship management. 

• Understand client business goals and align company products/services to meet those objectives. 

• Develop and maintain strong relationships with both external and internal partners (Clients, Brokers, Sales, Marketing, Product, and Support) to ensure seamless service delivery. 

• Provide regular updates and reports to clients, including performance metrics, new service offerings, and any potential areas of improvement. 

• Address client issues and concerns in a timely and effective manner, ensuring high levels of client satisfaction and retention. 

• Collaborate with internal teams to ensure a successful onboarding experience and that client expectations are met. 

• Prepare and present quarterly business reviews and recommendations to clients in partnership with the Account Executive.  

• Demonstrate business acumen by staying informed of industry trends, competitor offerings, and customer feedback to inform internal teams and improve product offerings. 

• Identify areas of opportunity, provide feedback and solutions to management, and be a champion for change.  

• Coordinate and lead training to develop the team; assist in onboarding new hires. 

• Serve as a resource for your peers and provide mentorship.  

Skills and Background You’ll Need

• Experience: Proven experience as an Account Manager or in a similar client-facing role, preferably within a B2B environment to include:

• Familiarity with CRM software (e.g., Salesforce, ServiceNow) and project management tools. 

• Ability to analyze client data and generate insights to drive account growth. 

• Experience in Voluntary Benefits is strongly preferred. 

• Experience managing multiple accounts and meeting deadlines. 

• Strong negotiation and solid presentation skills. 

• Ability to understand and anticipate client needs and provide tailored solutions. 

• A strategic and proactive approach to problem-solving, with strong decision-making abilities Excellent communication and interpersonal skills with the ability to build strong, lasting relationships with clients and internal teams. 

• Detail-oriented, with excellent organizational and time management skills. 

• Education: Bachelor’s degree in business, Marketing, Communications, or a related field (or equivalent experience). 

Key Behaviors of a Successful Candidate

• Relationship-Builder: Ability to foster strong connections and elevate partnerships with clients and internal stakeholders alike. 

• Client-Centric: A genuine passion for delivering the best solutions and consultative services to ensure client satisfaction and success. 

• Collaborative: A team player who leads from their seat, drives collaboration across operational teams, and elevates our team culture.  

• Strategic Thinker: Ability to assess and analyze client needs, uncover opportunities, and drive overall growth. 

• Problem Solver: A proactive attitude toward identifying and addressing potential issues before they escalate. 

*The target compensation for this position is $70K - $90K

#LI-REMOTE

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.

• Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire’s transition into the sales incentive plan.

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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. All employees of The Standard must be bondable.