Manager, EB Client Management

Posted 2 Hours Ago
Be an Early Applicant
5 Locations
In-Office
63K-125K Annually
Mid level
Fintech • Insurance
The Role
Manages Employee Benefits client-service operations, business growth, profitability, retention, and customer-service strategy for assigned offices. Leads and develops staff, supports renewals, resolves complex service issues, participates in finalist presentations, and joins account managers on broker and customer visits. Partners with sales and field-service leadership to execute business plans and achieve office goals. Requires supervision experience, employee benefits knowledge, insurance licensing, and a safe driving record.
Summary Generated by Built In

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?

In this role you will be responsible for managing and supporting business growth, profitability and retention through development of customer service strategies, and staff execution of the strategies, within the field Employee Benefits Sales and Service Office to develop flexible and expert employees. You will get to work with the Director of Field Service to coordinate a service strategy you’re your assigned office(s) that align with the overall service vision of the sales organizations. You will partner with the Employee Benefits Sales Manager in meeting office goals to ensure long-term profitability and growth of the office block of business consistent with the goals of the division. Additional key aspects of the role include:


  • Develop and implement a business plan for assigned offices that encompasses a strategic focus to maintain profitability, persistency and growth objectives.
  • Lead and motivate the staff to ensure appropriate focus on the customer is achieved throughout the customer life cycle.
  • Provide leadership and counseling to the staff to manage their block of customers towards successful renewals, salable due to consistent service delivery.
  • Review, negotiate and resolve complex service issues escalated by staff and other internal and external customers.  Attend finalist presentations or other customer facing meetings and regularly accompany Account Managers on broker and/or customer visits.
  • undefined Skills and Background You’ll NeedEducation: Bachelor’s degree in Business or related field.Experience: 3 to 5 years experience in supervision, preferably in the Employee Benefits field, or the equivalent combination of education and/or relevant experience.Professional certification required: Life and Disability insurance license for all states within the office’s assigned territory and the state of New York.Other: Personal automobile is available for business use with adequate insurance and a safe driving record. Key Behaviors of a Successful CandidateLeadership: Coach, guide, and inspire your team through challenging times and guide individuals through their career progressions, all while keeping your team aligned and working toward shared goals.Winning together: Work as a collaborative member of your team, focused on building strong industry relationships. Driving success: Develop and execute a strong business plan, constantly pursuing exceptional results that take us to the “next level.”  

Why Join The Standard?

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:

Base Salary - $62,500  - $124,500 + Generous and Competitive Incentive Compensation Plan

Positions will be posted for at least 5 days from original posting date.

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.

Skills Required

  • Bachelor's degree in Business or a related field
  • 3 to 5 years of supervisory experience, preferably in Employee Benefits, or equivalent education and relevant experience
  • Life and Disability insurance license for all states within the assigned office territory and New York
  • Personal automobile available for business use
  • Adequate automobile insurance
  • Safe driving record

The Standard Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about The Standard and has not been reviewed or approved by The Standard.

  • Retirement Support — The 401(k) match and profit sharing are highlighted as strong components of total rewards. The retirement plan is often regarded as a standout element.
  • Leave & Time Off Breadth — Generous PTO, 11 holidays, wellness days, and paid volunteer time provide meaningful time off. These programs are portrayed as supportive of work-life balance.
  • Parental & Family Support — Paid parental leave, adoption/surrogacy assistance, dependent-care support, and backup childcare are available. These family-oriented benefits add meaningful value to the package.

The Standard Insights

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The Company
HQ: Portland, OR
3,557 Employees

What We Do

StanCorp Financial Group, Inc., through its subsidiaries marketed as The Standard -- Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, StanCorp Mortgage Investors, StanCorp Investment Advisers, StanCorp Real Estate and StanCorp Equities -- is a leading provider of financial products and services. StanCorp's subsidiaries serve approximately 7.5 million customers nationwide as of June 30, 2011, with group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and group vision insurance, absence management services, retirement plans products and services, individual annuities and investment advice. The Standard is a marketing name for StanCorp Financial Group, INC. and its subsidiaries. Insurance products are offered by Standard Insurance Company of Portland, Ore. in all states except New York, where insurance products are offered by The Standard Life Insurance Company of New York of White Plains, N.Y. Product features and availability by state and company, and are solely the responsibility of each subsidiary.

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