Manager, Employee Benefits Client Management

Reposted Yesterday
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Insurance
The Role
Lead a HUB that manages employee benefits accounts (100–5,000 lives). Develop business plans, coach client management and sales analyst teams, manage renewals and escalations, oversee RFP workflow in Salesforce, drive revenue/retention, audit performance, and travel quarterly to HUB offices.
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?

We are seeking a strategic, people-focused leader to drive client management excellence and support long-term growth within our Employee Benefits Sales and Client Management HUB, located in Dallas or Houston Texas for cases over 100 lives. This role is responsible for leading client management strategies, coaching teams to deliver proactive and consultative service, and partnering closely with Sales leadership to strengthen revenue growth, client retention, and profitability. The ideal candidate brings a strong balance of leadership, customer focus, and business acumen, with the ability to align office strategy to broader organizational goals while also overseeing operational effectiveness across assigned locations.

  • Develop and implement a business plan for assigned HUB that encompasses a strategic focus on proactive, consultative, strategic, focused on revenue generation and retention of profitable business for cases >100 lives and <5000 lives.  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, and consistent service delivery. Support staffs’ advocacy of the customer within The Standard with all key internal partners, including within EB Operations and across ISG including Sales RSVPs, Sales Managers and Sales Reps.
  • Review, negotiate and resolve complex service issues escalated by staff and other internal and external customers.  Coordinate the preparation of renewal strategies and materials, and presentation of renewals to producers and/or policyholders. Attend finalist presentations or other customer facing meetings and accompany Account Managers or Client Managers on producer and/or customer visits.
  • Lead and motivate the Sales Analysts to ensure appropriate support of the sales organization. Provide leadership, counseling and training to the Sales Analysts to meet accuracy and production goals. Manage and monitor RFP workflow through Salesforce.
  • Motivate and inspire staff to assess customer needs to identify and implement customer-focused improvements to workflow, systems and procedures and process consistency, coordinate activities with other department and division stakeholders.
  • Audit and monitor individual and HUB results frequently and, in partnership with the Sr. Director, Client Management and Employee Benefits Sales Manager(s) redirect strategies as needed to meet financial objectives for profit and growth.
  • Travel to all HUB offices a minimum of once a quarter and as needed to ensure process consistency and staff development and engagement.                      

          

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:

$100k+ plus incentive compensation

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

  • Experience managing employee benefits accounts between 100 and 5,000 lives
  • Leadership experience managing client management or sales support teams
  • Experience preparing renewal strategies, negotiating complex service issues, and presenting renewals
  • Experience managing RFP workflow through Salesforce
  • Ability to travel to all HUB offices a minimum of once a quarter
  • Must be bondable; successful completion of criminal background investigation and employment, education and licensing verification

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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