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Standard Insurance

Disability, life, retirement, investment insurance provider

Manager – EB Client Management

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A bachelor's degree in Business or a related field is required.
  • Three to five years of experience in supervision, preferably in the Employee Benefits field, or an equivalent combination of education and relevant experience.
  • A Life and Disability insurance license for all states within the office's assigned territory and the state of New York is required.
  • A personal automobile must be available for business use, with adequate insurance and a safe driving record.
  • Applicants must be bondable and complete criminal background, employment, education, and licensing verification.

Responsibilities

  • Manage and support business growth, profitability, and retention through customer service strategies and staff execution within the field Employee Benefits Sales and Service Office.
  • Coordinate a service strategy for assigned offices with the Director of Field Service, aligned with the overall service vision of the sales organizations.
  • Partner with the Employee Benefits Sales Manager to meet office goals and ensure long-term profitability and growth of the office block of business.
  • Develop and implement a business plan for assigned offices focused on profitability, persistency, and growth objectives.
  • Lead and motivate staff to maintain appropriate customer focus throughout the customer life cycle.
  • Provide leadership and counseling to staff to manage their customer blocks toward successful renewals through consistent service delivery.
  • Review, negotiate, and resolve complex service issues escalated by staff and internal or external customers.
  • Attend finalist presentations and other customer-facing meetings, and regularly accompany Account Managers on broker or customer visits.

Desired Qualifications

  • Supervisory experience in the Employee Benefits field is preferred.

About the Company

Standard Insurance

Disability, life, retirement, investment insurance provider

The Standard provides insurance, retirement, and investment products for individuals, families, and small businesses, including disability and life insurance, retirement plans, and workplace benefits. Its offerings are backed by services that support mental health and wellness, supervisor education, and compliance to help employees stay at work or return to work. The company differentiates itself with a proactive, whole-person approach to disability, a focus on mental health and substance use issues, and personalized workplace solutions for small businesses. Its goal is to protect people’s financial security while improving the workplace experience and supporting communities through financial and volunteer efforts.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Portland, OR
Founded
1998

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