Client Manager 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 developing professional expertise in particular subject matters. This position will develop an understanding of competitor practices and make change recommendations as appropriate for the Small or Mid-Market Team. Guided by professional standards, this position will provide technical and professional advice to internal and external customers. This position will feel comfortable analyzing information from a variety of sources, simplifying complex ideas, and recognizing items for escalation.

PRINCIPAL ACCOUNTABILITIES / ESSENTIAL FUNCTIONS

• Develop and execute new and changing case implementations.

• Proficient in all account set-up documents.  i.e Customer Agreement, commission forms, custom enrollment forms.

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

• Coordinate and collaborate with cross-functional teams to ensure completion of all tasks associated with management of accounts including implementation, ongoing service and issue resolution.

• Help support sales team through the coordination of marketing supplies and successfully transition case implementations to service team for ongoing support.

• Prioritizing work and assisting with team workload management.

• Initiate and drive communications that will provide optimal working conditions for a successful customer onboarding and life cycle experience.

• Apply critical thinking skills to determine when to use the Escalation Process or when an exception is needed.

• Identify areas of opportunity and provide feedback to management for improvements.

• Partner with AB sales representative to provide thorough customer updates, broker feedback and other pertinent action items that impact sales effectiveness.

Skills and Background You’ll Need

• Experience:  2 or more years of experience within Account Management to include small scale project management

• Education:   4-year Bachelor’s degree (Preferred)

• In lieu of the above education requirements, an equivalent combination of education and experience may be considered.

Key Behaviors of a Successful Candidate

• Excellent written and verbal communication skills. Must be able to read and interpret complex information, talk with customers and listen attentively.

• Must be able to work on multiple projects and complete high-quality work against strict and conflicting deadlines.

• Effectively build interpersonal relationship skills to establish working relationships with direct reports, peers and colleagues.

• Creative problem-solving and strong interpersonal skills.

• Ability to embrace and respect the team culture approach.

• Excellent presentation skills in front of high-level executives.

• Exhibit a can-do approach and aspire to excel in a fast-paced environment.

• Assertive self-starter with strong organizational skills.

• Ability to work with little to no supervision.

• Must be proficient in the following applications: Microsoft Office (Word, Excel, PowerPoint), Adobe Pro and various administration systems.

*The target compensation for this role is $55K - $65K

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.

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.