Client Management Sr Associate

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 across the nation, 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

Deliver personalized service and respond to product and service questions. Communicate product information, policies, and procedures clearly using various technologies. Problem solve, perform initial research, and follow up on client issues. Monitor work status, prepare customized correspondence, and make outbound calls as needed. Facilitate call escalation and practice de-escalation techniques to enhance member experience.

Collect and analyze member information to determine eligibility and set-up for products. Approve and communicate resolutions within guidelines. Solicit and analyze customer feedback to identify service improvements and recommend procedural changes. Utilize online tools to monitor performance results and achieve performance metrics within the Client Success Team. Support division projects involving customer-focused activities and administrative functions. Intake requests from external Distribution Partners and provide resolution or accurate routing.

Principal Duties and Responsibilities:

• Build and maintain effective relationships with producers, customers, home office, and field office (50%).
• Identify growth opportunities within assigned block to meet or exceed sales goals (30%).
• Manage workload and adhere to guidelines for customer responsiveness and work timeliness (10%).
• Perform administrative tasks and participate in projects as assigned (10%).

Skills and Background You’ll Need

• Strong customer service skills including negotiation, training, and consulting.
• Ability to intake information, research, and problem solve.
• Effective communication with internal and external stakeholders.
• Ability to work in a fast-paced environment and manage multiple tasks is a requirement of the role. *
• Candidates for this role must reside in the state of California.

Education and Experience:

• High school diploma or equivalent required.
• Post-high school coursework completed or equivalent work experience preferred.
• Life and Health insurance licenses required.
• 2+ years of client service/relationship management experience in the insurance field, or an equivalent combination of education and experience.

Key Behaviors of a Successful Candidate

• Integrity
• Willingness to learn
• Independence
• Ambition
• Adaptability

Why Join The Standard?

We have built an enduring legacy of stability, innovation, and financial strength thanks to the contributions of talented, creative, and compassionate people. When you join The Standard, you can expect:

• A rich benefits package including a 401(k) plan with matching company contributions
• An annual incentive bonus plan
• Generous paid time off
• A supportive and responsive management approach
• Opportunities for career growth and advancement
• Paid time off to volunteer
• An employee giving program that double matches your donations to eligible nonprofits and schools
• Much more!

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 Equities, Inc. and StanCorp Investment Advisers, Inc., 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. 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 Standard 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, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.