Client Manager Consultant AH

Join The Standard

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 using their industry knowledge, expertise, and organizational skills to complete various requests. We are looking for a motivated and detail-oriented Broker and Client Service Specialist to join our team. This role involves working directly with brokers and clients to provide exceptional service, support, and guidance throughout the transaction process. You will act as a liaison between internal teams and external stakeholders, ensuring seamless communication and efficient resolution of any issues. The ideal candidate has a strong customer service background, excellent problem-solving skills, and the ability to build and maintain strong relationships with brokers, clients, and internal departments.

Principal Accountabilities / Essential Functions

• Have end-to-end knowledge of the pre-sale, implementation, and ongoing service processes.
• Serve as the primary point of contact for brokers and clients, providing exceptional service and support throughout the transaction lifecycle.
• Build and maintain strong relationships with brokers, clients, and internal teams to ensure a smooth and effective service delivery.
• Manage broker and client inquiries, resolving any issues or concerns in a timely and efficient manner.
• Provide detailed product and service information to brokers and clients, guiding them through the processes and answering any questions.
• Coordinate with internal departments such as Sales, Operations, and Compliance to facilitate smooth transactions and resolve any process-related challenges.
• Monitor and manage client and broker accounts to ensure timely processing of documentation, payments, and transactions.
• Ensure compliance with industry regulations and internal policies, providing guidance to brokers and clients when necessary.
• Identify areas of opportunity and provide feedback to management for improvements.
• Lead calls and participate in projects to improve processes for team and department.
• 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 : 3 or more years of account management experience with proven ability in the following areas :

Education : Bachelor's Degree or equivalent experience

Key Behaviors of a Successful Candidate

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 :

In addition to the competitive salary range below, our employee-focused benefits support work-life balance.

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 : $48,000.00 - $70,250.00

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.