Client Manager Small Case

About the role

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?

Responsibilities

• Coordinate service delivery of products and services to producers and customers and internal partners.
• Build effective relationships that support client and producer persistency, profitable growth, and competitive placement of new business.
• Build and maintain effective producer, customer, home office, and field office relationships.
• Initiate and deliver amendments.
• Facilitate service delivery and case onboarding support including answering contractual and process questions and training brokers and customers.
• Coordinate broker of record change and associated caseload transfers.
• Manage the renewal lifecycle for true group cases of 10-99 lives and meet or exceed targets for premium and case retention and profitability.
• Identify growth opportunities within assigned block to meet