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?
Principal Duties & Responsibilities :
45% Manage the renewal lifecycle for true group cases of 100-499 lives and meet or exceed targets for premium and case retention and profitability. Identify growth opportunities within assigned block to meet or exceed block growth and contribute to sales goals within the hub. Submit sold case documents and manage the implementation and installation for assigned groups.
35% Establish and follow an annual business plan to manage the assigned block of business. Conduct virtual and in-person customer and broker meetings. Build and maintain effective producer, customer, home office and field office relationships. Initiate and deliver amendments. Facilitate service delivery including answering contractual and process questions and training brokers and customers. Coordinate broker of record change and associated caseload transfers
10% Manage workload. Adhere to established guidelines for customer responsiveness and work timeliness
5% Participate in training and LEAN huddles. Assist less experienced peers. Achieve professional growth and development goals
5% Perform administrative tasks in support of general office operations. Participate on projects
Job Specifications :
Education : Bachelor’s degree or the equivalent of education and/or relevant experience
Experience : Prefer 3-5 years of progressive work experience in customer service, employee benefits, account management, sales support or HR generalist duties
Professional certification required : Life and Disability insurance license for resident state within assigned hub. License must be obtained within 6 months of hire date and kept current by meeting all continuing education, payment and other state DOI requirements Knowledge & Skills: Broad understanding of insurance contracts, statutes, tax regulations and underwriting guidelines; ability to summarize or paraphrase contract language, reports and other complex subjects using plain language in both written and verbal form; effective negotiation skills; independent decision-making ability; excellent interpersonal, time management and organizational skills; adaptability to changing priorities; exceptional collaborative aptitude and customer advocacy; demonstrated proficiency in writing, basic Excel and math skills
Travel Required : may be required based on role, assigned caseload and territo

Please refer the Job description for details