Client Manager Regional Accounts

The Standard

Base: $87k depending on experience; bonus: annual ...
Onsite
Life and disability insurance license
Client management experience in insurance
Managing employer groups of 100 to 499 lives
The role focuses on providing exceptional support and customer service to assigned caseloads of employer groups

Job Summary

  • The role focuses on providing exceptional support and customer service to assigned caseloads of employer groups.
  • Candidates will identify opportunities to sell additional lines of coverage and recommend plan improvements.
  • The company offers a rich benefits package including medical, dental, vision, and a 401(k) plan with matching contributions.

Matching Summary

The role focuses on providing exceptional support and customer service to assigned caseloads of employer groups.

Salary

Base: $87k depending on experience; Bonus: Annual incentive compensation bonus plan; Benefits: Medical, dental, vision, 401(k) match

Skills & Requirements

Must-have

  • Life and Disability insurance license
  • Client management experience in insurance
  • Managing employer groups of 100 to 499 lives

Nice-to-have

  • Customer-first mindset
  • Strong relationship building skills
  • Ability to conduct enrollment meetings

Key Requirements

  • High School Diploma
  • Life and Disability insurance license for all states within territory
  • 2+ years of client management experience in insurance

Work Rights

Must be bondable; background check required

Tailored Resume

Cover Letter