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Client Manager Consultant - American Heritage

Client Manager Consultant - American Heritage

The StandardPortland, OR, US
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The Standard Broker And Client Service Specialist

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

Functional Skills

  • Proven experience in a broker support, client service, or customer relationship role, preferably in the finance or insurance industries.
  • Exceptional organizational skills and attention to detail.
  • Knowledge of industry regulations and compliance requirements.
  • Excellent written and verbal communication skills. Must be able to read and interpret complex information, talk with customers and listen attentively
  • Effectively build interpersonal relationship skills to establish working relationships with direct reports, peers and colleagues
  • Creative problem-solving and strong interpersonal skills
  • Ability to embrace and respect the team culture approach
  • Must be proficient in the following applications : Microsoft Office (Word, Excel, PowerPoint), Adobe Pro and various administration systems

    • Education : Bachelor's Degree or equivalent experience

    Key Behaviors of a Successful Candidate

  • Relationship-Oriented : Capable of building strong, positive relationships with both brokers and clients to ensure long-term satisfaction and business success.
  • Problem-Solver : Proactive in identifying potential issues and finding effective solutions quickly.
  • Collaborative : Works well with cross-functional teams and can manage internal and external relationships effectively.
  • Detail-Oriented : Committed to ensuring accuracy in documentation, processes, and communication.
  • Customer-Centric : Focused on delivering excellent service and exceeding client expectations.
  • The target compensation for this position is $65K - $75K

    • 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 :

  • 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.

    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. All employees of The Standard must be bondable.

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