Client Manager – Small Case

The Standard

. Manage small-case client accounts .

Posted 9/30/2026full-timeRemote • Texas • United StatesMid-LevelSenior💰 $66,000 - $111,750 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing client accounts with a strong customer-first approach, applying knowledge of insurance contracts and regulations, and effectively summarizing complex information. Proficient in negotiation, independent decision-making, and collaboration to advocate for customer needs.

Highest-signal resume keywords

Life And Disability Insurance LicenseCustomer Service ExperienceNegotiation SkillsAccount ManagementInsurance Contracts Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Insurance Contracts KnowledgeTax Regulations UnderstandingUnderwriting Guidelines KnowledgeBasic Excel ProficiencyMath Skills

Soft Skills

Interpersonal SkillsTime ManagementOrganizational SkillsAdaptabilityCollaboration

Certifications & Qualifications

Life And Disability Insurance License

Industry Keywords

Customer AdvocacyEmployee BenefitsHR Generalist DutiesSales SupportClient Account Management

About the role

Key responsibilities & impact

Manage small-case client accounts
Support customers and clients with a customer-first approach
Apply knowledge of insurance contracts, statutes, tax regulations, and underwriting guidelines
Summarize and paraphrase complex information in clear, plain language
Negotiate and make independent decisions
Collaborate with teams and advocate for customers
Manage assigned caseload and territory
Travel as required by the role, caseload, and territory

Requirements

What you’ll need

Bachelor’s degree or equivalent education and/or relevant experience
3–5 years of progressive work experience in customer service, employee benefits, account management, sales support, or HR generalist duties preferred
Life and Disability insurance license for the resident state within the assigned hub; license must be obtained within 6 months of hire and kept current
Broad understanding of insurance contracts, statutes, tax regulations, and underwriting guidelines
Ability to summarize or paraphrase complex contract language, reports, and other subjects in plain language
Effective negotiation skills
Independent decision-making ability
Excellent interpersonal, time management, and organizational skills
Adaptability to changing priorities
Exceptional collaboration and customer advocacy
Demonstrated proficiency in writing, basic Excel, and math skills
May be required to travel based on role, assigned caseload, and territory
Must pass criminal background investigation and employment, education, and licensing verification
Must be bondable

Benefits

Comp & perks

Medical, dental, and vision insurance
401(k) plan with matching company contributions
Annual incentive bonus plan
Generous paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually
PTO increases with tenure
Career growth and advancement opportunities
Paid parental leave
Adoption/surrogacy assistance
Employee giving program that double matches donations to eligible nonprofits and schools
Supportive, responsive management approach