• Assume overall responsibility for management of clients (100-1999 lives) • Ensure client satisfaction, persistency, growth, and profitability goals are achieved • Build strong relationships with clients and brokers/consultants • Collaborate across internal teams to gain buy-in for account management strategy • Strategically manage the lifecycle of a client to drive the right solutions to their benefit needs • Achieve yearly financial growth goals

• Manage new case, renewal activity, and amendments • Identify and promote the sale of additional lines of coverage or plan improvements. • Promote new product offerings and enhanced product features • Recommend plan changes as appropriate • Facilitate the enrollment and re-enrollment process; conducting enrollment meetings or being present as benefit fairs, as needed • Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative. • Cultivate meaningful, effective relationships with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors)

Role Description We're currently looking for organized, reliable individuals to help support clients by coordinating details, managing schedules, and ensuring everything runs smoothly from start to finish. This is a fully remote position with flexible hours, making it a great fit for anyone looking to work independently while building valuable skills. No prior experience is required — training is provided. - Communicating with clients to understand their needs and preferences - Organizing schedules, confirmations, and important details - Providing clear, timely updates and support - Keeping everything on track to ensure a smooth experience - Assisting with coordination from start to finish Qualifications - Strong communication and organizational skills - Attention to detail and ability to stay on top of tasks - Comfortable working independently in a remote environment - Basic tech skills (email, apps, online systems) - Positive attitude and willingness to learn - Experience in customer service or coordination is helpful, but not required Requirements - Applicants must be authorized to work in: United States, United Kingdom, Mexico, Spain, Australia, or LATAM regions Benefits - 100% remote — work from anywhere - Flexible schedule options - Structured training provided - Supportive team environment - Opportunities for growth based on performance Who This Is Great For - Stay-at-home parents - Military spouses - Anyone looking for flexible, remote work - Individuals wanting to build new skills while working from home If you're organized, dependable, and enjoy helping others, we'd love to hear from you.

• Manage a portfolio of client accounts. • Maintain account health, retention, and client satisfaction. • Serve as the day-to-day relationship lead across active engagements. • Support account planning and identify opportunities for expansion. • Ensure client priorities remain aligned with business objectives and Verndale commitments. • Identify opportunities for additional services and solutions. • Help develop account plans that align client goals with Verndale capabilities. • Collaborate with internal teams to shape proposals and recommendations. • Coordinate key client interactions across the Verndale team to ensure clients experience Verndale as one team. • Monitor account performance, forecasts, and delivery progress. • Support renewal discussions and account planning efforts.