• Engaging with inbound enquiries through digital platforms. • Conducting structured introductory conversations via phone or Zoom. • Providing accurate information using established systems and processes. • Supporting individuals through the initial stages of their journey. • Participating in ongoing learning and professional development.

Role Description Do you thrive in organized environments, enjoy helping others, and take pride in creating seamless experiences behind the scenes? We're currently seeking detail-oriented, reliable individuals to support clients by coordinating plans, managing logistics, and ensuring everything runs smoothly from start to finish. This is a fully remote opportunity designed for individuals who value flexibility, independence, and the ability to grow within a supportive, professional environment. No prior industry experience is required — comprehensive training and ongoing support are provided. - Connect with clients to understand their preferences, needs, and expectations - Coordinate schedules, confirmations, and key details with accuracy - Provide clear, timely, and professional communication throughout the process - Manage logistics to ensure a smooth and stress-free client experience - Maintain organization while handling multiple moving parts Qualifications - Strong communication skills and a client-first mindset - Highly organized with strong attention to detail - Self-motivated and comfortable working independently - Tech-comfortable (email, apps, online platforms) - Positive, reliable, and eager to learn - Experience in customer service, coordination, or planning is a plus, but not required. Benefits - 100% Remote — work from anywhere - Flexible schedule — built around your lifestyle - Structured training + ongoing mentorship - Growth opportunities based on performance - Collaborative, supportive team environment Location Requirements - Applicants must be authorized to work in: United States, United Kingdom, Mexico, Australia, LATAM, or Spain What to Expect Next Selected applicants will be invited to a brief, professional information session where we'll walk you through: - A closer look at the role and day-to-day responsibilities - Compensation structure and earning potential - Training, tools, and ongoing support - Next steps and how to get started This session is designed to give you a clear understanding of the opportunity and allow you to ask any questions before moving forward. Apply to Learn More If you're looking for a flexible, remote opportunity where you can develop valuable skills while supporting clients and creating meaningful experiences — we'd love to connect.

• 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)