Client Manager, Regional Accounts Group Benefits (Northern CA)

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.

About the role

As a Regional Client Manager on the Employee Benefits team, you will provide exceptional support and customer service to your assigned caseload (Employer Groups of 100 to 499 lives), through daily guidance and education of their benefit products. The products you will be working with are LOA, FMLA, STD, LTD, Life, and an assortment of voluntary and state-specific statutory products. You will need to have effective negotiation skills, independent decision-making ability, and a track record of building and maintaining long-term relationships.

• Be the primary point of contact for Client Management issues for your assigned book of business
• Manage new case submissions, renewal activity, and amendments
• Identify and promote the sale of additional lines of coverage or plan improvements
• Participate in in-person client and broker meetings
• 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 at benefit fairs, as needed
• Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative

In addition to servicing accounts, your ability to cultivate meaningful, effective relationships will be vital as you collaborate with internal and external customers (Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors) to provide the best possible outcome for all parties involved.

Requirements

• High School Diploma; Bachelor's degree preferred
• 3-5 years of progressive work experience in employee benefits, client management, or sales support in the employee benefits insurance industry
• Professional certification required: Life and Disability insurance license for resident state within assigned hub. License must be obtained within 6 months of hire date and kept current by meeting all continuing education, payment, and other state DOI requirements
• Travel is required: percentage based on role, assigned caseload, and territory requirements

Skills

• Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives, and pushing them to bring the best ideas forward
• Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations
• Adaptability: Sees possibilities in changing circumstances, accepts and understands change, and alters behavior as necessary

Benefits

• 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

Pay

Salary Range: $66,000–111,750 base + incentive compensation plan. The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

To be considered for this role you will need to live in the Northern CA area.