Client Manager, Regional Accounts Group Benefits (Northern CA)

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?

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

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 as 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.  

• High School Diploma; Bachelors 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. 

• Travel IS Required: % based on role, assigned caseload and territory requirements. 

• 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.