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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.

Responsibilities

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
Cultivate meaningful, effective relationships by collaborating 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; 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
Criminal background investigation and employment, education and licensing verification as a condition of employment
All employees must be bondable

Skills

Effective negotiation skills
Independent decision-making ability
Track record of building and maintaining long-term relationships

Location

Northern CA area

Work Type

Onsite

Experience Level

3-5 years

Education Level

High School Diploma
Bachelors degree preferred

Salary/Compensations

$66,000-111,750 base + incentive comp plan

Benefits

Medical
Dental
Vision
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
Supportive, responsive management approach
Opportunities for career growth and advancement
Paid parental leave
Adoption/surrogacy assistance
Employee giving program that double matches donations to eligible nonprofits and schools

About the Company

The Standard has built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law.
The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance.
The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited.
After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job.
Applicants will be provided an opportunity to explain and correct background information.