Client Manager, Regional Accounts Group Benefits (Northern CA)
About The Position
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.
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.
- Live in the Northern CA area.
- Travel IS Required: % based on role, assigned caseload and territory requirements.
Nice To Haves
- Bachelors degree
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.
Benefits
- medical, dental, vision
- 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
- opportunities for career growth and advancement
- Paid parental leave
- adoption/surrogacy assistance
- An employee giving program that double matches your donations to eligible nonprofits and schools
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
