Client Manager, Regional Accounts Group Benefits (Northern CA)

The Standard • San Francisco, CA

13d • $66,000 - $111,750

About The Position

As a Regional Client Manager on The Standard’s Employee Benefits team, you will provide support and customer service to an assigned caseload of employer groups with 100 to 499 covered lives, guiding and educating clients about their benefit products. Products include leave of absence (LOA), FMLA, short-term disability (STD), long-term disability (LTD), life insurance, and voluntary and state-specific statutory products. The position requires effective negotiation, independent decision-making, and the ability to build and maintain long-term relationships.

You will serve as the primary point of contact for client management issues for your assigned book of business and collaborate with internal and external customers—including Sales Representatives, brokers, producers, employer groups, policyholders, and vendors—to support effective outcomes. The role requires travel based on the position, assigned caseload, and territory requirements. Candidates must live in Northern California.

Requirements

• High school diploma required.
• Three to five years of progressive work experience in employee benefits, client management, or sales support in the employee benefits insurance industry.
• Life and Disability insurance license for the resident state within the assigned hub; the license must be obtained within six months of hire and kept current by meeting continuing education, payment, and other state Department of Insurance requirements.
• Must live in the Northern California area.
• Travel is required, with the amount based on the role, assigned caseload, and territory requirements.
• Effective negotiation skills, independent decision-making ability, and a track record of building and maintaining long-term relationships.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Serve as the primary point of contact for Client Management issues for an assigned book of business.
• Manage new case submissions, renewals, and amendments.
• Identify and promote 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 enrollment and re-enrollment, including conducting enrollment meetings or attending benefit fairs as needed.
• Highlight the advantages of doing business with The Standard in coordination with the assigned Sales Representative.
• Build and maintain effective relationships with internal and external customers, including Sales Representatives, brokers, producers, employer groups, policyholders, and vendors.
• Provide daily guidance and education about benefit products to assigned employer groups.

Benefits

• Medical, dental, and vision benefits.
• 401(k) plan with matching company contributions.
• Annual incentive bonus plan.
• Paid time off, including 11 holidays, two wellness days, and eight annual volunteer hours; PTO increases with tenure.
• Opportunities for career growth and advancement.
• Paid parental leave.
• Adoption and surrogacy assistance.
• Employee giving program that double matches donations to eligible nonprofits and schools.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED