Client Manager, Regional Accounts Group Benefits (Northern CA)

StanCorp Financial Group, Inc; San Francisco (CA); On-site; USD 66,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Paid holidays and PTO

Job summary

The Standard in Northern California is seeking a Regional Client Manager on the Employee Benefits team to deliver outstanding service to Employer Groups of 100 to 499 lives. You’ll manage submissions, renewals, amendments, and identify opportunities to expand coverage while building strong relationships with clients and brokers.

Travel is required; a Life and Disability license for the resident state is expected within 6 months.

Qualifications

• 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.
• Licensed for Life and Disability insurance in resident state within assigned hub; license must be obtained within 6 months of hire.

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 enrollment and re-enrollment processes; attend enrollment meetings or benefit fairs as needed.

Skills

Client management

Negotiation

Relationship building

Communication

Sales support

Education

High School Diploma

Bachelor's degree preferred

Job description

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. 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.

Job Summary
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.

Skills & Background

• 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.

Key Behaviors of a Successful Candidate

• 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.

Why Join The Standard?

• 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
• In addition to the competitive salary range below, our employee‑focused benefits support work‑life balance
• Learn more about working at The Standard

Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance. 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.

Salary Range: $66,000-111,750 base + incentive comp plan
Positions will be posted for at least 5 days from original posting date

Equal Opportunity Employment

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. 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. Except where precluded by state or federal 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. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. 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. All employees of The Standard must be bondable.

The Standard is a family of companies dedicated to helping its customers achieve financial well‑being and peace of mind. In business since 1906, we’re a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee‑paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit www.standard.com or follow us on LinkedIn and Instagram.