Client Manager, Regional Accounts (Southern CA/NV)

The Standard; Irvine (CA); On-site; USD 66,000 - 112,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401(k) with company matching

Annual incentive bonus

Generous PTO and holidays

Parental leave and adoption/surrogacy

Volunteer hours

Job summary

The Standard seeks a Regional Client Manager on the Employee Benefits team to support employer groups of 100 to 499 lives and educate them on LOA, FMLA, STD, LTD, Life, and voluntary products. You will negotiate, cultivate strong relationships, and serve as a trusted advisor to clients and brokers in the Southern CA/NV area.

You will coordinate enrollment activities, manage renewals, promote plan improvements, and collaborate with Sales Reps, Brokers, Producers, Employer Groups, Policyholders,

Qualifications

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

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.
• In addition to servicing accounts, your ability to cultivate meaningful, effective relationships will be vital as you collaborate with internal and external customers to provide the best possible outcome for all parties involved.

Skills

Client management

Negotiation

Relationship building

Communication

Education

Bachelor's degree preferred

Life and Disability insurance license

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 Southern CA/NV 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 You’ll Need

• 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?

We have 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. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• 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

Positions will be posted for at least 5 days from original posting date.

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