Client Manager, Regional Accounts (Southern CA/NV)

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

Benefits offered by this job

Medical, dental, vision

401(k) with company matching

Paid time off

Parental leave

Job summary

The Standard is seeking a Regional Client Manager on the Employee Benefits team in Southern CA/NV. You will provide exceptional support and education to employer groups and coordinate with Sales Representatives, Brokers, and Vendors to deliver optimal benefit solutions.

The role requires negotiation, independent decision-making, and a track record of building lasting relationships. Travel and licensure in life and disability insurance are required within six months of hire.

Qualifications

• 3-5 years of progressive work experience in employee benefits, client management, or sales support in the employee benefits insurance industry.
• Professional Life and Disability insurance license required 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 requirements.

Responsibilities

• 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.
• 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.
• Collaborate with internal and external customers to provide the best possible outcome for all parties involved.

Skills

Negotiation

Relationship building

Customer service

Independent decision-making

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 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.

Key Responsibilities

• 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.
• 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.

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.

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.

Travel

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

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
• Competitive salary range below, our employee-focused benefits support work-life balance.
• Salary Range: $66,000-111,750 base + incentive

EEO & Diversity

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.

Criminal Background and Bondability

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.

Company Information

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.

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