Regional Client Manager, Employee Benefits

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

Benefits offered by this job

Medical, dental, vision

401(k) with company match

Annual incentive bonus

Paid time off

Holidays and wellness days

Volunteer hours

Parental leave

Job summary

The Regional Client Manager role at The Standard focuses on providing exceptional support to Employer Groups (100–499 lives) on the Employee Benefits team. You will guide enrollment activities, educate clients on LOA, FMLA, STD/LTD, and voluntary products, and negotiate to strengthen client relationships.

Located in the Southern CA/NV area, the role requires travel and ongoing relationship-building with clients, brokers, and internal teams to grow coverage and improve plan outcomes.

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; license must be obtained within 6 months of hire date.
• 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.
• Collaborate with Sales Representatives, Brokers, Producers, Employer Groups, Policyholders, and vendors to provide the best outcomes.

Skills

Client management

Negotiation

Relationship building

Sales support

Education

High School Diploma

Bachelor's degree preferred

Job description

The Regional Client Manager role at The Standard focuses on providing exceptional support to Employer Groups (100–499 lives) on the Employee Benefits team. You will guide enrollment activities, educate clients on LOA, FMLA, STD/LTD, and voluntary products, and negotiate to strengthen client relationships.

Located in the Southern CA/NV area, the role requires travel and ongoing relationship-building with clients, brokers, and internal teams to grow coverage and improve plan outcomes.