The Standard

Director Presale Operations

The Standard$101K — $162K *
Healthcare
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma or GED required; Bachelor's degree preferred.
  • 8+ years in leadership roles, including team management.
  • Experience in quoting/RFP processes and Life & Supplemental Health products.
  • Strong knowledge of process improvement and change management techniques.
  • Excellent verbal and written communication skills.
  • Proficiency in Salesforce reporting tools and MS Office Suite; familiarity with PowerBI preferred.
  • Experience with Salesforce and Workday is preferred.

Responsibilities

  • Oversee strategic direction and management of Presale operations.
  • Ensure timely and accurate responses to RFP and Proposal requests.
  • Collaborate with key stakeholders across major business areas like Underwriting and Sales.
  • Lead the Presale team through all phases from intake to peer reviews and testing.
  • Develop and implement talent development and performance management strategies.
  • Analyze data to track capabilities and customer trends, providing reports to senior management.
  • Resolve conflicts between departments to enhance proposal accuracy and timeliness.

Benefits

  • Rich benefits package including medical, dental, vision, and 401(k) match.
  • Annual incentive bonus plan and generous paid time off.
  • Supportive management approach with opportunities for career growth.
  • Paid parental leave and adoption/surrogacy assistance.
  • Employee giving program that matches donations to eligible nonprofits.
Full Job Description
Job Summary

The Standard is seeking a Director, Presale Operations to oversee the strategic direction and management of the Presale business area. In this role, you will ensure that RFP and Proposal requests for all products are responded to in an accurate and prompt manner. The Director will collaborate with key stakeholders in all major business areas (including Underwriting, Actuary, and Sales) to manage workflows & processes, and deliver competitive, comprehensive, and accurate RFPs and Proposals. The Director will lead the entire Presale team operations; from intake, quoting, and RFPs to testing, peer reviews and new technology to support the presale process. This role is dedicated to upholding best practices and maintaining operational excellence by driving a streamlined, high-quality internal process for delivering timely presale support. Your experience with Life & Supplemental Health products will be highly sought after.

Other Key Responsibilities:
  • Conflict Resolution: Recognize and address conflicts between departments to produce timely and accurate proposal responses.
  • Talent Development & Performance Management: Develop a talent pipeline to ensure adequate resources are available to meet customer demands and business cycles. Monitor workflow and manage team performance, addressing issues and conflicts constructively. Develop and maintain robust training programs to enable employees to manage varying levels of complexity. Manage budgets and resources to achieve goals.
  • Data Analysis: Track and analyze data regarding capabilities, capacity and output. Create reporting to accurately track customer trends. Act as an expert resource to senior management and product owners.


Skills and Background You'll Need
  • EDUCATION: High School Diploma or GED required. Bachelor's degree preferred, experience may be considered in lieu of.
  • EXPERIENCE: 8+ years of progressively responsible leadership positions, people-leadership is a requirement. Quoting/RFP background or experience managing a complex team, including managers is required. Experience specifically with Life & Supplemental Health products is required.
  • Strong knowledge of process improvement and change management theories & techniques.
  • Excellent communication skills; verbal and written.
  • Demonstrated proficiency with Salesforce reporting tool and MS Office Suite is required.
  • Proven experience with data analytics, PowerBI tool is preferred.
  • Experience in Salesforce and Workday is preferred.


Key Behaviors of a Successful Candidate
  • Engaging Hearts & Minds: Creates a team identity and builds momentum toward a shared purpose.
  • Strategic Visioning: Considers different future scenarios, opportunities and risks to generate operational plans that align with the business unit/function's strategic vision.
  • Developing People: Delivers both individual and group feedback to support ongoing development and overall department performance.


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.
  • Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire's transition into the sales incentive plan.


Compensation is made up of a base salary, incentives, and/or other bonuses when applicable. This is a minimum range that can be increased based on performance and sales activity.

Salary Range:
$101,250.00 - $162,000.00

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

About The Standard

The Standard is a financial services company that provides insurance, retirement, and investment products to individuals and businesses. The company's insurance products include life, disability, and dental insurance. The Standard also offers retirement plans, such as 401(k) and pension plans, and investment products, including mutual funds and annuities. The company was founded in 1906 and is headquartered in Portland, Oregon. The Standard has over 3,000 employees and serves customers across the United States.
Learn more about The Standard
Size
3,000 employees
Industry
Founded
1998

Similar Jobs

More Jobs at The Standard

More Healthcare Jobs

Find similar Director Presale Operations jobs: