Job SummaryIn this customer-facing role, you will lead and manage the on-boarding process for new Employee Benefits groups in the small-case market. You'll gather and validate sold-case information, coordinate with internal partners to ensure accurate contract drafting and billing, guide customers through installation, and deliver a smooth, informed transition to ongoing service. You'll use your understanding of the on-boarding lifecycle to resolve issues, build trust with customers, and bring forward insights that support continuous improvement.
Key Responsibilities- Gather and confirm sold-case information from sales, producers, and customers.
- Submit accurate group data to Policyholder Services and partner through the scrub process.
- Lead customers through contract review, billing setup, and use of service tools like AdminEase.
- Install new groups and transition them to the assigned Account Specialist.
- Bring customer insights to continuous improvement efforts and collaborate on process enhancements.
Skills and Background You'll NeedEducation: High School Diploma or Equivalent,Bachelor's degree preferred
Experience: 3+ years of group insurance experience, including employee benefits and direct customer interaction.
- Experience in project management, benefits administration, case management, customer service, or sales.
- Demonstrated ability to resolve customer issues and manage complex on-boarding activities.
- Experience using Salesforce or similar CRM tools.
- Background collaborating with cross-functional teams in a process-driven environment.
- Familiarity with contract setup, billing processes, or Policyholder Services operations.
Key Behaviors of a Successful Candidate- Adaptability: Adjusts quickly to changing priorities and sees possibilities in evolving circumstances.
- Customer Focus: Builds trust through clear communication, proactive problem solving, and ownership of outcomes.
- Winning Together: Works effectively with diverse internal and external partners to move work forward.
- 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:
$66,000.00 - $96,250.00
Positions will be posted for at least 5 days from original posting date.
