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.
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:
$66,000.00 - $96,250.00
Positions will be posted for at least 5 days from original posting date.
