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? Job Summary In 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 Need Education: 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. 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. 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. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard s property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. 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.

Requirements

Must-haves

The next part of your journey is right around the corner — with The Standard.
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 Need
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?
A supportive, responsive management approach and opportunities for career growth and advancement
An employee giving program that double matches your donations to eligible nonprofits and schools
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.

Nice-to-haves

Education: High School Diploma or Equivalent, Bachelor’s degree preferred
An annual incentive bonus plan

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Paid Time Off

Parental Leave

Wellness