Customer Onboarding Specialist I - Military veterans preferred

2024-09-25
The Standard
Other

/yr

  employee   contract


Portland
Pennsylvania
97201
United States


Remote Type: Remote (USA)
Portland, OR
Remote, USA
Time Type: Full time
Requisition ID: REQ005032


Description:

At The Standard, you’ll join a team focused on putting our customers first.

Our continued success is driven by a high-performance culture. We’re looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what’s right – across the company and in our local communities.

We offer a caring culture where you can make a real difference, every day.

Ready to reach your highest potential? Let’s work together.

As a Customer Onboarding Specialist at The Standard, you'll lead and manage the on-boarding process for new Employee Benefits customers in the small case market. Your role will involve gathering and verifying customer information, submitting accurate details to Policyholder Services, and ensuring a smooth transition through contract drafting, billing setup, and final installation. You'll be the main point of contact for resolving issues and answering customer queries, while also educating them about our products and services. By leveraging your understanding of the on-boarding lifecycle and building strong relationships with internal teams, you'll drive a positive customer experience and contribute to continuous improvement initiatives.

  • Responsibilities include managing on-boarding for new groups, verifying and submitting case information, and facilitating contract and billing processes.

  • Educate customers about our products and services and ensure a seamless installation experience.

  • Act as the primary contact for customer issues and work towards resolution, ensuring high customer satisfaction.

  • Ability to work independently with minimal direction and manage multiple projects effectively is a requirement of the role.*

Skills and Background You’ll Need

  • Must-have: 3+ years of group insurance experience with a focus on project management, case management, or customer service.
  • Must-have: Proven problem-solving skills and experience handling complex on-boarding activities.
  • Must-have: Direct customer-facing experience in employee benefits.
  • Preferred: Bachelor’s degree in a relevant field.
  • Preferred: Familiarity with Salesforce or similar CRM systems.
  • Other: Effective communication skills and attention to detail. Ability to work in a fast-paced environment and manage changing priorities.

Key Behaviors of a Successful Candidate

  • Customer-Centric: Dedicated to providing exceptional customer service and building strong relationships.
  • Proactive Problem Solver: Takes ownership of issues and drives them to resolution efficiently.
  • Organized: Manages multiple projects and deadlines effectively while maintaining attention to detail.

Why Join The Standard?

We have built an enduring legacy of stability, innovation, and financial strength thanks to the contributions of the talented, creative, and compassionate 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 a 401(k) plan with matching company contributions.
  • An annual incentive bonus plan.
  • Generous paid time off.
  • A supportive and responsive management approach.
  • Opportunities for career growth and advancement.
  • Paid time off to volunteer.
  • An employee giving program that double matches your donations to eligible nonprofits and schools.
  • Much more!

Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.

  • Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.

Salary Range:

$62,750.00 - $92,000.00

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 Equities, Inc. and StanCorp Investment Advisers, Inc., 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. 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 Standard 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, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.




About Us:

The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we’re a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit www.standard.com or follow us on LinkedIn.






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