Customer Onboarding Specialist I

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

This customer-facing role leads and manages the onboarding process for new Employee Benefits customers in the small case market within Sales Support. The position is responsible for gathering sold case information from the customer, producer, and sales representative, and submitting it to initiate contract drafting and billing setup. The role ensures submitted materials accurately reflect customer intent, manages the onboarding lifecycle through installation, and transitions the group to the assigned Account Specialist for ongoing service. It also involves educating customers on The Standard’s services, resolving issues, and contributing to continuous improvement efforts by bringing forward the voice of the customer.

Key responsibilities may include:

• Gathering and submitting sold case information via Salesforce, forms, email, and phone
• Partnering with internal partners to ensure accuracy and resolve outstanding questions
• Leading group installation and transition to Account Specialist
• Driving problem resolution and contributing to process improvement initiatives

Skills and Background You’ll Need

Education:

• Bachelor’s degree strongly preferred but not required
• High School Diploma or equivalent required

Experience:

• Minimum 3 or more years of responsible group insurance experience in account management
• Preferred background in project management, benefits administration, case management, customer service, or sales
• Direct customer-facing experience in employee benefits is required

Must-Haves:

• Strong problem-solving skills for customer issues
• Ability to manage onboarding activities
• Effective communication and coordination across multiple teams
• Ability to manage multiple projects under tight deadlines
• Ability to work directly with external customers and internal partners across divisions

Preferred:

• Experience with Salesforce or similar CRM tools

Other Requirements:

• Primarily remote with potential cross-functional project participation
• Must be able to work independently and manage own schedule
• Occasional mentoring of new team members

Key Behaviors of a Successful Candidate

• Strong ownership and accountability for outcomes
• Effective and influential communicator
• Adaptable and solution-oriented in a fast-paced environment

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:

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. All employees of The Standard must be bondable.