Benefits Implementation Analyst - Remote

The Standard

Portland (OR)

Hybrid

USD 66,000 - 96,000

Full time

2 days ago
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Benefits offered by this job

Medical benefits
Dental benefits
Vision benefits
401(k) matching
Annual bonus
Paid time off
Parental leave
Volunteer hours

Job summary

The Standard is seeking a customer-facing Onboarding Specialist to lead onboarding for new Employee Benefits groups in the small-case market. You will gather and validate sold-case information, coordinate with internal partners to craft contracts and billing, and guide customers through installation for a smooth transition to ongoing service.

You will use your onboarding lifecycle knowledge to resolve issues, build trust with customers, and drive continuous improvement with cross-functional

Qualifications

  • Minimum 3+ years of group insurance experience including employee benefits and direct customer interaction.
  • Experience with project management, benefits administration, case management, customer service, or sales.
  • Familiarity with Salesforce or similar CRM tools.

Responsibilities

  • Gather and confirm sold-case information from sales, producers, and customers.
  • Submit accurate group data for 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

Customer onboarding
Project management
Cross-functional collaboration
Customer service
Problem solving

Education

High School Diploma or Equivalent
Bachelor’s degree preferred

Tools

Salesforce

Job description

The Standard is seeking a customer-facing Onboarding Specialist to lead onboarding for new Employee Benefits groups in the small-case market. You will gather and validate sold-case information, coordinate with internal partners to craft contracts and billing, and guide customers through installation for a smooth transition to ongoing service.

You will use your onboarding lifecycle knowledge to resolve issues, build trust with customers, and drive continuous improvement with cross-functional

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