Client‑Facing Benefits Onboarding Specialist

StanCorp Financial Group, Inc; United States; Remote; USD 66,000 - 96,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) with company match

Annual incentive bonus

Generous PTO and holidays

Parental leave and family support

Job summary

The Standard is seeking a proactive onboarding specialist to manage the end-to-end setup for new Employee Benefits groups in the small-case market. You will collect and validate sold-case information, coordinate with internal teams to draft contracts and billing, and guide customers through installation and transition to ongoing service.

With a focus on customer-centric delivery, you will resolve issues, build trust, and push for process improvements.

Qualifications

• 3+ years of group insurance experience, including employee benefits and direct customer interaction.
• Experience using Salesforce or similar CRM tools.
• Background in project management, benefits administration, case management, customer service, or sales.
• Familiarity with contract set-up, billing processes, or Policyholder Services operations.
• Experience collaborating with cross-functional teams in a process-driven environment.

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

Group insurance experience

Salesforce CRM

Project onboarding coordination

Contract/billing familiarity

Cross-functional collaboration

Education

High School Diploma or Equivalent

Bachelor’s degree preferred

Tools

Salesforce

Job description

The Standard is seeking a proactive onboarding specialist to manage the end-to-end setup for new Employee Benefits groups in the small-case market. You will collect and validate sold-case information, coordinate with internal teams to draft contracts and billing, and guide customers through installation and transition to ongoing service.

With a focus on customer-centric delivery, you will resolve issues, build trust, and push for process improvements.