Employee Benefits Implementation Analyst

Standard Insurance; Portland (OR); On-site; USD 66,000 - 96,000; Full time

Job summary

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

You will use your knowledge of the onboarding lifecycle to resolve issues, build trust with customers, and contribute to continuous

Qualifications

• Education: High School Diploma or Equivalent; Bachelor's degree preferred.
• 3+ years of group insurance experience with direct customer interaction.
• Experience in project management, benefits administration, case management, customer service, or sales.
• 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.

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

Project management

Customer service

Sales

Cross-functional collaboration

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 the onboarding process for new Employee Benefits groups in the small-case market. You will gather and validate sold-case information, coordinate with internal partners to ensure accurate contract drafting and billing, and guide customers through installation and transition to ongoing service.

You will use your knowledge of the onboarding lifecycle to resolve issues, build trust with customers, and contribute to continuous