Customer Onboarding Specialist I

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!