- Gather information from the customer, Producer, and Sales Representative after the sale has been finalized.
- Submit the group information to Policyholder Services teams while ensuring that the material correctly represents customer intent.
- Manage the new group through the drafting of contracts and initial bills while responding to customer questions.
- Install the new group once contracts and bills have been completed.
- Educate the customer about The Standard products, services and value proposition.
- Utilize every customer interaction to build trust by improving their experience with our service model.
- Be viewed as the expert within the onboarding team as you provide best-in-class customer service
- Direct customer-facing experience.
- Strong written and verbal communication skills (phone & email).
- Experience working with a variety of internal and external stakeholders.
- Experience with identifying issues and problem resolution.
- Experience managing multiple projects with demanding time constraints.
- Knowledge of billing/reporting setup, contract/document issue, billing, and specialized administrative activities.
- Strong command of Microsoft Office & Microsoft Excel is required.
- Experience with Salesforce & DocuSign is preferred.
- High School diploma or GED is required. Bachelor's degree is strongly preferred.
- 5+ years of group insurance experience is preferred.
- Attention to detail and accuracy.
- Problem-solving skills for complex customer issues.
- Motivated, takes pride in work, and needs little direction.
- Brings voice of the customer and knowledge of customer problems.
- Resources to provide best-in-class customer service.
- Strong, competitive benefits package.
- A culture invested in the personal & professional growth and development of each team member.
- Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on various factors, including individual and organizational performance.
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Customer Onboarding Specialist I - Portland, United States - StanCorp Financial Group
Description
At The Standard, you'll join a team focused on putting our customers first.
Our continued success is driven by a high-performance culture. We're looking for people who are collaborative, accountable, creative, agile and are driven by a passion for doing what's right - across the company and in our local communities.
We offer a caring culture where you can make a real difference, every day.
Ready to reach your highest potential? Let's work together.
The Standard is currently seeking a full-time Customer Onboarding Specialist for either the Portland office, or remote location.
Join The Standard as Customer Onboarding Specialist In this customer-facing role, you will be responsible for a successful, smooth customer onboarding experience from start to finish, for new Employee Benefits customers.
In this role, you will:
In addition to hiring against the job responsibilities and requirements, our successful candidates clearly demonstrate the following key characteristics in their work:
$62, $92,000.00
Positions will be posted for at least 5 days from original posting date.
Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., 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. 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 Standard 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, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.
Customer Onboarding Specialist I professionals in Portland
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Evan Eldridge
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