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IDI Policy Administration 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.
Principal Duties and Responsibilities:
30% This position works with New Business and Inforce policy administration and maintenance. Tasks include, evaluating requests, documentation and/or system input to create complete, accurate and legally defensible individual insurance contracts.
25% Collaborate with IDI Underwriters and other support staff to ensure appropriate risk management. Prepare and deliver policy change quotes.
25% Respond to telephone and email inquiries and process change requests from individual disability and ported life insurance policy owners, agents and representatives of policy owners and vendor requests.
20% Prepare correspondence, calculations, and monitor the status of requests as appropriate to ensure timely response and customer satisfaction. Other duties as assigned
Knowledge, Skills, and Abilities:
Has good organization skills, time management, attention to detail and critical thinking skills.
Must have strong written and oral communication skills and be able to perform basic math.
Continually building upon business and product knowledge. Seeks information to understand rationale and importance of change.
Completes assigned tasks and responsibilities, providing information to others in a timely manner.
Demonstrates attention to detail and listens to others, being considerate of others' opinions.
Follows standard procedures for solving the most basic problems, escalating all non-routine problems to a more experienced colleague or supervisor.
Completes steps necessary to meet work goals in a timely manner.
Fosters strong working relationships with teammates and internal customers.
Achieves & maintains team productivity and accuracy goals.
Evaluates and communicates policy information in a clear manner. In the scope of the role, it provides factual, technical, or policy related information with high sensitivity and discretion.
Foster strong working partnerships with own teammates, Underwriting, Producers, Agencies and Sales.
Job Specifications:
Required education: High school diploma. 1-2 years secondary education and/or equivalent experience.
Required professional licensure or certification: None
Location:
Employees in this role are eligible for fully remote work (other than periodic in-person meetings or other periodic business travel).
Travel Requirements:
Occasional travel only (such as for planning purposes, team-building, or conferences) may be required.
Please note - the salary range for this role is listed below. In addition to salary, our package includes incentive plan participation and comprehensive benefits including medical, dental, vision and retirement benefits, as well as an initial PTO accrual of 164 hours per year. Employees also receive 11 paid holidays and 2 wellness days per year.
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.
