Customer Mgmt Specialist New Business

Company: StanCorp Financial Group, Inc
Location: Portland
Posted on: March 20, 2023

Job Description:

Customer Mgmt Specialist New Business page is loaded Customer Mgmt Specialist New Business Apply locations Portland, OR Remote, USA time type Full time posted on Posted Yesterday job requisition id REQ003557 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.Job Summary:Support business growth by providing single point of contact support for assigned agency contacts during the IDI new business underwriting process. Proactively manages agency cases throughout the underwriting and placement process; accountable for creating a positive customer experience while driving increasingly shorter cycle time requirements. Proactively reviews agency performance and advocates for improved agency practices; trains agency staff on regulatory requirements and best practices. Responsible for implementing home office changes with assigned agencies.Principal Duties & Responsibilities:

• Primary home office contact for both external and internal customers in relation to all new business processes. -
• Assist underwriter with underwriting of individual applications by evaluating quality and relevancy of requirements as submitted. -
• Explain the need for and follow-up throughout the process to obtain requested information, documentation and/or regulatory compliant documents to ensure case and policy accuracy at time of issue. -
• Monitor activity of Staff Assistants, external vendors and Contract Specialists in tracking and following up on outstanding delivery requirements; handle service or cycle time escalations with Staff Assistants, Contract Specialists and vendors.
• Effectively manage assigned account relationships in order to meet customer service objectives and cycle time goals.
• Analyze agency case management practices and results to identify opportunities for improvement. -
• Facilitate regular calls with agency team, collaborating with other team members in underwriting, sales or policy administration, to identify opportunities for improvement. -
• Provide training and consulting on business processes and systems. -
• Collaborate with internal business units and sales team through proactive communication and problem solving to deliver positive customer experience.
• Train agency staff on service changes or improvements initiated by the home office or external vendors.
• Lead on-boarding of new distribution partners for new business processes. -
• Develop training plan and conduct training for agency staff in coordination with IDI Sales Consultants.
• Participate in department process or service improvement projects as a subject matter expert. Contribute ideas to improve own department or partner department process or service standards. -
• Train peer organizations in process and best practices.Job Specifications: 1. -Education: - post-high school coursework completed or equivalent work experience 2. -Experience: -
  • Three or more years demonstrated client service/relationship management experience in the insurance field, or an equivalent combination of education and/or relevant experience. -
  • MS Office suite plus workflow tool experience. -
  • Demonstrated and proven strong customer service skills including negotiation, training, problem solving and consulting. -
  • Strong written and verbal communication required.
  • Finance and disability insurance experience preferred.
  • Practical experience in a continuous improvement environment or significant initiative is preferred.3. Professional certification required: -N/A4. Location: This position is remote but employees must work standard Pacific Time hours; Pacific Time zone residency is strongly preferred. If residing on the east coast, employees must be able to work until at least 7pm ET.#LI-REMOTE 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.
    • 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. Salary Range: 23.20 - 30.89Standard 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, 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, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable. About Us The Standard is a family of companies dedicated to helping its customers achieve financial well-being and peace of mind. In business since 1906, we're a leading provider of group and individual disability insurance, group life, dental and vision insurance, voluntary (employee-paid) benefits, absence management services, and retirement plans and annuities for employers and individuals. For more information about The Standard, visit www.standard.com or follow us on Facebook , Twitter or LinkedIn .

Keywords: StanCorp Financial Group, Inc, Portland , Customer Mgmt Specialist New Business, Other , Portland, Oregon