Customer Onboarding Specialist I

$62,750 - $92,000/Yr

The Standard Agency - Portland, OR

Full-time - Entry Level

Portland, OR

Personal and Laundry Services

About the position

As a Customer Onboarding Specialist at The Standard, you will lead and manage the onboarding process for new Employee Benefits customers in the small case market. This role involves 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 will serve as the main point of contact for resolving issues and answering customer queries while educating them about our products and services. Your understanding of the onboarding lifecycle and ability to build strong relationships with internal teams will be crucial in driving a positive customer experience and contributing to continuous improvement initiatives.

Responsibilities

• Manage onboarding for new groups in the small case market.
• Verify and submit case information to Policyholder Services.
• Facilitate contract drafting and billing processes.
• Educate customers about products and services offered.
• Act as the primary contact for customer issues and work towards resolution.
• Ensure high customer satisfaction throughout the onboarding process.

Requirements

• 3+ years of group insurance experience with a focus on project management, case management, or customer service.
• Proven problem-solving skills and experience handling complex onboarding activities.
• Direct customer-facing experience in employee benefits.
• Effective communication skills and attention to detail.
• Ability to work independently with minimal direction and manage multiple projects effectively.

Nice-to-haves

• Bachelor's degree in a relevant field.
• Familiarity with Salesforce or similar CRM systems.

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Opportunities for advancement
• Paid holidays
• Paid time off