Implementation Analyst

The StandardPortland, OR
$66,000 - $96,250

About The Position

In this customer‑facing role, you will lead and manage the on‑boarding process for new Employee Benefits groups in the small‑case market. You’ll gather and validate sold‑case information, coordinate with internal partners to ensure accurate contract drafting and billing, guide customers through installation, and deliver a smooth, informed transition to ongoing service. You’ll use your understanding of the on‑boarding lifecycle to resolve issues, build trust with customers, and bring forward insights that support continuous improvement.

Requirements

  • High School Diploma or Equivalent
  • 3+ years of group insurance experience, including employee benefits and direct customer interaction.
  • Experience in project management, benefits administration, case management, customer service, or sales.
  • Demonstrated ability to resolve customer issues and manage complex on‑boarding activities.
  • Experience using Salesforce or similar CRM tools.
  • Background collaborating with cross‑functional teams in a process‑driven environment.
  • Familiarity with contract setup, billing processes, or Policyholder Services operations.

Nice To Haves

  • Bachelor’s degree preferred

Responsibilities

  • Gather and confirm sold‑case information from sales, producers, and customers.
  • Submit accurate group data to Policyholder Services and partner through the scrub process.
  • Lead customers through contract review, billing setup, and use of service tools like AdminEase.
  • Install new groups and transition them to the assigned Account Specialist.
  • Bring customer insights to continuous improvement efforts and collaborate on process enhancements.

Benefits

  • medical, dental, vision
  • 401(k) plan with matching company contributions
  • An annual incentive bonus plan
  • Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
  • Paid parental leave and adoption/surrogacy assistance
  • An employee giving program that double matches your donations to eligible nonprofits and schools
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