Implementation Analyst PHS

The Standard•Portland, OR
•$66,000 - $96,250

About The Position

In this customer-facing role, the Implementation Analyst leads and manages onboarding for new Employee Benefits groups in the small-case market. The role gathers and validates sold-case information, coordinates with internal partners to ensure accurate contract drafting and billing, guides customers through installation, and supports a smooth transition to ongoing service. The analyst uses knowledge of the onboarding lifecycle to resolve issues, build customer trust, and contribute insights to continuous improvement.

Requirements

  • High school diploma or equivalent.
  • At least 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 onboarding 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 such as 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 insurance
  • Dental insurance
  • Vision insurance
  • 401(k) plan with matching company contributions
  • Annual incentive bonus plan
  • Paid time off, including 11 holidays, 2 wellness days, and 8 volunteer hours annually; PTO increases with tenure
  • Opportunities for career growth and advancement
  • Paid parental leave
  • Adoption and surrogacy assistance
  • Employee giving program that double matches donations to eligible nonprofits and schools
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