Implementation and Underwriting Specialist II
About The Position
This role supports the growth and profitability of The Standard’s Employee Benefits business by analyzing and evaluating risk for new and renewing groups. It applies underwriting guidelines to validate rates, plan designs, and contract provisions while helping ensure cases are implemented accurately and on time. The role works with Underwriting, Contracts, Premium Administration, and Field partners to address implementation issues and support a positive customer experience. Success requires strong analytical skills, sound judgment, effective communication, and the ability to manage multiple priorities. The role also contributes to process improvements and provides subject matter expertise, training support, and mentorship to team members.
Requirements
- High school diploma or equivalent required.
- At least 1 year of insurance experience; experience in disability benefits is preferred.
- Understanding of plan design and benefit structures.
- Customer service experience in a high-volume and/or complex work environment.
- Proficiency in Microsoft Excel, including data extraction, formatting, and basic formula functions.
- Strong written and verbal communication skills and the ability to explain information clearly and effectively.
- Excellent organizational and time-management skills, including the ability to manage multiple priorities.
- Ability to build and maintain strong working relationships with Underwriting, Contracts, Premium Administration, and Field partners.
- Demonstrated problem-solving skills and strong attention to detail and accuracy.
- Ability to work independently and contribute as a collaborative, supportive team member.
Nice To Haves
- Insurance experience in disability benefits.
Responsibilities
- Analyze and evaluate new business, sold cases, and renewal risks using underwriting guidelines and contract provisions.
- Validate rates, plan designs, and insurance risk assessments to support business growth and profitability.
- Partner with Underwriting, Contracts, Premium Administration, and Field teams to ensure accurate and timely case implementation.
- Resolve implementation and service issues through communication, problem-solving, and cross-functional collaboration.
- Manage multiple priorities and identify process improvement opportunities.
- Provide subject matter expertise, training support, and mentorship to team members.
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
- Paid parental leave
- Adoption and surrogacy assistance
- Employee giving program that double matches donations to eligible nonprofits and schools
- Career growth and advancement opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
