Proposal Set Up Specialist

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 :

Establish files, create and update databases, perform clerical duties and participate in special projects to contribute to efficient department service.

Principal Duties & Responsibilities :

Process proposals received by pouch, facsimile and email from the field offices on a daily basis by maintaining a tracking log, setting up proposals on the electronic rating system (OPUS), preparing manual files, and sorting and delivering the proposals to the appropriate regional underwriting teams within established time frame.

Serve as a resource to internal and external customers. Perform special projects as requested. Maintain effective working relationship with the field force, home office underwriters through proactive communication and problem resolution related to proposal set ups.

Monitor workload and redistribute items as needed within the team to maintain timeliness goals. Maintain procedural manual and provide training within current team to ensure back up is available if necessary.

Requirements :

• High School Diploma.
• 1 year experience within a professional office setting.
• 6 months working knowledge of insurance proposals.
• Beginning level of proficiency of Microsoft Word, Excel and Outlook

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 : 19.00 - 24.40

19.00 - 24.40

Standard 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 identity, 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, employment, education and licensing verification as a condition of employment.

All employees of The Standard must be bondable.