National Account Specialist

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POST DATE 9/13/2016
END DATE 10/21/2016

StanCorp Financial Group, Inc. Salem, OR

Salem, OR
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
Bachelors Degree




Employers count on The Standard ( to meet their employees needs for group life, disability and dental insurance products and services. But they also know we go beyond simply meeting needs. We help people achieve financial well-being and peace of mind. If you want to make a positive difference for customers, consider pursuing your career dreams with us.

Support business growth, profitability and retention by partnering with National Accounts Consultants (NAC) and Account Managers (AM) to develop and maintain effective customer service relationships with our National Account policyholders and producers.. Perform and coordinate key business activities including but not limited to root cause analysis of customer issues, analysis and preparation of customer metrics, proposal support, managing customer profiles, performance guarantee reporting, finalist and renewal preparation support and issue log management.


Contribute to the company s success through excellent customer service and process improvements that meet or exceed performance objectives for the following major job functions:

Support effective relationships with policyholders and producers on assigned caseload with, responsive communication, problem resolution and meeting customer expectations. Work with National Account Consultants/ Account Managers to understand producer and policyholder concerns and needs and act as liaison between home office departments and customers to interpret contracts, initiate plan improvements, resolve administrative inconsistencies and answer commission, claim, premium and evidence questions.

Work in partnership with NAC/AM to pursue opportunities to improve profitability, retention, and growth; Monitor renewal activity and help prepare renewal package for the producer and policyholder justifying the renewal and recommending changes if appropriate. Promote new product offerings and enhanced product features. Support Performance Guarantee and other policyholder reporting needs. Support policyholder training.

Follow expectations for tracking activity in designated software program.

Manage the National Accounts amendment process to make changes to policyholder s contracts, following underwriting, compliance and administration guidelines.

Coordinate the submission of new National Accounts groups; set up and installation of assigned new groups with the policyholder and producer. Provide similar support to new administrators at inforce accounts.

Facilitate the enrollment and re-enrollment process, which may involve preparation, coordination or shipping of enrollment materials.

Other Duties as Assigned - Participate in various projects or initiatives. Perform other duties as required by the Manager.


* Education: Bachelor s degree in Business or related field.

* Experience: 3 to 5 years progressively responsible work experience in Employee Benefits including customer service, or the equivalent combination of education and/or relevant experience.

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, 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, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

For more information regarding your Equal Employment Opportunity applicant rights, please visit the URL:,