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Account Manager

The Standard

in Newport Beach CA

The Standard

If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard ( Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.

A Full Time Employee working with a specific policyholder on behalf of The Standard. This employee will coordinate the policyholder’s Life, Disability, and/or Leave Management Plans and will act as a claim liaison for The Standard.  Works directly with the policyholder’s HR department and employees to assist with the administration of various corporate benefit programs. Assumes responsibility to ensure that information is easily available for the policyholder’s HR administrators, as well as the policyholder’s employees. Additionally, employee may be utilized for the day-to-day- tasks of supporting employee benefit programs or assisting with other benefit related projects.


  • Assists the policyholder’s HR department in the administration of group life, Disability and/or Absence contracts with The Standard, including assisting benefits and/or customer location representatives and insured members with understanding both coverage and benefit features of the plans. Particularly involved in claim updates/reports and interaction possibly between supervisors, department heads and multiple customer locations. Will be responsible for administering claim processes, coordination of death claims, and assisting employees in filing for claims. Responsible for providing reports to the policyholder’s benefit and business locations on approved claims, outstanding information requested, and Evidence of Insurability status as needed. Responsible and held accountable for maintaining and protecting personal information of the policyholder’s employees.
  • Acts as a liaison between the policyholder and The Standard. Responds to claim and coverage inquires, including verifying appropriate premium administration. Address customer service issues, claims issues, contract issues and other group life, disability, and Absence related inquiries. 
  • Assists with the administration and support of policyholder’s leave of absence program in accordance with company policy.
  • Partners with policyholder’s third party administrator to ensure timely and accurate responses to benefit questions, claims matters, and that issues are resolved with carriers.
  • Coordinates enrollments, terminations and changes for life status events and ensures they are processed appropriately.
  • Utilizes benefits system and HRIS reports to reconcile, audit, and ensure various benefit processes are administered accurately.
  • Answers and responds to incoming calls via the policyholder’s telephone solution line and email box.
  • Provides accurate and timely audits, reconciliations, and submissions of premium billing for benefit carriers as needed.
  • Conducts quarterly and annual benefit related audits with a strong emphasis of Excel use for analyzing data.
  • Assists with annual open enrollment and renewal process.
  • Attends training sessions, planning meetings and general customer service meetings.
  • Develops effective relationships with Human Resources, benefits and payroll staff throughout the policyholder’s various locations to ensure a positive customer experience for the employer and employees. Also partners with policyholder to build out process improvements to ensure best practices and efficiency.
  • Leads or participates in special projects related to the policyholder’s corporate benefit programs as assigned.            


  1. Education: Bachelor’s degree in Business and/ or related field or equivalent experience.
  2. Experience: Two to four years of relevant, progressive work experience in the Employee Benefits industry, with an emphasis in customer service, human resources and/or account management. Ability to plan and organize own work to meet changing priorities and diverse customer needs; analyze problems, interpret and apply benefit contract provisions to varied, complex situations; make sound independent judgments; conduct a variety of research using the Internet and/or mainframe computer systems. Working knowledge of Microsoft Word, Excel and Outlook, experience in HRIS systems also preferred.
  3. Requires customer service skill set that will enable the job holder to handle the sensitive and delicate personal situations of the policyholder’s employees that involve leave and disability. Provides timely and thorough responses to inquiries and continuously finds way to improve and promote the service experience.
  4. Demonstrated skill in written correspondence both through e-mail and formal letter writing. Communicates both verbally and in writing in an articulate, thorough responsive manner.
  5. Professional certification:  FMLI or CEBS preferred

Physical Demands: 

  1. While performing the duties of this job, the employee is regularly required to sit, use a computer and keyboard 70% of their shift,  converse with internal and external customers on the telephone, use hands to finger, handle or feel and talk or hear. In addition this position may be required to travel within the United States via car or airplane.  Typically requires valid driver’s license.


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This ad has been viewed 469 times. It expires on 5/1/2018.

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