IDI Policy Administration Specialist I

The next part of your journey is right around the corner — with The Standard.

A genuine desire to make a difference in the lives of others is the foundation for everything we do. With a customer-first mindset and an intentional focus on building strong teams, we’ve been able to uphold our legacy of financial stability while investing in new, innovative technologies that support the needs of our customers. Our high-performance culture focused on operational excellence thrives thanks to remarkable people united by compassion and a customer-first commitment. Are you ready to make a difference?

Job Summary

This role supports both New Business and Inforce policy administration for individual disability and ported life insurance products. The position is responsible for evaluating documentation and system inputs to ensure complete, accurate, and legally sound insurance contracts (30%). You’ll collaborate closely with IDI Underwriters and internal teams to manage risk and deliver policy change quotes (25%). You’ll also respond to inquiries and process change requests from policyholders, agents, and vendors (25%). Additional responsibilities include preparing correspondence, performing calculations, and monitoring request status to ensure timely resolution and customer satisfaction (20%).

Skills and Background You’ll Need

• EDUCATION: High school diploma required
• EXPERIENCE: Minimum 2 years of insurance and customer service experience
• Strong written and verbal communication skills
• Attention to detail, time management, and critical thinking
• Ability to perform basic math and interpret policy information with discretion

Preferred:

• Familiarity with individual disability insurance (IDI) products
• Experience collaborating with underwriting or sales teams

Key Behaviors of a Successful Candidate

• Builds strong working relationships across teams
• Demonstrates integrity and discretion when handling sensitive information
• Adapts to change and seeks to understand business rationale
• Completes tasks with accuracy and timeliness
• Communicates clearly and listens actively

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• A rich benefits package including medical, dental, vision and a 401(k) plan with matching company contributions

• An annual incentive bonus plan

• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure

• A supportive, responsive management approach and opportunities for career growth and advancement 

• Paid parental leave and adoption/surrogacy assistance

• An employee giving program that double matches your donations to eligible nonprofits and schools

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, 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. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. 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 The Standard's 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 and employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.