Hybrid Life Sales Coordinator - American Heritage

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?

The Standard has completed the acquisition of the Employer Voluntary Benefits business from Allstate. This deal enhances our competitive position in the market with a comprehensive offering of workplace benefits products and capabilities. 

Job Summary 

The Hybrid Life Sales Coordinator supports the Hybrid Life Strategic Partnerships Manager by delivering operational, sales, and administrative assistance to help drive the growth and retention of a $20M+ Hybrid Life book of business across all segments (2+ lives). This role serves as a vital liaison between internal teams and external partners, contributing to partner engagement, strategic execution, and efficient delivery of service excellence. The Coordinator is instrumental in streamlining sales operations, preparing sales materials, managing partner communications, and maintaining key data and reporting tools. This role requires strong organization, professionalism, and adaptability in a fast-paced, evolving environment.

In this role, you will be involved with:

Sales and Partner Support

• Support the Strategic Partnerships Manager in relationship management efforts with key partners and brokers.

• Assist with preparation and coordination of finalist meetings, partner check-ins, and planning calls.

• Draft pre- and post-sales correspondence, manage partner-facing materials, and ensure timely communication follow-up.

• Help promote new features and product enhancements as they launch.

Operational and Meeting Coordination

• Manage meeting scheduling, agendas, and follow-up items across both internal stakeholders and external partners.

• Organize and maintain key partner documentation such as wrap agreements, partner profiles, and CRM updates.

• Support enrollment and re-enrollment processes, coordinating logistics and ensuring proper materials are delivered or presented.

Data, Reporting, and Stewardship Support

• Maintain and organize reporting dashboards, partner tracking sheets, and other sales operations tools.

• Support the creation of stewardship materials and presentations by collecting, formatting, and validating data (e.g., claims trends, retention performance, service metrics).

• Monitor key metrics and share findings to support strategic sales decisions.

Cross-functional Collaboration

• Collaborate closely with internal teams such as marketing, underwriting, operations, and product to coordinate deliverables and resolve partner issues.

• Facilitate effective communication and alignment across stakeholders to ensure accurate and timely delivery of partner requests and support.

Process Improvement and Project Support

• Participate in team-level initiatives to enhance internal processes and drive consistency in partner support.

• Help maintain templates, SOPs, and internal communication tools to improve overall efficiency.

• Contribute to product development conversations and assist with execution of special projects and process rollouts.

* The ability to work remotely is a requirement of the role. * 

* Prior experience in a sales support/coordination role is a requirement of the role. * 

* Prior experience in the insurance industry, on the carrier side, is a requirement of the role *

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Skills and Background You’ll Need 

• EDUCATION: Associate’s degree in marketing, communications, or a related field, or equivalent combination of education and experience. 

• EXPERIENCE: Minimum 2 years of experience in insurance, employee benefits, financial services, or a sales support/customer service capacity.

• Experience working with voluntary benefits, life insurance products, or broker/partner relationships.

• Life and Health insurance licensing preferred.

Key Behaviors of a Successful Candidate 

• Adaptability - Demonstrates willingness to try new and innovative processes and approaches. 

• Customer Focus - Performs necessary duties consistently and reliably to meet customer expectations. 

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#LI-Remote 

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.