Manager, Presale Operations (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?

Job Summary

The Standard is seeking a Manager, Presale Operations (AH) to lead day-to-day operations within the Presale business area. In this role, you will be responsible for ensuring timely and accurate responses to RFP and Proposal requests across all Life & Supplemental Health products. You’ll work closely with partners in Underwriting, Actuary, and Sales to coordinate workflows, support proposal development, and maintain high standards of quality and responsiveness.

As Manager, you’ll guide the Presale team through key operational activities—from intake and quoting to testing and peer reviews—while helping implement tools and processes that enhance efficiency. This role focuses on maintaining best practices and supporting a streamlined, consistent approach to presale support. Experience with Life & Supplemental Health products is highly valued.

In addition, you will be responsible for resolving interdepartmental conflicts to ensure timely and accurate proposal responses. You’ll lead talent development efforts and build training programs to support a growing, maturing team. In this role, you will also track & analyze operational data to monitor capacity and output and generate reports on customer trends.

The ideal candidate will demonstrate a commitment to operational excellence in a fast-paced environment by consistently meeting tight deadlines with attention to detail, initiative, and a willingness to go above and beyond.

Skills and Background You’ll Need

• EDUCATION: High School Diploma or GED required. Bachelor’s degree preferred, experience may be considered in lieu of.
• EXPERIENCE: 4+ years of progressively responsible leadership positions, people-leadership is a requirement. Quoting/RFP background or experience managing a complex team is required. Experience specifically with Life & Supplemental Health products is preferred.
• Strong knowledge of process improvement and change management theories & techniques.
• Excellent communication skills; verbal and written.
• Demonstrated proficiency with MS Excel and Adobe Pro is required.
• Proven experience with data analytics, PowerBI tool is preferred.
• Experience in Salesforce and Workday is preferred.

Key Behaviors of a Successful Candidate

• Engaging Hearts & Minds: Creates a team identity and builds momentum toward a shared purpose.
• Strategic Visioning: Considers different future scenarios, opportunities and risks to generate operational plans that align with the business unit/function’s strategic vision.
• Developing People: Delivers both individual and group feedback to support ongoing development and overall department performance.

#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.

• Performance guarantees may be applied to roles with highly incentivized compensation plans for a specified period of time to support a new hire’s transition into the sales incentive plan.

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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.