Director – Presale Operations

🔥 13 hours ago

🌲 Oregon – Remote

🌲 Oregon – Remote

💵 $101.3k - $162k / year

⏰ Full Time

🔴 Lead

⚙️ Operations

👻 Ghost score 0%

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The Standard

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1906

🏥 Healthcare

⚖️ Legal

💼 Consulting

Healthcare • Legal • Consulting

The Standard is a comprehensive provider of insurance, retirement, and investment products and services, targeting individuals, families, businesses, and organizations. Based in Portland, Oregon, and part of the StanCorp Financial Group, Inc. , The Standard offers products such as life and disability insurance, annuities, vision and dental coverage, and retirement plans. Their solutions aim to facilitate financial wellness and enable effective benefits administration, catering to clients of all sizes. The company is renowned for its people-first commitment and innovative partnerships, contributing to a seamless customer experience.

📋 Description

• Oversee the strategic direction and management of the Presale business area • Ensure RFP and Proposal requests for all products are answered accurately and promptly • Collaborate with Underwriting, Actuary, Sales, and other major business areas • Manage presale workflows and processes • Deliver competitive, comprehensive, and accurate RFPs and Proposals • Lead Presale team operations across intake, quoting, RFPs, testing, peer reviews, and new technology • Uphold best practices and operational excellence through a streamlined internal presale support process • Recognize and address conflicts between departments • Develop a talent pipeline and maintain adequate resources for customer demands and business cycles • Monitor workflow and manage team performance, addressing issues and conflicts constructively • Develop and maintain training programs for varying levels of complexity • Manage budgets and resources to achieve goals • Track and analyze capabilities, capacity, and output data • Create reporting to track customer trends • Act as an expert resource to senior management and product owners • Create team identity and build momentum toward a shared purpose • Generate operational plans aligned with the business unit/function’s strategic vision • Deliver individual and group feedback to support employee development and department performance

🎯 Requirements

• High School Diploma or GED required • Bachelor’s degree preferred; experience may be considered in lieu of • 8+ years of progressively responsible leadership experience • People-leadership experience required • Quoting/RFP background or experience managing a complex team, including managers, required • Experience specifically with Life & Supplemental Health products required • Strong knowledge of process improvement and change management theories and techniques • Excellent verbal and written communication skills • Demonstrated proficiency with Salesforce reporting tool and MS Office Suite required • Experience with data analytics and PowerBI preferred • Experience in Salesforce and Workday preferred • Successful candidates must be bondable • Criminal background investigation and employment, education, and licensing verification required as a condition of employment

🏖️ Benefits

• 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 • Incentive program eligibility • 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 • Competitive salary range • Drug- and alcohol-free work environment