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The Standard · 20 hours ago

IA Operations Technical Associate

Portland, OR

Full-time

Onsite

Mid Level

$25.36/hr - $37.26/hr

3+ years exp

The Standard is a company focused on making a difference in the lives of others through financial stability and innovative technologies. The IA Operations Technical Associate role involves processing complex individual annuity transactions and ensuring accuracy in policy servicing while collaborating with technical specialists to resolve operational issues.

FinanceFinancial ServicesInsurance

Work & Life Balance

Responsibilities

Process complex annuity transactions from application through claim, ensuring accuracy and compliance

Review applications and legal documents for completeness, suitability, and adherence to State and Federal guidelines

Perform accounting-related tasks to calculate and process distributions and claim payments

Support accurate tax reporting and serve as a subject matter expert for tax-related processes

Research and communicate complex policy, financial, tax, and legal information to policy owners, agents, and beneficiaries

Qualification

Financial services experienceAnnuity transactions processingAccounting principles applicationInsurance industry softwareTax reporting processesCommunication skillsCritical thinkingAdaptabilityCollaborationCustomer focus

Required

High School diploma or equivalent

3+ years of experience in financial services or insurance, including exposure to individual annuities

Ability to interpret and apply accounting principles, technical information, and legal documentation

Strong written and verbal communication skills

Working knowledge of insurance industry software and basic accounting/math

Preferred

Bachelor's degree

Experience supporting tax reporting processes

Familiarity with policy administration systems and suitability requirements

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

Company

The Standard

Glassdoor3.8

The Standard is a leading provider of workplace benefits including group and individual disability insurance, group life and accidental death and dismemberment insurance, group dental and vision insurance, group accident, critical illness and hospital indemnity insurance, paid family leave and absence management services, retirement plans services and individual annuities.

Founded in 1906

Portland, Oregon, USA

5001-10000 employees