IA Operations Technical Associate

IA Operations Technical Associate page is loaded## IA Operations Technical Associate remote type:
Remote (USA) locations:
Portland, OR:
Remote, USAtime type:
Full time posted on:
Posted 3 Days Agojob requisition :
REQ
006257
** The next part of your journey is right around the corner — with The Standard.
**** Job Summary
** This role is responsible for processing complex individual annuity transactions throughout the full policy lifecycle, including new business, distributions, claims, accounting, tax reporting, and legal document review. The position partners closely with technical specialists and leaders to resolve day‑to‑day operational issues, ensure accuracy in policy servicing, and support continuous improvement efforts. Work includes handling a high volume of detailed transactions, completing quality assessments, preparing reporting, and participating in model office testing.
** Key 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.
** Skills and Background You’ll Need
**** Must‑Have
*** 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.
** Key Behaviors of a Successful Candidate**
* ** Critical Thinking:
** Uses logic and structured analysis to solve problems and evaluate information.
* ** Adaptability:
** Adjusts quickly to changing priorities and learns from new situations and feedback.
* *
* Collaboration:

** Works cooperatively with others, considers diverse perspectives, and engages constructively in problem‑solving.
* ** Customer Focus:
** Anticipates customer needs and delivers high‑quality service with care and professionalism.

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
* * 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.
* The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:
25.36 - 37.26

Positions will be posted for at least 5 days from original posting date.

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., Stan Corp Mortgage Investors, LLC, Stan Corp Investment Advisers, Inc., and American Heritage Life Insurance Company and…