IA Operations Technical Associate
About The Position
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 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.
Requirements
- 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.
Nice To Haves
- Bachelor’s degree.
- Experience supporting tax reporting processes.
- Familiarity with policy administration systems and suitability requirements.
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.
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
- Eligibility to participate in an incentive program is subject to the rules governing the program and plan.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
