Manager, Experience Rating and Refunds

The Standard • Portland, OR

1d • $79,250 - $126,750 • Remote

About The Position

The Standard is seeking a Manager, Experience Rating and Refunds to manage Experience Rating Refund (ERR) functions and the team. The role ensures that contract provisions are respected, fiduciary responsibilities are fulfilled, effective controls are maintained, and experience reports are delivered accurately and on time. This position will utilize metrics to track performance, identify gaps, and adjust work assignments and processes. The Standard has a legacy of financial stability and invests in innovative technologies, driven by a customer-first commitment and a high-performance culture.

Requirements

• Bachelor’s degree in mathematics, accounting, finance, business or a related field.
• 2 - 5 years related work experience with emphasis in reporting, system reconciliation or the equivalent combination of education and/or relevant experience.
• Advanced skills in Excel (required)
• Excellent verbal and written communication skills with the ability to build relationships with team members and key stakeholders across the organization.
• Ability to translate complex concepts into meaningful and actionable information to improve existing processes.
• Strong analytical, conceptual, and critical thinking skills with a solutions-oriented mindset to help drive results “next level.”
• Strong leadership skills, with a proven record of establishing long-term goals, providing organizational motivation, and driving accountability with the team to consistently meet deadlines.
• Provides coaching, mentoring and development opportunities for individual team members and fosters a team culture focused on collaboration, accountability, and continuous improvement.

Nice To Haves

• Prior experience with Power BI, SAS, & Python (preferred).

Responsibilities

• Provide direction and oversight of ERR activities and the ERR team to develop and maintain efficient and effective workflows to ensure accurate and timely delivery of experience reports, while ensuring that all controls are followed.
• Review and approve experience reports prepared by team members to ensure that alternative funding arrangements are administered according to contractual provisions.
• Serve as Administrator of ERR supported source systems and perform routine reconciliation and analysis of information across multiple systems.
• Investigate discrepancies and implement corrections as appropriate to ensure that refunds/retro premiums are processed correctly.
• Review and check alternative funding agreements, amendments, and renewal letters.
• Lead and drive process and technology initiatives to improve productivity, cost savings, and quality.
• Develop training and cross-training objectives for the team to ensure effectiveness and continuity of work functions.
• Provide consultative services to internal and external customers as a trusted SME in the ERR space.
• Partner with stakeholders and provide analytic accounting and system support as needed to meet business needs.

Benefits

• Medical, dental, vision
• 401(k) plan with matching company contributions
• Annual incentive bonus plan
• Generous paid time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually
• PTO increases with tenure
• Paid parental leave and adoption/surrogacy assistance
• Employee giving program that double matches your donations to eligible nonprofits and schools

What This Job Offers

• Job Type: Full-time
• Career Level: Manager