The Standard

Accounting Manager

• Manage and direct a professional staff in various month-end closing tasks, journal entries, reconciliations, allocations and the consolidation of financial results
• Lead the preparation and review of key internal and external financial reports ensuring results are complete and accurate
• Develop, modify and ensure compliance with financial reporting policies and procedures in accordance with GAAP
• Develop and maintain effective and responsive communication with team members in order to ensure timely identification and understanding of critical performance factors and accurate financial information
• Establish internal controls to mitigate risks associated with accounting and business processes; identify and evaluate risks through understanding of compliance and regulatory requirements
• Conduct special studies and analyses, develop alternatives, present recommendations to management and influence management decisions
• Research, analyze, develop and implement new strategies, programs, and/or processes in response to changing internal and external conditions
• Monitor utilization of relevant systems for accounting and reporting and ensure the team is leveraging available functionality with an eye to the future of finance

Corporate Accounting & Reporting Manager

Consultant

• Join our team as a National Accounts Manager and play a crucial role in driving premium growth and maximizing customer retention among accounts with over 5,000 lives
• You'll proactively identify and pursue opportunities as a strategic and consultative partner focused on revenue generation
• Lead renewal strategies, analyze customer data and claim trends, and collaborate across divisions
• Take charge of root cause analysis, customer metrics, strategic account planning
• Own customer relationships throughout their entire lifecycle
• Manage the logistics for impactful sales and customer presentations

National Accounts Consultant – Employee Benefits

Account Executive

• Serve as the key liaison between producers, customers and the company to drive sales goals and personal success.
• Leverage all available company resources—including local and home office support teams, marketing, and expert guidance—to achieve sales goals and ensure customer satisfaction.
• Continuously expand product knowledge and sales skills through personal development and formal training.
• Mentor teammates, share best practices, and support the overall success of the sales team at local, regional, and national levels.

Sales Representative – Employee Benefits

Implementation Specialist

• Lead the full onboarding lifecycle for new Employee Benefits customers, ensuring accurate case setup and a positive overall experience.
• Gather, validate, and submit sold‑case information through Salesforce and other intake channels.
• Guide customers through contract review, billing setup, and use of online service tools.
• Provide ongoing post‑implementation support to clients and brokers, addressing questions and needs as they arise.
• Research and resolve customer inquiries of varying complexity by partnering with internal teams, while contributing to continuous improvement, team training, and best‑practice development.

Implementation Manager I – Voluntary Benefits

Billing Specialist

• Manage a portfolio of 20–25 large client accounts, providing end‑to‑end billing support across the life of each policy
• Serve as the primary billing contact for assigned clients through direct communication (no shared inbox or call queue)
• Handle all billing functions, including invoicing, payment reconciliation, deductions, research, and discrepancy resolution
• Conduct ongoing and event‑driven audits, including Open Enrollment audits, to ensure billing accuracy and compliance
• Partner with internal teams and clients through meetings, reporting, and analytics to resolve issues and meet client expectations

PHS Billing Analyst II

Manager

• You'll oversee and support business growth, profitability, and retention by formulating customer service strategies
• Collaborate with the Director of Field Service to coordinate service strategies for designated offices
• Serve as a strategic partner with the Employee Benefits Sales Manager to achieve office objectives
• Manage facility operations and monitor expenses to ensure efficient performance
• Lead and motivate your team to ensure appropriate focus on the customer is achieved throughout the customer life cycle
• Provide leadership and counseling to the staff to manage their block of customers towards successful renewals
• Support staffs’ advocacy of the customer within The Standard with all key internal partners
• Review, negotiate and resolve complex service issues escalated by staff and other internal and external customers
• Attend finalist presentations or other customer facing meetings and regularly accompany Account Managers on broker and/or customer visits
• Manage and monitor RFP process through Salesforce
• Invest in and develop your team; create a performance based, incented workforce

Manager, Onsite Service – Employee Benefits

• The Sr. Employee Benefits Consultant is responsible for top line premium growth, case count and producer recruiting within a territory that includes Nebraska & Iowa.
• Build consulting relationships with new and existing national, regional and local employee benefit broker partners, general agents, technology partners and enrollment firm partners.
• Consultant with producers to bring value to their existing book of business and develop new opportunities designed to generate solutions for their clients.
• Identify and develop new consulting relationships in order to acquire new logos in a key market.
• Meet or exceed assigned production plan.
• Be a resource for partners by being the subject matter expert on suitable enrollment technology solutions as well as product solutions for their client companies.
• Identify opportunities and provide training and on-going development of producers, agencies and general agents to achieve results.

Senior Employee Benefits Consultant – Voluntary Benefits

Analyst

• Gather and confirm sold‑case information from sales, producers, and customers
• Submit accurate group data to Policyholder Services and partner through the scrub process
• Lead customers through contract review, billing setup, and use of service tools like AdminEase
• Install new groups and transition them to the assigned Account Specialist
• Bring customer insights to continuous improvement efforts and collaborate on process enhancements

Implementation Analyst

Paralegal

• Review, organize, and prepare legal documents and agreements
• Conduct legal research and analyze statutes, regulations, and case law
• Support attorneys with business inquiries, transactions, and special projects
• Evaluate legal process requests and identify relevant issues
• Maintain accurate document management and ensure compliance with legal standards

Paralegal I

Financial Planning and Analysis

• Develops and facilitates financial management programs that draw the link between financial, operational and business strategy to drive measurable results
• Partners with the business to implement key processes and tools that ensure transparency, collaboration and discipline in decision-making and monitors effectiveness through the tracking of key measures
• Effectively advises and influences the business on a wide variety of business issues and leads positive change internally
• Conceptualizes solutions and develops alternatives to complex problems with a broad perspective applied to decision making
• Highly sought-after by the business to provide depth and breadth of consultation
• Experience analyzing and influencing outcomes of operational efficiency initiatives (i.e. benchmarking, Lean, structured problem solving, etc.)
• Develops complex financial models and analysis using advanced analytical techniques and financial systems
• Articulates complex and/or complicated issues with a high level of skill, including the ability to extract and articulate key business issues in a manner that is meaningful to the audience
• Mentors junior analysts and helps educate leadership and management on strategic Finance topics such as cost-benefit, return on investment, resource analysis, cost competitiveness

Senior Strategic Financial Analyst

Operations

• Provides strategic and operational leadership across the full commercial mortgage lifecycle
• Owns monthly close, consolidated financial reporting, and portfolio analytics for internal leaders and external stakeholders
• Establishes and maintains a strong control environment that supports clean audits, accurate reporting, and reliable, decision-ready information
• Partners closely with Origination, Servicing, Treasury, Legal, Technology, and other key teams
• Aligns accounting and servicing objectives with business strategy while driving continuous improvement in data quality, risk management, and stakeholder experience
• Oversees loan servicing operations such as payment processing, escrow and tax administration, portfolio surveillance, and servicing data governance
• Leads teams focused on efficiency, accountability, and continuous improvement

Director, SMI Operations and Administration

Sales

• Provide consultative sales services to our partners – focused on educating customers on our retirement products and services
• Work collaboratively with the internal retirement plans sales team to ensure customer retention and satisfaction
• Develop and manage a large territory, uncovering new sources of business
• Ensure quota attainment to attain sales targets and drive customer satisfaction
• Continually improve product knowledge, sales skills and competitive intelligence knowledge to effectively compete in your assigned market
• Proactively seek out opportunities to mentor others and improve practices to enhance the success of the local, regional and national sales team(s)

Regional Vice President – Retirement Plan Sales

• Oversee onboarding and installation of new business plans
• Facilitate meetings, set agendas, and follow up on deliverables
• Train clients on systems and provide technical support
• Escalate risks and manage timelines with internal teams

Implementation Manager

Actuary

• Lead a team of credentialed actuaries with direct responsibility for key aspects of actuarial and product governance including model governance and assumption governance
• Development of corporate risk management policies and procedures
• Supporting business units with product development, pricing and other actuarial functions
• Interface with product lines and colleagues within the CARM team including ALM, Actuarial Modeling and Actuarial Transformation
• Prepare reports for and deliver presentations to top executives
• Play an integral role in the actuarial community, leading committees, events, and initiatives
• Approach business challenges from a corporate perspective and anticipate and remove barriers to accomplish business objectives

Director, Actuary – CARM/ERM

• The Sr. Employee Benefits Consultant is responsible for top line premium growth, case count and producer recruiting within a territory that includes the Tampa and Orlando, FL areas.
• This role works with national, regional and local Employee Benefit Brokers, Consultants, General Agents, Technology Partners and Enrollment Firms by consulting, training, educating, motivating in order to ensure profitable growth and to meet sales objectives established for an assigned market within the territory.
• Build consulting relationships with new and existing national, regional and local employee benefit broker partners, general agents, technology partners and enrollment firm partners with our suite Workplace Group, Individual and non-insurance products.
• Consult with producers to bring value to their existing book of business and develop new opportunities designed to generate solutions for their clients.
• Identify and develop new consulting relationships in order to acquire new logos in a key market.
• Meet or exceed assigned production plan.
• Be a resource for partners by being the subject matter expert on suitable enrollment technology solutions as well as product solutions for their client companies.
• Identify opportunities and provide training and on-going development of producers, agencies and general agents to achieve results.