IA Operations Technical Associate

The Standard

full-time

Posted on: 1/15/2026

Location Type: Remote

✨ AI Apply

💰 $25 - $37 per hour

About the role

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

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

Tip: use these terms in your resume and cover letter to boost ATS matches.

accounting principlesfinancial servicesinsurancetax reportingpolicy administration systemsannuitieslegal documentationmath

written communicationverbal communication

High School diplomaBachelor’s degree