The Standard

IA Operations Technical Associate

The Standard

full-time

Posted on:

Location Type: Remote

Location: Oregon • United States

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Salary

💰 $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

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
  • 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
Applicant Tracking System Keywords

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

Hard Skills & Tools
accounting principlesfinancial servicesinsurancetax reportingpolicy administration systemsannuitieslegal documentationmath
Soft Skills
written communicationverbal communication
Certifications
High School diplomaBachelor’s degree