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

The Individual Annuities Operations Technical Associate supports the processing and servicing of individual annuity products purchased outside of employer-sponsored retirement plans. This role manages a caseload of new business applications and service requests, ensuring applications, supporting documentation, and funds are reviewed, reconciled, and processed accurately across multiple systems. Associates work closely with producers, agents, and internal business partners to resolve discrepancies, obtain required information, and facilitate the timely issuance and servicing of annuity contracts. The position requires strong attention to detail, critical thinking, and a commitment to quality, as transactions often involve significant financial assets and regulatory requirements. Success in this role depends on balancing accuracy, productivity, and customer service while proactively driving cases to completion. The Individual Annuities Operations Technical Associate plays a key role in delivering a compliant, efficient, and positive experience throughout the policy lifecycle.

Key Responsibilities

• Review, evaluate, and process individual annuity applications and service transactions, ensuring completeness, accuracy, compliance, and proper funding prior to policy issuance.

• Manage assigned cases and service requests using Salesforce and other business systems, maintaining accurate records and driving timely resolution of outstanding items.

• Verify, reconcile, and process application data, financial transactions, fund transfers, distributions, claims, and related documentation across multiple systems and workflows.

• Partner with producers, agents, and internal stakeholders through phone and email communication to gather missing information, resolve discrepancies, interpret requirements, and move transactions efficiently through the process.

• Apply established business, regulatory, financial, and legal guidelines to research issues, assess risk, ensure compliance, and maintain high standards of quality and accuracy throughout the policy lifecycle.

Skills and Background You’ll Need

Education: Associate degree in related field or equivalent experience. Bachelor’s degree preferred.

Experience: 3-5 years of experience in financial services, insurance, or individual annuities, or an equivalent combination of education and related experience.

• Prior experience processing individual annuity applications, transactions, or policy servicing activities.

• Strong attention to detail with the ability to accurately manage high-volume, repetitive processing work involving financial transactions.

• Demonstrated written and verbal communication skills, with the ability to effectively partner with producers, agents, and internal stakeholders.

• Experience working with multiple systems and applications simultaneously, including insurance or financial services platforms and case management tools.

• Basic understanding of accounting principles, financial transactions, and mathematical calculations related to annuity processing.

• Strong critical thinking and problem-solving skills, with the ability to analyze information, identify discrepancies, and determine appropriate actions.

• Ability to interpret and apply technical, regulatory, and procedural guidelines while maintaining accuracy, compliance, and quality standards.

Key Behaviors of a Successful Candidate

• Improvement Mindset: Continually seeks new ways to create business/ customer value by identifying and implementing opportunities for improved efficiency, effectiveness and innovation.                          

• Customer Focus: Understands and anticipates both internal and external customer needs and develops customer-inspired solutions that exceed expectations.                       

• Winning Together: Actively engages colleagues to achieve shared outcomes by developing trust, inviting diverse perspectives and pushing to bring the best ideas forward.

Why Join The Standard?

We have built an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at The Standard. To ensure we can attract and retain the best talent, when you join The Standard you can expect:

• 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

In addition to the competitive salary range below, our employee-focused benefits support work-life balance. Learn more about working at The Standard.

• Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a variety of factors including individual and organizational performance.

The actual compensation for this role will be based on a combination of education and experience, knowledge and skills, position budget, internal equity, and market data.

Salary Range:

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and American Heritage Life Insurance Company and American Heritage Service Company, marketed as The Standard, are Affirmative Action/Equal Opportunity employers. All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, gender identity, sexual orientation, age, disability or veteran status or any other condition protected by federal, state or local law. Except where precluded by state or federal law, The Standard will consider for employment qualified applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. The Standard offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal substance while on The Standard's property, or in other cases which the company believes might affect operations, safety or reputation of the company is prohibited. The Standard requires a criminal background investigation and employment, education and licensing verification as a condition of employment. After any conditional offer of employment is made, the background check will include an individualized assessment based on the applicant’s specific record and the duties and requirements of the specific job. Applicants will be provided an opportunity to explain and correct background information. All employees of The Standard must be bondable.