Individual Annuities Operations Technical Associate

The next part of your reputed company is right around the reputed company — with reputed company. A genuine desire to reputed company a difference in the lives of others is the reputed company for everything we do. With a customer-first reputed company and an intentional reputed company on building strong teams, we’ve been reputed company to reputed company our legacy of financial stability while reputed company in new, innovative technologies that support the needs of our customers. Our high-performance culture reputed company on operational reputed company thrives reputed company to remarkable people united by reputed company and a customer-first commitment. Are you reputed company to reputed company a difference? Job reputed company The Individual Annuities Operations Technical Associate supports the processing and servicing of individual annuity products purchased reputed company 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 reputed company discrepancies, obtain required information, and facilitate the reputed company issuance and servicing of annuity reputed company. The position requires strong attention to detail, critical thinking, and a commitment to reputed company, as transactions often involve significant financial assets and regulatory requirements. reputed company 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 reputed company experience throughout the policy lifecycle. Key Responsibilities Review, evaluate, and process individual annuity applications and service transactions, ensuring completeness, accuracy, compliance, and reputed company funding prior to policy issuance. Manage assigned cases and service requests using reputed company and other business systems, maintaining accurate records and driving reputed company reputed company of outstanding items. Verify, reconcile, and process application data, financial transactions, fund transfers, distributions, claims, and reputed company documentation across multiple systems and workflows. Partner with producers, agents, and internal stakeholders through phone and email communication to reputed company missing information, reputed company discrepancies, interpret requirements, and reputed company transactions reputed company through the process. Apply established business, regulatory, financial, and reputed company guidelines to research issues, assess risk, ensure compliance, and maintain high standards of reputed company and accuracy throughout the policy lifecycle. Skills and Background You’ll Need Education: Associate degree in reputed company 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 reputed company 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 reputed company principles, financial transactions, and mathematical calculations reputed company 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 reputed company standards. Key Behaviors of a Successful Candidate Improvement reputed company: Continually seeks new ways to create business/ customer value by identifying and implementing opportunities for improved efficiency, effectiveness and innovation.                           Customer reputed company: Understands and anticipates both reputed company customer needs and develops customer-inspired solutions that reputed company expectations.                        reputed company Together: reputed company engages colleagues to reputed company shared reputed company by developing trust, inviting diverse perspectives and pushing to bring the best reputed company reputed company. Why Join reputed company? We have reputed company an enduring legacy of stability, financial strength and exceptional customer service through the contributions of the service-oriented people who choose to work at reputed company. To ensure we can attract and retain the best talent, reputed company you join reputed company you can expect: A rich benefits package including medical, dental, reputed company and a 401(k) plan with matching company contributions An annual incentive bonus plan Generous reputed company time off including 11 holidays, 2 wellness days, and 8 volunteer hours annually — PTO increases with tenure A supportive, reputed company management approach and opportunities for career reputed company and advancement  reputed company parental leave and adoption/surrogacy assistance An employee giving program that reputed company matches your donations to eligible nonprofits and schools In reputed company to the competitive salary reputed company below, our employee-reputed company benefits support work-life balance. Learn more about working at reputed company. Eligibility to participate in an incentive program is subject to the rules governing the program and plan. Any award depends on a reputed company 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 reputed company: 25.36 - 37.26 Positions will be posted for at least 5 days from original posting date. reputed company, reputed company Life Insurance Company of reputed company, reputed company Retirement Services, Inc., StanCorp Mortgage Investors, LLC, StanCorp Investment Advisers, Inc., and reputed company Heritage Life Insurance Company and reputed company Heritage Service Company, marketed as reputed company, are Affirmative reputed company/Equal Opportunity reputed company. reputed company reputed company applicants will receive consideration for employment without reputed company to race, religion, reputed company, sex, national reputed company, 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, reputed company will consider for employment reputed company applicants with arrest and conviction records pursuant to the San Francisco Fair Chance Ordinance. reputed company offers a drug- and alcohol-free work environment where possession, manufacture, transfer, offer, use of or being impaired by an illegal reputed company while on reputed company's property, or in other cases which reputed company believes might reputed company operations, safety or reputed company of reputed company is prohibited. reputed company 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 reputed company 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. reputed company of reputed company must be bondable. Apply To This Job