Operations Specailist - Ind Ann

The Standard Portland , OR 97228

Posted 5 months ago


If you want to make a positive difference and stand out from the crowd, you'll fit in at The Standard (www.standard.com). Through our retirement plans and insurance products and services, we help people achieve financial well-being and peace of mind. Come join us and share our passion for serving our customers in a positively different way.

Responsible for setting up and issuing new policies, processing distributions, researching issues and providing solutions, and responding to agent and policy owner inquiries. New business processors are responsible for the policy up to the time it is issued. Distribution processors service the policy once it is in force.

Has developed specialized skills through job-related training and considerable on-the-job experience. Completes work with a limited degree of supervision. Provides informal guidance and support to less experienced team members. Is skilled in a range of processes, procedures and systems to carry out assigned tasks. Uses knowledge of how the team integrates with others to accomplish the team objectives.


Contributes to the company's success through excellent customer service and meeting or exceeding performance objectives for the following major job functions:

  • When assigned to the new business function, perform all service functions related to processing applications and issuing policies. This work includes tasks such as:

  • Review and evaluate applications for completeness, accuracy, and compliance with State and Federal guidelines.

  • Determine whether applications are properly submitted and meet our suitability requirements.

  • Interface with agents and/or applicants in the process of gathering the necessary information to get an annuity ready to issue.

  • Create data entries necessary to properly issue policies.

  • Print, assemble, and mail issued policies.

  • When assigned to the distribution function, perform all service functions related to the life cycle of an in-force policy. This work includes tasks such as:

  • Research, evaluate, and resolve policy owner and field force requests.

  • Interface with agents and/or applicants in this process.

  • Identify omissions in submitted materials and obtain necessary information to ensure transaction accuracy.

  • Calculate and process necessary distributions.

  • Communicate sensitive policy information and policy service options to policy owners and agents on contractual provisions, statutory regulations, suitability requirements, and other related policy information. Determine effective dates and policy and transaction acceptance requirements.


Education: Associates Degree in related field. High school diploma if experience is sufficient.

Experience: 3 or more years demonstrated client service/relationship management experience in the insurance or other financial institution field, or an equivalent combination of education and/or relevant experience.

Other Skills:

PC skills (Microsoft Suite including Word, Excel, and Outlook)Strong customer service skills including problem solving, consultation, and negotiation skills

Ability to effectively communicate with diverse audiences

Format and produce correspondence using current word processing applications and proofread and edit for spelling, punctuation and grammar

Organize workload and prioritize tasks to meet changing priorities

Work effectively in collaboration with peers and team members

Professional demeanor to phone customers

Express information clearly, both in written and oral communications, particularly telephone and e-mail communication

Apply policies and procedures to a variety of (clear and unclear) situations consistently

Take or recommend appropriate action in a limited time frame

Learn, retain, and effectively communicate specific details/provisions of annuity plans and products

Adapt to learning new systems and processes

Standard Insurance Company, The Standard Life Insurance Company of New York, Standard Retirement Services, Inc., StanCorp Equities, Inc. and StanCorp Investment Advisers, Inc., 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, sexual orientation, age, disability, or veteran status or any other condition protected by federal, state or local law. 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 Standard 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, drug test, employment, education and licensing verification as a condition of employment. All employees of The Standard must be bondable.

For more information regarding your Equal Employment Opportunity applicant rights, click here.

Individuals with disabilities who need assistance or accommodation with the application process should contact HR Direct at 971-321-7871. This number is only for the use of individuals with disabilities who need accommodation with the application process. General inquiries about application status will not be addressed.

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Operations Specailist - Ind Ann

The Standard