Product & Service Specialist
StanCorp Financial Group - Portland, OR

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If you want to make a positive difference and stand out from the crowd, you’ll fit in at The Standard ( ). 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.

In this position you will administer contractual provisions for Annuity products in accordance with tax and regulatory requirements to provide customer satisfaction and contribute to the Individual Division's growth, customer retention, competitiveness and profitability.



Perform all service functions related to the life cycle of an annuity contract. Research, evaluate and resolve policyowner and field force requests. Process requirements that access cash assets and accounting records. Issue annuities based on underwriting decisions. Recognize the impact of contract changes related to beneficiaries, power of attorney, trusts, commissions, policyowner values and tax reporting.

Communicate sensitive contract information and contract service options to policyowners, agents, attorneys, CPA's, financial advisors on contractual provisions, statutory regulations and other related contract information. Determine effective dates, billing modes and contract acceptance requirements.

Review and evaluate individual annuity applications and inforce service requests for completeness, State and Federal compliance. In response to customer requests, inform customers of possible legal or tax consequences.

Participate in quality assurance programs with team members and management to implement strategies to enhance customer satisfaction in response to department survey results.

  • Basic math (assessment given).
  • Accurate typing, 10 key skills (assessment given) and computer applications.
  • Express ideas clearly in both oral and written communication (assessment given).
  • Ability to schedule and meet multiple deadlines and prioritize workload.
  • Ability to interpret and apply accounting principles, legal or tax information to practical situations.
  • Ability to perform multiple tasks in a multi-function team environment.
  • Associates Degree.
  • Demonstrated experience working in a high volume customer service, insurance, banking or accounting environment, or the equivalent combination of education and/or relevant experience.
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 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.

About this company
Providing insurance and related financial services is standard operating procedure at StanCorp Financial Group. Through Standard...