Reporting & Business Support Analyst

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 Reporting & Business Support Analyst owns the overall sales and inforce reporting for Employee Benefits, including Long Term Disability, Group Life, and AD&D. This role is responsible for monthly sales crediting and inforce reporting along with other ancillary financial reporting. The Analyst reviews data for accuracy, works with other teams across the company to ensure that reporting is accurately reflected in legacy reporting systems, investigates and resolves discrepancies, and supports overall industry reporting of these same measures.  This position partners strongly with actuarial, sales operations, underwriting, billing and other teams to drive overall sales, inforce and lives reporting, related process improvements, and supports other general business needs.

Key Responsibilities:

• Primary point of contact for monthly sales crediting and inforce reporting and the creation of monthly summaries of results for communication to stakeholders across the organization and senior leadership.

• Owns the review and codifying of necessary sales addition and/or amendment activity and associated communications.
• Maintains accuracy and controls around legacy data warehousing and reporting tools (Gsales, GroupFacts, Group Access, etc.) and works with IT on any required system enhancements and modifications.

• Supports testing, audits, documentation, actuarial requests, and other related responsibilities associated with legacy data warehousing and reporting tools (Gsales, GroupFacts, Group Access, etc.).

• Responsible for delivering and summarizing quarterly LIMRA data along with other annual industry survey reporting around sales and inforce.
• Partners with team members throughout the monthly financial reporting process to explain key drivers for movements across sales and inforce metrics.
• Works to evaluate and transform legacy sales and inforce reporting processes to create a more streamlined and controlled reporting environment.

Skills and Background You’ll Need:

Education: Associate’s degree required; Bachelor’s degree preferred.

Experience:

• Minimum of 2 years of relevant experience or an equivalent combination of education and experience.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent analytical and problem-solving skills with strong attention to detail.

• Proficiency in Microsoft Excel and experience working with data, calculation systems, or reporting tools.
• Comfortable working in a mainframe environment to learn and ultimately gain expertise with legacy data warehousing and reporting tools (Gsales, GroupFacts, Group Access, etc.).
• Adaptable to working with automated processes and technical tools; experience with Databricks, SAS, SQL, Python, VBA, or Azure DevOps is a plus.

• Ability to investigate discrepancies, reconcile data, and interpret business rules or contract provisions.

Key Behaviors of a Successful Candidate

• Winning Together: Excellent written and verbal communication skills with the ability to build relationships with both internal and external stakeholders. Always mindful of team dependencies and engaged in the pursuit of the shared vision of success. Proactive in working with others to drive results forward through information sharing and openness to learning from others. Contributes to a collaborative environment where team goals and supporting one another is a focus in the day-to-day work.

• Driving Success: Operates with a sense of urgency and curiosity while looking for opportunities to share best practices and leverage the strengths within the team.  Remains solution-oriented and resilient, even in the face of challenges or adversity to help the team keep moving forward with a “1% better daily” mindset. 
• Improvement Mindset: Desire to continuously learn and ask questions to understand what’s behind the data and the real reason for doing the work.  Willing to question the status quo and constructively challenge out-of-scope/potentially low-value activities to improve efficiency and results. 

• Customer Service: Works collaboratively with stakeholders to anticipate their needs, questions, and interpretations with the goal of delivering more than what is being asked for and ensuring timely delivery of what is needed from your role.  Mindful of our changing environment (workflow and team) and takes a proactive v reactive approach in your work. 

#LI-DNI

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.