Teams at The Standard

Owns monthly sales crediting, inforce, financial, and industry reporting for Employee Benefits. Reviews and reconciles data, investigates discrepancies, maintains legacy reporting tools, supports audits and testing, summarizes results for stakeholders, and partners with actuarial, sales operations, underwriting, billing, and IT teams. The role also improves reporting processes, documents business rules, and supports data warehouse enhancements.

Manages premium billing transactions, invoices, adjustments, reconciliations, audits, and delinquency activities. Develops Excel tools and VBA macros, integrates Excel with external systems, troubleshoots data transfers, resolves billing discrepancies, prepares reports, and recommends process improvements. Collaborates with internal teams and external stakeholders through written and verbal communication to ensure accurate, compliant, and efficient billing operations.

Manages multiple RFPs from intake through submission, coordinating with sales, marketing, underwriting, legal, and subject matter experts. Gathers and verifies information, develops accurate and compliant proposal materials, manages deadlines and stakeholder input, resolves issues, and recommends process improvements. The role supports new business acquisition and client retention in a fast-paced, regulated-industry environment.