Manager, Experience Rating and Refunds

The Standard

Remote regions

US

Salary range

$79,250–$126,750/yr

Benefits

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Job Summary:

  • Manage the Experience Rating Refund (ERR) functions and team to ensure contract provisions are respected and fiduciary responsibilities are fulfilled.
  • Utilize metrics to track performance, identify gaps, and adjust work assignments and processes.
  • Oversee accurate and timely delivery of experience reports and maintain effective controls.

Key Responsibilities:

  • Provide direction and oversight of ERR activities to develop efficient workflows and ensure accurate delivery of reports.
  • Review and approve experience reports, administer source systems, and perform reconciliation across multiple systems.
  • Investigate discrepancies, process refunds/retro premiums, and check alternative funding agreements.

Skills & Background You’ll Need:

  • Bachelor’s degree in mathematics, accounting, finance, or related field with 2-5 years of experience in reporting or system reconciliation.
  • Advanced skills in Excel required; experience with Power BI, SAS, and Python preferred.
  • Strong analytical, communication, and leadership skills with a low-ego, collaborative approach.

Why Join The Standard:

  • Rich benefits including medical, dental, vision, 401(k) with match, annual bonus, and generous paid time off.
  • Paid parental leave, adoption assistance, and employee giving program with double matching.
  • Supportive management, career growth opportunities, and a remote work environment.

The Standard

We are a family of companies dedicated to helping customers achieve financial well-being and peace of mind through insurance, retirement plans, and annuities. With a high-performance culture focused on operational excellence and a customer-first commitment, we have been a leading provider since 1906.

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