Intermediate State Filing Specialist - Development

Job Description Summary

Independently creates and files product forms across multiple business units. Researches and develops new product concepts and applies them to the filing process.

• Provides skilled advice and knowledge regarding product form filings.
• Effectively communicate with other business units, departments, and staff to meet required service level standards in relationship to product development.
• Must be able to work independently.
• Innovative involvement in the execution and coordination of all processes of a filing from start to finish.
• Advanced ability to understand and develop moderately complex annuity, life, health and/or P&C language, application forms, riders, amendatory endorsements, and other regulated forms.
• Advanced ability to analyze state laws, regulations, bulletins, and disapprovals, and apply knowledge independently to moderately complex lines of insurance.
• Files products with the states for approval (SERFF or paper filings).
• Competency to train and mentor basic skills to a State Filing Analyst I level.
• Creatively develop and assist in implementing new processes that will allow the team to function more efficiently.
• Analyze, develop, and provide timely and accurate responses to issues/objections related to product features and product form disclosures with the State Insurance Departments.
• Facilitate resolution of objections by performing research and analysis.
• Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.

• Bachelors degree or equivalent work experience required. Minimum of 2 years industry/regulatory experience with an emphasis on product knowledge preferred. Strong analytical skills needed.

• Skilled knowledge of annuity, life, health and/or P&C products is preferred. Strong verbal and written communication skills. Must display effective problem solving and decision making skills. Ability to work independently and demonstrate effective use of time management. High degree of accuracy and attention to detail.

• Office Environment - hybrid
• Fast paced environment

The Salary for this position generally ranges between $53,000 - $63,000 annually. This salary range is a good faith estimate; actual starting pay is determined by qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above or below the stated amounts, as permitted by applicable law.

Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Applicants must possess legal authorization to work for our company in the U.S. without the need for immigration sponsorship or otherwise serving as an employer of record for immigration employment purposes. At this time, this role is not eligible for immigration-related employment authorization sponsorship.

For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees.

Compensation Benefits

• Competitive Pay
• Bonus for Eligible Employees

Benefits Package

• Pension Plan
• 401k Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical Insurance
• Dental Insurance
• Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities

Health and Work/Life Balance Benefits

• Paid Time Off starting at 160 hours annually for employees in their first year of service.
• Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
• Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
• Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
• Adoption Assistance
• Employee Assistance Program
• Back-Up Care Program
• PTO for…