Product Filing Analyst

Product Filing Analyst – Kuvare Holdings

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About Kuvare

Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and simplify them for distributor partners and financial professionals to sell and service.

• Retail Annuity and Life Insurance Solutions:
  • United Life Insurance Company
  • Guaranty Income Life Insurance Company
  • Lincoln Benefit Life
• Institutional Insurance
  • Kuvare Life Re
• Bespoke Insurance Solutions
  • Ignite Partners

The Product Filing Analyst will assist in product development, preparing, submitting and tracking SERFF submissions, and advising on life and annuity product form requirements to ensure compliance with state and federal law.

• Work closely with Actuarial, Claims, Project Management, Underwriting and IT in developing the company’s life and annuity product portfolio and in the processes required to generate, file, and otherwise maintain contracts, riders, endorsements, and other filed policy-related forms.
• Conduct research and analysis on competitor products, market needs, and emerging issues to make recommendations for changes or additions to products.
• Develop contracts, policy forms, policyholder notifications and rules as well as any supporting information for products.
• Submit state filings through NAIC’s SERFF system and oversee and coordinate the process for responding to state objections.
• Track, analyze and interpret laws and regulations relevant to life insurance and annuity contracts for determining impact to product filing process.
• Interact with key stakeholders regarding product features and product development strategy.
• Prepare filing memos, forms listing, certifications, and other documentation required for filing submissions.
• Submit regulatory filings required to be submitted via SERFF.
• Track current and prior form filings, state objections and approvals for compliance reviews and audits.
• Develop playbook for new product launches.
• Create and maintain a repository of all filed and approved forms.
• Other duties as assigned.

• Bachelor’s degree (preferred).
• 5–8 years experience in life insurance and annuities in a compliance role with at least three years of SERFF filing experience.
• Expertise in industry-standard life and annuity insurance product filings and NAIC Compact/non-Compact requirements.
• Role could be Senior Product Filing Analyst for candidate with appropriate experience.

• Highly proficient in using SERFF for life and annuity filings.
• Effective verbal and written communication skills.
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and Adobe.
• Strong organization and time management skills with the ability to work under pressure and adhere to project deadlines.
• Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization.
• Demonstrated integrity within a professional environment.
• Ability to adapt to new situations and learn quickly.
• General understanding of the insurance industry and organizational relationships of the company.
• High degree of initiative, mature judgment, and discretion.
• Works independently with little supervision.

Mid-Senior level

Full-time

Research, Analyst, and Information Technology

Insurance

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