Counsel, Product Filing

Job Title:

Counsel, Product Filing

American-Amicable Life Insurance Company of Texas (a division of iA Financial Group) is seeking a Counsel, Product Filing to lead the compliance function for life‑insurance product filings, ensuring adherence to state regulations and industry standards.

• Manage the product filing team and provide support for all aspects of filing life‑insurance products.
• Organize and structure the team to assure operational efficiency and develop team members.
• Interact with business partners and state Insurance Departments, developing ongoing positive relationships.
• Collaborate with U.S. business lines and the Canadian parent company, including actuarial services, as needed.
• Recommend changes to the company based on legislative and regulatory activity and direct legal strategy to meet organizational objectives.
• Lead and oversee compliance with state insurance laws related to policy form filings and associated matters.
• Address complex issues that require cross‑departmental coordination or escalation.
• Collaborate closely with actuarial and marketing teams in the development and revision of life‑insurance products.
• Provide strategic input based on industry standards and regulatory trends.
• Direct the research, drafting, and submission of new product policy forms and revisions to existing forms, ensuring compliance with state requirements.
• Interpret and analyze state regulations for form filing compliance, especially in complex matters.
• Assess regulatory risk and coordinate with internal stakeholders to ensure compliant implementation.
• Manage the coding and maintenance of product data in LIFE‑COMM and related applications supporting policy administration.
• Partner with IT and testing teams to resolve system‑related issues.
• Supervise and support a team of product filing analysts and specialists, fostering continuous learning, accountability, and professional development through coaching, feedback, and growth plans.
• Enhance and manage the policy form filing process through the NAIC SERFF system, ensuring timely and accurate submissions.
• Serve as the certifying officer for state‑required policy form filings, signing official company certifications.
• Review marketing and advertising materials for compliance with policy form content.
• Prepare and organize documentation for state insurance department audits related to policy form filings.
• Oversee the development of benefit description pages, statements of policy cost and benefit, annual reports, and other required materials for regulatory submission.
• Evaluate and respond to state department disapprovals, determining appropriate corrective actions.
• Engage with all levels of management to address and resolve compliance‑related issues.
• Communicate and coordinate with state insurance department officials, legal counsel, and actuarial consultants on complex compliance matters.
• Manage the preparation and submission of Life Insurance Illustration Annual Certification filings in accordance with the NAIC Life Insurance Illustration Model Regulation.
• Collaborate with the Illustration Actuary to ensure accuracy and compliance.

• Ability to perform under pressure and manage multiple projects.
• Strong experience in life‑insurance product filings and corporate environments.
• Proven staff‑management experience in a corporate setting.
• Excellent written and verbal communication skills.
• 3–5 years of legal practice, preferably within a corporate insurance company focused on life‑insurance products.

• Flexible Health, Dental, and Vision insurance.
• 401(k) with company match.
• Paid Time Off plan.
• Employee and family assistance program.
• Ergonomic furniture program.
• Performance bonus.
• Remote work options.
• Competitive benefits package.

Applicants must be authorized to work for any employer in the U.S. The company is unable to support or sponsor employment visas, including H‑1B and STEM OPT work authorizations.

Posting End Date: 2026‑07‑31

Company:
American‑Amicable Life Insurance Company of Texas – a division of iA Financial Group.

Equal Employment Opportunity:
We are an Equal Opportunity Employer. We provide a disability on request.