Annuity Product State Filing Consultant

Lincoln Financial Group-posted 27 days ago

$69,000 - $124,600/Yr

Full-time • Mid Level

Hybrid • Radnor, PA

5,001-10,000 employees

Insurance Carriers and Related Activities

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As the Annuity Product State Filings Consultant, you'll play a pivotal role in ensuring our products meet compliance standards and are successfully filed across all relevant jurisdictions. You will serve as a key resource supporting product compliance and state filing outcomes for our annuity products.

Participating in Annuity product and filing requirement discussions with Internal Stakeholders.
Maintaining accurate records of approval information so that approved products and forms are correctly issued and contract language is as mandated for all states.
Evaluating and answering questions in relation to the interpretation of contract provisions as requested by internal and external customers.
Advising and negotiating with internal and external Stakeholders to resolve issues relevant to securing approval and/or use of forms and/or rates, or to revise products or procedures for compliance with new laws.
Performing analysis and communicating recommended changes as a result of new and/or revised State and Federal laws and regulations.
Reviewing and/or implementing policy print on related print systems for compliance.
May be drafting and/or filing or overseeing the drafting and/or filing of all applicable forms and/or applications by identifying and complying with complex regulatory requirements.
Researching, compiling and reviewing complex state laws and regulations using appropriate databases, the internet and other resources.

3-5+ Years experience in compliance directly aligned to the specific responsibilities for this role
Bachelor's degree or equivalent work experience
Effective verbal and written communication skills
Ability to influence management/critical stakeholders
Analytical skills and close attention to detail is necessary
Ability to adapt quickly in a changing work environment

Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training

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