Contract Associate, Stable Value Investments
About The Position
The Stable Value Investments (SVI) Contract team is looking for a motivated and intellectually curious Contract Associate to support our business operations. This role focuses on drafting and filing group annuity contracts for stable value, retirement income, and guaranteed products. As part of an established leader in the stable value and guaranteed products industry, you will have significant growth potential based on your performance. In addition to contract drafting and state regulatory filing, you will gain insights into underwriting, legal and regulatory issues, and the investments and risk management aspects of our products.
Requirements
- Bachelor’s Degree preferred
- 1+ years’ work/intern experience in financial or insurance industry; fixed-income or stable value literacy a plus
- Professional communication skills with emphasis on strong, clear, and concise writing abilities
- Ability to adapt to changing priorities, manage deliverables and multi-task under pressure
- Strong organizational and interpersonal skills
- Ability to work independently and collaboratively in a team environment, with the tenacity to follow projects through to completion
- Proficiency in Microsoft Word, Outlook, PowerPoint, and Excel. Familiarity with SERFF, SalesForce or Tableau a plus
Nice To Haves
- fixed-income or stable value literacy a plus
- Familiarity with SERFF, SalesForce or Tableau a plus
Responsibilities
- Prepare state insurance department filings of contracts and amendments
- Manage filing progress through System for Electronic Rates and Forms Filing (SERFF) and directly via Insurance Department website; interact with state insurance department personnel as needed, as well as monitor and track all regulator correspondence
- Coordinate signature and delivery process of relevant documents
- Support the team’s efforts to develop new products, adapt existing products for new markets, and keep in-force business current through periodic reviews and amendments
- Manage project plans as business needs dictate
- Coordinate activity with other members of the SVI team as well as internal support groups (Sales, Actuarial, Guaranteed Products, and Legal) on product, contract, compliance and business issues
- Underwriting reviews for prospective clients
- Review on-going transactional (deposit/withdrawal) activity requests from clients to ensure contractual compliance
- Assist in preparation of presentation materials
- Assist in planning client conference calls, meetings and entertainment
- Lead or participate in group projects
- Ad-hoc administrative tasks including audit preparation, document archiving, and file maintenance
Benefits
- leave programs
- adoption assistance
- student loan repayment programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
