Forms & Compliance Analyst

Assurity•Lincoln, NE

11h•Hybrid

About The Position

Assurity is seeking enthusiastic, driven, and collaborative individuals to join their team. Assurity is a Certified B Corporation with a commitment to its people, community, and planet, aiming to make the world a better place. The company offers ample opportunities for growth, a thriving culture, and coworkers who are passionate about making a difference. The Forms & Compliance Analyst is responsible for overseeing forms management, regulatory compliance processes, and database administration. This role is crucial for forms development, compliance monitoring, regulatory change management, and cross-functional implementation, ensuring that company forms and processes comply with regulations while supporting operational efficiency and business objectives.

Requirements

Four or more years of experience in business or a related field.
Strong proficiency with Microsoft Word, Microsoft Excel, and Adobe Acrobat Pro.
Technical proficiency with document editing tools.
Ability to work independently and effectively manage multiple priorities.
Exceptional attention to detail and commitment to quality.
Strong written and verbal communication skills.
Consistent and reliable attendance is an essential function to this position.
Talent required in values, work intensity, achiever, positivity, relationship, resourceful, command, relationship-extensions, and exactness.
Bachelor’s degree in business or a related field.
Four or more years of equivalent work experience may be considered in lieu of a degree.
ALMI designation required within 18 months of hire.

Nice To Haves

LOMA designations or related insurance industry coursework is preferred.

Responsibilities

Maintain the forms database and manage internal request workflows.
Lead the development, revision, and implementation of company forms, ensuring alignment with brand standards and regulatory compliance.
Obtain stakeholder approvals for form changes and coordinate cross-functional implementation.
Support CODE, the regulatory change management system by participating in regulatory filings and data calls, monitoring and researching regulatory requirements, and assigning tasks and ensuring timely completion.
Track and oversee compliance-related filings, reports, and required mailings.
Conduct periodic reviews of compliance topics and coordinate updates as needed.
Create, revise, and maintain applications, enrollment forms, and supplemental documents to support regulatory filings and state compliance requirements.
Collaborate with Policy Filing Analysts to address state objections and prepare required disclosures and revisions.
Serve as the primary contact for forms implementation across digital platforms, including electronic applications and automated processes.
Provide technical and compliance support for the Forms Package Management system and iPipeline.
Represent the Forms Compliance Team during product implementation processes, including forms testing and review activities.
Develop and maintain systems for tracking and managing forms inventory and related data.
Lead special projects involving forms updates and process improvements.
Conduct compliance research and provide project support as assigned.
Perform additional duties as needed to support business operations.