Policy Forms Analyst

National Life Group • Montpelier, VT

177d • Hybrid

About The Position

The individual in this position is a member of a fast-paced product development team. We create value for our stakeholders by maintaining alignment across the enterprise, thinking with outside-in mindset, and communicating with real-time transparency. The primary responsibility of this position is the development, approval and maintenance of our promises: the policy forms (policies, data pages, riders, endorsements, and applications) representing the product offerings of National Life Group.

Requirements

• Candidates should have 3-5 years of direct experience in life insurance and annuity contract drafting and state filing.
• Experience with SERFF filings including Interstate Compact filings, and Florida Insurance Regulation Filing System (IRFS).
• Bachelor's degree, paralegal degree, or 5+ years of commensurate experience or a combination of education, training, and experience.
• Proficient in Microsoft Word, Excel, and Adobe Acrobat software.
• Excellent research, analytical and problem-solving skills.
• Strong work ethic with a proactive, results driven mindset.
• Solid interpersonal skills and the ability to enhance outcomes with the ability to connect and partner with a variety of stakeholders across the organization.
• Detail-oriented with a strong commitment to ensuring consistency, organization, and visual clarity in policy form filings.
• Above average writing, editing and grammatical skills.

Nice To Haves

• LOMA designations FLMI, ALMI, and/or AIRC preferred.
• Experience with composition design software is a plus.

Responsibilities

• Prepare, draft, and submit policy and related forms (including data pages, riders, endorsements, and applications) and respond to any objections in accordance with state and Interstate Compact filing requirements with limited supervision.
• Understand new insurance regulations and changes in the regulatory environment and their impact on National Life Group's product offerings.
• Draft and propose contract language to policy and related forms within pre-filing preparation and for responses to any objections received from state regulators.
• Coordinate with scrum teams to define and execute Policy Package implementation.
• Support internal / external requests for gathering filing information, forms, and other items in a timely manner.
• Create and maintain policy form documentation, descriptions, and approval history of all policy forms.
• Research and respond to questions from various internal stakeholders about historical versions of forms and prior filings.
• Collaborate with other business areas to update and improve any other filed forms such as applications, disclosures, and advertising, etc.
• Participate in product project teams in the development and implementation of new products or enhancement to existing product portfolios.

Benefits

• 401(k) retirement plan match
• Medical, dental, and vision insurance
• Company funded wellness account for director and below employees
• 10 paid holidays
• Generous paid time off plan (22 days of combined time-off for non-exempt employees)
• 6 weeks of paid parental leave
• 6 weeks of paid family leave after a year of full-time employment

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees