Product Filing Analyst

Kuvare Holdings•Lincoln, NE

10d

About The Position

The Product Filing Analyst will be responsible for assisting in product development, preparing, submitting and tracking SERFF submissions and advising on life and annuity product form requirements to ensure compliance with state and federal law.

Requirements

Bachelor’s degree preferred.
5-8 years experience in life insurance and annuities in a compliance role with at least three years of SERFF filing experience.
Expertise in industry-standard life and annuity insurance product filings and NAIC Compact/non-Compact requirements
Role could be Senior Product Filing Analyst for candidate with appropriate experience.
Highly proficient in using SERFF for life and annuity filings
Must possess effective verbal and written communication skills
Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) and Adobe
Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines
Excellent interpersonal skills with the ability to establish working relationships with individuals at varying levels within the organization
Demonstrated integrity within a professional environment
Ability to adapt to new situations and learn quickly
Demonstrates a general understanding of the insurance industry and organizational relationships of the company
High degree of initiative, mature judgment, and discretion
Works independently with little supervision

Responsibilities

Work closely with Actuarial, Claims, Project Management, Underwriting and IT in the development of the Company’s life and annuity product portfolio, and in the processes required to generate, file, and otherwise maintain contracts, riders, endorsements, and other filed policy-related forms.
Conduct research and analysis on competitor products, market needs, and emerging issues to make recommendations for changes or additions to products.
Develop contracts, policy forms, policyholder notifications and rules as well as any supporting information for products.
Submit state filings through NAIC’s SERFF system; oversee and coordinate process for responding to state objections.
Track, analyze and interpret laws and regulations relevant to life insurance and annuity contracts.for purposes of determining impact to product filing process.
Interact with other key stakeholders with respect to product features and product development strategy
Prepare filing memos, forms listing, certifications, and other documentation required for filing submissions
Submit regulatory filings required to be submitted via SERFF
Track current and prior form filings, state objections and approvals for compliance reviews and audits
Develop playbook for new product launches
Create and maintain a repository of all filed and approved forms
Other duties as assigned