Product Filing Specialist

iA Financial Group (Industrial Alliance)Waco, TX
Hybrid

About The Position

Build the future with us Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Product Filing Specialist, you will play a key role in supporting the filing and maintenance of life insurance products across all jurisdictions. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

  • Is known for their problem-solving skills
  • Stands out for their analytical and critical thinking skills
  • Demonstrates strong written and verbal communication skills
  • Is recognized for their positive, learning-oriented attitude.
  • Has 3 years of experience in product filing, compliance or regulatory affairs within the insurance industry
  • Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.

Responsibilities

  • Prepare, submit, and manage life insurance product filings through SERFF, including forms, rates, and supporting documentation.
  • Ensure compliance with state insurance laws, regulations, and NAIC requirements.
  • Interpret regulatory requirements and assess impact on product design and filing strategy.
  • Coordinate with Legal, Actuarial, and Product Development teams to develop compliant filing materials.
  • Track and manage filing status, including responses to objections, data requests, and disapprovals.
  • Draft and revise policy forms, riders, endorsements, and state variations.
  • Maintain accurate filing records and documentation for audits and internal tracking.
  • Monitor regulatory changes and assess impact on existing and future products.
  • Review marketing materials for consistency with approved policy forms.
  • Support process improvements to enhance filing efficiency and reduce approval timelines.
  • Maintain product data accuracy in LIFE-COMM or similar systems.

Benefits

  • Flexible group insurance
  • Competitive pension plan
  • Stock purchase plan
  • Vacation and wellness/personal development days
  • Telemedicine
  • Employee and family assistance program
  • Ergonomic furniture program
  • Performance bonus
  • Discounts on iA products
  • Medical, Dental, and Vision Insurance
  • Company-Paid Term Life, AD&D Insurance, Long and Short-Term Disability Insurance
  • Company-Paid Health Advocate Benefit
  • Wellness Allowance
  • Generous Paid Time Off Plan and Holidays
  • 401(k) With Company Match
  • Competitive Bonus Program
  • Employee Assistance Program
  • Employee Discount Program
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