Product Forms & Filing Analyst II (Remote)

Job Description :

Product Forms & Filing Analyst II (Remote)

Primary Duties & Responsibilities

The Product Forms & Filing Analyst II (PF&A) will, at the direction of the Product Forms & Filings Process Manager, be responsible for configuration of the Family Heritage operating system (SOAR).

This entails adding the correct policy issue documents, underwriting questions and claim benefit files as needed for each state / product.

The PF&A will also prepare filings for the review of the Product Forms & Filings Process Manager of new and revised policies, riders, application forms, related outlines of coverage and advertising material.

The PF&A will notify the appropriate home office personnel once approval has been received and will configure the Company's operating system to issue policies and through benefit files, pay claims.

The PF&A will help maintain accurate records of state filings and approved regulated documents. The PF&A is also responsible for reading bulletins and relevant state and federal regulatory rules and guidance to stay abreast of changes that may affect insurance products, advertising and sales practices.

• Configure Company operating system (SOAR) with forms needed to generate policy issue.
• Review and approve test material and data related to new product implementation.
• Identify the design or reengineering of SOAR as necessary to accommodate unique aspects of new products and accommodate any state-imposed revisions to new products.
• Review and update the SOAR manual with current procedures.
• Assist with department initiatives and projects.
• Prepares filings of new products and required forms for state insurance departments for the review of the Product Forms & Filings Process Manager, utilizing SERFF.
• Work in conjunction with sales, actuarial, legal, marketing, IT and administrative areas to draft and produce new or revised policy forms suitable for filing with the state insurance departments.
• Learn how to research regulations to determine validity of objections and prepare rebuttals and address objections.
• Discuss and resolve problems with forms and language with state insurance department personnel and other Home Office personnel.
• Proofread policy forms, benefit riders, applications, brochures or other related sales guides or materials.
• Provide information to Actuarial and Claims Departments regarding changing benefits or policy provisions and request rate revisions if necessary.
• Publish product release memos for distribution to home office staff.
• File new products and required forms for state insurance departments for their review and approval utilizing SERFF.
• Maintain submission and approval documentation.
• Assist in preparation, organization, and submission of annual compliance filings.
• Other duties as assigned

Required Skills

• Ability to work well both independently and in a team environment.
• Ability to respond appropriately and professionally to Management, Home Office staff and outside insurance department analysts or examiners, in writing, in person and on the telephone.
• Ability to manage multiple projects and tasks simultaneously.
• Ability to organize and plan.
• Extremely detail oriented and very well organized.
• Ability to perform varied tasks using personal computers and Company operating system.
• Ability to critically analyze issues, problem solve and recommend actionable responses.
• Ability to meet tight deadlines.

Applicable to all employees of Globe Life & Accident and its subsidiaries : (Must Have)

• Reliable and predictable attendance of your assigned shift
• Ability to work full time and / or part time based on the position specifications.

Required Knowledge & Experience

Bachelor's degree from a four-year college or university preferred but not required; or 3-5 years related experience and / or training;

or equivalent combination of education and experience.

• 1-2 years' experience in the insurance, healthcare or related industry.
• Strong written and verbal communication skills with competency in grammar, spelling and punctuation.
• Demonstrated research and problem-solving skills.
• Strong proofreading and analytical skills.

Location : 6001 E. Royalton Rd., Broadview Heights, Ohio