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- 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
- 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.
- Reliable and predictable attendance of your assigned shift
- Ability to work full time and/or part time based on the position specifications.
- 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 proofing and analytical skills.
Product Forms - Broadview Heights, United States - Globe Life Inc.
Description
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 all Compliance-related 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 Lead Compliance Analyst 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.