Policy Filing Analyst I

Position Overview

Assurity is seeking enthusiastic, driven, and collaborative professionals to join a vibrant team dedicated to helping people through difficult times. As a Certified B Corporation with a verified commitment to our people, community, and planet, we work every day with purpose to make a difference. Ample opportunities for growth, a thriving culture, and supportive coworkers await you. Learn more at www.assurity.com/careers.

Key Responsibilities

• 55% Filing Responsibilities: Responsible for filing with state insurance departments all new and revised product, form and rate filings, annual state filings, and data calls, including:
  • Serving as subject matter expert (SME) on policy forms compliance in assigned states;
  • Drafting and reviewing policies, riders, applications, and other forms to ensure conformity with state regulations and revising as necessary;
  • Compiling and submitting new and revised policy forms, riders, rates, and applications through SERFF or other industry portals;
  • Preparing support materials such as explanatory memoranda, state-required checklists, certifications, and Flesch readability scores;
  • Completing annual filings and data calls by prescribed deadlines;
  • Developing and maintaining positive relationships with state reviewers;
  • Communicating with state insurance departments, responding to objections and researching applicable statutes and regulations;
  • Collaborating internally with Product Actuaries and other departments to ensure form changes align with product pricing, administration, and claims adjudication;
  • Maintaining all filed and non-filed forms and rates, including tracking systems and product specifications.
• 40% Compliance Responsibilities: Ensures adherence to state insurance statutes and regulations regarding forms and rates, including:
  • Staying current on regulatory changes affecting Assurity's product lines and related filings;
  • Reviewing and applying state insurance codes to forms and rate filings;
  • Completing CODE tasks to meet state regulatory changes by the effective date, including necessary filings;
  • Assisting with research on compliance issues;
  • Monitoring industry-related developments and activities.
• 5% Additional Responsibilities: Performs other functions, including:
  • Maintaining and organizing SharePoint libraries and files;
  • Collaborating with other departments on ancillary forms development and filing;
  • Implementing new processes and procedures as needed;
  • Participating in team functions and events for the product management department;
  • Assisting with special projects and related duties as requested.

Note: The list of essential functions is not exhaustive and may be adjusted as necessary.

Required Qualifications

• Four plus years of experience in business or a related field required.
• Insurance industry experience is helpful.
• Self-starter with a high level of initiative and accountability required.
• Strong analytical and negotiation skills required.
• Professional oral and written communication skills required.
• Decisiveness and sound decision-making ability required.
• Ability to review and understand insurance contract language required.
• Ability to analyze and interpret state insurance rules and regulations.
• Knowledge of administrative practices relating to company procedures and digital systems is beneficial.
• Strong proficiency with Microsoft Office Suite and Adobe Acrobat document editing software required.
• Familiarity with SERFF and IIPRC filing standards is helpful.
• Consistent and reliable attendance is an essential function of this position.
• Demonstrated talent in work intensity, positivity, resourcefulness, persuasion, and attention to detail.
• Bachelor’s degree in business or a related field required, or equivalent work experience (4+ years) in the insurance industry.
• LOMA designations are helpful (ALMI required within 18 months of hire); other industry certifications are strongly encouraged.
• Ability to focus and work on a computer for extended periods required.