Job Abstract

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.

• 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.

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.

• 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.