Policy Forms Analyst

Policy Forms Analyst

Sponsorship is not available for this position.

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a flexible work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good.

Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard.

We invite you to explore what we have to offer and to join our cause.

Role Summary

The individual in this position is a member of a fast-paced product development team. We create value for our stakeholders by maintaining alignment across the enterprise, thinking with outside-in mindset, and communicating with real-time transparency.

The primary responsibility of this position is the development, approval and maintenance of our promises: the policy forms (policies, data pages, riders, endorsements, and applications) representing the product offerings of National Life Group.

Essential Duties and Responsibilities

• Prepare, draft, and submit policy and related forms (including data pages, riders, endorsements, and applications) and respond to any objections in accordance with state and Interstate Compact filing requirements with limited supervision.
• Understand new insurance regulations and changes in the regulatory environment and their impact on National Life Group’s product offerings.
• Draft and propose contract language to policy and related forms within pre-filing preparation and for responses to any objections received from state regulators.
• Coordinate with scrum teams to define and execute Policy Package implementation.
• Support internal / external requests for gathering filing information, forms, and other items in a timely manner.
• Create and maintain policy form documentation, descriptions, and approval history of all policy forms.
• Research and respond to questions from various internal stakeholders about historical versions of forms and prior filings.
• Collaborate with other business areas to update and improve any other filed forms such as applications, disclosures, and advertising, etc.
• Participate in product project teams in the development and implementation of new products or enhancement to existing product portfolios.
• This position is presently onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday, and Thursday (subject to change with advance notification and manager discretion).

Minimum Qualifications

• Candidates should have 3-5 years of direct experience in life insurance and annuity contract drafting and state filing.
• Experience with SERFF filings including Interstate Compact filings, and Florida Insurance Regulation Filing System (IRFS)
• Bachelor’s degree, paralegal degree, or 5+ years of commensurate experience or a combination of education, training, and experience
• Proficient in Microsoft Word, Excel, and Adobe Acrobat software
• Excellent research, analytical and problem-solving skills
• Strong work ethic with a proactive, results driven mindset.
• Solid interpersonal skills and the ability to enhance outcomes with the ability to connect and partner with a variety of stakeholders across the organization.
• Detail-oriented with a strong commitment to ensuring consistency, organization, and visual clarity in policy form filings.
• Above average writing, editing and grammatical skills.

Preferred Qualifications

• LOMA designations FLMI, ALMI, and/or AIRC preferred.
• Experience with composition design software is a plus.

Benefits

• Your benefits start on day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!

The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position. National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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