Policy Forms/Filing Associate

Our New York Life culture has laid the foundation for over 180 years of commitment to our employees, agents, policy owners, and the communities where we live and work. Here you become a valued part of a welcoming, inclusive, and caring organization with a long-standing legacy in stability and growth. The strength revolves around our diversified, multi-dimensional business portfolio that goes beyond life insurance.

As a Fortune 100 company and industry leader, we provide an environment where you can explore your career ambitions, offering opportunities to tackle meaningful challenges and stretch your skills while balancing work and life priorities. You will be part of an inclusive team guided by our belief to always be there for each other–providing the support and flexibility to grow and reach new heights while making an impact in the lives of others.

You are our future, and we commit to investing in you accordingly.

This position primarily involves a hybrid work schedule – working remotely: Monday & Friday / on site: Tuesday, Wednesday and Thursday.

Under certain circumstances, will consider a remote option.

Role Overview:

The Associate role will be primarily responsible for the preparation, drafting, review and issuance of contract forms. Also, this individual may be responsible for the submission of these forms to applicable insurance departments, when necessary, and responding to departmental objections/questions to negotiate and secure form approval. While the main objective will be preparation and drafting of policy forms in a timely manner, the Associate will also be actively involved in assisting with other related general contractual issues within the Division, including related filing and compliance projects.

What You’ll Do:

• Develop and draft various contract forms, specific to group life and health insurance and blanket accident/accident medical insurance, and related documents for the issuance to group policyholders and certificate holders via third party administrators.
• Research and review laws and regulations and analyze the impact on the Division’s contract forms.
• Determine contractual modifications needed because of legislative requirements and/or changes.
• Review, prepare and submit SERFF filings; negotiate approval of product filings from State Insurance Departments.
• Collaborate and communicate with individuals from various areas within the Company (particularly with Contract unit members) in addressing drafting, filing and compliance issues and questions.
• Assist with the implementation of other general filing and/or compliance initiatives.

Annual Salary: $62,400-$8,000

Technical Records Specialist 2 – Rates and Forms

Annual Salary: $20.28 hourly

Paralegal

Summary/Objective:
The Paralegal supports compliance operations by maintaining databases and conducting legal research related to compliance inquiries. This role is responsible for managing and updating the SharePoint document library, assisting in the preparation of correspondence, and providing regulatory guidance as needed. Additionally, the Paralegal performs a variety of administrative tasks to ensure efficient compliance workflows and helps ensure that all company licenses remain current and in good standing.

Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Database and Document Management: Manage Files.com and the SharePoint document library, ensuring documents are properly categorized, current, and accessible.
• Legal and Regulatory Research: Respond to compliance inquiries by gathering relevant information and providing guidance or escalation as needed.
• Licensing and Filings: Track and ensure timely renewal of company licenses across all jurisdictions, support the submission of regulatory filings for new and existing products (SERFF).
• Correspondence and Communication: Draft and edit correspondence, including responses to internal and external stakeholders.
• Administrative Support: Provide clerical support to the compliance team, including file management and reporting.
Knowledge, Skills and Abilities:
• Typically requires a University Degree or equivalent experience.
• Typically requires less than 2 years of relevant experience.
• Familiarity with legal research databases.
• Understanding of insurance principles and related matters.
• Ability to quickly adapt to changing compliance requirements and corporate needs.
• Strong verbal and written communication.
• Excellent customer service skills.
• Detail oriented and organized.

Annual Salary: $65,000/depending on experience

AVP Regulatory Affairs & Product Filings

The role is accountable for the following:

Monitoring legislative and regulatory developments, inclusive of building and maintaining relationships with key Department of Insurance (“DOI”) contacts and industry advocacy leaders and effectively communicating HSB’s position on various policy matters. To that end, this position will develop strategies and implement steps to ensure compliance with regulations across all of our insurance products (direct and assumed).
Oversees the successful execution of the full filing lifecycle for our insurance products, from development of proactive filing strategies for all our insurance products (new or enhanced) to development of filing materials that will result in ultimate DOI approvals, through identification of state filing requirements and actual filing submissions, through to resolution of any form, rate or rule objections for those products.
Leads the development and maintenance of form, rate and rule materials for HSB’s direct insurance products that incorporate recent changes in the regulatory landscape. It is critical for this role to effectively navigate complex regulatory challenges, develop effective compliance solutions while maintaining a pragmatic approach for business enablement. In addition, they will work closely with AVP Client Delivery to ensure our reinsured product filing support leverages learnings from our direct experience in order to be as optimal as possible.
Lead development of adequate RATE filing support for all products, while working closely in tandem with AVP Client Delivery who is accountable for the efficacy of the form filing materials.
Leads a team of professional direct reports. Coaches and mentors with a focus on development and succession plans. Determines performance evaluations and strategic hiring needs for the team.
They will collaborate with many other departments within HSB, such as, but not limited to, Legal, Client Delivery, Pricing, Systems, Product and Underwriting Management.

Annual Salary: $124,740 – $236,940

Compliance Manager

Join a Mission-Driven Team Committed to Excellence and Integrity

Navy Mutual is seeking a highly skilled and experienced Compliance Manager to help lead our compliance program for life insurance and annuity products. This critical role ensures that our operations align with federal and state laws, industry standards, and internal policies—while supporting our staff and protecting the interests of our Members.

As a collaborative advisor and mentor, you’ll partner closely with Legal, Sales, Marketing, and Operations to implement smart, business-aligned compliance practices that support innovation and safeguard the Association’s reputation.

Annual Salary: National Capital Region: 120,000 – 150,000 USD

Chief, Market Conduct Examiner (Life and Health)

This position manages all aspects of market conduct examinations and investigations involving life and health insurance companies and other licensees operating in the state of Maryland. The Chief Examiner supervises the senior examiners and examiners, including regular training and development. This position is responsible for selecting companies to be examined and to determine the type of market conduct exam. In addition, the Chief Examiner oversees and schedules appropriate market conduct investigations and exams necessitated by market trends, emerging compliance issues, and/or complaints. Oversight includes review of applicable laws, evidence of violations, advising on application of laws, and writing reports and orders.

Annual Salary: $94,585 – $108,025/year, with potential progression to $133,951/year (Salary Guidelines Apply)

Rates and Forms Supervisor

Sr Product Analyst – Supplemental Health Benefits

Symetra is seeking a Sr Product Analyst to join our Supplemental Health Benefits Team!

About the role
As a Senior Product Analyst, you’ll collaborate closely with the Director of Supplemental Health Products to support and implement product strategy. You’ll play a key role in analyzing trends, developing business cases, coordinating product filings, and leading cross-functional initiatives.
What you will do
• Analyze product performance data to identify trends and opportunities for improvement.
• Coordinate and manage state product filings in partnership with Product Management, Compliance, Legal, and other partners.
• Develop and present clear, well-organized documentation to support decision-making.
• Represent the Product team on cross-functional projects, often in a leadership capacity.
• Evaluate and enhance current product processes; develop and implement improvement plans.
• Create business cases and analyze requirements for product initiatives.
• Support product configuration and conduct testing across systems.
• Act as a liaison between business units to ensure alignment and visibility of dependencies.
• Lead small-scale projects and mentor/coach others.

Who You Are
• High school diploma or equivalent required; bachelor’s degree in business, finance, or a related field preferred.
• 3–5 years of experience in insurance or financial services, with a strong background in product analysis.
• In-depth knowledge of Supplemental Health products and experience with state filing processes.
• Strong analytical skills with the ability to interpret data and develop actionable insights.
• Effective project management skills with the ability to prioritize and manage multiple initiatives.
• Excellent communication and relationship-building skills across diverse teams.
• Experience with insurance administration systems and quality assurance testing.
• A proactive, detail-oriented team player who can coach and support peers.

Why Work at Symetra
Here’s what some of our employees have to say about why they work at Symetra:

“Symetra is a great place if you are looking for the opportunity to contribute, to grow, to be seen and valued.” Vernell K. – Auditor

“We’re big enough to make an impact on the country, but small enough to care and know who you are and what you’re contributing to the organization. All new ideas are welcome!” Stephanie F. – VP Customer Service & Operations

What we offer you
Benefits and Perks
We don’t take a “one-size-fits-all” approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
• Flexible full-time or hybrid telecommuting arrangements
• Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
• Paid time away including vacation and sick time, flex days and ten paid holidays
• Give back to your community and double your impact through our company matching
• Want more details? Check out our Symetra Benefits Overview

Compensation
Salary Range: $77,600 – $129,400 plus eligibility for annual bonus program
We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. We’re building a place where every employee feels valued, respected, and has opportunities to contribute.
Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here.
Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we’re guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they’re buying, and we design products—and operate our company—to stand the test of time. We’re committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom.
For more information about our careers visit: https://symetra.eightfold.ai/careers
Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company.

Annual Salary: $77,600 – $129,400 annually plus eligibility for Company Annual Bonus

Compliance Analyst

About the job

Our Company

At Wysh, we’re not your average insurance company—we’re redefining financial protection for the modern world. Our purpose is to empower every person to live life to the fullest, with the confidence of financial protection. As an entrepreneurial team, we thrive on thinking outside the box, experimenting fearlessly, and delivering innovative solutions that challenge industry norms.

What sets us apart is our people: a dynamic mix of math nerd strategists, user-flow-obsessed designers, results-driven developers, and epic storytelling marketers. We love what we do and take work-life balance and professional development as seriously as our products.

Our impact hasn’t gone unnoticed—Wysh was honored with the prestigious Best of Show award at Finovate Fall, one of the world’s leading fintech conferences. We’re also proud to be recognized and featured on multiple “Best Workplaces” lists.

At Wysh, we dream big, safeguard futures, and inspire everyone—our customers and team alike—to aim high. Ready to join a company that’s redefining financial protection and making dreams a reality? Join us on this exciting journey, and let’s make an impact, one Wysh at a time.

The Role

We are looking for a detail-oriented and proactive Compliance Analyst to join our Compliance team. In this role, you will play a pivotal part in ensuring the company’s adherence to regulatory requirements while supporting the development and implementation of effective compliance processes. This position offers the unique opportunity to work cross-functionally, design innovative systems from the ground up, and make a meaningful impact in the evolving fintech and life insurance landscape.

The ideal candidate has hands-on experience with SERFF and understands the full lifecycle of product filings—from drafting and submission to responding to state objections. If you’ve worn many hats in a lean life insurance or insurtech environment and thrive when given ownership, you’ll feel right at home here. This is an opportunity to truly own compliance filings and help shape how we bring products to market. Autonomy, initiative, and a roll-up-your-sleeves mindset are critical to success in this position.

What You’ll Do

Draft and refine policy forms to ensure alignment with state regulations.
Research corresponding regulations to products
Submit filings via SERFF and/or IRFS to individual states or Insurance Interstate Compact
Manage producer licensing, appointments, and terminations.
Manage license and appointment renewals to ensure compliance with state requirements.
Review changing regulations to determine the applicability to the Company. Define procedures based on regulations. Work with corresponding functions to ensure procedures are properly implemented.
Research, interpret regulatory research and define and implement cross-functional procedures.
Compose relevant state filings and assist other functions in the filing of corresponding state filings.
Review marketing assets for compliance with regulatory requirements
Communicate with creative teams to find solutions

What You’ll Bring

3+ years of experience in regulatory compliance, preferably in life or health insurance.
Strong knowledge of insurance industry processes, compliance regulations, and standards, including NAIC and Insurance Interstate Compact.
Proficiency with Wolter Kluwer NILS In Source, SERFF, IRFS, Microsoft Office Suite, and ability to learn company-specific systems.
Advanced research, problem solving, critical thinking and analytical skills.
Strong attention to detail, accuracy, organization, time management with the ability to multi-task and pivot.
Ability to work independently, escalating non-routine issues with recommendations for solutions.

Diversity and Inclusion

Wysh is a proud equal opportunity employer that is committed to diversity and inclusion in and outside of the workplace. We strongly believe that everyone deserves a seat at the table and we support a culture where our people are empowered to be their authentic selves each and everyday.

We’re building a team that represents a variety of backgrounds, perspectives, and skills to reflect the world that we live in and the customers we serve. You are welcomed to apply for this role free of biases or discrimination regardless of your race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status or any other basis covered by law.

Benefits

A Great Team – We focus on hiring people from diverse backgrounds who are easy to get along with and fantastic teammates.

Flexible Work Schedule – Hybrid or Remote work schedule. We’re interested in what you contribute more so than when you do it.

Work Life Balance – Unlimited PTO, Paid Holidays, along with Paid Summer Fridays and Paid parental leave.

Competitive Compensation – The base salary for this role is $75,000 to $85,000 annually. Exact compensation range is determined based on your region, years of experience, and specific skill set using aggregate market data from PayScale.

Health & Wellness – We offer 100% Medical Care Coverage for you and generous contributions for family, Dental and Vision Coverage, Commuter and Parking Reimbursement, 401k with a 4% Match, Health and Wellness Reimbursement, Free talkspace membership, Voluntary Long-term and Short-term Disability, Life Insurance and FSA/HSA.C

areer Development – We believe in upskilling our teams, providing each employee a $1,000 annual training allowance.F

riendly office environments – Two modern offices; one in Dumbo, Brooklyn and the other in Durham, NC, offering a variety of working spaces for individual or team collaboration with free meals and snacks.S

ocial events – Monthly culture events, celebrations, team outings and social hours.

Annual Salary: $70-80K

Senior Insurance Compliance Analyst

Job Summary: We are seeking a detail-oriented and experienced Senior Insurance Compliance Analyst to join our compliance team. This role is essential in ensuring our organization adheres to all relevant insurance regulations and industry standards. You will be responsible for administering compliance programs, responding to regulatory inquiries, and supporting internal audit and training initiatives.

Key Responsibilities:
Administers Compliance programs and ensures compliance with the laws, regulations and rules of federal, state, and self-regulatory organizations.
Prepares and files regulatory and compliance documents and / or reports.
Handles interactions pertaining to approvals.
Analyzes and responds to objections and inquiries from authorities.
Creates forms and reports to comply with new or existing regulatory requirements. Prepares memorandums regarding the use of forms.
Responsible for administering compliance training and industry education programs.
Responsible for reporting and /or investigating any non-compliance or suspected fraudulent acts.
Drafts and delivers complaint responses.
Administers privacy, Anti-Money Laundering (AML), and other guidelines.
Receives, analyzes, interprets and responds to regulatory matters and / or inquiries from the various state departments of insurance, federal agencies, self-regulatory organizations, industry associations and / or internal and external customers. Refers more complex matters to appropriate staff, as needed.
Coordinates, administers, reports on and develops audit / review processes.
Maintains and retrieves material from departmental databases and files.
Performs research.
Reviews policy administration issues, which may include powers of attorney, trusts and / or conservatorships.
Evaluates, interprets, and communicates new or revised statutes / regulations / rules to effectively implement new requirements according to changes and updates in laws, rules and regulations.
Assists with researching, documenting, and communicating complex issues. May develop action plans and assist with coordinating implementation.
May review proposed advertising and marketing materials for compliance with State Advertising rules, regulations, product features and / or contract language.
Drafts product disclosures.
Develops and maintains product audit / issues instructions for new product implementation.
May provide back-up coverage for other compliance areas.
Maintains strong relationships within state insurance departments and / or other regulatory authorities. Acts as a liaison between the organization, specific departments / business units, third party vendors/administrators and regulatory authorities.
Demonstrates advanced knowledge of the organization, regulatory agencies and current trends in ensuring compliance.
May provide guidance and assistance to less experienced positions.
Performs other duties as assigned

Qualifications:
Associate’s degree or equivalent years of education and experience required. Bachelor’s degree in business, Liberal Arts, or related field preferred.
3 to 5 years of insurance / securities related experience.
Continuing progress toward and/or the completion of an Associate Insurance Regulatory Compliance (AIRC) designation
Strong understanding of compliance practices and regulatory frameworks.
Excellent communication and analytical skills.
Experience with policy administration, audits, and regulatory correspondence.

Annual Salary: $65,000.00 – $80,000.00 /year