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.