Job Description:
Product Forms & Filing Analyst II (Remote)
Primary Duties & Responsibilities
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.
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