Job Listings

Product Forms & Filing Analyst II (Remote)

6001 E. Royalton Rd., Broadview Heights, Ohio
Job number: 15644

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 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 Product Forms & Filings Process Manager 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

Required Skills

  • 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.

Required Knowledge & Experience

  • 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 proofreading and analytical skills.

Location: 6001 E. Royalton Rd., Broadview Heights, Ohio

Savings and Investment Plan (401K) - Eligible employees may begin participating in the plan on the first day of employment.

Pension Plan - Eligible employees who complete one year of service with the Company become participants in the Pension.* (Not available to Cleveland Employees)

Medical - Benefits are available to all eligible employees and qualified dependents the first of the month following 30 days of continuous service.

Dental** and Vision - Eligible employees and qualified dependents are able to enroll the first of the month following 30 days of continuous service.

Flexible Spending Accounts (FSA) - Our FSA has two components, Health Care and Dependent Care Accounts. These accounts allow employees to set aside a portion of their earnings on a pre-tax basis to cover out-of-pocket medical and dependent care expenses. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service.

Health Savings Accounts (HSA) - A pre-tax Health Spending Account (HSA) is offered to those who enroll in the High Deductible Plan. It allows you to pay for health care expenses. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service. Company contributes to HSA.

Short-Term Disability - Eligible employees may be entitled to salary continuance during periods of temporary disability. Benefits are based on employee status and years of service.*

Group Life and Long-Term Disability** - Eligible employees may elect life insurance and long-term disability coverage the first of the month following 30 days of continuous service.

Vacation and Paid Holidays - Employees are eligible for vacation upon the completion of six months of employment. In addition, the Company offers eight paid holidays.

Education Assistance - The Company supports employees who wish to continue their education to secure increased responsibility and growth within their professional careers. We offer a reimbursement program for expenses incurred through approved institutions of learning. In addition, Fellow, Life Management Institute (FLMI) and International Claim Association (ICA) program courses are offered after the completion of six months of services at no cost to the employee.

Fitness Reimbursement - Eligible employees are able to receive up to 100% reimbursement for monthly dues (employee only).

Supplemental Plans** - Cancer, Heart/Stroke, Accident.

*Please note, some benefits may vary by subsidiary. Please be sure to clarify with the Human Resources Department.
**Company paid benefit

Do I have to apply for every job that I am interested in? - Yes. Though our Talent Acquisition Team searches our database for qualified candidates, the only way to ensure that we know what position is of interest to you is if you apply for it directly.

Now that I've applied, what happens? - You will receive an immediate response from our system. Someone from our Talent Acquisition Team will review your qualifications and skills. If you're a good fit, we'll contact you to conduct an initial interview by phone, followed by assessment testing and an in person interview(s).

How do I get the contact information of the hiring manager for the job I am interested in? - It is our policy not to give contact information to external applicants. If, after you apply, it is determined that your skills and qualifications match our hiring needs, you will be contacted directly for an interview by someone on our Talent Acquisition Team.

I've been interviewed, what's next? - If selected, we'll extend a conditional offer. Then, pending a successful background check and drug screen, we'll confirm a start date.

The Whole Globe

Globe Not only is it in our name, it’s in our hearts. Our Company thrives off of diversity and has created a culture focused on inclusivity. These two components are the pillars of our foundation and the guiding principles that build our employees and leaders.

No Ceiling

SmileThe insurance industry may be traditional, but Globe Life has been, is, and always will be dedicated to building an inclusive, sustainable, and inspiring environment that does not have a ceiling on growth.