Analyst – State Filings

🕒 May 12

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Martin & Company

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1993

🤝 B2B

☁️ SaaS

📋 Compliance

💰 Private equity on 2024-02

B2B • SaaS • Compliance

Martin & Company is a specialized insurance services firm that helps carriers and MGAs bring insurance products to market through product development, actuarial consulting, state filings, licensing, regulatory compliance, and bureau/statistical reporting. They also build cloud-based software (OneView, MyCircular, FilingsDirect) to streamline filings, record retention, and bureau monitoring. With a team of senior consultants and a high approval success rate, they provide B2B, tech-enabled solutions across all states and lines of business.

📋 Description

• Draft and submit Rate, Rule, and Form filings for all states and Property & Casualty lines of business • Prepare and complete the necessary transmittals • Assist with tracking and managing state filing objections • Work with key stakeholders to address and respond to the objections in a timely manner • Monitor the status of state filing projects • Collaborate with the team to ensure client expectations and deadlines are met • Conduct targeted research using public and proprietary insurance resources to support client projects • Track bureau changes, updates to industry regulations and market trends (as needed) • Actively participate in internal strategy meetings and training sessions to build your insurance and consulting expertise • Collect, organize, and synthesize data for use in client-facing reports and internal strategic projects • Perform meticulous data entry and formatting for regulatory filings, ensuring 100% accuracy and compliance • Assist in managing internal databases to ensure information is current and accessible • Support the creation of professional draft documents, presentations, and client deliverables • Maintain organized project files and contribute to the continuous improvement of our internal templates and tools

🎯 Requirements

• 3-5+ years of progressive rate, rule, and form filing experience in Property and Casualty insurance, preferably Commercial Lines • High School Diploma or equivalent required, bachelor’s degree (or in progress) preferred • Proficiency in Microsoft Office tools (e.g Excel, Word, and PowerPoint) • Strong organizational and time management skills, with the ability to prioritize tasks independently • Analytical and problem-solving skills to troubleshoot complex issues • Strong aptitude for collecting, organizing, and reviewing data for accuracy • Demonstrated ability to perform thorough and accurate research utilizing a variety of resources such as online databases and industry-specific publications • The ability to draft and format clear, concise, and professional documents, presentations, and reports • Experience with converting pdf files to Word and Excel • Exceptional attention to detail, meticulous focus on accuracy, particularly when performing data entry, quality checks, and managing project documentation • Ability to work effectively with colleagues, follow directions from senior team members, and contribute to a shared goal • Adaptability & Eagerness to Learn with a proactive approach to learning about new processes, regulatory changes, and industry best practices • Ability to manage multiple tasks, maintain organized project files, and prioritize work to meet deadlines

🏖️ Benefits

• Health, dental, and vision insurance • 401(k) retirement plan options • Generous, flexible paid-time-off (PTO) policy