Senior State Filing Analyst

🕒 April 29

⛰️ Colorado, Iowa, +2 more states – Remote

⛰️ Colorado – Remote 🌾 Iowa – Remote 🦀 Maryland – Remote 🔔 Pennsylvania – Remote

💵 $70k - $80k / year

⏰ Full Time

🟠 Senior

🧐 Analyst

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Transamerica

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1904

💸 Finance

Finance • Insurance • Retirement

Transamerica is a financial services company that provides a diverse range of products and services, including life insurance, retirement planning, mutual funds, annuities, and employee benefits. It aims to help individuals plan for their financial future and live their best lives by offering research-based tools, education, and guidance. Transamerica works with institutions and advisors to deliver solutions and services designed to attend to the evolving needs of individuals and employers. They also focus on retirement security and investment management, emphasizing innovation and leadership in the financial industry.

📋 Description

• Researches and applies new and existing state laws and regulations • Drafts policy forms, riders and endorsements • Develops form variations required by specific states • Files products with the states for approval (SERFF or paper filings) • Prepares filing letters, certifications, filing forms, fees and filing packages for multiple product types and life companies • Negotiates verbally and in writing with regulators to expedite product approvals or resolve disapprovals • Reviews advertising/marketing material filings for accuracy and compliance • Approves written internal product approval announcement memos • Makes timely and logical decisions and recommendations in complex and unusual situations in the absence of specific direction • Performs independently and maintains high levels of production and quality; ensures all deadlines are met • Interprets and modifies older policies that employ obsolete language • Negotiates customized policy language with marketing, actuarial, legal and the policy form compliance officer • Works well in a team, with actuaries, product attorneys, account executives, marketing specialists • Trains and mentors, the development of new employees

🎯 Requirements

• Bachelors degree or equivalent work experience required • Minimum of 5 years industry/regulatory experience with an emphasis on product knowledge preferred • Strong analytical skills needed • Skilled knowledge of annuity, life, health and/or P&C products is preferred • Excellent verbal and written communication skills • Must display effective problem solving and decision-making skills • Strong ability to work independently and demonstrate effective use of time management

🏖️ Benefits

• Competitive Pay • Bonus for Eligible Employees • Benefits Package • Pension Plan • 401k Match • Employee Stock Purchase Plan • Tuition Reimbursement • Disability Insurance • Medical Insurance • Dental Insurance • Vision Insurance • Employee Discounts • Career Training & Development Opportunities • Health and Work/Life Balance Benefits • Paid Time Off starting at 160 hours annually for employees in their first year of service • Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays) • Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars • Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child • Adoption Assistance • Employee Assistance Program • Back-Up Care Program • PTO for Volunteer Hours • Employee Matching Gifts Program • Employee Resource Groups • Inclusion and Diversity Programs • Employee Recognition Program • Referral Bonus Programs