Analyst – State Filings

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Martin & Company

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 1993

🤝 B2B

☁️ SaaS

📋 Conformité

💰 Private equity en 2024-02

B2B • SaaS • Compliance

Martin & Company est une entreprise spécialisée dans les services d'assurance qui aide les assureurs et les MGA à commercialiser des produits d'assurance grâce au développement de produits, à la consultation actuarielle, aux dépôts d'État, à l'octroi de licences, à la conformité réglementaire et aux rapports bureautiques/statistiques. Ils développent également des logiciels cloud (OneView, MyCircular, FilingsDirect) pour simplifier les dépôts, la conservation des dossiers et la surveillance des bureaux. Avec une équipe de consultants seniors et un taux de réussite élevé en matière d'approbation, ils fournissent des solutions B2B technologiques dans tous les États et lignes de produits.

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

🎯 Exigences

• 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

🏖️ Avantages

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