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Kuvare Holdings · 3 days ago

Product Filing Analyst

Des Plaines, IL

Full-time

Onsite

Mid, Senior Level

5+ years exp

Kuvare Holdings is dedicated to simplifying retirement for hardworking consumers through their financial products. The Product Filing Analyst will assist in product development, manage SERFF submissions, and ensure compliance with state and federal regulations.

Asset ManagementFinanceInsurance

Responsibilities

Work closely with Actuarial, Claims, Project Management, Underwriting and IT in the development of the Company’s life and annuity product portfolio, and in the processes required to generate, file, and otherwise maintain contracts, riders, endorsements, and other filed policy-related forms

Conduct research and analysis on competitor products, market needs, and emerging issues to make recommendations for changes or additions to products

Develop contracts, policy forms, policyholder notifications and rules as well as any supporting information for products

Submit state filings through NAIC’s SERFF system; oversee and coordinate process for responding to state objections

Track, analyze and interpret laws and regulations relevant to life insurance and annuity contracts.for purposes of determining impact to product filing process

Interact with other key stakeholders with respect to product features and product development strategy

Prepare filing memos, forms listing, certifications, and other documentation required for filing submissions

Submit regulatory filings required to be submitted via SERFF

Track current and prior form filings, state objections and approvals for compliance reviews and audits

Develop playbook for new product launches

Create and maintain a repository of all filed and approved forms

Other duties as assigned

Qualification

SERFF filing experienceLifeAnnuity product filingsMicrosoft Office proficiencyEffective communication skillsJudgmentOrganizational skillsInterpersonal skillsAdaptabilityInitiative