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Job Purpose

The Product Filing Analyst I is responsible for coordinating and administering aspects of regulatory product forms filings with state insurance departments and the Interstate Insurance Product Regulation Commission (Insurance Compact), including preparing and submitting filings with the appropriate regulatory authorities. This role is also responsible for analyzing and responding to objections and inquiries from state regulatory authorities regarding those filings. The Product Filing Analyst I assists with the review, approval and implementation of assigned filings and ensures compliance with statutory requirements.

Essential Responsibilities

• Facilitate coordination of new product initiatives and existing product changes. This may include evaluation, recommendation and execution of corporate product initiatives to meet changing needs, routing forms for review to business partners, communicating timelines and deliverables, coordinating comments received, facilitating walkthrough meetings, maintaining reports associated with the routing for audit purposes and other related tasks.
• Work closely with management and other key stakeholders through implementation of products and other corporate initiatives.
• Researches and applies new and existing state laws and regulations.
• Draft and update contracts, policies, applications, riders, and endorsements for new product initiatives and filing submission to state departments of insurance and the Insurance Compact.
• Develops form variations required by specific states.
• File product forms with state insurance departments and the Insurance Compact via the System for Electronic Rate and Form Filing (SERFF), along with other electronic filing systems, and negotiate product approvals.
• Create and file submissions for annual reporting and certifications to satisfy state reporting requirements.
• Participate in pre-launch product review and post-implementation review for quality assurance.
• Coordinate the approval of regulatory changes with internal departments as appropriate and communicate those changes through state summary documents and other documents, allowing business units to react to change systems or processes as needed. Utilize regulatory compliance systems to perform research.
• Review and respond to insurance department objections. Coordinate response with internal departments when appropriate.
• Assist with research for periodic market conduct exams, regulatory audits and insurance department inquiries.
• Maintain relationships with internal customers and insurance regulators, serving as a liaison between the Department of Insurance and the company regarding filings, state rules and regulations.
• Create and maintain updates to procedures and various other documents to assist with state filings.
• Maintain accurate and up-to-date records of form filing history, including state summaries and filing logs.
• Review product specifications, contract applications, business requirement documents, test plans, commission templates, commission addendums, variable annuity prospectuses, as well as other forms and documents as necessary. Verify the accuracy and appropriateness of the document content and provide comments as necessary.
• Create required support documents and records for regulatory filings.
• Process financial documents including paying department invoices.
• Perform periodic audits on completed files to be stored as permanent records.
• Maintain master files for the department.
• Posts reports/documents to SharePoint sites.
• Perform EFT journal entry reconciliation in Oracle, daily or as needed.
• Update, maintain and/or verify Compliance Approval Tracking System (CaTS) for regulatory filing approvals, comments, and responses.
• Perform research to ensure regulatory insurance department contact information is current.
• Prepare state filing documents to be committed to Jackson Document Services (JDS).
• Create, maintain and review a variety of reports and record keeping documents.

Other Duties

• Assist other departments with time-sensitive projects as required.
• Attend industry conferences as applicable.
• Performs other duties and/or projects as assigned.

Knowledge, Skills and Abilities

• Ability to demonstrate excellent judgment and diplomacy.
• Knowledge of the financial services industry and insurance terminology, including knowledge of Jackson and affiliate products.
• Ability to effectively lead and facilitate meetings.
• Strong written and verbal communication skills, including interpersonal communication skills and the ability to work in a team environment.
• Strong attention to detail.
• Strong analytical and problem-solving skills, including the ability to analyze data, summarize findings and seek original solutions.
• Strong organizational skills and ability to prioritize tasks and projects.
• Ability to adapt quickly as corporate strategies are adjusted.
• Ability to multi-task and effectively handle changing priorities or deadlines in a fast-paced environment.
• Strong customer service skills.
• Ability to interpret complex written documents such as product specifications, product forms, regulations, statutes and other regulatory material.
• Demonstrates a strong work ethic and self-motivation, with the ability to take ownership for work and protect the business by maintaining confidentiality.
• Strong knowledge of Microsoft Office applications and other applicable software systems, as well as ability to learn new systems.
• Ability to work independently.
• Some project management skills.
• Effective time management skills.
• Ability to work extended hours as necessary.

Qualifications

• Bachelor's Degree or equivalent experience required.

• 1-3 years of relevant experience in the insurance industry, preferably in product state filing or compliance required.

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Jackson is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of *award-winning service, and streamlined experiences strive to reduce the confusion that complicates retirement plans.

We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future.

Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more at jackson.com/careers.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York).

*SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2022. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for 3 consecutive months or more.)