Job Profile Summary Creates, analyzes and evaluates annuity, life, health and/or P&C policies, riders, endorsements, certificates, letters and other required documents which accurately reflect the principles of the company and the various marketing groups for which the annuity, life, health and/or P&C products are developed. Complies with both the company and state regulatory requirements.
Responsibilities
 

  • 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.

  • Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required.


Qualifications

  • 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.


Preferred Qualifications

  • 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.


Working Conditions

  • Hybrid

*Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.** 

Compensation:

The salary for this position generally ranges between $70,000 - $80,000. This range is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. The range may vary above and below the stated amounts, as permitted by Colorado Equal Pay Transparency Rule 4.1.2.

Bonus Eligibility:

This position is also typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company Discretion.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.

Disclaimer:
Beware of fake job offers!

We’ve been alerted to scammers impersonating Transamerica recruiters, particularly for remote positions. Please note:

  • We will never request personal information such as ID or payment for equipment upfront.

  • Official offers are sent via DocuSign following a verbal offer—not through text or email.


This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.

This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.