Master's degree or advanced insurance, compliance, legal, regulatory, or financial services coursework.
8+ years of experience with insurance product filings or regulatory filing work for life insurance, annuities, disability insurance, worksite products, or comparable financial services products.
Advanced knowledge of SERFF, Compact filings, state insurance department filing practices, regulatory objections, amendments, approvals, and filing documentation standards.
Demonstrated experience leading complex filing projects, including coordinating timelines, resolving issues, aligning stakeholders, and documenting outcomes.
Experience interpreting statutes, regulations, bulletins, filing guidance, or regulator feedback and converting requirements into clear filing actions or product wording updates.
Strong technical writing skills, including experience drafting regulatory responses, objection responses, filing memoranda, contract provisions, or related communications.
Experience supporting records management, specimen requests, policy print review, prospectus review, fund updates, annual report filings, illustration filings, or filing operations improvement projects.
Working knowledge of Microsoft Office Suite, Adobe, SharePoint, and collaboration tools used for filing documentation, reporting, and records management.