Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

POSITION SUMMARY

The Forms & Compliance Analyst is responsible for overseeing forms

management, regulatory compliance processes, and database administration. This role serves as a key resource in forms development, compliance monitoring, regulatory change management, and cross-functional implementation efforts. The analyst ensures company forms and related processes remain compliant with applicable regulations while supporting operational efficiency and business objectives.

ESSENTIAL FUNCTIONS

Compliance and database oversight (60%)

Maintain the forms database and manage internal request workflows
Lead the development, revision, and implementation of company forms, ensuring alignment with brand standards and regulatory compliance
Obtain stakeholder approvals for form changes and coordinate cross-functional implementation
Support CODE, the regulatory change management system by: participating in regulatory filings and data calls, monitoring and researching regulatory requirements, and assigning tasks and ensuring timely completion
Track and oversee compliance-related filings, reports, and required mailings
Conduct periodic reviews of compliance topics and coordinate updates as needed

Forms development and management (30%)

Create, revise, and maintain applications, enrollment forms, and supplemental documents to support regulatory filings and state compliance requirements
Collaborate with Policy Filing Analysts to address state objections and prepare required disclosures and revisions
Serve as the primary contact for forms implementation across digital platforms, including electronic applications and automated processes
Provide technical and compliance support for the Forms Package Management system and iPipeline
Represent the Forms Compliance Team during product implementation processes, including forms testing and review activities
Develop and maintain systems for tracking and managing forms inventory and related data

Other responsibilities (10%)

Lead special projects involving forms updates and process improvements
Conduct compliance research and provide project support as assigned
Perform additional duties as needed to support business operations

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILLS

Four or more years of experience in business or a related field
Strong proficiency with Microsoft Word, Microsoft Excel, and Adobe Acrobat Pro
Technical proficiency with document editing tools
Ability to work independently and effectively manage multiple priorities
Exceptional attention to detail and commitment to quality
Strong written and verbal communication skills
Consistent and reliable attendance is an essential function to this position
Talent required in values, work intensity, achiever, positivity, relationship, resourceful, command, relationship-extensions, and exactness

EDUCATION AND CERTIFICATION REQUIREMENTS

Bachelor’s degree in business or a related field
Four or more years of equivalent work experience may be considered in lieu of a degree
LOMA designations or related insurance industry coursework is preferred
ALMI designation required within 18 months of hire

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

Ability to maintain focused attention on computer monitors for extended periods
Occasional work beyond 40 hours per week may be required to meet project deadlines and business needs
Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired

Assurity jobs

Forms & Compliance Analyst