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Annuity Product State Filings Consultant
Annuity Product State Filings ConsultantLincoln Financial • Hartford, CT, US
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Annuity Product State Filings Consultant

Annuity Product State Filings Consultant

Lincoln Financial • Hartford, CT, US
30+ days ago
Job type
  • Full-time
Job description

Annuity Product State Filings Consultant

As the Annuity Product State Filings Consultant, you'll play a pivotal role in ensuring our products meet compliance standards and are successfully filed across all relevant jurisdictions. You will serve as a key resource supporting product compliance and state filing outcomes for our annuity products.

What you'll be doing :

  • Participates in Annuity product and filing requirement discussions with Internal Stakeholders.
  • Maintain accurate records of approval information so that approved products and forms are correctly issued and contract language is as mandated for all states.
  • Evaluate and answer questions in relation to the interpretation of contract provisions as requested by internal and external customers.
  • Advises and negotiates with internal and external Stakeholders to resolve issues relevant to securing approval and / or use of forms and / or rates, or to revise products or procedures for compliance with new laws.
  • Performs analysis and communicates recommended changes as a result of new and / or revised State and Federal laws and regulations affecting their assigned area(s) of responsibility.
  • Reviews and / or implements policy print on related print systems for compliance.
  • May draft and / or file or oversee the drafting and / or filing of all applicable forms and / or applications by identifying and complying with complex regulatory requirements within their assigned area(s) of responsibility.
  • Research, compiles and reviews complex state laws and regulations using appropriate databases, the internet and other resources.

What we're looking for :

Must-Haves

  • 3-5+ Years experience in compliance directly aligned to the specific responsibilities for this role
  • Bachelor's degree or equivalent work experience
  • Effective verbal and written communication skills
  • Ability to influence management / critical stakeholders
  • Analytical skills and close attention to detail is necessary
  • Ability to adapt quickly in a changing work environment
  • Create a job alert for this search

    Product Consultant • Hartford, CT, US

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