Forms Analyst Job Description Sample
Western World was founded in 1964 and has built a record of profitability and capital accumulation along with an enduring reputation for underwriting expertise. Our staff of seasoned professionals provides our customers with quick, knowledgeable, and thoughtful solutions tailored to their specific business class. We provide General Liability, Products Liability, Commercial Property, and Professional Liability coverages.
As an AIG company, we offer the security and comfort of consistently superior financial results, prudent capital management, and long-term understanding and view of our business. We carry an A.M. Best Group Rating of A (Excellent) as a result of this dedication.
Currently, we have an outstanding opportunity to work in our Parsippany, NJ headquarters for an Assistant Business Systems Analyst to handle the following:
Review errors and pended items regarding external policy submissions.
Analyze and resolve data quality issues.
Process coding changes for electronic policy data submission.
Create, update, and maintain policy forms, including vendor proprietary forms.
Create, update, and maintain policy form libraries and databases.
Work to resolve system problems and suggest enhancements to improve efficiencies.
Assist in the testing of applications (system updates).
Update and maintain policy and claims administration system tables for coding purposes.
Work with policy and claims administration programmers regarding potential and identified data quality issues.
Propose solutions to problems while considering timeliness, effectiveness and practicality.
Conduct discussions with business partners and respond to their needs as they arise.
Write basic queries to update and/or extract data from SQL Server database.
Report status on completed and pended items to supervisor on a monthly basis.
Special projects as required.
Bachelor's degree or equivalent work experience. 1+ years of insurance experience preferred.
Proficiency in MS Word, Excel, and Access.
Basic knowledge of SQL queries.
Good organizational skills. Outstanding attention to detail and communication skills.
Strong analytical skills.
Western World provides an outstanding benefits package including medical, dental, and 401K, along with a generous PTO and holiday allotment.
Western World is proud to be an Equal Opportunity/Affirmative Action Employer. All qualified applicants will be considered without regard to race, color, religion, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law
Dshs Forms And Records Analyst
Join us in Transforming Lives!
Are you highly organized, self motivated and have excellent customer service?
The Aging and Long-Term Support Administration/Residential Care Services (RCS) has an opportunity for a temporary Forms and Records Analyst 2 in Lacey, WA.
As a Forms and Records Analyst 2, you will perform a variety of complex clerical activities and the timely production of public disclosure requests.
Some of what you'll be doing:
Maintain and prepare documents for the Consumer Friendly Website, including locating or imaging documents to upload for posting and ensuring that posted information is correct and meets all current state and federal disclosure and privacy laws
Ensure that the filing systems are organized, records are complete and established retention schedules implemented
Review and process requests for public disclosure
Search, compile, organize and copy responsive documents assuring agency compliance with the Public Records Act (RCW 42.56)
Redact pertinent data from records and act as an information resource for authorized personnel requesting information from records
Search and reconcile documents using electronic databases and hard copy files to ensure accurate and complete records are provided for each public disclosure request
Provide feedback and auditing tools to Central Files to ensure accurate and timely filing of incoming documents
Analyze data to seek standardization in current workflow processes to gain efficiency within current filing systems
What we're looking for:
Attention to detail and exceptional organizational skills
Proficient in Microsoft Office applications, including Word, Outlook, Excel, SharePoint and Adobe Pro
Working knowledge and ability to interpret Washington Statute Public Records Act, RCW 42.56
Strong interpersonal and communication skills
Maintain confidentiality of records
Work collaboratively in a multidisciplinary team setting
Ability to plan, organize and produce quality assignments within tight time frames
Ability to multi-task in a fast-paced work environment
Provide excellent customer service
Who should apply?
Professionals with an Associate's degree in business administration, accounting, industrial engineering, or a related field
or a high school diploma or equivalent and three years of experience in forms and/or records management
Questions? Please contact Lindsay Taylor at (509) 363-4971 and reference #08899 Supplemental Information
Prior to a new hire, a background check including criminal record history may be conducted. Information from the background check will not necessarily preclude employment but will be considered in determining the applicant's suitability and competence to perform in the job. This announcement may be used to fill multiple vacancies. Employees driving on state business must have a valid driver's license. Employees driving a privately owned vehicle on state business must have liability insurance on the privately owned vehicle.
Washington State Department of Social and Health Services is an equal opportunity employer and does not discriminate in any area of employment, its programs or services on the basis of age, sex, sexual orientation, gender, gender identity/expression, marital status, race, creed, color, national origin, religion or beliefs, political affiliation, military status, honorably discharged veteran, Vietnam Era, recently separated or other protected veteran status, the presence of any sensory, mental, physical disability or the use of a trained dog guide or service animal by a person with a disability, equal pay or genetic information. Persons requiring accommodation in the application process or this job announcement in an alternative format may contact the Recruiter at (360) 725-5810. Applicants who are deaf or hard of hearing may call through Washington Relay Service by dialing 7-1-1 or 1-800-833-6384.
Retirement Plan Forms Analyst
Would you like to be a part of one of America's leading financial services firms? Great-West Financial is the nation's second largest insurer in sales of individual life insurance through banks. We also offer annuity and executive benefits products. Under Empower Retirement, we provide employer sponsored retirement plans as the nation's second largest retirement plan provider.
Our over 5,000 associates across 40 locations across the country provide world class service to:
30,000+ employer sponsored retirement plans
- employees participating in their employer-sponsored retirement plan
467,700+ individual life insurance and annuity accounts
- total assets under administration
The Forms/Confirmations Analyst is responsible for obtaining and analyzing required information regarding the creation, production and delivery services for multiple forms and confirmations. This includes examination of various data points, audience identification and any system set-up required. The Analyst serves as a liaison between the various internal business teams and the systems team for documentation of requirements, obtaining Legal reviews/approvals and the recognition of delivery services.
A. Management and coordination of projects for full life-cycle of forms and confirmations which includes: developing business requirements containing system coding instructions, translation of Legal/Regulatory updates, researching various data points, performing updates to various systems, facilitating/participating in client meetings and conferencecalls, ensuring development and implementation of solutions that meet customer needs and minimize defects prior to implementation.
B. Collaboration with various internal partners in developing and documenting business requirements in conjunction with project plans, roadmaps and client expectations for delivery.
C. Builds productive internal/external working relationships. Developed communication skills to influence/negotiate others in straightforward situations due to understanding of how the Forms/Confirmations team integrates with others in accomplishing the objectives.
D. In-depth understanding of concepts and procedures within the Forms/Confirmations team, basic knowledge in other areas and skilled in DOL/IRS/ERISA requirements which translate to the creation of forms andconfirmations.
E. Uses judgment based on practice and precedence. Works on increasingly complex assignments where knowledge and experience and use of comparison data or alternative actions are used to resolve the situation. Demonstrates good judgment in selecting methods and techniques for obtaining solutions.
F. Consistently deliver a superior service experience to internal and external customers. This includes: maintaining the department goal for coding, customization, production and delivery for creation of a final product.
G. Ensures issues are being resolved and clients are kept apprised of progress ensuring highest level of customer service and satisfaction.
H. Receives general assignments with few instructions and operates with limited independence. Occasionally provides on-the-job training of newteam members.
- 2 - 4 year degree or equivalent experience
Other Preferred Qualifications:
2-4 years of typical related experience
Strong attention to detail required
In Design Preferred
Ability to understand and think through complex processes
Strong organization and problem-solving skills
Ability to multi-task and prioritize workload
Using established procedures and working under moderate supervision,
performs assigned tasks.
Develops working relationships with peers and management
Physical Requirements/Working Conditions:
Normal Office Working Conditions
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of responsibilities, duties and skills.
About Great-West Financial
At Great-West Financial® and Empower Retirement, our more than 5,000 associates are dedicated to helping customers secure their financial futures. We offer a range of retirement savings products, life insurance, annuities and investment services from offices across the country. If you're interested in joining a company that enjoys a record of strong performance and is rich in history yet innovative, bold and transformative, then our organization is an outstanding place for you to grow and succeed. We're an equal opportunity employer dedicated to workforce diversity. We're also committed to providing a drug-free workplace.
Forms & Records Analyst 1
Keeping Washington Clean and Evergreen
Protecting Washington State's environment for current and future generations is what we do every day at Ecology. We have a culture that is invested in making a difference. If you want to join a team that is highly effective, collaborative, and has leadership that embraces the value of people, Ecology is a good fit.
Our Southwest Regional Office in Lacey, WA has a Forms & Records Analyst 1 position open.
The Forms & Records Analyst 1 position supports the agency's mission through high-quality customer service to the public and Southwest Regional Office (SWRO) staff by providing assistance in all phases of records management and disclosing of public records in the Southwest Regional Office (SWRO). This position also is assigned secondary responsibility to provide clerical support for the SWRO.
We are looking for applicants who possess excellent people skills, the ability to handle and recover from multiple interruptions, the ability to meet deadlines, the ability to remain organized, and the ability to communicate with a diverse audience. Creativity, positive energy, and the ability to work both independently and as a team are expected.
As an agency, our mission is to protect, preserve and enhance Washington's environment for current and future generations. We invest in our employees to create and sustain a working environment that encourages creative leadership, effective resource management, teamwork, professionalism, and accountability. Maybe you've seen some of our recent stories on Twitter, Facebook, Instagram or our blog.
To learn more about our agency, please visit our website at www.ecology.wa.gov.
Local efforts... Diverse people... Statewide impacts
Ecology's Southwest Regional Office serves the Olympic Peninsula and Southwest Washington. The region includes nine different programs full of dedicated and talented biologists, planners, engineers, technicians, specialists, secretaries, hydrogeologists, and managers. Our office serves 12 counties, 68 towns and cities and 13 tribes, representing about 1.8 million people. Our territory makes up 15,870 square miles and includes 1,600 miles of marine shoreline, 18 major watersheds, numerous rivers, lakes, wetlands, forests, valleys, prairies, foothills, and mountains.
Some of the key work activities of the Forms & Records Analyst 1 position are:
Uses confidentiality and substantive knowledge of records management to provide support and assistance to SWRO staff in records management functions.
Assists higher-level staff with the process of responding to public disclosure requests for SWRO.
Provides clerical support to the SWRO by producing complex word processing tasks.
Acts as the backup receptionist in the absence of the Customer Service Specialist 2, along with other duties as required or assigned which include attending training curriculum per agency requirements and professional development.
Some additional work activities of the Forms and Records Analyst 1 position include:
Assistance in all phases of manual, electronic and/or automated forms control, records management and/or public records disclosure.
Review and research files, documents, and other data for completeness and accuracy requiring substantive knowledge of all regional activities and sites.
Incorporate daily filing into existing files; sets up new files identifying appropriate subject or system code.
Use the site file database and all other agency databases to assist in filing and for creation of new files, cross-referencing, ensuring correct filing and non-duplication of existing files.
Enter and edit data in the regional site file database.
Research public disclosure requests.
Archive records per agency retention schedules using the agency's CRIIS database.
Complete copy center requests, copy documents on site as required per review, scan documents into electronic files, prepare invoices, maintain copies, receive payment, prepare copied documents for mailing, and verify fiscal reports for accuracy on documents generated by public disclosure reviews.
Assists in the analysis of manual, electronic and/or automated filing systems and in the design of alternative systems (with related indices, guides, etc.) to meet specialized office filing requirements.
Proofreads material for SWRO staff and makes corrections for sentence structure, technical writing, Plain Talk, spelling, grammar, and punctuation.
Checks work to ensure accuracy and completeness. Remains aware and takes care of details that are easy to overlook or dismiss as insignificant.
The culture of the Administrative Team:
The Southwest Regional Office Administrative Team is here to ensure the regional office is open for business from 8 to 5 every weekday. The Admin Team includes a Receptionist, Administrative Assistant, SEPA Coordinator, Fleet Coordinator, ERTS (Environmental Reports Tracking System) Coordinator, Public Disclosure and Records Information Management Coordinator and two additional records management staff.
This recruitment will remain open until filled. The initial screening will be August 14, 2018. In order to be considered for the initial screening, please submit an application on or before August 13, 2018. The agency reserves the right to make an appointment any time after the initial screening date.
An Associate's degree in business administration, accounting, industrial engineering, or a related field; or high school graduation or equivalent AND two (2) years of experience in forms and/or records management.
Must be proficient in the use of the internet, Microsoft Office Word, Excel, SharePoint, PowerPoint, and Outlook.
Familiarity with the State of Washington's records retention schedule.
Familiarity with the agency and the work of its individual programs.
Experience with gathering information over the phone and entering the information into a database accurately.
Why work for Ecology?
Joining Ecology means becoming a part of a team committed to protecting and restoring Washington State's environment.
A career in public service allows you to help solve some of the most challenging problems facing our state, while keeping the health and financial security of you and your family a priority. We combine one of the most competitive benefits packages in the nation with a strong commitment to work/life balance.
Ecology employees may be eligible for the following:
Medical/Dental/Vision for employee & dependent(s), Public Employees Retirement System (PERS), Vacation, Sick, and other Leave*, 11 Paid Holidays per year*, Public Service Loan Forgiveness, Tuition Waiver, Long Term Disability & Life Insurance, Deferred Compensation Programs, Dependent Care Assistance Program (DCAP), Flexible Spending Arrangement (FSA), Employee Assistance Program, Commute Trip Reduction Incentives, Combined Fund Drive, SmartHealth
Student debt and how working for Ecology can help
Employees may be eligible for the Public Service Loan Forgiveness (PSLF) Program, which forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under a qualifying repayment plan while working full-time for a qualifying employer. See https://studentaid.ed.gov/sa/repay-loans/forgiveness-cancellation/public-service for more details.
- See the Benefits tab in this announcement for more information
In order to be considered, applicants MUST attach the following documents as an attachment to their application:
- A cover letter describing how your experience, skills and abilities meet the required/desired qualifications of this position.
- A resume outlining your professional clerical and customer service experience.
Please complete the applicant profile when applying for this position; or, you may paste the text of your resume within the profile's resume text field.
Please read the supplemental questions carefully and answer completely. Incomplete responses, including "please see resume", may disqualify you from further consideration.
Department of Ecology employees, please make sure to answer the agency-wide questions regarding permanent status as a classified employee within the Washington General Service or Washington Management Service. Do not forget to select Department of Ecology as a response to question 2, and type your personnel ID number for question 3. If you are not sure of your status or do not know your personnel ID number, please contact Human Resources at (360) 407-6186.
If you are reading this announcement in print format, please visit www.careers.wa.gov to access the online recruitment system. Click on "Look for Jobs" and select Dept. of Ecology under the "Department" search list. Click "Apply Search."
If you need assistance applying for this job, please call Human Resources at (360) 407-6186 or e-mail email@example.com. Please do not call this number or send an email to this address to follow-up the status of your application. You can view the latest status of your application on your profile's main page.
If you have specific questions about the position, please email Abbe White at: firstname.lastname@example.org. Please do not contact Abbe to inquire about the status of your application.
The act of submitting application materials electronically is considered affirmation that the information is complete and truthful. The state may verify this information and any untruthful or misleading answers are cause for rejection of your application or dismissal if employed.
This position is included in the Washington Federation of State Employees (WFSE) union bargaining unit for the Department of Ecology.
The Washington State Department of Ecology is an equal opportunity employer. We strive to create a working environment that includes and respects cultural, racial, ethnic, sexual orientation and gender identity diversity. Women, racial and ethnic minorities, persons of disability, persons over 40 years of age, veterans or people with military status, and people of all sexual orientations and gender identities are encouraged to apply. Persons needing accommodation in the application/testing process or this job announcement in an alternative format may call (360) 407-6186. Applicants who are deaf or hard of hearing may call the Washington Relay Service by dialing 7-1-1 or 1-800-833-6388.
Forms Analyst Intern
Virginia Taxâ??s Office of Communications is seeking a motivated, detail-oriented student to fill the Forms Analyst position within our Forms and Correspondence Unit. This group works with the operational, policy, and administrative offices at Virginia Tax as well as external stakeholders to interpret and implement legislative and business process requirements for tax forms, instructions, and correspondence. The Forms Analyst position reviews passed legislation to identify potential impacts to agency forms and provides design assistance to facilitate implementation, publication, and distribution of agency tax forms and instructional material. This position provides research and analysis to assist in the development of forms, form instructions, schedules, and schedule instructions. This position also provides support to developers and policy analysts for reviewing and updating forms and instructions. Did you know that more than 8 million citizens rely on more than $22.3 billion of revenue the Virginia Department of Taxation collects to fund government services that affect our daily lives? Virginia Tax is responsible for administering 37 state and local taxes, sales and use taxes, and miscellaneous excise taxes with integrity, efficiency, and consistency.
- Experience conducting research
Strong technical writing skills
Ability to collaborate with others in an agile environment with tight deadlines
Basic understanding of Virginia tax laws
- Working knowledge of Federal and Virginia tax laws, rules, and regulations.
The selected candidate will be prohibited from performing tax or accounting services for compensation during or outside business hours. A background investigation including criminal history, tax records and DMV check (if applicable) will be conducted.
L&I Forms & Records Analyst 3
This is a non-permanent, 6 month temporary opportunity
Put your experience with Public Records to work and be part of a highly functioning, passionate team within the Department of Labor and Industries!
Working in the Division of Administrative Services, you will support the agency's mission to Keep Washington Safe & Working, by providing high quality, timely, and transparent service to customers who request copies of agency records.
In this important role, you and your team members will work closely together, supporting each other in learning, following standard work, and implementing new ideas. You will communicate clearly, respectful, and routinely with internal and external customers. You will self-manage to meet all legal timelines and customer requests. You will apply your knowledge of the Public Disclosure Act by demonstrating efficiency in your work, and accurately responding to public record requests. You will manage multiple tasks and assignments.
Together with your strong background and experience in Public Records, and your desire to be a part of a dynamic, growing team, this role was meant for you! If these qualities sound like you, please continue reading.
Fast-forward 6 months you will:
Have in depth knowledge about L&I;'s divisions and business areas.
Have learned and applied the Public Records Act and how it applies to L&I; documents.
Self-managed your workload and consistently met deadlines.
Worked effectively and respectfully with all customers, internal and external.
Some of what you'll do:
Use critical thinking skills to analyze incoming public record requests.
Provide customers access to agency records in compliance with the Public Records Act.
Redact information that is exempt from disclosure using Acrobat Pro software tools.
Provide a thorough response to the requestor about the records being provided, withheld and/or redacted, or are confidential.
Review responsive records to make sure the agency is complying with the Public Records Act.
Successfully manage multiple assignments and tasks in a fast paced environment.
Who Should Apply
Professionals with a minimum 2 years' experience working in accordance with Public Records Act for public records disclosure in a governmental entity.
Ability to type at 40 wpm with accuracy (information regarding typing test is below).
Here's what we're looking for
Demonstrated skills and knowledge with the Public Records Act
Proficient with Microsoft Word, Outlook, Excel, Access and Adobe Acrobat Professional
Excellent proofreading and editing skills
Maintain accurate and complete records
Strong oral and written communication skills
Proven ability to set priorities and meet deadlines
Professional and respectful behavior and strong team member
Excellent customer service skills
Note: In addition to a complete application, the process requires that you include the follow: (Please attach while in the online application process)
- Cover letter,
- Copy of your on-line 4-minute typing assessment.
To see a typing assessment that meets the requirements visit Select and take the 4-minute assessment. Take a screen shot of your result, save, and attach during the on-line application process. Please do not send a link.
If you have any questions regarding this announcement, position, agency or difficulty attaching your documents, please contact: Phyllis Gallegos at or email at: *.
This job announcement may be used to fill multiple vacancies. Application review starts immediately and the hiring authority reserves the right to offer the job at any time. It's to your advantage to apply quickly.
Employees driving on state business must have a valid driver's license. Employees driving a privately owned vehicle on state business must have liability insurance on the privately owned vehicle.
Prior to any new hire into L&I;, a Background check, including criminal record history, will be conducted.
To apply, follow the "Apply" link above
Jobs advertised as Open Continuous will be closed without notice. Apply quickly!
We're looking for evidence that you have what we're looking for. Your application materials will be used for deciding who'll be selected for interview.
For more information about the Department of Labor & Industries visit:
Contact us at:
L&I; strives to attract and retain a high-performing and diverse workforce in which our differences are respected and valued to better meet the needs of the diverse customers we serve. L&I; fosters an inclusive environment that promotes safety, collaboration, flexibility and fairness so that all employees can participate and contribute to their full potential.
This position is represented by the Washington Federation of State Employees (WFSE).
Persons with a disability, who need assistance in the application process, or those needing this announcement in an alternative format, may call . Applicants that are deaf or hard of hearing may call through the Washington Relay Service at 7-1-1.
The State of Washington is an Equal Opportunity Employer
Salary:* $3,420.00 - $4,487.00 Monthly
Location:* Thurston County Tumwater, WA
Job Type:* Full Time - Non-Permanent
Department:* Dept. of Labor & Industries
Job Number:* 2018-08957
Closing: 9/30/2018 11:59 PM Pacific
Agency:* State of Washington
Address:* View Job Posting for Agency Information View Job Posting for Location, Washington, 98504
Phone: View Posting for Agency Contact
Associate Business Analyst - Forms (Non IT)
The Associate Business Analyst within Service, Trading, and Operations' (STO) Information Management Team will be responsible for creating and editing client facing forms within Adobe LiveCycle and multiple web based platforms.
They will also be responsible for mapping complex business rules to the .PDF form fields to ensure data population.
A strong attention to detail and design, as well as a technical mindset is critical for this role. Also, the ideal candidate must have excellent communication skills (verbal and written) as this position interacts with firm-wide employees, at all levels. This position also occasionally interacts with external customers (Financial Advisors) in response to their suggestions or questions regarding forms.
The ability to adapt in a fast paced, changing environment is critical. The ideal candidate should be service minded and be able to handle complex customer issues, while managing to multiple project deliverables.
Form Design & Quality Control: Create new forms and edit existing forms using Adobe LiveCycle Designer.
Perform a thorough Quality Control on individual work, as well as teammates' work. Follow documented guidelines and procedures to create and maintain high quality forms content, ensuring accuracy, completeness, and timeliness of publication.
Data Mapping: Align complex business rules to the appropriate .PDF form fields within multiple software solutions, including eSignature (DocuSign).
Data Tracking: Accurately track all work/data fields in Microsoft Access and/or Microsoft Excel
UAT: Perform user acceptance testing and system troubleshooting in conjunction with the data mapping process within multiple systems.
Pipeline/Workflow Management: Independently manage assignments and SLAs from daily forms pipeline. Provide thorough communication regarding upcoming form changes to multiple impacted parties.
Relationship Management: Build strong internal relationships and actively participate in meetings to partner with Business Owners on form requirements & process improvements. Think about the "big picture" to recognize, act, and plan for other items that are impacted by form changes (i.e. procedural content within internal and external knowledgebases).
Minimum Education Required: Bachelor's degree.
Minimum Experience required: Experience as a graphic designer, business analyst, data analyst, or junior project manager preferred. Must have excellent analytical skills, attention to detail with a keen eye for design, as well as a technical mindset.
Software/Systems Skills Required/Preferred: Proficient in Adobe LiveCycle Designer and/or Adobe Experience Manager preferred.
Experience with eSignature/DocuSign a plus. Also, proficiency in Microsoft applications required (Excel, Access, PowerPoint, Word, Outlook). An overall strong technical background/familiarity with learning new systems is preferred.
Soft Skills Required/Preferred: Must possess excellent communication and relationship building skills, as well as strong problem solving/analytical skills. In addition, strong organizational/project manager skills preferred.
Requires flexibility under pressure, the ability to manage multiple high-priority, high profile assignments simultaneously, and comfort with a fast paced, changing environment and ambiguity.
Enthusiastic, positive, teachable attitude. Customer focused with a desire to provide outstanding service to both internal and external customers.
Ability to work effectively within a very collaborative, team environment.
About LPL Financial:
LPL Financial is a leader in the retail financial advice market and the nation's largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.
If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please login or create an account to apply to this position.
Principals only. EOE
- As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
Rates And Forms Analyst
Prepares accurate submissions in order to obtain state's approvals .
Monitors ISOnet for any changes to ISO rule, forms and loss cost for each line of business in the states of responsibility and with direction from the department Manager, taking the necessary action to implement required changes.
Prepares and/or makes necessary revisions to Company manuals and insures all data contained in manuals is complete, current and accurate. Prepares bulletins to Company and Agency personnel involving changes in rates, rules, forms and changes in state rules, regulations and legislation.
Researches the development and filing of routine forms as required by the various Business Units.
Manages, develops, and implements the product filing procedures for both new and existing products.
Oversees and maintains the company's form and rate manual library, state approvals and related reference materials.
Oversees pre-filing for the purposes of ensuring that all parties (Underwriting, Actuarial, Compliance, etc.) are aware of their responsibilities
Tracking the completion of pre-filing work to ensure that Compliance receives a complete package for filing purposes
Assists with the reviewing of policy forms and endorsements to ensure adherence to state legal and regulatory requirements.
Responds to regulatory changes to maintain rate and form filing compliance with state laws.
Responds to regulatory/compliance issues relating to forms compliance. Prepare responses to objections from state insurance departments
Skills, Knowledge & Abilities:
Good working knowledge of Insurance Department filing requirements, and a thorough working knowledge of requirements for preparation and successful submissions of insurance line filings and completion of the support documentation which is a part of such filings.
Comprehensive knowledge of both personal and commercial insurance required. Knowledge of state requirements relative to rate and form filing procedures. Direct interaction with state legislative or regulatory bodies.
Experience in using insurance financial data in the development of indicated rate level documents. Experience in research of legislative matters and coverage forms and ability to understand statutory language.
Knowledge of the following: ISONet, SERFF, State Rules and Regulations, and LEXIS or other state statute source. PC Experience including spreadsheet design .
Strong written and verbal communication skills, including formal and informal presentation skills. Able to work independently and as part of a team.
Organizational and time management skills to manage deadlines and prioritize business needs. Able to work under time constraints.
Bachelors Degree preferred.
Previous use of system for electronic rates and forms filing (SERFF) to file policy forms in the states for approval.
Previous use and knowledge of internet based NILS or Oden sites to research and obtain statutory and regulatory information preferred.
Minimum of 5-10 years experience in the property and casualty insurance industry.
Job Location: United States : Warwick : Rhode Island
A candidate is identified for this role.
Role Value Proposition:
Global Technology & Operations (GTO) includes over 17,000 associates across 42 countries Service our customers in operations and global customer call centers where we deliver global support services, including global real estate, global corporate security, and global innovation. This role, for a Forms Specialist, will convert forms, documents, and communications created by others to meet the varied standards of multiple electronic platforms.
Designs and manages forms developed by several user areas on multiple electronic platforms (for example: Laser, ARS, Form Letters, eForms, eService, PAK II, etc).
Manage the forms process to keep forms and projects moving through the process to successful completion. Upon creation/revision, confirm consistency, corporate standards and branding requirements.
Maintain Corporate Form Records and Mailing Instructions for every form.
Upload forms to the corporate forms repository (eForms).
Support Market Conduct Exams conducted by the state’s Department of Insurance.
Maintain a Quality metric of 95% or better.
Pull post-production samples to review for accuracy.
Provides supportive role on corporate projects for forms related deliverables.
Share knowledge and provide guidance on the forms process, guidelines, and best practices.
Identifies process improvement opportunities and works on solutions that will create a customer-centric environment.
Performs other duties as assigned or required.
- High School diploma
- 2+ yrs. related experience
4+ yrs. related experience
Advanced knowledge of desktop design tools.
Ability to follow workflow processes and corporate standards required.
High degree of quality and accuracy.
Able to recognize problems and recommend well thought solutions.
“At MetLife, we’re leading the global transformation of an industry we’ve long defined. United in purpose, diverse in perspective, we’re dedicated to making a difference in the lives of our customers.”
MetLife is a proud equal opportunity/affirmative action employer committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. It is MetLife's policy to ensure equal employment opportunity without discrimination or harassment based on race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, national origin, marital or domestic/civil partnership status, genetic information, citizenship status, uniformed service member or veteran status, or any other characteristic protected by law.
MetLife maintains a drug-free workplace.
For immediate consideration, click the Apply Now button. You will be directed to complete an on-line profile. Upon completion, you will receive an automated confirmation email verifying you have successfully applied to the job.
Requisition #: 103624
Sr. Asp.Net Programmer/Analyst – Web Forms & Work-Life Balance
Making better hires starts with building better job descriptions
- Browse 100s of templates across 40+ industries
- Customize your template with your company info & job requirements
- Post it to 20+ job boards in seconds – for FREE!