Product Services Forms Management Specialist

JOB DESCRIPTION

Combined Insurance, a Chubb Company, is seeking a Product Services Forms Management Specialist to join our fast-paced, high energy, growing company.

We are proud of our tradition of success in the insurance industry of over 100 years.

Come join our team of hard-working, talented professionals!

RESPONSIBILITIES:


* Oversee maintenance of forms library (currently on SharePoint sites), which includes all product filings, status, approvals, variations and required compliance forms


* Work with multiple technology platforms to support forms in various systems/environments


* Review contracts and assist filing team members with setting up inventory of the forms


* Set up fulfillment of approved policy forms and riders on policy administrative systems, such as Life 70 (Core), which consists of:
+ Creating fulfillment redlines
+ Creating fulfillment Clean Word Documents and PDF versions
+ Working closely with IT to acquire necessary information needed for fulfillment projects
+ Adding variable fields to pdf templates, where applicable
+ Perform mail-merging of all templates for fulfillment doc sets for the Life 70 (Core) systems
+ Assisting with UAT system testing of all fulfillment packets
+ Responsible for moving all doc sets to production from UAT once signoff is achieved


* Assist with quality review and signoff of policy issuance packets during SIT system testing


* Assist IT, Operations & Customer Services team with daily troubleshooting of policy issuance packets and Product Implementation Manager with troubleshooting/resolution of IT tickets.


* Act as back up on print requisitions, mocking up applications, outlines, and any other compliance forms needed at time of application once approved to print ready status


* Assist filers with entering of data in various systems such as BEAM, SharePoint, approval SharePoint, etc.


* Train filing team members and business partners to properly use filing team resources / forms library

SKILLS/EXPERIENCE:


* 5 - 7 years of experience(Life & Health insurance industry experience required, knowledge of Life & Health compliance requirements)


* IT/Testing/Ops experience


* Good communication skills and attention to detail


* Microsoft Word, Adobe Acrobat


* Experience with technology platforms that support insurance operations, including policy administration, (training available)

EDUCATION:


* High School Diploma

The pay range for the role is $75,900 to $129,100.

The specific offer will depend on an applicant's skills and other factors.

This role may also be eligible to participate in a discretionary annual incentive program.

Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.

The disclosed pay range estimate may be adjusted for the applicable geographic differential for the location in which the position is ...