Apply on Employer Site

UFG Insurance · 2 hours ago

Sr Filing Analyst

Cedar Rapids, IA

Full-time

Onsite

Senior Level

$72K/yr - $95K/yr

7+ years exp

UFG Insurance is seeking a Senior Filing Analyst to join their team. This role involves providing strategic leadership for insurance product filings, managing filing strategies for large projects, and mentoring team members to improve filing practices and ensure compliance with state regulations.

Financial ServicesInsurance

Responsibilities

Lead end-to-end form, rate, and rule filings through SERFF for new and existing products, ensuring accuracy, completeness, and regulatory compliance

Direct filing strategy for large projects, partnering with State Departments of Insurance, Pricing, Product Management, and other stakeholders to secure timely approvals and successful implementations

Build and maintain strong professional relationships with State Departments of Insurance to facilitate communication, accelerate reviews, and support future filing initiatives

Monitor filing progress, state objections, and approvals; communicate filing status, risks, and decisions to stakeholders with clarity and urgency

Independently respond to objections and regulatory questions, utilizing product knowledge, analytical skills, and judgment to resolve issues

Attend date-setting meetings and develop feasible project timelines based on team availability, resource capacity, and organizational priorities

Collaborate with Product and Pricing on form, rate, and rule filings and regulatory correspondence to support filing completeness and alignment

Read, interpret, and apply state regulations to inform filing strategy, ensure compliance, and shape best-practice approaches

Conduct regulatory and competitive research to support decision-making and continuous refinement of filing strategy

Create, maintain, and enhance filing processes, procedures, and documentation to drive efficiency, consistency, and quality

Maintain and update training documentation for Reference Connect and other filing tools

Train and mentor new team members on SERFF processes, procedures, and filing best practices

Perform other duties as assigned

Qualification

SERFF filing systemInsurance product knowledgeRegulatory complianceProcess improvementMicrosoft Office SuiteProject managementTeam leadershipInterpersonal skillsCommunication skillsDetail-oriented

Required

Bachelor's Degree in related field

7+ years of related property and casualty insurance work experience

5+ years of related filing and regulatory experience required

Advanced knowledge of SERFF filing system

Ability to manage and prioritize multiple complex and diverse projects efficiently and effectively and lead

Works with minimal supervision, identifying and setting goals that drive results

Maintains a positive attitude, intellectually curious and seeks and is open to new ideas

Proven ability to work well as part of a team

Ability to lead and train less experience filing specialist

Proven ability to interact with associates at all levels of the organization

Significant knowledge of insurance products and services and ability to gain understanding of new products

Well-developed interpersonal, presentation, verbal and written communication skills

Monitors performance to ensure results are achieved

Must be detailed oriented

Proficient in Microsoft Office Suite (especially excel and word), Adobe, and all other pertinent business-related software systems, including company-specific processing systems and applications

Provides outstanding, best-in-class service to all business units and corporate departments