Description

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 filled.


Requisition #: 27613

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