Deferred Annuities Contract Specialist
2 months ago
Pay Rate - $65/hr - $90/hr on W*2
Location: Virtual - if they would like to come into a office they can.
Flexible hours - but have preference for candidate to be available during standard business hours - 9:00am EST to 5:00pm EST.
Required Skills and Experience:
- 10+ years' experience in deferred annuities required.
- Excel and word proficient
- Experience drafting contracts and certificates
Job Description:
- Serve as technical advisor on deferred annuities contracts, including drafting and benefit design for inforce conversions and clean-up.
- Partnering with the business to review legacy contracts and provide advice on benefit design and regulatory requirements.
- Use business skills and deferred annuities expertise to provide objective advice, identify options, provide recommendations, and partner with business to devise and deliver solutions.
- 10+ years' experience in deferred annuities required.
Job Description:
- Serve as technical advisor on deferred annuities contracts, including drafting and benefit design for inforce conversions and clean-up.
- Partnering with the business to review legacy contracts and provide advice on benefit design and regulatory requirements.
- Use business skills and deferred annuities expertise to provide objective advice, identify options, provide recommendations, and partner with business to devise and deliver solutions.
- 10+ years' experience in deferred annuities required.
Key Responsibilities
- Function as the point person and subject matter expert for inforce annuities and related separate accounts, including deferred annuities.
- Provide technical advice on contracts, state insurance regulatory filings, timely and accurately respond to insurance regulators questions and requests and negotiate approvals with state insurance departments for complex annuity products.
- Draft and coordinate the development of separate account memos of operation filed with state insurance regulators.
- Facilitate state insurance department and Interstate Insurance Compact regulatory filings using the SERFF electronic filing system and abide by RIS recordkeeping requirements.
- Develop and issue forms for highly complex annuity contracts to support new and existing annuities products within RIS. Maintain forms to ensure compliance with applicable laws and regulations.
- Assist in the analysis of proposed and enacted laws and regulations to identify required compliance activities.
- Perform due diligence in analysis of critical new product ventures and contract conversions and effectively communicate implications to stakeholders.
- Prepare complex and detailed documentation including proposals, commitment agreements, annuity contracts, and annuity certificates for prospective pension risk transfer opportunities in a fast-paced and deadline driven environment.
- Participate in complex non-standard assignments and devise targeted solutions.
- Expertly collaborate with various internal Client departments and ensure efforts are coordinated to achieve common objectives.
- Research and respond to internal business partner questions regarding contract features and compliance.
- Lead cross-functional projects and assist with special initiatives requiring project management skills, as required.
- Continuously identify and implement process enhancements to drive efficiency.
- Support the adoption and utilization of the contracts management platform Icertis.
- Conduct peer reviews and provide training and mentoring to junior team members.
- Provide support to other RIS Contracts teams, as needed.
Required Experience and Skills
- Expert level contract development and maintenance knowledge and advanced technical writing skills.
- Deep experience working with deferred annuities contracts.
- Knowledge of the annuities business (particularly pension risk transfer, institutional income annuities and/or structured settlements), qualified defined benefit plans, qualified defined contribution plans and/or ERISA.
- Bachelor s degree or equivalent business experience.
- Strong analytical, problem solving and research skills to manage complex issues.
- Attention to detail, organizational skills, and ability to multitask.
- Self-motivated, flexible, and enthusiastic.
- Excellent oral and written communication skills with ability to engage constructively with associates of various disciplines and levels as well as with state insurance department regulators.
- Solutions-oriented and customer focused.
- Strong interpersonal relationship skills in order to maintain positive working relationships with peers, leaders and business partners.
- Strong interest in identifying and researching opportunities for continuous improvement, including digital/automated business solutions, integrating technology and process improvements.
- Interest in managing projects and reviewing work.
- Willingness to learn and develop skills across a multi-disciplined contracts team and share knowledge as appropriate.
- Proficient in Microsoft Office, e.g., Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, and Teams.
Preferred Experience
- 8+ years of contract development, compliance, legal or relevant business experience.
- Understanding of the insurance industry and product lines
- Knowledge of the regulatory requirements and procedures for the development and filing of compliant contract forms associated with annuities business.
- JD is a plus, but not required.
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