Forms & Compliance Analyst

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

POSITION SUMMARY

The Forms & Compliance Analyst is responsible for overseeing forms

management, regulatory compliance processes, and database administration. This role serves as a key resource in forms development, compliance monitoring, regulatory change management, and cross-functional implementation efforts. The analyst ensures company forms and related processes remain compliant with applicable regulations while supporting operational efficiency and business objectives.

ESSENTIAL FUNCTIONS

Compliance and database oversight (60%)

Maintain the forms database and manage internal request workflows

Lead the development, revision, and implementation of company forms, ensuring alignment with brand standards and regulatory compliance

Obtain stakeholder approvals for form changes and coordinate cross-functional implementation

Support CODE, the regulatory change management system by:

° participating in regulatory filings and data calls

° monitoring and researching regulatory requirements

° assigning tasks and ensuring timely completion

Track and oversee compliance-related filings, reports, and required mailings

Conduct periodic reviews of compliance topics and coordinate updates as needed

Forms development and management (30%)

Create, revise, and maintain applications, enrollment forms, and supplemental documents to support regulatory filings and state compliance requirements

Collaborate with Policy Filing Analysts to address state objections and prepare required disclosures and revisions

Serve as the primary contact for forms implementation across digital platforms, including electronic applications and automated processes

Provide technical and compliance support for the Forms Package Management system and iPipeline

Represent the Forms Compliance Team during product implementation processes, including forms testing and review activities

Develop and maintain systems for tracking and managing forms inventory and related data

Other responsibilities (10%)

Lead special projects involving forms updates and process improvements

Conduct compliance research and provide project support as assigned

Perform additional duties as needed to support business operations

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILLS

Four or more years of experience in business or a related field

Strong proficiency with Microsoft Word, Microsoft Excel, and Adobe Acrobat Pro

Technical proficiency with document editing tools

Ability to work independently and effectively manage multiple priorities

Exceptional attention to detail and commitment to quality

Strong written and verbal communication skills

Consistent and reliable attendance is an essential function to this position

Talent required in values, work intensity, achiever, positivity, relationship, resourceful, command, relationship-extensions, and exactness

EDUCATION AND CERTIFICATION REQUIREMENTS

Bachelor’s degree in business or a related field

Four or more years of equivalent work experience may be considered in lieu of a degree

LOMA designations or related insurance industry coursework is preferred

ALMI designation required within 18 months of hire

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

Ability to maintain focused attention on computer monitors for extended periods

Occasional work beyond 40 hours per week may be required to meet project deadlines and business needs

Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired