Analyst – State Filings

This is a fully remote position, open to applicants in United States.

📋 Description

• Prepare and submit Rate, Rule, and Form filings across all states and Property & Casualty lines of business.

• Create and finalize the necessary transmittals.

• Assist in tracking and managing state filing objections.

• Collaborate with key stakeholders to address and respond to objections promptly.

• Monitor the progress of state filing projects.

• Work together with the team to meet client expectations and deadlines.

• Conduct targeted research using public and proprietary insurance resources to support client initiatives.

• Keep track of bureau changes, updates to industry regulations, and market trends as needed.

• Actively engage in internal strategy meetings and training sessions to enhance your insurance and consulting knowledge.

• Collect, organize, and synthesize data for client-facing reports and internal strategic projects.

• Execute meticulous data entry and formatting for regulatory filings, ensuring 100% accuracy and compliance.

• Aid in managing internal databases to ensure information is up-to-date and accessible.

• Assist in the preparation of professional draft documents, presentations, and client deliverables.

• Maintain organized project files and contribute to the ongoing improvement of our internal templates and tools.

⛳️ Requirements

• 3-5+ years of progressive experience in rate, rule, and form filing within Property and Casualty insurance, preferably in Commercial Lines.

• High School Diploma or equivalent is required; a bachelor’s degree (or in progress) is preferred.

• Proficient in Microsoft Office applications (e.g., Excel, Word, and PowerPoint).

• Strong organizational and time management skills, with the ability to prioritize tasks independently.

• Analytical and problem-solving capabilities to troubleshoot complex issues.

• Strong skills in collecting, organizing, and reviewing data for accuracy.

• Proven ability to conduct thorough and precise research utilizing a range of resources, including online databases and industry-specific publications.

• Capable of drafting and formatting clear, concise, and professional documents, presentations, and reports.

• Experience in converting PDF files to Word and Excel formats.

• Exceptional attention to detail, with a meticulous focus on accuracy, particularly in data entry, quality checks, and project documentation management.

• Ability to work effectively with colleagues, follow directions from senior team members, and contribute to shared goals.

• Adaptability and eagerness to learn, with a proactive approach to understanding new processes, regulatory changes, and industry best practices.

• Ability to manage multiple tasks, maintain organized project files, and prioritize work to meet deadlines.

🏝️ Benefits

• Health, dental, and vision insurance.

• 401(k) retirement plan options.

• Generous and flexible paid-time-off (PTO) policy.