Job description
Contract Forms Specialist
The Contract Forms Specialist role is responsible for supporting the contract forms functions with the Contract Management group.
Key Responsibilities and Duties
Career Level
5IC
Work Experience
The Contract Forms Specialist role is responsible for supporting the contract forms functions with the Contract Management group.
Key Responsibilities and Duties
- Leads efforts to handle standard, scheduled filings and miscellaneous team responsibilities.
Participates in the product design discussions pertaining to Life and Annuity product implementation.
Contributes in drafting Annuity and Life Insurance contracts and endorsements to support product development and product change initiatives.
Creates filing letters and all appropriate transmittals in preparation for filing forms with State Insurance Regulatory Departments.
Makes recommendations for resolving problems in individual states.
Drafts special state versions of annuity contracts and life insurance policies, certificates and endorsements.
Reviews and analyzes legislation. Supports determination of optimum method of implementing any required changes.
Participates on cross-functional teams to represent policy form functions in connection with product implementation and strategic decisions regarding new products and new features.
Assists with the implementation of new or revised policy forms with IT areas that manage the contract issue systems. This requires reviewing test data, approving final output for implementation and occasional post-production review.
- University (Degree) Preferred
- No Experience Required
- Physical Requirements: Sedentary Work
Career Level
5IC
Work Experience
- 0 – 2 years’ experience in policy forms or insurance compliance.
- 0 – 2 years’ experience in product development, filing with state insurance departments, and legislative review and analysis.
Desired Qualifications
- Excellent English language skills – writing and reading comprehension.
- Ability to critically analyze written material.
- Must have ability to manage a large volume of materials and keep up with rapidly changing document versions.
- Attention to detail and organization.
- Knowledge of Microsoft Office Applications.
- Knowledge of the SERFF electronic filing system, ACLI, NILS, and other insurance regulatory applications.
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
COVID-19 Vaccination
TIAA requires all U.S. employees to be fully vaccinated against COVID-19 and provide documentation of full vaccination, unless you qualify for an accommodation as determined by TIAA consistent with applicable law.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our
Benefits Summary
.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law
here
.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email:
accessibility.support@tiaa.org
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click
here
.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click
here
.
For Applicants of Nuveen residing in Europe and APAC, please click
here
.
For Applicants of Greenwood residing in Brazil (English), click
here
.
For Applicants of Greenwood residing in Brazil (Portuguese), click
here
.
For Applicants of Westchester residing in Brazil (English), click
here
.
For Applicants of Westchester residing in Brazil (Portuguese), click
here
.
learninglandscape.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, learninglandscape.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, learninglandscape.com is the ideal place to find your next job.