Ensures that the business has the appropriate licensing and product filing capabilities for the group life, disability, and absence management business. The Sr. Contract & Filing Consultant is responsible for drafting, filing, and gaining approval for group employee benefit products. The senior consultant is also responsible for the design and review of forms for use in fulfillment and to answer any escalated and complex regulatory questions.
Principal Duties & Responsibilities
Drives and controls allocated human and material resources assigned to project work, maintaining financial and progress forecasting in order to ensure projects are delivered according to schedule and within budget; ensure all required products and rate filings are done in time.
Takes initiatives to drive product development effort; evaluates and develops the business case for developing new and enhancing existing Group Insurance products and recommends priorities to senior management.
Works with Implementation Team to complete new case installation and maintain case installation records
Ensures that the underwriter agreement for employee benefits Life and Disability products are adhered to in installation (entity, participation, benefit design); works with underwriters on amendments and renewals to inforce accounts and revise existing records to accommodate changes.
Drives the drafting of key policy documents to ensure full compliance to the organization´s rules and regulations governing transactions.
Analyzes a wide range of data sources in order to identify relevant change initiatives to improve the organization.
Contributes to the development of processes and policies to improve the implementation of change projects across the organization.
Acts as the subject matter expert in business change and provides technical guidance and recommendations in order to support the resolution of the most complex customer cases and develop precedents to improve customer service.
Manages key internal and external stakeholder relationships across the organization in order to achieve engagement to change.
Develops a communications strategy based on feedback from stakeholders to drive the smooth implementation of business change projects.
Creates and develops change management plans which minimize employee resistance and maximize employee engagement.
Develops and evaluates alternative portfolio plans and advises colleagues of appropriate action required to adjust quickly to changes in business priorities.
Undertakes all activities with attention to timeliness, productivity, and quality, within organization standards.
Develops and maintains effective working relationships with colleague and customers.
Performs other related duties as required
Education & Experience
Bachelor's Degree in a related field, 10 or more years of experience in regulatory compliance or a related area, or an equivalent combination of education and experience.
Job Knowledge & Skills
· Group term Life product
· Disability; STD and LTD
· Statutory disability filing
Acting with Integrity, Communicating Effectively, Pursuing Self-Development, Serving Customers, Supporting Change, Supporting Organizational Goals, Working with Diverse Populations