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Tech Stack
Tools & technologiesPythonVBA
About the role
Key responsibilities & impact- Manage end-to-end rate, rule, and form filing activities for P&C insurance products.
- Prepare and submit filings across multiple states/jurisdictions.
- Ensure compliance with state insurance regulations and filing requirements.
- Coordinate with actuarial, underwriting, legal, compliance, and product teams.
- Track filing approvals, objections, and implementation timelines.
- Support product launches, pricing updates, and policy form changes.
- Provide support for audit-related activities, as required.
- Conduct independent research, analyze data, and present insights effectively for assigned projects.
- Expected to work in close collaboration with the EXL team and clients on general insurance actuarial projects for US markets.
- Build and maintain strong cross-functional relationships to achieve project and organizational objectives
Requirements
What you’ll need- Bachelor’s/master’s degree in engineering, economics, mathematics, finance, or similar technical degree. Master’s in business or financial management is also suitable.
- 2-5 years of experience in Finance or Insurance related regulatory reporting.
- Hands-on experience with SERFF filings
- Strong knowledge of state DOI regulations and filing requirements.
- Experience with Personal Lines and/or Commercial Lines products
- Understanding of rate/rule/form filing processes and insurance product lifecycle
- Familiarity with ISO/NCCI circulars and bureau filings preferred.
- Strong analytical, documentation, and communication skills
- High attention to detail and ability to manage multiple filings simultaneously.
- Proficiency in Excel and filing/document management tools
- CPCU/AINS/API certifications preferred.
- Proficiency in Excel, VBA, JIRA. Good to have Python and Power BI knowledge.
- Strong ability to learn technical and business knowledge.
- Superior analytical and problem-solving skills with attention to details
- Outstanding written and verbal communication skills.
- Excellent time and work management skills.
- Able to work at a fast pace continuously evolving environment and ready to take up uphill challenges.
- Able to understand cross cultural differences and can work with clients across the globe.
Benefits
Comp & perks- Health insurance
- Retirement plans
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SERFF filingsstate DOI regulationsrate/rule/form filing processesinsurance product lifecycleanalytical skillsdocumentation skillsproblem-solving skillsattention to detailfinancial reportingdata analysis
Soft Skills
communication skillstime management skillswork management skillscross-functional collaborationability to learnadaptabilityrelationship buildingindependent researchpresentation skillsability to manage multiple tasks
Certifications
CPCUAINSAPI
