Perr&Knight

Insurance

• Accessing/reviewing insurance related laws and regulations
• Performing competitive research
• Organizing/presenting competitive information in a meaningful format
• Drafting basic product documents for new programs and creating state required forms to address compliance issues
• Preparing support and compliance reviews, including forms checklists and transmittals for form filings, including drafting explanatory language
• Working directly with state filings analysts
• Corresponding directly with clients on project goals and results
• Managing own deadlines and workload for multiple projects
• Drafting form interrogatory responses
• Recommending solutions and/or alternatives to clients
• Keeping informed on industry trends, changes in the marketplace, etc.

Insurance Forms Consultant

Life & Health Insurance Consultant

Analyst

• Preparing and submitting Property and Casualty and Accident and Health Insurance company filings using SERFF and I-file to ensure timely approval of rates, rules and forms
• Utilizing statefilings.com and other software to manage assigned filing projects and tasks
• Identifying and satisfying filing requirements on a countrywide basis
• Reviewing insurance filing materials for accuracy and completeness
• Maintaining filing documentation in an organized manner
• Acting as a liaison between the Client (insurance company) and state insurance departments to communicate regarding filing status and resolving filing issues
• Ensuring all assigned filing projects are completed accurately and within set timeline
• Monitoring and summarizing circulars and bulletins issued by insurance rating bureaus
• Researching and maintaining current information on compliance and regulatory issues

Insurance Forms Consultant

Life & Health Insurance Consultant

State Filings Analyst