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Insurance Form Analyst Jobs in Missouri (NOW HIRING)

Insurance Producer

Springfield, MO · On-site

$19.23 - $24.03/hr

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

This position offers additional compensation in the form of short-term incentives (i.e., bonus ... Very strong analytical skills including the ability to identify customer needs amp; insurance ...

Insurance Producer

Springfield, MO · On-site

$19.23 - $24.03/hr

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

Insurance Producer

Springfield, MO · On-site

$19.23 - $24.03/hr

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

Meet with clients to understand and document the clients' business needs in the form of formal ... Insurance/Reinsurance industry experience Required * Advanced Word, intermediate Excel and SQL ...

Sr Business Analyst

Saint Charles, MO · On-site

$87K - $112K/yr

Candidates with Insurance, Financial Services and Healthcare exp. preferred. Candidates with client ... Document the clients' business needs in the form of formal requirements and/or user stories and ...

Actuarial Analyst

Saint Louis, MO · On-site

$61K - $88K/yr

The amount and availability of any bonus, commission, benefits, or any other form of compensation ... insurance, wellness programs and financial education resources, to name a few. Elevance Health ...

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Showing results 1-20

Insurance Form Analyst information

What are Insurance Form Analysts?

Insurance Form Analysts are professionals who review, evaluate, and ensure the accuracy and compliance of insurance forms and documents. They check that policy forms adhere to state and federal regulations and are consistent with company guidelines. These specialists work closely with underwriters, compliance teams, and legal departments to identify discrepancies or errors and make recommendations for revisions. Their role is crucial in minimizing legal risks and ensuring that insurance products are clearly and accurately described to customers.

What are the key skills and qualifications needed to thrive as an Insurance Form Analyst, and why are they important?

To thrive as an Insurance Form Analyst, you need a solid understanding of insurance products, regulatory compliance, and attention to detail, typically supported by a degree in business, finance, or a related field. Familiarity with insurance management software, document management systems, and often proficiency in Microsoft Office Suite are essential technical requirements. Strong analytical thinking, effective communication, and organizational skills help distinguish top performers in this role. These competencies are crucial for ensuring accurate form preparation, regulatory adherence, and effective collaboration with internal and external stakeholders.

What are some common challenges an Insurance Form Analyst may face when reviewing complex policy documents?

Insurance Form Analysts often encounter challenges such as navigating varying state regulations, identifying inconsistencies or ambiguities in policy language, and ensuring that all forms comply with both internal standards and external legal requirements. These professionals must pay close attention to detail and stay up-to-date with frequent changes in insurance laws. Collaborating with underwriters, legal teams, and compliance officers is essential to resolve discrepancies and ensure accuracy in documentation.

What is the difference between Insurance Form Analyst vs Insurance Underwriter?

AspectInsurance Form AnalystInsurance Underwriter
CredentialsTypically requires a high school diploma or associate degree; certifications like CPCU or AINS are commonRequires a bachelor's degree, often in finance, business, or related fields; certifications like CPCU or ARM are beneficial
Work EnvironmentOffice setting, reviewing insurance forms and data entryOffice setting, assessing risks and approving policies
Employer & Industry UsageInsurance companies, brokers, and agenciesInsurance companies, underwriting firms, and brokers

Insurance Form Analysts focus on reviewing and processing insurance forms, ensuring accuracy and compliance. Insurance Underwriters evaluate risks and determine policy terms. While both roles are essential in the insurance industry, they differ in responsibilities, with underwriters making risk decisions and analysts handling documentation.

What are popular job titles related to Insurance Form Analyst jobs in Missouri? For Insurance Form Analyst jobs in Missouri, the most frequently searched job titles are:
What job categories do people searching Insurance Form Analyst jobs in Missouri look for? The top searched job categories for Insurance Form Analyst jobs in Missouri are:
What cities in Missouri are hiring for Insurance Form Analyst jobs? Cities in Missouri with the most Insurance Form Analyst job openings:
Compliance Analyst - Insurance Licensing

Compliance Analyst - Insurance Licensing

Stifel

Saint Louis, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago


Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz


Job description

Why Stifel

Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.

Let's talk about how you can find your place here at Stifel, where success meets success.

What You'll Be Doing

The Compliance Analyst-Insurance Licensing prepares and processes all insurance-related licensing for the Firm and its licensed individuals. This role includes but is not limited to initial licensing requests, renewal and amended licensing requests, business entity affiliations and terminations, carrier appointments and terminations, reporting background issues to the regulators, assisting and tracking CE and insurance training for the agents, processing address changes, and maintain knowledge of government (local, state, and federal) regulations.

What We're Looking For
  • Process, document, and maintain all producer licensing applications, continuing education, and training requirements for licensed staff.
  • Administer appointment applications to obtain carrier appointments and affiliations for producers and support leadership during the onboarding of new carriers and vendors.
  • Continuously monitor multiple state agencies for new or revised regulatory requirements to ensure proper compliance with producer licensing.
  • Order material and schedule pre-licensing exams and training for all new hires.
  • Correspond with state Departments of Insurance and Insurance Carriers as needed.
  • Analyze and identify issues and trends for improved processes and controls.
  • Develop and track improvement or remediation plans.
What You'll Bring
  • Able to communicate information and ideas in spoken or written form so that others will understand.
  • Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative, and sound judgment; takes pride in ownership of wins and accountability for losses/mistakes.
  • Works closely with the Compliance team, producing accurate work promptly.
  • Managing one's own time and priorities to ensure the meeting of deadlines.
  • Able to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Understanding new information's implications for current and future problem-solving and decision-making.
  • Working knowledge of laws and/or regulations within the State(s) Departments of Insurance regarding Insurance Licensing.
  • Ability to investigate and recognize state laws or regulations violations on Insurance Licensing.
Education & Experience
  • Minimum Required: Bachelor's Degree in a related field.
  • Minimum Required: 3-5 years of experience in the Financial Services Industry or 1-3 years of internal Compliance experience.
Licenses & Credentials
  • Minimum Required: None.
Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.
  • Knowledge of NIPR, SBS, RegEd, and SIRCON systems is preferred.
About Stifel

Stifel is more than 130 years old and still thinking like a start-up.  We are a global wealth management and investment banking firm serious about innovation and fresh ideas.  Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.

While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations.  Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.  Let's talk about how you can find your place here at Stifel, where success meets success.

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel is an Equal Opportunity Employer.

Employment Type: FULL_TIME

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