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... rate changes, form updates, and regulatory adjustments. - **Testing & Quality Assurance ... analytical, problem-solving, and attention-to-detail skills. - Ability to manage multiple carrier ...
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In addition, Conduent provides a variety of benefits to employees including health insurance ... Complete the form and then email it as an attachment to FTADAAA@conduent.com. You may also click ...
IT Operations Analyst II
Sandy, UT ยท On-site
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Senior Commercial Lines Account Manager
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Quick apply
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Salt Lake City, UT ยท On-site
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... form the backbone of America's water infrastructure. It's work you can be proud of-and an ... Medical, Dental, Vision, Life, AD&D Insurance * Paid Vacation, Holidays, and Sick Time * 401k ...
Lean Coordinator
Salt Lake City, UT ยท On-site
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Insurance Form Analyst information
What are Insurance Form Analysts?
What are the key skills and qualifications needed to thrive as an Insurance Form Analyst, and why are they important?
What are some common challenges an Insurance Form Analyst may face when reviewing complex policy documents?
What is the difference between Insurance Form Analyst vs Insurance Underwriter?
| Aspect | Insurance Form Analyst | Insurance Underwriter |
|---|---|---|
| Credentials | Typically requires a high school diploma or associate degree; certifications like CPCU or AINS are common | Requires a bachelor's degree, often in finance, business, or related fields; certifications like CPCU or ARM are beneficial |
| Work Environment | Office setting, reviewing insurance forms and data entry | Office setting, assessing risks and approving policies |
| Employer & Industry Usage | Insurance companies, brokers, and agencies | Insurance 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.
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Job description
Location: Salt Lake City, UT or Toronto (day 1 onsite)
- Build and configure new insurance carrier products in FireLight, including:
- Product rules, underwriting guidelines, rate tables, riders, and features.
- Data fields, forms, and application workflows.
- Suitability rules, compliance checks, and broker-dealer specific requirements.
- Carrier Integration & Maintenance - Work with insurance carriers to implement and update products, including new product launches, rate changes, form updates, and regulatory adjustments.
- Testing & Quality Assurance - Perform thorough testing of configured products (quoting, illustrations, e-app, e-signature) to ensure accuracy, compliance, and "In-Good-Order" (IGO) submissions.
- Troubleshooting & Support - Resolve configuration-related issues reported by advisors, operations, or carriers. Provide Tier 2/3 support for FireLight-related product questions.
- Compliance & Suitability - Configure and maintain broker-dealer suitability workflows, disclosures, and compliance forms within FireLight to meet FINRA, state, and NFS requirements.
- Documentation - Maintain detailed documentation of product configurations, change logs, and carrier specifications.
- Collaboration - Partner with carriers, NFS compliance, sales, operations, and technology teams. May coordinate with Hexure (FireLight vendor) for complex changes or platform updates.
- Strong understandingof insurance products - especially fixed, indexed, and variable annuities, plus life insurance.
- Hands-on experiencewith FireLight platform (highly preferred) - or similar e-application/configurable insurance platforms (e.g., other Hexure tools, Encompass, etc.).
- Knowledge of broker-dealer operations and compliance (FINRA rules, suitability, advertising review).
- Experience with product rules engines, workflow configuration, and forms management.
- Strong analytical, problem-solving, and attention-to-detail skills.
- Ability to manage multiple carrier projects simultaneously.
- Prior experience at a broker-dealer (especially NFS/Fidelity, LPL, or similar) or insurance carrier in product implementation.
- Background in insurance operations, new business processing, or sales support.
- Familiarity with API integrations or platform administration.
About AIT Global
Sourced by ZipRecruiter
Industry
It services
Company size
51 - 200 Employees
Headquarters location
Matawan, NJ, US
Year founded
1999