Forms & Compliance Analyst

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place. 

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers  

POSITION SUMMARY

The Forms & Compliance Analyst is responsible for overseeing forms

management, regulatory compliance processes, and database administration. This role serves as a key resource in forms development, compliance monitoring, regulatory change management, and cross-functional implementation efforts. The analyst ensures company forms and related processes remain compliant with applicable regulations while supporting operational efficiency and business objectives.

ESSENTIAL FUNCTIONS

Compliance and database oversight (60%)

• Maintain the forms database and manage internal request workflows
• Lead the development, revision, and implementation of company forms, ensuring alignment with brand standards and regulatory compliance
• Obtain stakeholder approvals for form changes and coordinate cross-functional implementation
• Support CODE, the regulatory change management system by:

° participating in regulatory filings and data calls

° monitoring and researching regulatory requirements

° assigning tasks and ensuring timely completion

• Track and oversee compliance-related filings, reports, and required mailings
• Conduct periodic reviews of compliance topics and coordinate updates as needed

Forms development and management (30%)

• Create, revise, and maintain applications, enrollment forms, and supplemental documents to support regulatory filings and state compliance requirements
• Collaborate with Policy Filing Analysts to address state objections and prepare required disclosures and revisions
• Serve as the primary contact for forms implementation across digital platforms, including electronic applications and automated processes
• Provide technical and compliance support for the Forms Package Management system and iPipeline
• Represent the Forms Compliance Team during product implementation processes, including forms testing and review activities
• Develop and maintain systems for tracking and managing forms inventory and related data

Other responsibilities (10%)

• Lead special projects involving forms updates and process improvements
• Conduct compliance research and provide project support as assigned
• Perform additional duties as needed to support business operations

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILLS

• Four or more years of experience in business or a related field
• Strong proficiency with Microsoft Word, Microsoft Excel, and Adobe Acrobat Pro
• Technical proficiency with document editing tools
• Ability to work independently and effectively manage multiple priorities
• Exceptional attention to detail and commitment to quality
• Strong written and verbal communication skills
• Consistent and reliable attendance is an essential function to this position
• Talent required in values, work intensity, achiever, positivity, relationship, resourceful, command, relationship-extensions, and exactness

EDUCATION AND CERTIFICATION REQUIREMENTS

• Bachelor’s degree in business or a related field
• Four or more years of equivalent work experience may be considered in lieu of a degree
• LOMA designations or related insurance industry coursework is preferred
• ALMI designation required within 18 months of hire

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• Ability to maintain focused attention on computer monitors for extended periods
• Occasional work beyond 40 hours per week may be required to meet project deadlines and business needs
• Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired