Deferred Annuities Contract Specialist (Remote) - Software Guidance & Assistance

Software Guidance & Assistance, Inc., (SGA), is searching for a Deferred Annuities Contract Specialist for a Contract assignment with one of our premier Financial clients in a Remote role .

Responsibilities :

• Function as the point person and subject matter expert for in force annuities and related separate accounts, including deferred annuities.
• Provide technical advice on contracts, state insurance regulatory filings, timely and accurately respond to insurance regulators' questions and requests and negotiate approvals with state insurance departments for complex annuity products.
• Draft and coordinate the development of separate account memos of operation filed with state insurance regulators.
• Facilitate state insurance department and Interstate Insurance Compact regulatory filings using the SERFF electronic filing system and abide by RIS recordkeeping requirements.
• Develop and issue forms for highly complex annuity contracts to support new and existing annuities products within RIS. Maintain forms to ensure compliance with applicable laws and regulations.
• Assist in the analysis of proposed and enacted laws and regulations to identify required compliance activities.
• Perform due diligence in analysis of critical new product ventures and contract conversions and effectively communicate implications to stakeholders.
• Prepare complex and detailed documentation including proposals, commitment agreements, annuity contracts, and annuity certificates for prospective pension risk transfer opportunities in a fast-paced and deadline driven environment.
• Participate in complex non-standard assignments and devise targeted solutions.
• Expertly collaborate with various internal departments and ensure efforts are coordinated to achieve common objectives.
• Research and respond to internal business partner questions regarding contract features and compliance.
• Lead cross-functional projects and assist with special initiatives requiring project management skills, as required.
• Continuously identify and implement process enhancements to drive efficiency.
• Support the adoption and utilization of the contracts management platform Icertis.
• Conduct peer reviews and provide training and mentoring to junior team members.
• Provide support to other RIS Contracts teams, as needed.

Required Skills:

• Expert level contract development and maintenance knowledge and advanced technical writing skills.
• Deep experience working with deferred annuities contracts.
• Knowledge of the annuities business (particularly pension risk transfer, institutional income annuities and/or structured settlements), qualified defined benefit plans, qualified defined contribution plans and/or ERISA.
• Bachelor's degree or equivalent business experience.
• Strong analytical, problem solving and research skills to manage complex issues.
• Attention to detail, organizational skills, and ability to multitask.
• Self-motivated, flexible, and enthusiastic.
• Excellent oral and written communication skills with ability to engage constructively with associates of various disciplines and levels as well as with state insurance department regulators.
• Solutions-oriented and customer focused.
• Strong interpersonal relationship skills in order to maintain positive working relationships with peers, leaders and business partners.
• Strong interest in identifying and researching opportunities for continuous improvement, including digital/automated business solutions, integrating technology and process improvements.
• Interest in managing projects and reviewing work.
• Willingness to learn and develop skills across a multi-disciplined contracts team and share knowledge as appropriate.
• Proficient in Microsoft Office, e.g., Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, and Teams.

Preferred Skills:

• 8+ years of contract development, compliance, legal or relevant business experience.
• Understanding of the insurance industry and product lines
• Knowledge of the regulatory requirements and procedures for the development and filing of compliant contract forms associated with annuities business.
• JD is a plus, but not required.

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy.