Qureos Mentor

Sammons Financial Group Companies

<div>Overview: Draft, file and secure state approvals of life or annuity products/forms to support product development and product initiatives. Other accountabilities include review of associated advertising materials, the review and communication to internal business units on new or revised legislation and implementation of that information and compliance with applicable regulatory reporting requirements. Serve as an internal resource on regulatory and product related issues and as a liaison to state insurance departments. Responsibilities:
<ul><li>Draft language for new and existing life or annuity forms consistent with product specifications.
</li><li>Review and interpret state regulations to ensure language and design of forms comply with state regulations.
</li><li>Coordinate compilation of actuarial memos, sales illustrations, etc., and, if applicable, marketing materials, included with state filings.
</li><li>Participate in and support the development and implementation of new and revised products.
</li><li>Provide regulatory input and perspective to product design and implementation teams.
</li><li>Accurate preparation and submission of forms to State Insurance Departments/Interstate Compact to secure state approvals in a timely manner.
</li><li>Respond to state objections in a timely manner to secure state approvals, which may include collaborating with other departments, such as Legal, Compliance, Actuarial, Claim, Underwriting, Information Technology, etc. to address concerns.
</li><li>Accurate, detailed and timely communication of state approvals for implementation.
</li><li>Participate to ensure accurate and current procedures are maintained for documentation of form drafting, filing, and state approvals.
</li><li>Maintenance of state form approval files in accordance with established guidelines for Market Conduct Exams.
</li><li>Monitor, review, research and interpret applicable state and federal regulations for impact to life or annuity products to ensure all regulatory requirements are incorporated into company policies and practices; make recommendations and develop processes necessary to comply with updated state regulations.
</li><li>Develop working relationships with State Regulators to address decisions rendered by state personnel and, at times, openly and diplomatically address disagreement or concerns regarding disapproval of state filings.
</li><li>For the Life Division, continue to expand job and product knowledge by participating in industry and regulatory meetings, with manager&rsquo;s approval; utilize these meetings to network with state insurance department representatives.
</li><li>Participate in state Market Conduct Exams and Litigation requests, as needed.
</li><li>Assist with training and support for other contract analysts.
</li><li>Support business areas with compliance activities by acting as a resource and serve as compliance liaison to other departments, using analysis and judgment to suggest possible compliance actions and solutions.<br>
</li></ul><br>
Qualifications:
<ul><li>Bachelor's Degree or equivalent business experience Preferred</li><li>
5-7 years' related experience Required</li><li>
Analytical abilities similar to those of a paralegal with two or more years&rsquo; experience in reading and interpreting laws and regulations</li><li>
Working knowledge of insurance products</li><li>
Prior advertising review experience</li><li>
Ability to make sound and proper decisions by drawing on professional expertise and experience</li><li>
Superior attention to detail and ability to manage multiple projects simultaneously</li><li>
Excellent oral and written communication skills</li><li>
Excellent proofreading skills</li><li>
Proficient in use of PC software (MS Office-Word, Excel, Access, Adobe Acrobat or equivalent)</li><li>
Familiarity with SERFF state filing submission program</li><li>
Ability to build key relationships with regulatory personnel as well as industry contacts, business partners, and internal associates</li><li>
Ability to work independently as well as collaborate with a team by demonstrating flexibility, understanding of other positions, providing constructive and relevant input into discussions</li><li>
FLMI if supporting Life Business Preferred Or</li><li>
AAPA if supporting Annuity Business Preferred</li></ul>
Suitability Requirements: &bull; Criminal background check required.
<br>
Company Information: &bull;Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
<br>
<ul><li>Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
</li><li>Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
</li><li>Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
</li><li>Colleagues who support one another, model our core values, and drive our healthy, high-performing culture. Pay Range: USD $54,261.00 - USD $113,045.00 /Yr. Pay Transparency Verbiage: Range includes data points from multiple labor markets. Specific range is dependent on the labor market where the incumbent will be hired to perform the position. Starting salary is dependent on candidate qualifications and experience. For a narrower salary range specific to your labor market, please inquire. Work Authorization/Sponsorship: At this time, we&rsquo;re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)</li></ul></div>

Sr. Contract Analyst - Annuity

<div>Overview:
<p>
We are seeking an Associate Counsel to join our legal team to provide strategic support to our Procurement and Vendor Management teams, including conducting contractual reviews and advising business units on associated legal issues. This role also encompasses general corporate legal matters and support of our Privacy Program. The ideal candidate will bring strong contract negotiation and review skills and the ability to partner effectively across departments. While prior privacy law experience is preferred, we welcome candidates with strong foundational legal skills and enthusiasm to develop expertise in this growing area. This is an excellent opportunity for a motivated attorney to gain broad experience in contract law, privacy compliance, and general corporate matters while making meaningful contributions to our legal operations in a collaborative environment.</p>
Responsibilities: &bull; Provide objective, thorough, timely and well-researched legal advice and counsel to business partners on legal matters, allowing management and key decision makers the ability to assess the legal risks of various courses of action to support Sammons Financial Group business initiatives and risk management strategies.
<br>
<ul><li>Provide legal advice and counsel on legal questions related to Sammons Financial Group to ensure compliance with new and existing state, federal and local laws, statutes and regulatory requirements. This includes reviewing new laws and regulations and supporting their implementation with business partners.
</li><li>Provide legal advice and counsel on legal questions related to Sammons Financial Group&rsquo;s business operations, including any one or more of the following areas of law and business units: corporate governance, human resources, intellectual property, privacy and cybersecurity, real estate, procurement and vendor management, claims management and litigation, agency services, compliance and other general insurance regulatory matters.
</li><li>Provide legal advice and counsel on issues relating to the Iowa Holding Company Act, corporate governance, reinsurance and finance (e.g. debt capital markets, reserve financing transactions and investments). Manage reporting requirements under the Iowa Holding Company Act.
</li><li>Provide legal advice and counsel on issues relating to product distribution, including through independent agents, insurance marketing organizations, broker dealers, registered investment advisers and banks and financial institutions.
</li><li>Provide legal advice and counsel on in-force policy and contract issues, including underwriting, claims management, product taxation, distributions, grace and lapse and reinstatement.
</li><li>Collaborate with other attorneys and professionals in the Legal Department in managing Sammons Financial Group&rsquo;s exposure to regulatory fines and penalties or other sanctions; share knowledge and, where required, implement changes to company procedures as a result of litigation and regulatory outcomes.
</li><li>Understand Sammons Financial Group strategy, business objectives and goals when providing legal advice and counsel.
</li><li>Draft and review policy forms, legal correspondence, agreements, contracts and releases.
</li><li>Develop relationships with outside legal counsel, as appropriate, and in collaboration with other attorneys in the Legal Department, manage outside counsel.
</li><li>Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).</li><li>As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.</li><li>Participate in other initiatives and/or projects as necessary. Qualifications:
</li></ul><ul><li>Juris Doctorate Degree from an ABA accredited law school Required
</li><li>Minimum 3 years' relevant experience Preferred
</li><li>Experience in life insurance, annuities or financial services industry Preferred
</li><li>Ability to think strategically, practically and holistically about appropriate legal solutions
</li><li>Demonstrated ability to work efficiently and proactively on multiple projects under tight deadlines
</li><li>Ability to collaborate with a variety of individuals in a professional, patient and responsive manner
</li><li>Superior analytical, writing, oral communication, research, investigatory, advocacy, presentation and interpersonal skills
</li><li>Demonstrated ability to identify and analyze legal issues and to apply known or researched rules of law
</li><li>Demonstrated attention to detail, professional attitude and commitment to maintain confidentiality of records and information
</li><li>A member in good standing of the Iowa Bar (or, admission to and in good standing with another bar enabling reciprocity and admission into the Iowa Bar) Required
</li><li>Occasional travel between office locations and conferences required</li></ul>
Suitability Requirements: &bull; Due to the financial nature and level of accountability of this position, a credit and criminal background check is required - The Fair Credit Reporting Act requires Sammons Financial Group Companies to notify you that, as a routine part of processing this application for employment, Sammons Financial Group may request a consumer report on you to verify all information contained in this application. Such report may include information about work-related behaviors, performance, character, general reputation, and personal characteristics, in addition to information about your previous employment, education, credit history and criminal records
<br>
Company Information: &bull;Sammons Financial Group offers a competitive benefit package that includes: Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay.
<br>
<ul><li>Our Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan, so you can save for retirement without contributing a penny of your own paycheck.
</li><li>Healthy balance between work and personal lives. Friday afternoons off all year long, competitive PTO, and generous number of paid holidays.
</li><li>Our incentive program for defined goals subject to eligibility and performance. Monetary rewards are based on individual and/or overall company performance.
</li><li>Colleagues who support one another, model our core values, and drive our healthy, high-performing culture. Pay Range: USD $83,588.00 - USD $139,314.00 /Yr. Work Authorization/Sponsorship: At this time, we&rsquo;re not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)</li></ul></div>

Associate Counsel

Join Sammons Financial Group Companies and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Sammons Financial Group Companies

ABOUT_COMPANY

Sr. Contract Analyst - Annuity

Associate Counsel