Group Insurance Policy Forms Analyst

New York Life; City of White Plains (NY); Hybrid; USD 62,000 - 80,000; Full time

Benefits offered by this job

Discretionary bonus

Leave programs

Adoption assistance

Student loan repayment

Job summary

New York Life is seeking an Associate, Group Insurance Policy Forms Analyst to draft and issue policy forms for group life and health insurance. The role involves drafting, reviewing, and submitting forms to state departments, and addressing objections to secure approvals.

The position requires strong knowledge of insurance products and laws, plus experience with SERFF filings and regulatory research. Hybrid work is available with potential fully remote arrangements for exceptional candidates in

Qualifications

• Bachelor's degree or equivalent experience.
• 3–5 years of relevant insurance industry experience.
• Strong knowledge of insurance products and laws.
• Experience filing insurance products via SERFF is a plus.
• Knowledge of legal/compliance considerations is a plus.
• Strong research, analytical and reasoning abilities.
• Detail oriented with exceptional organizational skills.
• Excellent oral and written communication skills.
• Proficiency in Microsoft Office suite.

Responsibilities

• Develop and draft contract forms for group life/health and related documents.
• Research laws/regulations and assess impact on forms.
• Determine modifications due to legislation requirements.
• Prepare and submit SERFF filings and negotiate approvals.
• Collaborate with internal teams on drafting, filing and compliance.
• Assist with other filing and compliance initiatives.

Skills

Bachelor's degree

3–5 years experience

Insurance knowledge

SERFF filings

Legal/compliance

Research skills

Attention to detail

MS Office

Education

Bachelor's degree

Tools

SERFF

Westlaw/Wolters Kluwer

Job description

Location Designation: Hybrid - 3 days per week

Location: While a hybrid scheduled based out of our White Plains, NY office is preferred, a fully remote arrangement for a highly qualified candidate may be considered.

Role Overview

The Associate, Group Insurance Policy Forms Analyst role will be primarily responsible for the preparation, drafting, review and issuance of contract forms. Also, this individual may be responsible for the submission of these forms to applicable insurance departments, when necessary, and respond to departmental objections/questions to negotiate and secure form approval. While the main objective will be preparation and drafting of policy forms in a timely manner, the Group Insurance Policy Forms Analyst will also be actively involved in assisting with other related general contractual issues within the Division, including related filing and compliance projects.

What You’ll Do

• Develop and draft various contract forms, specific to group life and health insurance and blanket accident/accident medical insurance, and related documents for the issuance to group policyholders and certificate holders via third party administrators.
• Research and review laws and regulations and analyze the impact on the Division’s contract forms.
• Determine contractual modifications needed because of legislative requirements and/or changes.
• Review, prepare and submit SERFF filings; negotiate approval of product filings from State Insurance Departments.
• Collaborate and communicate with individuals from various areas within the Company (particularly with Contract unit members) in addressing drafting, filing and compliance issues and questions.
• Assist with the implementation of other general filing and/or compliance initiatives.

What You’ll Bring

• Bachelor’s degree or equivalent experience
• 3 to 5 years of relevant experience in the insurance industry preferred
• Strong knowledge of insurance products and insurance laws (preferably group life and health insurance and blanket accident/accident medical insurance)
• Experience filing insurance products via SERFF a plus
• Working knowledge of online insurance research resources such as Wolters Kluwer/Westlaw a plus
• Legal/compliance background a plus
• Strong research, analytical and reasoning abilities
• Detail oriented with exceptional organizational skills
• Excellent oral and written communication skills
• Proficient with Microsoft Office suite of products

Pay Transparency

Salary Range: $62,400-$80,000

• Overtime eligible: Exempt
• Discretionary bonus eligible: Yes
• Sales bonus eligible: No

Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.

Recognized as one of Fortune’s World’s Most Admired Companies

Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners.

Our Benefits

We provide a full package of benefits for employees – and have unique offerings for a modern workforce.

• leave programs
• adoption assistance
• student loan repayment programs

Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.