Counsel, Product Filing
Job Description
Job Description
Counsel, Product Filing
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Build the future with us
Are eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Counsel, Product Filing, you will play a key role in leading the compliance function related to life insurance product filings, ensuring compliance with state regulations and industry standards.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
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What you’ll accomplish with us
As a Counsel, Product Filing, you’ll be at the core of our mission. Here are the main responsibilities:
Manages the product filing team and provides support for all aspects of filing of the Companies' life insurance products. Organize and structure the product filing team to assure operational efficiency, develop team members. Interacts with other business partners and state Insurance Departments developing ongoing, positive relationships. Interacts with other U.S. business lines and the Canadian parent company, including actuarial services, as needed.
Recommends changes for the Companies to Chief Legal Counsel, U.S. Life Operations, based on legislative and regulatory activity, and directs legal strategy to meet the objectives of the organization and deal with changing business priorities.
Lead and oversee compliance with all applicable state insurance laws and regulations related to policy form filings and associated matters. Address complex issues that require cross-departmental coordination or escalation.
Collaborate closely with operational areas, particularly actuarial and marketing—in the development and revision of life insurance products. Provide strategic input based on industry standards and regulatory trends.
Direct the research, drafting, and submission of new product policy forms and revisions to existing policy forms, ensuring compliance with state regulatory requirements.
Interpret and analyze state regulations for form filing compliance, particularly in complex matters. Assess regulatory risk and coordinate with internal stakeholders to ensure compliant implementation.
Manage the coding and maintenance of product data in LIFE-COMM and/or other applications supporting policy administration, claims, and billing for both new and existing products. Partner with IT and testing teams to resolve system-related issues.
Supervise and support a team of direct reports including product filing analysts and/or specialists, fostering a culture of continuous learning, accountability, and professional development through coaching, feedback, and tailored growth plans.
Enhance and manage the policy form filing process through the NAIC SERFF system, ensuring timely and accurate submissions.
Serve as the certifying officer for state-required policy form filings, signing official company certifications.
Review marketing and advertising materials for accuracy and compliance with policy form content.
Prepare and organize documentation for state insurance department audits related to policy form filings.
Oversee the development of benefit description pages, statements of policy cost and benefit, annual reports, and other required materials for regulatory submission.
Evaluate and respond to state department disapprovals, determining appropriate corrective actions to ensure compliance with applicable laws and regulations.
Engage with all levels of management to address and resolve compliance-related issues.
Communicate and coordinate with state insurance department officials, legal counsel, and actuarial consultants on complex compliance matters requiring advanced regulatory expertise.
Manage the preparation and submission of Life Insurance Illustration Annual Certification filings in accordance with the NAIC Life Insurance Illustration Model Regulation. Collaborate with the Illustration Actuary to ensure accuracy and compliance.
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What could accelerate your success in this role
We’re looking for someone who:
Is known for their ability to perform under pressure and manage multiple projects
Stands out for their experience in life insurance products
Demonstrates strong experience managing staff in a corporate environment
Is recognized for their strong written and verbal communication skills.
Has 3-5 years of experience practicing law, preferably within a corporate insurance company with experience in life insurance products.
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Why you’ll love working with us
A work environment where learning and development merge with a collective pursuit of excellence;
A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
Competitive benefits: Flexible Health, Dental and Vision insurance, 401(k) + company match, PTO Plan, employee and family assistance program, ergonomic furniture program, performance bonus, and much more!
Ability to work remotely
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Apply now and get ahead of your career, where your talent really belongs!
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Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!
Applicants must be authorized to work for any employer in the U.S. We are unable to support or take over sponsorship of employment visas at this time, including H-1B visas and participation in STEM OPT work authorizations.
Company
American-Amicable Life Insurance Company of TexasPosting End Date
2026-07-31
About us
American Amicable is a part of iA Financial Group, one of the largest insurance and wealth management groups in North America. Our headquarters is in Waco, TX. Tracing its roots back to 1910, the American-Amicable Life Insurance Company of Texas is a progressive special markets insurer. The Company offers innovative life insurance and annuity products developed to target the individual needs of protection, wealth creation, and estate preservation.
iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term. Our CEO Denis Ricard won #1 Insurance CEO in Canada from Glassdoor!
Our Commitment to Diversity and Inclusion
At iA American, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us. Someone from our team will be happy to assist you.