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