FBS - Filing & Documentation Analyst
我们的客户是美国最大的保险公司之一,提供了广泛的保险和金融服务产品,总书面费用超过25亿美元 (P&C).通过48,000多名专属和独立代理商和近18500名员工的努力,我们自豪地为50个州内的1000多万家家庭提供1900多种个人政策。最后,我们的客户是世界上最大的保证集团的一部分。关于角色农民保险正在寻找一个详细注重和高度组织的承载指南分析师加入我们的承载战略团队。在这个角色中,你将支持管理,维护和发布承包指南,确保文档准确,最新并符合业务决策和监管要求。你将与包括产品管理,国家管理,法律和通信在内的跨职能合作伙伴合作,协调指导更新,促进批准和维持整个指导生命周期的文件。理想候选人是具有强大的组织技能,技术能力和高水平的准确性同时管理多项优先事项的能力的积极专业人士。· 管理承载指南的接入,文档化和更新流程。· 准备,审查,标记和维护承载指导文件以反映业务和监管变化。·协调利益相关者评审并获得法律,产品管理和国家管理团队所需的批准。· 在整个指导生命周期中完成和保持在承载指令数据库 (UWGDB) 中所要求信息。· 用经过批准的模板为法定,州产品管理及国文件提供通信,确保适当的利益相关者保持了解。·提交 QuickBase 请求支持编程变更。· 保持准确的指导方针记录,包括文件组织,版本控制和存储库管理。·协调向通信团队发布更新的指导线程。· 使用优化发布 ANRP 和 SRM 的指导信息更新。· 与跨职能团队合作以确保文件更新是精确及时完成的。·支持有关指导方程式文档,跟踪和出版的流程改进。·执行额外的税务。
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Our Client is one of the United States’ largest insurers, providing a wide range of insurance and financial services products with gross written premiums well over US$25 Billion (P&C). They proudly serve more than 10 million U.S. households with more than 19 million individual policies across all 50 states through the efforts of over 48,000 exclusive and independent agents and nearly 18,500 employees. Finally, our Client is part of one the largest Insurance Groups in the world.
About the Role
Farmers Insurance is seeking a detail-oriented and highly organized Underwriting Guidelines Analyst to join our Underwriting (UW) Strategy Team.
In this role, you will support the management, maintenance, and publication of underwriting guidelines, ensuring documentation is accurate, up to date, and aligned with business decisions and regulatory requirements.
You will collaborate with cross-functional partners, including Product Management, State Management, Legal, and Communications, to coordinate guideline updates, facilitate approvals, and maintain documentation throughout the guideline lifecycle.
The ideal candidate is a proactive professional with strong organizational skills, technical aptitude, and the ability to manage multiple priorities while maintaining a high level of accuracy.
What You Will Do
- Manage underwriting guideline intake, documentation, and update processes.
- Prepare, review, mark up, and maintain underwriting guideline documents to reflect business and regulatory changes.
- Coordinate stakeholder reviews and obtain necessary approvals from Legal, Product Management, and State Management teams.
- Complete and maintain required information in the Underwriting Guidelines Database (UWGDB) throughout the guideline lifecycle.
- Prepare and distribute communications to Legal, State Product Management, and State Filings using approved templates, ensuring appropriate stakeholders remain informed.
- Submit QuickBase requests for supporting programming changes.
- Maintain accurate guideline records, including document organization, version control, and repository management.
- Coordinate the distribution of updated guidelines to the Communications team.
- Publish guideline updates to ANRP and SRM using Optimizely.
- Collaborate with cross-functional teams to ensure documentation updates are completed accurately and on time.
- Support process improvements related to guideline documentation, tracking, and publication.
- Perform additional duties as assigned.
Requirements
Experience & Education
- 1–3 years of relevant professional experience in documentation management, compliance, regulatory processes, or related administrative functions.
- Experience maintaining document accuracy, tracking updates, and managing version control.
- Familiarity with personal lines insurance or underwriting processes is preferred.
- Experience in records management, technical writing, or business documentation is an advantage.
- High school diploma or equivalent.
Technical Skills
- Proficiency in Microsoft Office applications, particularly Word and Excel.
- Experience working with PDF editing tools such as Nitro PDF Pro or Adobe Acrobat.
- Familiarity with SharePoint or similar document management platforms.
- Experience with Optimizely, QuickBase, or comparable workflow management tools is preferred.
- Strong computer skills and the ability to learn new systems and internal applications.
Core Competencies
- Strong written and verbal communication skills, with effective listening abilities.
- Excellent attention to detail and a commitment to accuracy, including under pressure.
- Strong organizational, time management, and prioritization skills.
- Ability to work independently, take initiative, and manage multiple tasks simultaneously.
- Flexibility and adaptability in a changing business environment.
- Foundational business acumen and the ability to understand business priorities and stakeholder needs.
- Strong collaboration skills and the ability to work effectively with cross-functional teams.
- Intermediate English proficiency, with fluent English preferred.
Benefits
- Competitive salary and performance-based bonuses
- Comprehensive benefits package
- Career development and training opportunities
- Flexible work arrangements
- Dynamic and inclusive work culture within a globally renowned group
- Private Health and Dental Insurance
- Pension Plan
- Meals tickets
- Life Insurance
Please note: CVs must be submitted in English. Applications in other languages will not be considered.
By applying for this position, candidates acknowledge and agree that:
• Personal Data Processing: The personal data provided during the recruitment and selection process will be collected, processed, and retained for legitimate recruitment and compliance purposes, in accordance with applicable data protection and privacy laws and FBS internal policies.
• Legal Authorization to Work: Employment with FBS is conditional upon the candidate having valid, local legal authorization to work in the country where the role is based at the time of hire. FBS does not sponsor or obtain work authorization unless explicitly stated.
• Exclusivity of Employment and Conflict of Interest: Upon acceptance of an offer and during employment with FBS, employees will not be permitted to engage in parallel employment, professional activities, or paid work for other entities. Any ownership, partnership, directorship, or participation in other businesses or companies must be fully disclosed and formally reviewed in accordance with FBS internal conflict‑of‑interest and external engagement policies prior to the start date or as soon as such circumstances arise.
Failure to comply with these conditions may impact the hiring decision or employment continuation.
Originally posted on Himalayas