FIling Analyst

EXL Service -
Gurugram, Haryana

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Job details

Full-time
1 day ago

Qualifications

Jira
Power BI
Economics
Microsoft Excel
Engineering
Regulatory reporting
Filing
M.Eng
Finance
Master's degree
Analysis skills
Bachelor's degree
VBA
APIs
Document management systems
Communication skills
Python

Full job description

Job Description: Manage end-to-end rate, rule, and form filing activities for P&C insurance products.
Prepare and submit filings across multiple states/jurisdictions.
Ensure compliance with state insurance regulations and filing requirements.
Coordinate with actuarial, underwriting, legal, compliance, and product teams.
Track filing approvals, objections, and implementation timelines.
Support product launches, pricing updates, and policy form changes.
Provide support for audit-related activities, as required.
Conduct independent research, analyze data, and present insights effectively for assigned projects.
Expected to work in close collaboration with the EXL team and clients on general insurance actuarial projects for US markets.

Build and maintain strong cross-functional relationships to achieve project and organizational objectives

Responsibilities: Prepare and submit filings through SERFF and state DOI portals.
Manage rate, rule, form, endorsement, and underwriting manual filings.
Ensure compliance with state insurance regulations and filing requirements.
Coordinate with actuarial, underwriting, legal, compliance, and product teams.
Track filing approvals, objections, and implementation timelines.
Review filing documents for accuracy, completeness, and regulatory compliance.
Handle regulator objections, interrogatories, and follow-up requests.
Maintain filing trackers, approval records, and implementation documentation.
Monitor state regulatory changes, bulletins, and compliance updates.
Ensure approved filings are implemented accurately in systems and operations.
Support audits, compliance reviews, and market conduct examinations.
Maintain filing calendars and ensure timely submissions.
Support process improvements and filing workflow automation initiatives.
Conduct research and provide guidance on state-specific filing strategies using multiple sources, including regulations, SERFF guidelines, historical objections and responses, and competitor filings.
Monitor project tasks and timelines, assess risks, and provide actionable recommendations while coordinating effective solutions.
Prepare and deliver presentations to senior management, as required.
Provide subject matter expertise to support key initiatives across cross-functional teams.
Ensure filings comply with state-specific regulatory requirements and DOI.
Submit filings through SERFF or state-specific portal as required.

Qualifications: Bachelor’s/master’s degree in engineering, economics, mathematics, finance, or similar technical degree. Master’s in business or financial management is also suitable.
2-5 years of experience in Finance or Insurance related regulatory reporting.
Hands-on experience with SERFF filings
Strong knowledge of state DOI regulations and filing requirements.
Experience with Personal Lines and/or Commercial Lines products
Understanding of rate/rule/form filing processes and insurance product lifecycle
Familiarity with ISO/NCCI circulars and bureau filings preferred.
Strong analytical, documentation, and communication skills
High attention to detail and ability to manage multiple filings simultaneously.
Proficiency in Excel and filing/document management tools
CPCU/AINS/API certifications preferred.
Proficiency in Excel, VBA, JIRA. Good to have Python and Power BI knowledge.
Strong ability to learn technical and business knowledge.
Superior analytical and problem-solving skills with attention to details
Outstanding written and verbal communication skills.
Excellent time and work management skills.
Able to work at a fast pace continuously evolving environment and ready to take up uphill challenges.
Able to understand cross cultural differences and can work with clients across the globe.

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