Forms & Compliance Analyst

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 i.

Pipeline 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