Application Form Administrator

Zelle is looking for enthusiastic driven and collaborative people to join our partners team. Theyre a company of vibrant and passionate people who work every day to advance their mission of helping people through difficult times and who truly want to make a difference. As a Certified B Corporation they have a verified commitment to our people community and planet and work every day to make the world a better place


ESSENTIAL FUNCTIONS

80% Lead the development revision oversight organization and management of policy applications and related forms for all products and all lines of business for us and affiliated companies which includes:
Creating and revising applications enrollment forms and other supplemental forms and documents in preparation for filing.
Ensuring that all applications and related forms are in compliance with state laws and requirements prior to filing.
Supporting the Policy Filing and Operational Compliance team with revisions to forms in response to state objections and any documents needed to complete regulatory filings.
Creating testing and implementing new and revised applications enrollment forms and other supplemental forms in appropriate software systems including accurately coding state specific questions in the automated underwriting system (MRAS) and performing software functions from test to production in coordination with external vendors as needed.
Providing technical support to IT New Business and Underwriting partners including troubleshooting and testing on various platforms for application packages and electronic application processes.
Creating production support tickets for issues with electronic application platforms and coordinating with IT and Underwriting to resolve issues.
Creating and managing New Business forms matrices for all products by state for use by other departments.
Ensuring that applications and related forms are accurate and current packaged appropriately and made available to serve all uses and access points including both internal and external platforms thirdparty integrators and distributors.
Actively managing the roll out of approved forms by coordinating and ensuring appropriate and effective communication with all impacted business areas to ensure compliance accuracy and successful implementation based on the projected launch date set by the Director of Product Development.
Creating customized applications and participant enrollment forms upon request for Worksite demonstrating critical thinking to ensure proper forms are utilized and only approved products and processes are being offered during enrollments; and
Responding to assigned compliance CODE tasks to create or revise forms based on state mandates and ensuring the timely implementation of such forms in all formats (e.g. paper electronic etc.) and on all platforms


10% Responsible for oversight and management of departmental forms for the companyy and affiliated companies which includes:
Providing ongoing maintenance of the form numbering system for departmental forms assigning form numbers to new and revised forms and providing form numbers to others as requested.
Creating and revising company forms in all formats needed to support multiple means of fulfillment signature and customer interaction.
Obtaining appropriate sign off from all impacted parties when revisions are made.
Coordinating the placement of departmental forms on websites.
Ensuring that all departmental forms are in line with One Look One Feel established guidelines.
Ensuring that the correct most current departmental forms are available as needed or upon request of associates; and
Assisting with the development of new departmental forms.

10% Perform other functions which includes:
Assisting as needed within the customer connections department.
Leading projects related to forms updates.
Assisting Manager Director or other Product Development associates with compliance projects.
Working on departmental or special projects; and
Completing other duties as assigned