Associate Policy Forms Analyst
National Life Group
IT
Montpelier, VT, USA
USD 61,875-90,750 / year
Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.
Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.
We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.
Please note that we do not offer visa sponsorship for this position.
Role Summary
The Forms Design Associate Analyst supports the execution of document and forms work for life, annuity, retirement services, and Equity Services, Inc. (ESI). This role focuses on assisting with document updates, maintaining inventory accuracy, supporting document platform activities, and working with document and content management systems.
The ideal candidate is detail-oriented and eager to learn, with the ability to follow established processes and build foundational knowledge in document management and compliance. This role contributes through reliable execution and support of team deliverables.
This position currently offers an onsite work schedule, with the expectation that you will be in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.
Essential Duties and Responsibilities
- Support document updates, revisions, and new form builds
- Assist with document inventory tracking and accuracy.
- Update metadata and maintain document organization within established standards.
- Support production releases and version tracking activities.
- Follow defined processes, procedures, and quality standards.
- Identify basic issues or inconsistencies and escalate as needed.
- Support stakeholders by gathering and sharing information
- Support operational tasks, including inventory tracking and reporting support.
- All other duties as assigned.
Minimum Qualifications
- Bachelor’s degree or equivalent experience.
- 0–2 years of experience in document management, operations, or related field.
- Basic familiarity with document systems or willingness to learn
- Strong attention to detail and organizational skills.
- Ability to follow processes and meet deadlines
Preferred Qualifications
- Exposure to financial services or regulated environments.
- Familiarity with document or content management systems.
- Internship or prior experience supporting operational workflows.
Benefits
- Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life!
Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.
Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life’s discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.
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National Life Group
1 National Life Dr
Montpelier, VT 05604