AXA Policy Forms Compliance & Development in Charlotte, North Carolina

Policy Forms Compliance & Development

Policy Forms Compliance & Development

NC, Charlotte;NY, Syracuse

Job ID : 40642

Job ID :

Company Description

AXA is a leading financial protection company, committed to fostering and maintaining a diverse, multicultural and inclusive environment, and one of the nation’s premier providers of life insurance and annuity products. The organization was established in 1859 and we are committed now more than ever to helping clients meet financial goals in all stages of their lives. One of the hallmarks of our proud heritage is providing world-class customer service.

We're always looking for smart and talented people to help us develop new and innovative ways to expand our product portfolio, reach new customers and serve well the clients already a part of the AXA Equitable family.

Job Purpose

The Manager – Policy Forms Compliance & Development at AXA is a key position in the Product, Pricing and Underwriting area of the Employee Benefits (EB) division, reporting directly to the Lead Manager of EB Policy Forms Filing and Compliance. The person in this role supports the drafting of AXA’s newly-launched Employee Benefits array of products including group life insurance, dental and vision, short-term and long-term disability, gap medical and hospital indemnity, and critical illness. The primary goal of this position is to advance the AXA’s leading competitive position related to policy language and forms and drive product compliance.

*This position is in our office located in Charlotte, Syracuse or Jersey City with some work from home opportunity *


Product Forms & Policy Language

  • Draft policy language for new and existing products - ongoing evolution of our existing forms and policy language.

  • Research competitor product offerings for potential inclusion AXA’s product suite.

  • Evaluate existing policy language; develop and implement enhancements.

  • Prepare product filing of policy, certificate, amendments and related forms.

  • Draft Responses to state regulator’s comments to secure filing approval as necessary.

  • Develop business rules for the Information Technology team; provide system specifications applicable to new and revised forms and support implementation.


  • Responsible for compliance with regulatory requirements impacting the product filing and approval of individual and group policies and/or certificates for all Employee Benefits products.

  • Perform statutory analysis of new legislation/statue in effort to determine any impact to the Employee Benefit Products.

Product Development

  • Contribute to the development of products added to the EB product suite particularly related to relevant policy language and forms.

  • Attends internal calls with the Distribution team if required base on case complexity analysis.

  • Research and develop products for other markets; ACA, Trusts, Labor Union, etc.

  • Respond to inquiries from Quality Assurance and Operations.



  • Bachelors degree required

  • 2 to 5 years experience drafting policy language

  • 1-3 years previous product development experience, preferably within employee benefits, group life and A&H lines.

  • Phenomenal writing and verbal communication is a must.

  • Excellent legal research skills.

  • Ability to adapt to changing priorities.

  • Experience using SERFF, I-File, and NILS-Insource.

Preferred Credentials and Skills

  • CEBS or FMLI

  • Project Management

  • Excellent attention to detail

  • Ability to prioritize competing objectives

  • Ability to be persuasive and motivate others

  • Sound judgment

  • Critical thinker

Other information

NOTE: AXA Equitable participates in the E-Verify program.

In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.

AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.