State Filings Manager

the opportunity:

We are seeking a State Filings Manager to work out of our Santa Monica, CA, Fort Worth, TX or Boca Raton, FL office.  This position reports to the Principal & Director of Regulatory Compliance and will be responsible for the general management of our growing State Filings consulting practice.


  • Competitive salary including merit based bonus plan
  • Flexible work hours
  • Clear opportunities for career progression
  • Company funded professional educational program
  • Generous benefits including PTO, medical/dental/vision insurance, 401K with match
  • Friendly, dynamic work environment
  • Visible management commitment to our company core values of employee development, excellent work product, innovation, integrity, respect for each other, and superior customer service

What you’ll be doing:

  • Overseeing team of six (6) state filings professionals in three (3) office locations (CA, FL & TX).
  • Monitoring workloads and providing overall organizational analysis; advising Director of any necessary changes to maintain and improve efficiencies.
  • Performing technical review of complex filings.
  • Keeping abreast of current laws affecting form, rate and rule filings and related matters and effectively communicating to staff.
  • Improving existing processes as changes are made to SERFF and our proprietary filings platform,
  • Providing coaching and training to team members, including ensuring that effective and current training materials are available and up to date.
  • Working with software developers to continuously improve
  • Maintaining good relationships with State Insurance Department personnel.
  • Working with our internal Sales department to sell State Filings and Bureau Monitoring services, including drafting proposals, providing fee and timing estimates and participating on calls with prospects.
  • Overseeing department time reporting, billing and invoicing activities.


What you’ll bring to the table:

  • A Bachelor’s degree required and professional designations desired
  • Minimum of five (5) years insurance experience
  • Minimum of two (2) years staff management experience
  • Project management experience
  • Prior experience submitting state filings and working with SERFF, IFRS, NILS/ LexisNexis or similar, ISONET, and
  • Ability to multi-task and function in a high-volume, deadline-oriented environment
  • Strong attention to detail
  • Strong communication (written and verbal) and presentation skills
  • Intermediate Microsoft Office skills
  • Working knowledge of property and casualty lines of business a plus