Position Description

Commonwealth of Pennsylvania
POSITION DESCRIPTION FOR JOB POSTING
Position Number: 50663259	Description Activated On: 12/23/2025 8:16:06 AM

Position Purpose: Describe the primary purpose of this position and how it contributes to the organization’s objectives. Example: Provides clerical and office support within the Division to ensure its operations are conducted efficiently and effectively.

This position is responsible for review of credit, accident and health, annuity and life insurance policies and related forms to ensure compliance with statutory and regulatory requirements.

Description of Duties: Describe in detail the duties and responsibilities assigned to this position. Descriptions should include the major end result of the task. Example: Types correspondence, reports, and other various documents from handwritten drafts for review and signature of the supervisor.

Reviews and analyzes filings of complex accident and health, annuity and life insurance policies and related forms for compliance with statutory regulatory requirements, including compliance with the Affordable Care Act. This includes forms submitted by insurers, non-profit hospital and professional health service corporations, HMOs, PPOs and Fraternal Benefit Societies. Coordinate reviews with Insurance Department actuaries and/or the State Based Exchange as needed. Work with actuaries and supervisor to identify and resolve potential issues related to filings.

Collect and analyze information supporting decisions for approval or disapproval. Approve forms that comply with statutory and regulatory requirements. Disapprove forms that do not comply with statutory and regulatory requirements by writing and sends official objection letters stating in detail the reasons for objection.

Communicate with companies, consultants, and legal counsel through correspondence, telephone and meetings to discuss and resolve filing issues and other related matters. This includes answering questions from filers, other program areas of the Department, and from the general public about credit, accident and health, annuity and life insurance forms and the Department's requirements for such forms and filings of such forms.

Provide technical assistance and answer questions from the general public and Legislature regarding Pennsylvania insurance laws and regulations, as necessary.

Assist in the preparation of form review checklists and other Department documents.

Assist in the review of existing laws and regulations as well as revisions and drafting of proposed changes to laws and regulations.

Assist in the training of new examiners for policy review work and in cross-training of current staff to assure adequate coverage.

Performs other related duties as assigned.

Decision Making: Describe the types of decisions made by the incumbent of this position and the types of decisions referred to others. Identify the problems or issues that can be resolved at the level of this position, versus those that must be referred to the supervisor. Example: In response to a customer inquiry, this work involves researching the status of an activity and preparing a formal response for the supervisor’s signature.

Unless there are unusual situations that require consultation with the supervisor or Bureau Director, or I am being trained in the review of a new type of form, decisions with regard to approval or objection to a form filing are made independently.

Requirements Profile: Identify any specific experience or requirements, such as a licensure, registration, or certification, which may be necessary to perform the functions of the position. Position-specific requirements should be consistent with a Special Requirement or other criteria identified in the classification specification covering this position. Example: Experience using Java; Professional Engineer License

Experience:

Licenses, registrations, or certifications:

1.   N/A

2.   N/A

3.   N/A

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5.   N/A

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Essential Functions: Provide a list of essential functions for this position. Example: Transports boxes weighing up to 60 pounds.

1.	Review annuity, life, credit and accident and health insurance forms.
2.	Approve & disapprove forms.
3.	Prepare objection letters.
4.	Answer questions from filers, public and other Department staff. Communicate clearly, both verbally and in writing.
5.	Assist in preparation of documents.
6.	Review law and regulation changes, assist in drafting statutory changes and update checklists as required.
7.	Utilize various office equipment (such as computers, fax machines, scanners, telephones, etc.). Utilize various software packages.
8.	Assist in training or cross training as necessary.
9.	Maintain files and records, electronically and on paper, related to work performed.
10.	Travel, as required. This includes travel to training, hearings or other work-related events.