Associate Policy Forms Analyst

United States·Montpelier,Addisonmid

OtherAssociate

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Quick Summary

Overview

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.

Technical Tools

OtherAssociate

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.

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.

Responsibilities

~1 min read

→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.

Requirements

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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

Exposure to financial services or regulated environments.
Familiarity with document or content management systems.
Internship or prior experience supporting operational workflows.

What We Offer

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✓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!