Jodi Rogers

Experience

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  Aegon

  Jul 1997 - Jul 2006

  Partnered extensively with Legal, Compliance and internal management teams to develop life and variable annuity service forms and applicationsLiaised with internal business units to develop new service forms or identify changes need on existing formsManage all aspects of the product filings for Life & Retirement products lines, to include drafting and submission of applicable forms on the prescribed applications SERFF (System for Electronic Rate and Filing Forms) and I-File (Florida Insurance Regulation) databases for state approvals within a prescribed timeframe and deadlinesCoordinated, tracked and maintained the life and annuity forms on internal business-related websites to ensure accurate information was available for to Company Field Agents and Policy Service representativesEmployed Microsoft Excel to compile reports for the tracking and maintenance of life insurance formsTrained internal users on departmental forms process and systemsCoordinated, both written and verbally, with internal and external customers Show less

  • Filing Analyst II, Regulatory Filing/Legal Compliance

    Jul 2002 - Jul 2006

  • Senior Claims Examiner

    Jul 1997 - Jul 2002
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  DaVita SOURCE

  Oct 2008 - Jul 2009

  Licensing and Certification Administrator

  Oversaw for the state licensing, Clinical Laboratory certifications and Medicare certification for 120 dialysis clinics nationwideResponsible for the preparation and submission of applications for Medicare certification and state licensure for dialysis clinics. Experience with drafting and completing Medicare 855 applications. Worked with state licensing agencies and federal regulatory agencies regarding provider enrollmentPrepared and submitted state Medicaid enrollments Show less

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  DaVita SOURCE

  Mar 2011 - Apr 2012

  Business License Specialist

  Prepared and submitted applications and renewals of city and county business licenses for over 500 dialysis clinicsResearched the application process within new cities to prepare for the future opening of dialysis clinicsMaintained accurate records of future renewal dates of city and county business licenses

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  Jackson National Life

  Sept 2012 - Aug 2013

  Flexible Operations Support

  Assisted with data entry and telephone support within the Operations Business Unit

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  AIG

  Nov 2014 - Apr 2016

  Assist with preparing cases for an investigation conducted by the Consumer AffairsAnalyst.Responsible for receiving grievances from Operations and/or directly from customers andcreating a case on the Consumer Affairs database. (in house document repository)Assist Consumer Affairs Analysts with database documentation functions, includingscanning documentation and uploading information to the database. Entering caseinformation into required fields on the Consumer Affairs database to allow for futuretracking and reporting of the case. Generate acknowledgement letters, interim letters and outreach to other areas of theorganization for information on a case.Uses analytical skills in locating information and identifying special handling/rushrequests.Assists with special projects, as assigned by Management. Show less Reviewed, investigated and processed life and annuity insurance claims according to the terms of the policyEmployed Lexis Nexis and other databases to gather information regarding beneficiaries and identified individuals withdiligent Child Support on the Child Support Lien Network (CSLN) databaseAssisted with special projectsCorresponded with internal and external customers daily regarding requirements to process claimsMentored and trained teammates on system processes Show less

  • Consumer Affairs Analyst Administrator

    Oct 2015 - Apr 2016

  • Claims Examiner

    Nov 2014 - Nov 2015
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  DXC Technology

  May 2017 - Apr 2018

  Business Process Specialist-Outsourcing

  Audited complex Life Insurance and Annuities compliance and policy issuesLiaised with other departments to provide assistance and support with inquiresDrafted customized letters and resolved complex issues in accordance with company proceduresResearched customer inquiries and responded to parties in a timely mannerProcessed requests and updated administrative system with inquiry results and proper documentation

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  AIG

  May 2018 - Mar 2020

  Product Compliance Specialist

  Manage all aspects of the product filings for Life & Retirement products lines, to include drafting and submission of applicable forms on the prescribed applications SERFF (System for Electronic Rate and Filing Forms) and I-File (Florida Insurance Regulation) databases for state approvals within a prescribed timeframe and deadline Research and review state requirements, regulations and legislation on OneSumX NILS (Regulatory Research & Intelligence for Insurance)Consult with internal Legal, Marketing and Actuary teams to ensure material meets or exceeds state and regulatory guidelinesParticipate in Product Development to coordinate activities related to the filing processResearch and gather information on designated topics or projects Show less

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  Aetna, a CVS Health Company

  Mar 2020 - Jan 2022

  Responsible for compliant benefit contract language development; regulatory submissions, negotiations, approvals and compliance activities as they relate to development and implementation of new language/forms for Senior Supplemental products and programs. Develop, submit, and negotiate timely approval of high‐quality regulatory filings that comply with state and federal regulatory requirements and meet business expectations and needs.Act as a mentor and provide coaching to staff in preparing timely, complete, high quality filingsFacilitate approvals and expedite resolution of issues pertaining to product, licensing and legislative filings; proactively manage relationships with business clients and regulators by providing timely follow‐ups and providing complete and timely regulatory responses; negotiate and resolve business compliance conflicts and product changes to achieve business objectives; and obtain regulatory approvals within aggressive timelines.Manage and lead execute filing initiatives across all aspects of the product filings Senior Supplemental products lines, and supporting vendors with the drafting and submission of applicable forms on the prescribed applications SERFF (System for Electronic Rate and Filing Forms) and I‐File (Florida Insurance Regulation) databases for state approvals within a prescribed timeframe and deadlineAssist staff with project development to ensure a smooth roll‐out to the P&RA team and provide support to the staff in managing their project deliverables Show less

  • Senior Product and Regulatory Affairs Compliance Consultant

    Nov 2021 - Jan 2022

  • Product & Regulatory Affairs Consultant

    Mar 2020 - Nov 2021
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  CVS Health

  Nov 2021 - now

  Senior Analyst, Product & Regulatory Approvals

  Responsible for researching, analyzing and interpreting state regulatory requirements, developing and drafting state-specific benefit contract language, preparing and managing regulatory submissions and negotiating to approval, and various compliance activities all in support of development, implementation and ongoing support of CVS Group Health products, programs and initiatives- Develop, draft, submit and negotiate timely approval of high-quality regulatory filings that comply with state and federal regulatory requirements-Proactively project manage each filing project, working with internal business partners, counsel, and regulators to ensure accurate and compliant contract content that achieves business objectives- Negotiate and resolve business or compliance conflicts and product/business changes- Facilitate and expedite resolution of issues pertaining to product and legislative filings- Proactively manage relationships with business partners and regulators- Provide timely follow-up and response.- Negotiate regulatory objections- Obtain regulatory approvals within aggressive timelines.- Effectively manage multiple complex filings, projects, and priorities (often simultaneously) to ensure that filings and projects reflect business priorities and meet filing deadlines and metrics- Adhere to regulatory and internal filing requirements and procedures- Build, maintain and promote positive and effective working relationships with state/federal regulators, internal business partners, and legal/compliance partners- Work closely with counsel and compliance staff to promote and enforce compliance with state/federal laws and regulations and implementation of risk management policies- Effectively use filing and reporting systems and company resources (e.g., QuickBase, SharePoint)- Serve as a regulatory subject matter expert for business, compliance, and legal partners. Show less