TN Visa Insurance Jobs
Insurance professionals in actuarial science, underwriting, and claims adjustment qualify for TN visa sponsorship under USMCA. Canadian citizens can apply directly at the U.S. border with an employer offer letter; Mexican citizens require consular processing. No lottery, no cap for Canadians, and two-year increments with unlimited renewals.
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Get Access To All JobsRequisition ID
93832
Department
Group Membership
Job Function
Group Membership
Location
White Plains, New York, United States
Role Location Designation
Hybrid - 3 days per week
Role Overview:
The Associate, Group Insurance Policy Forms Analyst role will be primarily responsible for the preparation, drafting, review and issuance of contract forms. Also, this individual may be responsible for the submission of these forms to applicable insurance departments, when necessary, and respond to departmental objections/questions to negotiate and secure form approval. While the main objective will be preparation and drafting of policy forms in a timely manner, the Group Insurance Policy Forms Analyst will also be actively involved in assisting with other related general contractual issues within the Division, including related filing and compliance projects.
What You’ll Do:
- Develop and draft various contract forms, specific to group life and health insurance and blanket accident/accident medical insurance, and related documents for the issuance to group policyholders and certificate holders via third party administrators.
- Research and review laws and regulations and analyze the impact on the Division’s contract forms.
- Determine contractual modifications needed because of legislative requirements and/or changes.
- Review, prepare and submit SERFF filings; negotiate approval of product filings from State Insurance Departments.
- Collaborate and communicate with individuals from various areas within the Company (particularly with Contract unit members) in addressing drafting, filing and compliance issues and questions.
- Assist with the implementation of other general filing and/or compliance initiatives.
What You’ll Bring:
- Bachelor’s degree or equivalent experience
- 3 to 5 years of relevant experience in the insurance industry preferred
- Strong knowledge of insurance products and insurance laws (preferably group life and health insurance and blanket accident/accident medical insurance)
- Experience filing insurance products via SERFF a plus
- Working knowledge of online insurance research resources such as Wolters Kluwer/Westlaw a plus
- Legal/compliance background a plus
- Strong research, analytical and reasoning abilities
- Detail oriented with exceptional organizational skills
- Excellent oral and written communication skills
- Proficient with Microsoft Office suite of products
LI-MS5
LI-HYBRID
Pay Transparency
- Salary Range: $62,400-$80,000
- Overtime eligible: Exempt
- Discretionary bonus eligible: Yes
- Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners.
Job Requisition ID: 93832
Requisition ID
93832
Department
Group Membership
Job Function
Group Membership
Location
White Plains, New York, United States
Role Location Designation
Hybrid - 3 days per week
Role Overview:
The Associate, Group Insurance Policy Forms Analyst role will be primarily responsible for the preparation, drafting, review and issuance of contract forms. Also, this individual may be responsible for the submission of these forms to applicable insurance departments, when necessary, and respond to departmental objections/questions to negotiate and secure form approval. While the main objective will be preparation and drafting of policy forms in a timely manner, the Group Insurance Policy Forms Analyst will also be actively involved in assisting with other related general contractual issues within the Division, including related filing and compliance projects.
What You’ll Do:
- Develop and draft various contract forms, specific to group life and health insurance and blanket accident/accident medical insurance, and related documents for the issuance to group policyholders and certificate holders via third party administrators.
- Research and review laws and regulations and analyze the impact on the Division’s contract forms.
- Determine contractual modifications needed because of legislative requirements and/or changes.
- Review, prepare and submit SERFF filings; negotiate approval of product filings from State Insurance Departments.
- Collaborate and communicate with individuals from various areas within the Company (particularly with Contract unit members) in addressing drafting, filing and compliance issues and questions.
- Assist with the implementation of other general filing and/or compliance initiatives.
What You’ll Bring:
- Bachelor’s degree or equivalent experience
- 3 to 5 years of relevant experience in the insurance industry preferred
- Strong knowledge of insurance products and insurance laws (preferably group life and health insurance and blanket accident/accident medical insurance)
- Experience filing insurance products via SERFF a plus
- Working knowledge of online insurance research resources such as Wolters Kluwer/Westlaw a plus
- Legal/compliance background a plus
- Strong research, analytical and reasoning abilities
- Detail oriented with exceptional organizational skills
- Excellent oral and written communication skills
- Proficient with Microsoft Office suite of products
LI-MS5
LI-HYBRID
Pay Transparency
- Salary Range: $62,400-$80,000
- Overtime eligible: Exempt
- Discretionary bonus eligible: Yes
- Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities—inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you’ll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what’s next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities.
Recognized as one of Fortune’s World’s Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners.
Job Requisition ID: 93832
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Get Access To All JobsTips for Finding TN Visa Sponsorship as an Insurance
Verify your credential matches USMCA categories
Insurance roles qualify under Accountant or Economist categories depending on your function. Actuaries with a bachelor's in mathematics or statistics fit most cleanly. Underwriters and claims managers often need supporting documentation tying their degree to the offered role.
Target carriers with cross-border hiring history
Large commercial insurers and reinsurance firms regularly hire Canadian professionals and understand TN requirements. Prioritize employers whose U.S. operations already include Canadian or Mexican staff, since their HR teams won't need to learn TN mechanics from scratch.
Get your offer letter written for TN compliance
Your employer's offer letter must specify your professional category, the proffered position, and that employment is temporary. A vague letter describing general duties is a common reason CBP officers ask follow-up questions at the Canadian border.
Use Migrate Mate to find employers with TN sponsorship
Search Migrate Mate to identify insurance employers actively offering TN visa sponsorship. Filtering by role type and location shows you which carriers and brokerages have already structured offers for Canadian and Mexican professionals, saving time on cold outreach.
Prepare for TN documentation and port of entry questions
Unlike H-1B, TN doesn't require a formal application with a government agency, but you'll still want to scrutinize your offer carefully. Researching typical market salaries for your insurance specialty helps you evaluate whether an offer is competitive and signals that the employer understands how to structure a legitimate TN arrangement.
Plan Mexican consular processing timelines carefully
Mexican citizens must apply at a U.S. consulate rather than at the border. Schedule your consular appointment well before your intended start date, since appointment availability in Mexico City and Monterrey varies significantly and can run several weeks out.
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Find Insurance JobsInsurance TN Visa: Frequently Asked Questions
Which insurance roles qualify for a TN visa?
Actuaries, underwriters, claims adjusters, and risk analysts can qualify for TN status when their role requires a bachelor's degree in a related field such as mathematics, statistics, economics, or finance. The position must fit within a recognized USMCA professional category, and your degree must have a direct relationship to the duties you'll perform.
How does TN compare to H-1B for insurance professionals?
TN has no annual lottery and no cap for Canadian citizens, making it far more predictable than H-1B, which limits approvals to 85,000 per year through a random selection process. TN processing for Canadians happens at the border, often on the same day. The tradeoff is that TN doesn't lead directly to permanent residence the way H-1B can.
Does my employer need to file anything with USCIS for my TN visa?
Canadian citizens don't require employer-filed petitions. You present your offer letter and credentials directly to a CBP officer at the border, and CBP adjudicates TN status on the spot. Mexican citizens do require a formal I-129 petition filed with USCIS before applying at a U.S. consulate, so their employers have a more involved role in the process.
Where can I find insurance employers that sponsor TN visas?
Migrate Mate lets you search specifically for insurance roles with TN visa sponsorship, filtering by job type and location so you can identify carriers, brokerages, and reinsurers that have already structured compliant offers for Canadian and Mexican professionals. This saves time compared to screening employers individually for sponsorship willingness.
Can I switch insurance employers while on TN status?
Yes, but your TN status is tied to a specific employer and role. Canadians can apply for a new TN at the border with an offer letter from the new employer before leaving their current job, or after. Mexican citizens need their new employer to file a fresh I-129 petition. You cannot begin working for the new employer until the new TN is approved.
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