Joan Robertson
About Joan Robertson
Joan Robertson is a Policy Forms Filing Analyst at MassMutual, with extensive experience in insurance regulatory compliance and life forms filing.
Current Role at MassMutual
Joan Robertson is currently working remotely from Springfield, Massachusetts, in the role of Policy Forms Filing Analyst at MassMutual. In this position, she is involved in ensuring that policy forms are comprehensively filed and compliant with relevant regulatory standards. Her responsibilities include analyzing form filings, coordinating with state regulators, and maintaining up-to-date knowledge of compliance requirements. This role leverages her extensive experience in regulatory compliance and policy filing within the insurance sector.
Previous Experience at AXA US
Joan Robertson has an extensive tenure at AXA US, where she held significant roles over a span of 17 years. From 2012 to 2019, she served as Director, Head of Life Forms Filing & Regulatory Compliance, where she was accountable for securing regulatory approvals for new life insurance products and managing compliance strategies. Prior to this, she was the Lead Manager for Life Forms Filing and Regulatory Compliance from 2002 to 2012. During her time at AXA US, she was instrumental in drafting, developing, and designing life insurance policies and applications, ensuring they adhered to regulatory standards.
Role at The Jacobson Group
In 2019, Joan Robertson worked as an Insurance Regulatory Compliance Consultant at The Jacobson Group for a brief period of two months in the Greater Chicago Area. In this role, she provided expert consulting services on insurance regulatory compliance, leveraging her vast industry experience to assist the firm with pertinent compliance matters and regulatory filing processes.
Educational Background
Joan Robertson pursued her higher education at Baruch College and Pace University. While specific details about her degree programs are not provided, her extensive professional achievements in regulatory compliance and policy filing suggest a strong academic foundation in relevant fields. Her education has undoubtedly contributed to her expert knowledge and skills within the insurance compliance sector.
Mentorship and Team Leadership
Throughout her career, Joan Robertson has demonstrated a commitment to coaching, guiding, and mentoring her team members. In her previous roles, particularly at AXA US, she was responsible for compliance management procedures and product training. Her leadership extended to the application of Six Seconds emotional intelligence tools and methods in her work, which she applied to enhance team performance and personal development long before officially pursuing certification. She aims to become a Six Seconds Certified EQ Coach to further integrate emotional intelligence practices in her professional and personal endeavors.