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Posted 7 days ago

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Senior Insurance Forms Consultant

U.S. or (CARemote

AI Summary

Leads product design and multi-disciplinary consulting projects for insurance clients, including reviewing regulations, drafting forms, and corresponding with clients and state filings analysts.

About this role

What We'll Bring to the Table:
  • Friendly, dynamic work environment – Includes certification as a Great Place to Work® (six years in a row!) along with Climate Neutral Status
  • Competitive salary including merit-based bonus plan
  • Flexible Work Program
  • Clear opportunities for career progression
  • Company-funded professional educational program
  • Visible management commitment to our company core values of: Diversity & Inclusion, Environmental, Community and Employee Wellbeing, Excellent Work Product, Innovation, Integrity and Superior Customer Experience
  • Generous benefits including:
    • Medical, dental, and vision insurance
    • Company-paid life insurance
    • 401K with matching Company contributions
    • PTO
    • Community Support Program including VTO and donations with Company match
    • Employee Recognition Program

The Senior Insurance Forms Consultant leads Product Design as well as multi-disciplinary consulting projects for Perr&Knight clients.

What You Will Be Doing:

  • Accessing and reviewing insurance related laws and regulations
  • Performing competitive research
  • Organizing and presenting competitive information in a meaningful format
  • Drafting basic product documents for new programs and creating state required forms to address compliance issues
  • Preparing support and compliance reviews, including forms checklists and transmittals for form filings, including drafting explanatory language
  • Working directly with state filings analysts
  • Corresponding directly with clients on project goals and results
  • Drafting form interrogatory responses
  • Recommending solutions and/or alternatives to clients
  • Keeping informed on industry trends, changes in the marketplace, etc.
  • Performing peer reviews
  • Assisting in the preparation of proposals for projects to meet clients’ needs
  • Preparing polished, professional, clear reports to present results/information
  • Invoicing clients
  • What You'll Bring to the Table:

  • 6 years experience with Property & Casualty Forms, Underwriting and/or Regulatory Compliance work
  • BA/BS Degree
  • Familiarity with insurance form drafting
  • Understanding of complex aspects of underwriting, rating, regulatory compliance and the insurance product
  • Intermediate Microsoft Excel & Word skills
  • High level of verbal and written communication
  • Skills

    Client CorrespondenceCompetitive ResearchExcelForms ChecklistsInsurance Form DraftingMicrosoft WordProduct DesignProperty & Casualty FormsRegulatory ComplianceState FilingsTransmittalsUnderwriting

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