Policy Forms Analyst II
Core
Managing the full lifecycle of insurance policy forms, including drafting, testing, filing, and implementation to ensure regulatory compliance and product accuracy.
Role type
Policy Forms Analyst
Builds
Compliant policy forms and endorsements for personal and commercial lines
Domain
Insurance / Regulatory Compliance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Policy form drafting, User Acceptance Testing (UAT), State insurance law research, Claims file review, Loss ratio analysis, Manual form editing, Business requirements documentation, Project management, Microsoft Word/Excel proficiency
Preferred skills
ISO forms familiarity, Offshore team collaboration, Endorsement drafting
Technologies
Word, Adobe, Nitro, Excel
Responsibilities
Drafting, filing, and implementing policy forms; Writing business requirements and executing UAT; Researching state insurance laws and regulations; Reviewing claim files for adherence to guidelines; Monitoring claim activity and loss ratios; Auditing production system updates; Providing coverage analysis for underwriting and product teams.
Seniority
Mid-level, hands-on IC