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Protective has helped people achieve protection and security in their lives for over 117 years.
The Role
The Forms & Compliance Associate will manage the design and compliance of forms for Employee Benefits, ensuring efficiency and adherence to regulations, while collaborating with multiple internal teams.
Summary Generated by Built In
The work we do has an impact on millions of lives, and you can be a part of it.
We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.
This role combines forms design/management with Employee Benefits (EB) compliance support to ensure customer- and producer-facing forms and related processes are clear, accurate, operationally efficient, and compliant with applicable regulatory and company requirements. The position supports end-to-end form intake, design, review, approval, production, distribution, and version control, while partnering with Compliance to help identify, assess, and implement compliance-driven form and process updates.
Responsibilities:
• Support the intake, tracking, and coordination of requests for new or revised forms using established governance processes.
• Works under general supervision to design, develop, and revise forms for application, service, and claims workflows in partnership with Operations, Product Development, Underwriting, Claims, Compliance, Product Filing, Legal, and other stakeholders.
• Recommend form design and delivery approaches based on usability standards and best practices.
• Maintain version control and enforce standards for naming, storage, distribution, and retirement of forms.
• Coordinate form updates and implementation with internal teams to ensure correct placement, timing, and stakeholder readiness.
• Communicate with internal stakeholders to provide status updates, clarify form requirements, and route questions or issues through established governance and escalation paths.
• Modernize forms by converting to electronic formats and enabling automation where feasible while meeting regulatory and company requirements.
• Support compliance review of forms and related communications to align with applicable state/federal requirements, company standards, and approved language.
• Coordinate compliance-driven changes through intake, review, approval, implementation, and post-release verification, maintaining documentation, approvals, and audit-ready records.
• Maintain the form inventory (including effective dates, state variations, required disclosures, and approved language) to support regulatory readiness.
• Assist in reviewing form content, distribution, and use to help identify potential compliance risks or gaps; flag and escalate concerns, and support remediation activities through implementation under guidance.
• Perform periodic testing/quality checks using established checklists (e.g., confirm correct versions are available in distribution channels and required notices/disclosures are present); respond to routine internal questions on form usage and compliance requirements and route complex issues to appropriate partners.
• Works under general supervision to design, develop, and revise forms for application, service, and claims workflows in partnership with Operations, Product Development, Underwriting, Claims, Compliance, Product Filing, Legal, and other stakeholders.
• Recommend form design and delivery approaches based on usability standards and best practices.
• Maintain version control and enforce standards for naming, storage, distribution, and retirement of forms.
• Coordinate form updates and implementation with internal teams to ensure correct placement, timing, and stakeholder readiness.
• Communicate with internal stakeholders to provide status updates, clarify form requirements, and route questions or issues through established governance and escalation paths.
• Modernize forms by converting to electronic formats and enabling automation where feasible while meeting regulatory and company requirements.
• Support compliance review of forms and related communications to align with applicable state/federal requirements, company standards, and approved language.
• Coordinate compliance-driven changes through intake, review, approval, implementation, and post-release verification, maintaining documentation, approvals, and audit-ready records.
• Maintain the form inventory (including effective dates, state variations, required disclosures, and approved language) to support regulatory readiness.
• Assist in reviewing form content, distribution, and use to help identify potential compliance risks or gaps; flag and escalate concerns, and support remediation activities through implementation under guidance.
• Perform periodic testing/quality checks using established checklists (e.g., confirm correct versions are available in distribution channels and required notices/disclosures are present); respond to routine internal questions on form usage and compliance requirements and route complex issues to appropriate partners.
Qualifications:
• 3–5 years’ hands-on experience in forms, print, or graphic design.
• High school diploma required; bachelor’s degree preferred.
• Experience in records management, document control, and/or quality assurance within a regulated environment preferred.
• Familiarity with group life and health products, with emphasis on regulatory or product compliance.
• Proficiency with form design and publishing tools (e.g., Adobe InDesign, Adobe Acrobat Pro, digital PDF design, Adobe Experience Manager) and collaboration platforms (e.g., Microsoft Office and SharePoint).
• Exposure to electronic forms, fillable PDFs, or eSignature workflows.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities with strong attention to detail.
• Familiarity with form design concepts that support data capture and automation.
• High school diploma required; bachelor’s degree preferred.
• Experience in records management, document control, and/or quality assurance within a regulated environment preferred.
• Familiarity with group life and health products, with emphasis on regulatory or product compliance.
• Proficiency with form design and publishing tools (e.g., Adobe InDesign, Adobe Acrobat Pro, digital PDF design, Adobe Experience Manager) and collaboration platforms (e.g., Microsoft Office and SharePoint).
• Exposure to electronic forms, fillable PDFs, or eSignature workflows.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities with strong attention to detail.
• Familiarity with form design concepts that support data capture and automation.
Employee Benefits:
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.
Accommodations for Applicants with a Disability:
If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
Top Skills
Adobe Acrobat Pro
Adobe Experience Manager
Adobe Indesign
MS Office
Sharepoint
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The Company
What We Do
Protective Life Corporation (Protective) provides financial services through the production, distribution and administration of insurance and investment products throughout the United States. Protective traces its roots to its flagship company founded in 1907, Protective Life Insurance Company. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing — for its employees, distributors and, most importantly, its customers. Protective’s home office is located in Birmingham, Alabama, and its 3,000+ employees work across the United States. As of June 30, 2020, Protective had assets of approximately $123 billion. Protective Life Corporation is a wholly owned subsidiary of Dai-ichi Life Holdings,
