Lead Policy Forms Specialist (Open to Remote)

Posted 8 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
99K-167K Annually
Senior level
Insurance
The Role
Lead and coordinate divisional policy forms and compliance programs across insurance products. Interpret statutes and case law, develop filings, create business rules, monitor operational controls (vendor management, complaints, record retention), advise stakeholders, lead teams, drive process improvements, and support department of insurance examinations and legal proceedings.
Summary Generated by Built In
The Lead Policy Forms Specialist provides enterprise leadership for the design, development, implementation, and management of insurance policy forms, endorsements, contracts, and related product documentation across all operating companies. This role serves as the lead subject matter expert for researching and interpreting statutes, regulations, case law, and industry standards to support state expansion, new product development, and product enhancements. Working closely with stakeholders across Product, Underwriting, Claims, Legal, Government Affairs, Actuarial, and Operations, the Lead Policy Forms Specialist drives the development of contract language, business rules, and technical requirements, ensures alignment between product intent and policy language, and provides strategic guidance on forms-related matters. The position also leads complex cross-functional initiatives, mentors team members, promotes best practices and knowledge sharing, identifies opportunities for process improvement and product enhancement, and may represent the organization in regulatory, legal, or industry matters as needed.

Position Compensation Range:

$99,000.00 - $167,000.00

Pay Rate Type:

Salary

Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

Primary Accountabilities

  • Provides leadership and guidance to team members, fostering a collaborative and innovative work environment.

  • Leads, trains and mentors other team members and external business partners. 

  • Reviews and interprets statutes, mandates and case law and is a primary researcher of industry language necessary for the introduction of policy forms for state expansion, new product and product enhancements.

  • Facilitates cross divisional workshops and knowledge-sharing sessions to promote continuous learning within the team.

  • Drives innovation within area of expertise and explores opportunities for process improvement.

  • May develop and prepare filings of language for contracts, forms and endorsements by collaborating with all enterprise stakeholders.

  • Communicates policy intent for key stakeholders.  This includes expert testimony and/or depositions in legal cases, as needed.

  • Creates and maintains business rules and technical requirements.

  • Reviews, proposes and enacts legislation to determine form changes that may or will be needed to remain compliant.

  • Develops and maintains effective working relationships with other lines to identify product gaps and opportunities.

  • Works with key stakeholders including: state management, claims, Claims/Corporate Legal, Government Affairs, Pricing/Actuarial, Operations, etc. to ensure product compliance.

  • Serves as subject matter expert in development of contract language and/or underwriting guidelines

  • May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.

Specialized Knowledge, Skills, and Education Requirements

  • Demonstrated experience providing customer-driven solutions, support or service.

  • Demonstrated experience in implementing compliance and risk control programs, including tracking, analyzing, reporting, and problem solving.

  • Advanced knowledge of compliance as it relates to underwriting and claims or specialized area of expertise.

  • Demonstrated experience planning, managing, and/or leading projects or initiatives.

  • Demonstrated experience in process improvement, methodologies, and tools.

  • Demonstrated effective experience leading people and/or projects; or, demonstrated effective leadership experience.

Travel Requirements

  • Up to 10%

Licenses

  • Not applicable.

Physical Requirements

  • Work that primarily involves sitting/standing.

Working Conditions

  • Not applicable.

Additional Information
  • To ensure a strong start, all employees participate in our New Employee Orientation during their first week.  This experience is held in person at our Madison, WI Headquarters or one of our AmFam core locations to help you connect with our mission, meet key team members and build relationships that support your growth.  At times, sessions may be delivered virtually based on scheduling and availability. 
  • Offer to selected candidate will be made contingent on the results of applicable background checks
  • Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions
  • Sponsorship will not be considered for this position unless specified in the posting

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email [email protected] to request a reasonable accommodation.

#LI-MD2

Skills Required

  • Leadership and team management experience (leading, training, mentoring)
  • Experience reviewing and interpreting statutes, mandates, and case law
  • Experience implementing compliance and risk control programs, including tracking, analyzing, and reporting
  • Advanced knowledge of compliance as it relates to underwriting and claims
  • Experience planning, managing, and/or leading projects or initiatives
  • Experience in process improvement methodologies and tools
  • Experience preparing filings or language for contracts, forms, and endorsements
  • Ability to create and maintain business rules and technical requirements
  • Experience providing customer-driven solutions, support, or service
  • Ability to provide expert testimony and/or depositions as needed

American Family Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about American Family Insurance and has not been reviewed or approved by American Family Insurance.

  • Pay Growth & Progression Compensation has seen multiple increases, including a higher internal minimum hourly wage effective 2025 for many customer‑facing and claims roles. These moves indicate continued investment to raise the pay floor and improve total rewards competitiveness.
  • Retirement Support The total package includes a 401(k) with company match alongside a company‑funded cash‑balance pension, strengthening long‑term financial security. This combination is positioned as a standout element within the overall benefits mix.
  • Parental & Family Support Paid parental leave was expanded in 2025 for birthing parents and for all parents, including adoptive and foster. Caregiver leave adds further family support within the leave portfolio.

American Family Insurance Insights

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The Company
HQ: Madison, WI
16,528 Employees
Year Founded: 1927

What We Do

For more than 85 years, American Family Insurance has built its reputation on sound principles. We strive to provide you industry-leading service, exceptional claims experience and products that build long-term relationships. This is accomplished by treating policyholders fairly in a helpful and caring way and making it easy and convenient to work with us. We know our customers like family. American Family Insurance thrives by conducting its business in accordance with the highest ethical standards and the law at all times. Integrity is part of our culture and always has been. The reputation we enjoy and trust-based relationships we have built with our customers are determined by the example set by management and the character and good judgment exercised at all levels of our organization. It’s a way of doing business that our customers have come to expect from us and a standard that we continue to live up to.

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