Policy Forms Analyst II

Posted Yesterday
Be an Early Applicant
Hiring Remotely in USA
Remote
76K-100K Annually
Mid level
Insurance
The Role
Manage the lifecycle of personal lines policy forms: draft, file, implement, and audit forms for regulatory compliance. Perform UAT, write business requirements, research state insurance rules, analyze claims and loss trends, support product and underwriting, and maintain compliance documentation.
Summary Generated by Built In

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Orchid Insurance, an Arrowhead Intermediaries company, is seeking a Policy Forms Analyst II to join our growing team.

This position is responsible for all activities related to forms management within the Personal Lines team. As a Policy Forms Analyst II, this individual will be responsible for analysis, development, filing (as applicable) and implementation of all policy insurance forms. This individual works closely with the product management team and underwriting group to continue to strengthen policy form language and improve underwriting results.

How You Will Contribute:

  • Drafting, filing (as applicable), and implementation of forms, ensuring that forms adhere to system and regulatory requirements as well as organizational standards.

  • Write business requirements and complete user acceptance testing of form-related product changes as they move through the product revision cycle into production.

  • UAT (user acceptance testing) – Review specific changes are working as designed for forms changes

  • Analyze content, properly format, and coordinate referencing to related forms.

  • Assist with creation of policy form language as needed

  • Research and evaluate state insurance laws, regulations, bulletins, and competitors’ offerings.

  • Implement form changes accurately and timely to maintain compliance and deliver competitive products in the market.

  • Review claim files, consult with various members of the claims teams for adherence to policy guidelines and limitations.

  • Monitor claim activity and loss ratios to identify new trends.

  • Participate in new product research and development, as needed.

  • Auditing production, post deployment of system updates for all policy forms during the policy life cycle

  • Provide coverage analysis for underwriting, product team, carriers when looking at pressing issues in today’s market.

  • Assist with manual editing of forms for tickets that do not have an immediate fix. (When form updates require manual editing, execute on Manual editing of forms)

  • Assist with recoveries of policies when we discover issue within system

  • Development of business requirements and presentations to support user training and system implementation.

Skills & Experience to Be Successful:

  • Bachelor's degree or the equivalent in related work experience in the insurance industry.

  • Minimum of 4 plus years personal lines, homeowner’s product development, commercial lines, underwriting, claims, or related experience.

  • Experience with drafting language for policy forms and endorsements is a plus.

  • High degree of familiarity with ISO forms commonly used in homeowners, dwelling fire, or commercial residential programs is a plus; capacity to pick up the language.

  • Proven ability to execute testing of product rules and form revisions through the UAT cycle a plus.

  • Experience coordinating and maintaining pertinent compliance documentation for product revisions.

  • Good project management skills, including the ability to prioritize and manage multiple projects simultaneously, often under tight deadlines.

  • Proven ability to work in a fast-paced environment with a high level of accuracy and attention to detail.

  • Strong oral and written communicator, to team members, company leaders, carrier partners, agents, and regulators.

  • Skilled at setting and delivering on a product plan with timelines, metrics, and quality standards.

  • Proficient in Word, Adobe, Nitro, and Excel.

  • Superior research skills.

  • Prior experience working with offshore teams a plus.

Pay Range

76000.00 - 100000.00 Annual

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 


Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

Skills Required

  • Bachelor's degree or equivalent insurance industry experience
  • Minimum of 4+ years personal lines, homeowners product development, commercial lines, underwriting, claims, or related experience
  • Experience coordinating and maintaining compliance documentation for product revisions
  • Good project management skills; ability to prioritize and manage multiple projects under tight deadlines
  • Proficient in Word, Adobe, Nitro, and Excel
  • Strong oral and written communication skills
  • Superior research skills
  • Experience drafting language for policy forms and endorsements
  • Familiarity with ISO forms used in homeowners, dwelling fire, or commercial residential programs
  • Proven ability to execute UAT of product rules and form revisions
  • Prior experience working with offshore teams

Brown & Brown Insurance Compensation & Benefits Highlights

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

  • Healthcare Strength Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
  • Retirement Support The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
  • Equity Value & Accessibility An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.

Brown & Brown Insurance Insights

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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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