Senior Insurance Forms Consultant

Posted 6 Days Ago
Be an Early Applicant
Hiring Remotely in Santa Monica, CA, USA
In-Office or Remote
90K-130K Annually
Senior level
Insurance
The Role
Leads insurance product design and multidisciplinary consulting projects for property and casualty clients. Reviews insurance laws and regulations, conducts competitive research, drafts insurance forms and product documents, prepares compliance reviews and filing materials, and develops reports and recommendations. Collaborates with state filing analysts and clients, performs peer reviews, supports proposals, and handles client invoicing. Requires substantial experience in property and casualty forms, underwriting, and regulatory compliance.
Summary Generated by Built In
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

About Perr&Knight:
For over 30 years, Perr&Knight has provided exemplary insurance consulting and software solutions to the property & casualty and life, accident & health industries. Services include actuarial consulting, risk strategies & solutions, applied AI consulting, product development, insurance policy and forms consulting, regulatory compliance, compliance and operational assessments/training, state filings, licensing, technology consulting, statistical reporting, data services, predictive analytics, and bureau monitoring & maintenance. Software includes StateFilings.com, the leading cloud-based state filings management solution. With offices nationwide and more than 150 insurance professionals, including 30+ credentialed actuaries, Perr&Knight is among the largest independent actuarial and insurance consulting firms in the United States.
 
Our mission as an actuarial and insurance operations consulting firm is to provide extraordinary value to our clients by offering innovative and unique solutions to complex challenges they face while providing a positive and motivating work environment for our employees that respects diversity and recognizes ingenuity and hard work.
 
Perr&Knight is an equal opportunity employer and committed to inclusion and diversity. Perr&Knight does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex/gender, sexual orientation, gender identity, marital status, physical or mental disability, Veteran status, or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.
 
Perr&Knight will also provide reasonable accommodation to qualified individuals with disabilities, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email [email protected]

Skills Required

  • Six years of experience with property and casualty forms, underwriting, and/or regulatory compliance work
  • Bachelor of Arts or Bachelor of Science degree
  • Familiarity with insurance form drafting
  • Understanding of underwriting, rating, regulatory compliance, and insurance products
  • Intermediate Microsoft Excel and Microsoft Word skills
  • Strong verbal and written communication skills
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The Company
HQ: Santa Monica, CA

What We Do

Founded in 1994, Perr&Knight provides insurance consulting and software solutions to the property & casualty and accident & health industries.

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