Forms Analyst

Ategrity Specialty Insurance Company; United States; Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with employer match

Paid time off and holidays

Career growth opportunities

Job summary

Ategrity Specialty Insurance Company is seeking a Forms Analyst to manage the forms infrastructure across proprietary and bureau forms. You will ensure accuracy, support product development and regulatory updates, and work with underwriting, Legal, and PMO to implement changes.

The role reports to the Head of Product and requires strong attention to detail, cross-functional collaboration, and knowledge of multi-line commercial insurance products.

Qualifications

• Knowledge of multi-line commercial insurance products (ML, PL, GL, IM and CP).
• Experience researching, drafting, and reviewing proprietary forms.
• Strong organizational and analytical skills with attention to detail.
• Experience with at least two of: automation, proprietary policy administration, ISO/SERFF.

Responsibilities

• Manage development and maintenance of forms and the forms repository.
• Ensure accuracy and format integrity of all form updates.
• Maintain form numbering system and archiving protocols.
• Collaborate with underwriting, legal, PMO on form changes.
• Create and maintain SOPs documenting process changes.

Skills

Forms management

Regulatory updates

Data analysis

Cross-functional

P&C insurance

Education

Bachelor's degree in a related field

Tools

SERFF

ISO

S&P

Policy Admin Systems

Job description

Ategrity Specialty Insurance Company specializes in property and casualty insurance, with a strong emphasis on the excess and surplus (\"E&S\") lines market, partnering with brokers and wholesale agents throughout the US to provide insurance solutions for small and medium-sized enterprises (SMEs). Our aim is to establish ourselves as the premier E&S carrier, leveraging robust technical underwriting, intelligent operational efficiencies, sound risk management, and intensive specialization to excel in the marketplace. We are firmly on track to achieve this success.

Ategrity is a proactive organization, driven by data obsession, and guided by a culture of innovation. Our team is comprised of individuals who take action with unwavering determination and conviction to establish our \"right to win\" in the SME space. Ategrity’s underwriting strategy focused on becoming a leader in specific segments of E&S through efficient operationalization of technical underwriting practices and a strong value proposition.

Location: Hybrid - Atlanta, Phoenix, Minneapolis, New York ; Remote considered for other US locations

Role:

The Forms Analyst plays a key role in managing the organization’s forms infrastructure, ensuring accuracy, compliance, and consistency across proprietary and bureau forms. This position supports product development and maintenance, regulatory updates, and underwriting operations by maintaining the forms repository, creating business requirements, implementing and testing system form changes, and collaborating with business partners. The role requires strong attention to detail, organizational skills, and the ability to work cross-functionally with underwriting, Legal, PMO, and other stakeholders.

This role will report to the Head of Product.

Responsibilities

Forms Management - Organization, Maintenance, and Product Development

• Under moderate supervision, the Forms Analyst manages key forms functions, including the development and maintenance of forms and the forms repository, process changes, and policy administration system updates and testing.
• Organizes and maintains the Forms Repository for both proprietary and bureau form updates.
• Ensures accuracy and format integrity of all form updates.
• Maintains integrity of the forms numbering system, including archiving protocols.
• Assists in researching, developing, and drafting new or revised product offerings.
• Reviews, evaluates and tracks bureau changes (e.g., ISO), coordinates needed changes with underwriting and legal partners and implements necessary system updates.
• Collaborates with PMO and Underwriting to address form inquiries and compile data requests.
• Creates and maintains Standard Operating Procedures (SOPs) to document process changes.
• Partners with business units to coordinate product updates in response to regulatory changes.

Qualifications/Requirements

• Knowledge of multi-line commercial insurance products (e.g. ML, PL, GL, IM and CP), including product structure and coverage language.
• Experience researching, drafting, and reviewing proprietary forms.
• Strong organizational and analytical skills with exceptional attention to detail.
• Experience with at least two of the following: commercial insurance product automation, proprietary policy administration, and industry research tools (ISO, S&P, SERFF).
• Proficiency with Microsoft Office Suite (Excel, Teams, SharePoint, PowerPoint).
• 2-3 years P&C Insurance experience
• Competitive salary commensurate with experience
• Comprehensive benefits package including medical, dental, and vision coverage
• 401(k) retirement savings plan with employer match
• Paid time off and company holidays
• Collaborative and inclusive work environment with opportunities for career growth and advancement

Ategrity Specialty Insurance Company is an equal opportunity employer and values diversity in the workplace. We encourage candidates from all backgrounds to apply.