Forms & Compliance Analyst

Assurity; Lincoln (NE); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Assurity, based in Lincoln, Nebraska, seeks a Forms & Compliance Analyst to oversee forms management, regulatory compliance, and database administration. You will drive form development, ensure regulatory alignment, and support cross-functional implementation within a hybrid work environment.

The role emphasizes collaboration, attention to detail, and proactive compliance monitoring across diverse regulatory requirements, with opportunities for growth and impact on business efficiency.

Qualifications

• Bachelor's degree in business or related field; 4+ years of equivalent work experience accepted
• Strong proficiency with Microsoft Word, Excel, and Adobe Acrobat Pro
• Experience with document editing tools and forms management
• Ability to work independently and manage multiple priorities with attention to detail
• Excellent written and verbal communication; reliable attendance

Responsibilities

• Oversee forms database and internal request workflows
• Lead development, revision, and implementation of company forms ensuring regulatory compliance
• Coordinate cross-functional form changes and stakeholder approvals
• Support CODE regulatory change management system with filings and data requests
• Track compliance filings, reports, and required mailings
• Develop and maintain systems for tracking forms inventory and data
• Lead special projects related to forms updates and process improvements
• Provide technical and compliance support for forms management systems

Skills

Word

Excel

Adobe Acrobat Pro

Document editing tools

Attention to detail

Communication

Independence

Multitasking

Education

Bachelor's degree in business

LOMA designations

ALMI designation

Equivalent work experience

Tools

iPipeline

Forms Package Management system

Job description

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

POSITION SUMMARY

The Forms & Compliance Analyst is responsible for overseeing forms management, regulatory compliance processes, and database administration. This role serves as a key resource in forms development, compliance monitoring, regulatory change management, and cross-functional implementation efforts. The analyst ensures company forms and related processes remain compliant with applicable regulations while supporting operational efficiency and business objectives.

ESSENTIAL FUNCTIONS

Compliance and database oversight (60%)

• Maintain the forms database and manage internal request workflows
• Lead the development, revision, and implementation of company forms, ensuring alignment with brand standards and regulatory compliance
• Obtain stakeholder approvals for form changes and coordinate cross-functional implementation
• Support CODE, the regulatory change management system by: participating in regulatory filings and data calls, monitoring and researching regulatory requirements, and assigning tasks and ensuring timely completion
• Track and oversee compliance-related filings, reports, and required mailings
• Conduct periodic reviews of compliance topics and coordinate updates as needed

Forms development and management (30%)

• Create, revise, and maintain applications, enrollment forms, and supplemental documents to support regulatory filings and state compliance requirements
• Collaborate with Policy Filing Analysts to address state objections and prepare required disclosures and revisions
• Serve as the primary contact for forms implementation across digital platforms, including electronic applications and automated processes
• Provide technical and compliance support for the Forms Package Management system and iPipeline
• Represent the Forms Compliance Team during product implementation processes, including forms testing and review activities
• Develop and maintain systems for tracking and managing forms inventory and related data

Other responsibilities (10%)

• Lead special projects involving forms updates and process improvements
• Conduct compliance research and provide project support as assigned
• Perform additional duties as needed to support business operations

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILLS

• Four or more years of experience in business or a related field
• Strong proficiency with Microsoft Word, Microsoft Excel, and Adobe Acrobat Pro
• Technical proficiency with document editing tools
• Ability to work independently and effectively manage multiple priorities
• Exceptional attention to detail and commitment to quality
• Strong written and verbal communication skills
• Consistent and reliable attendance is an essential function to this position
• Talent required in values, work intensity, achiever, positivity, relationship, resourceful, command, relationship-extensions, and exactness

EDUCATION AND CERTIFICATION REQUIREMENTS

• Bachelor’s degree in business or a related field
• Four or more years of equivalent work experience may be considered in lieu of a degree
• LOMA designations or related insurance industry coursework is preferred
• ALMI designation required within 18 months of hire

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• Ability to maintain focused attention on computer monitors for extended periods
• Occasional work beyond 40 hours per week may be required to meet project deadlines and business needs
• Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired