Insurance Forms Lead - Shape Policy Wordings, Flexible Work

SafeLease Insurance Services, LLC.; United States; Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive pay

Equity

Job summary

SafeLease seeks a detail-driven Senior Insurance Forms Analyst to own the language behind commercial and personal lines. You will draft, refine, and maintain policy forms, endorsements, and manuscript wordings, shepherding them through regulatory filings with state departments.

You’ll collaborate with underwriting, product, legal, claims, and carriers to ensure clear, defensible wording across the portfolio.

Qualifications

• Bachelor's degree or JD in related field; substitutions allowed for experience.
• 3+ years drafting or managing commercial lines policy forms, endorsements, or coverage wordings.
• Strong grasp of commercial and personal lines coverages, ISO forms, manuscript wordings, and policy construction.
• Familiarity with state filing processes and SERFF; understanding admitted vs non-admitted requirements.
• Exceptional written precision; ability to spot ambiguity, unintended coverage, and gaps.
• Insurance designations such as CPCU or legal background in insurance are a plus.
• Excellent communication and stakeholder-management skills across underwriting, legal, and claims.
• Highly organized and detail-oriented; able to manage many forms, editions, and filings in parallel.

Responsibilities

• Draft, revise, and maintain base policy forms, endorsements, exclusions, definitions, and manuscript wordings for commercial lines products.
• Translate underwriting and product intent into precise, unambiguous policy language that holds up at claim time.
• Build and maintain a library of standardized clauses and reusable endorsement language for consistency across lines.
• Analyze coverage intent, identify unintended grants, gaps, and overlaps, and recommend wording changes.
• Compare our forms against ISO standard forms and competitor manuscript wordings to differentiate coverage.
• Coordinate with product and underwriting to bring new coverages to market on the wording side.
• Prepare and manage form filings with state departments of insurance, including SERFF submissions.
• Ensure forms comply with admitted and non-admitted requirements and conduct research of state statutes.
• Coordinate with legal and carrier personnel to obtain necessary approvals for changes.
• Work with underwriting, claims, legal, and technology teams to align wording with operational reality.
• Advise claims on coverage interpretation and feed lessons back into wording improvements.
• Support sales and underwriting with clear explanations of coverage grants and exclusions.
• Maintain version control, edition dating, and documentation for all forms and endorsements.
• Monitor regulatory change, case law, and emerging exposures and update wordings proactively.

Skills

Drafting

Regulatory knowledge

Attention to detail

Communication

Policy language

Credentials awareness

Execution

Education

Bachelor's degree or JD in Insurance, Business, English, Legal Studies, or related field

Tools

SERFF

Job description

SafeLease seeks a detail-driven Senior Insurance Forms Analyst to own the language behind commercial and personal lines. You will draft, refine, and maintain policy forms, endorsements, and manuscript wordings, shepherding them through regulatory filings with state departments.

You’ll collaborate with underwriting, product, legal, claims, and carriers to ensure clear, defensible wording across the portfolio.