Regulatory Forms Manager

Jobtailor; Town of Florida (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a senior forms professional to lead end-to-end form development for insurance and service contracts. You will translate product concepts into compliant coverage documents and collaborate across Product, Operations, Compliance, and Regulatory Legal to define form requirements.

You will draft and refine policies, disclosures, and related materials while ensuring alignment with approved product design and regulatory standards.

Qualifications

• Bachelor’s degree or ABA paralegal certification required.
• Minimum 7 years in a law firm or corporate setting with service contract/insurance experience preferred.
• Excellent drafting and negotiation of extended service contracts and insurance policies.
• Experience with state filings and responding to regulatory inquiries.
• Autonomous, proactive work ethic with ability to manage multiple priorities.

Responsibilities

• Lead end-to-end form development lifecycle from intake through filing and implementation.
• Translate requirements into compliant coverage documentation.
• Draft and refine policies, disclosures, and related materials.
• Ensure forms align with product design, regulatory requirements, and standards.
• Coordinate with Product, Operations, Compliance, and Regulatory Legal teams.
• Lead sessions to validate accuracy and feasibility.
• Serve as central coordinator for form initiatives across domains.
• Collaborate with Regulatory Legal on jurisdiction-specific requirements.
• Support State Filings by preparing forms and handling inquiries.
• Maintain form governance processes and form repositories.

Skills

Form development

Regulatory compliance

Drafting

Project coordination

Stakeholder communication

Attention to detail

Education

Bachelor’s degree in Legal Studies/related

ABA-approved paralegal certification

Tools

OneSumX

Apptus/Salesforce

Microsoft Office

Excel

PowerPoint

Word

Job description

• Lead end-to-end form development lifecycle, from intake through drafting, approval, state filing, and implementation.
• Translate product concepts, business requirements, and customer journeys into clear, compliant coverage documentation.
• Draft and refine insurance policies, service contracts, disclosures, and related materials.
• Ensure all forms align with approved product design, regulatory requirements, and internal standards.
• Partner with Product, Operations, Compliance, and Regulatory Legal to define form requirements and structure.
• Lead working sessions and “table reads” to validate accuracy, clarity, and operational feasibility.
• Serve as the central point of coordination for all form-related initiatives across Connected Living Retail Solutions and Mobile.
• Collaborate with Regulatory Legal to incorporate jurisdiction‑specific requirements into forms.
• Support the State Filings team by preparing forms for submission and assisting with responses to regulatory objections or inquiries.
• Maintain awareness of evolving laws impacting insurance, service contracts, and emerging product offerings.
• Develop and manage form intake, tracking, and governance processes.
• Monitor and report on form development status across lifecycle stages.
• Drive continuous improvement of templates, standards, and drafting processes to increase efficiency and consistency.
• Coordinate with business and operational teams to ensure accurate implementation of approved forms.
• Maintain organized repositories of forms, templates, and supporting documentation.

Requirements

• Bachelor’s degree in Legal Studies, Business Administration, Public Policy, Insurance, Risk Management, Communications, or must have successfully completed an ABA approved paralegal certification program.
• Minimum of 7 years of industry experience in a law firm, or corporation with preferred experience in the service contract/insurance industry.
• Excellent drafting and negotiation skills of extended service contract and insurance policy documents.
• Prior experience with state filings, including preparing, submitting, and managing filings with state insurance departments, and responding to regulatory inquiries as needed.
• Highly autonomous and self‑motivated work ethic; demonstrating sound judgment, initiative, and an ability to manage multiple priorities with a sense of urgency.
• Excellent oral and written communication skills, ability to communicate effectively with all levels of the organization internally and externally.
• Excellent computer skills, including Microsoft Office Suite (Excel, PowerPoint, MS Office, Word).
• Ability to maintain a database and run reports.
• Experience with legal technology such as OneSumX, Apptus/Salesforce a plus.

Core Competencies

Demonstrates expertise in drafting and refining insurance policies and service contracts while ensuring compliance with regulatory requirements. Proficient in managing the form development lifecycle and collaborating with cross‑functional teams to enhance operational efficiency.