Senior Insurance Forms & Compliance Strategist

Perr&Knight; California; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Company-paid life insurance

401K with matching company contrib.

Paid time off (PTO)

Professional educational program

Job summary

Perr&Knight seeks a Senior Insurance Forms Consultant to lead product design and multi-disciplinary consulting for our clients in the property and casualty sector. The role involves reviewing laws, drafting forms, and presenting compliant solutions with direct client interaction.

You will work with state filings analysts, prepare proposals, and produce professional reports while advancing regulatory compliance and industry insight within a dynamic team.

Qualifications

• 6 years in Property & Casualty forms, underwriting or regulatory compliance.
• BA/BS Degree held.
• Familiarity with insurance form drafting.
• Understanding of underwriting, rating, regulatory compliance and insurance product concepts.
• Intermediate Microsoft Excel and Word skills.
• Strong verbal and written communication abilities.

Responsibilities

• Accessing and reviewing insurance laws and regulations.
• Performing competitive research.
• Organizing and presenting competitive information clearly.
• Drafting basic product documents and state forms for compliance.
• Preparing support and regulatory review materials, including checklists and transmittals.
• Collaborating with state filings analysts.
• Communicating with clients about goals and results.
• Drafting responses to form interrogatories.
• Recommending client solutions and alternatives.
• Keeping up with industry trends and marketplace changes.
• Performing peer reviews.
• Assisting in proposal preparations for client projects.
• Producing polished, professional reports for results and information.
• Invoicing clients.

Skills

P&C Forms

Underwriting

Regulatory Compliance

Excel & Word

Education

BA/BS Degree

Tools

Microsoft Excel

Microsoft Word

Job description

Perr&Knight seeks a Senior Insurance Forms Consultant to lead product design and multi-disciplinary consulting for our clients in the property and casualty sector. The role involves reviewing laws, drafting forms, and presenting compliant solutions with direct client interaction.

You will work with state filings analysts, prepare proposals, and produce professional reports while advancing regulatory compliance and industry insight within a dynamic team.