Senior Insurance Forms Consultant

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

What We’ll Bring to the Table:

• Friendly, dynamic work environment – Includes certification as a Great Place to Work ® (six years in a row!) along with Climate Neutral Status
• Competitive salary including merit-based bonus plan
• Flexible Work Program
• Clear opportunities for career progression
• Company-funded professional educational program
• Visible management commitment to our company core values of: Diversity & Inclusion, Environmental, Community and Employee Wellbeing, Excellent Work Product, Innovation, Integrity and Superior Customer Experience
• Generous benefits including:
  • Medical, dental, and vision insurance
  • Company-paid life insurance
  • 401K with matching Company contributions
  • PTO
  • Community Support Program including VTO and donations with Company match
  • Employee Recognition Program

The Senior Insurance Forms Consultant leads Product Design as well as multi-disciplinary consulting projects for Perr&Knight clients.

What You Will Be Doing:

• Accessing and reviewing insurance related laws and regulations
• Performing competitive research
• Organizing and presenting competitive information in a meaningful format
• Drafting basic product documents for new programs and creating state required forms to address compliance issues
• Preparing support and compliance reviews, including forms checklists and transmittals for form filings, including drafting explanatory language
• Working directly with state filings analysts
• Corresponding directly with clients on project goals and results
• Drafting form interrogatory responses
• Recommending solutions and/or alternatives to clients
• Keeping informed on industry trends, changes in the marketplace, etc.
• Performing peer reviews
• Assisting in the preparation of proposals for projects to meet clients’ needs
• Preparing polished, professional, clear reports to present results/information
• Invoicing clients

What You’ll Bring to the Table:

• 6 years experience with Property & Casualty Forms, Underwriting and/or Regulatory Compliance work
• BA/BS Degree
• Familiarity with insurance form drafting
• Understanding of complex aspects of underwriting, rating, regulatory compliance and the insurance product
• Intermediate Microsoft Excel & Word skills
• High level of verbal and written communication

$90,000 - $130,000 a year

About Perr&Knight:

For over 30 years, Perr&Knight has provided exemplary insurance consulting and software solutions to the property & casualty and life, accident & health industries. Services include actuarial consulting, risk strategies & solutions, applied AI consulting, product development, insurance policy and forms consulting, regulatory compliance, compliance and operational assessments/training, state filings, licensing, technology consulting, statistical reporting, data services, predictive analytics, and bureau monitoring & maintenance. Software includes StateFilings.com, the leading cloud-based state filings management solution. With offices nationwide and more than 150 insurance professionals, including 30+ credentialed actuaries, Perr&Knight is among the largest independent actuarial and insurance consulting firms in the United States.

Our mission as an actuarial and insurance operations consulting firm is to provide extraordinary value to our clients by offering innovative and unique solutions to complex challenges they face while providing a positive and motivating work environment for our employees that respects diversity and recognizes ingenuity and hard work.

Perr&Knight is an equal opportunity employer and committed to inclusion and diversity. Perr&Knight does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex/gender, sexual orientation, gender identity, marital status, physical or mental disability, Veteran status, or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

Perr&Knight will also provide reasonable accommodation to qualified individuals with disabilities, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email [e-mail]