Lead Policy Forms Specialist (Open to Remote)

The Lead Policy Forms Specialist provides enterprise leadership for the design, development, implementation, and management of insurance policy forms, endorsements, contracts, and related product documentation across all operating companies. This role serves as the lead subject matter expert for researching and interpreting statutes, regulations, case law, and industry standards to support state expansion, new product development, and product enhancements. Working closely with stakeholders across Product, Underwriting, Claims, Legal, Government Affairs, Actuarial, and Operations, the Lead Policy Forms Specialist drives the development of contract language, business rules, and technical requirements, ensures alignment between product intent and policy language, and provides strategic guidance on forms-related matters. The position also leads complex cross-functional initiatives, mentors team members, promotes best practices and knowledge sharing, identifies opportunities for process improvement and product enhancement, and may represent the organization in regulatory, legal, or industry matters as needed.

Position Compensation Range:

$99,000.00 - $167,000.00

Pay Rate Type:

Salary

Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates.

Primary Accountabilities

• Provides leadership and guidance to team members, fostering a collaborative and innovative work environment.

• Leads, trains and mentors other team members and external business partners.

• Reviews and interprets statutes, mandates and case law and is a primary researcher of industry language necessary for the introduction of policy forms for state expansion, new product and product enhancements.

• Facilitates cross divisional workshops and knowledge-sharing sessions to promote continuous learning within the team.

• Drives innovation within area of expertise and explores opportunities for process improvement.

• May develop and prepare filings of language for contracts, forms and endorsements by collaborating with all enterprise stakeholders.

• Communicates policy intent for key stakeholders. This includes expert testimony and/or depositions in legal cases, as needed.

• Creates and maintains business rules and technical requirements.

• Reviews, proposes and enacts legislation to determine form changes that may or will be needed to remain compliant.

• Develops and maintains effective working relationships with other lines to identify product gaps and opportunities.

• Works with key stakeholders including: state management, claims, Claims/Corporate Legal, Government Affairs, Pricing/Actuarial, Operations, etc. to ensure product compliance.

• Serves as subject matter expert in development of contract language and/or underwriting guidelines

• May be required to complete other assignments or participate in projects based upon skills, achievements, or experience.

Specialized Knowledge, Skills, and Education Requirements

• Demonstrated experience providing customer-driven solutions, support or service.

• Demonstrated experience in implementing compliance and risk control programs, including tracking, analyzing, reporting, and problem solving.

• Advanced knowledge of compliance as it relates to underwriting and claims or specialized area of expertise.

• Demonstrated experience planning, managing, and/or leading projects or initiatives.

• Demonstrated experience in process improvement, methodologies, and tools.

• Demonstrated effective experience leading people and/or projects; or, demonstrated effective leadership experience.

Travel Requirements

• Up to 10%

Licenses

• Not applicable.

Physical Requirements

• Work that primarily involves sitting/standing.

Working Conditions

• Not applicable.

Additional Information

• To ensure a strong start, all employees participate in our New Employee Orientation during their first week.  This experience is held in person at our Madison, WI Headquarters or one of our AmFam core locations to help you connect with our mission, meet key team members and build relationships that support your growth.  At times, sessions may be delivered virtually based on scheduling and availability. 

• Offer to selected candidate will be made contingent on the results of applicable background checks

• Offer to selected candidate is contingent on signing a non-disclosure agreement for proprietary information, trade secrets, and inventions

• Sponsorship will not be considered for this position unless specified in the posting

We provide benefits that support your physical, emotional, and financial wellbeing. You will have access to comprehensive medical, dental, vision and wellbeing benefits that enable you to take care of your health. We also offer a competitive 401(k) contribution, a pension plan, an annual incentive, 9 paid holidays and a paid time off program (23 days accrued annually for full-time employees). In addition, our student loan repayment program and paid-family leave are available to support our employees and their families. Interns and contingent workers are not eligible for American Family Insurance Group benefits.

We are an equal opportunity employer. It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

American Family Insurance is committed to the full inclusion of all qualified individuals. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please email [email protected] to request a reasonable accommodation.

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