Lead Specialist - Commercial Insurance Product Forms
Position Title: Lead Specialist - Commercial Insurance Product Forms
Location: Remote (U.S. Based)
Employment Type: Full-Time
Overview:
A nationally recognized property and casualty insurer is looking for a Lead Specialist to oversee the development and management of policy forms across key commercial lines, including Business Owners Policy (BOP), Commercial Auto, and Commercial Umbrella. This role is ideal for a seasoned insurance professional who excels in regulatory compliance, cross-functional collaboration, and process optimization.
What You'll Do:
- Spearhead the drafting and revision of policy forms for commercial insurance products.
- Independently manage the end-to-end forms lifecycle for assigned lines of business.
- Collaborate with legal, compliance, and product teams to ensure all forms meet regulatory standards.
- Support state filing processes and respond to regulatory inquiries.
- Lead initiatives to streamline forms auditing and documentation practices.
- Analyze market trends and competitor offerings to recommend product enhancements.
- Maintain and improve a centralized forms library, including version control and template standardization.
- Partner with IT to ensure accurate implementation of forms and triggers.
- Develop clear, customer-focused communications such as coverage notices and renewal letters.
- Serve as acting Forms Manager when needed and provide mentorship to peers.
What You Bring:
- Bachelor's degree in Business, Communications, English, or equivalent experience.
- Minimum 5 years of experience in the P&C insurance industry, with exposure to product development, underwriting, claims, or customer experience.
- Project management experience preferred.
- Familiarity with insurance designations (e.g., CPCU, AINS, AIC) and a commitment to professional development.
- Strong writing and editing skills, with a focus on clarity and tone.
- Ability to work independently and manage multiple priorities.
- Experience collaborating across departments and balancing diverse stakeholder needs.
- Proficiency in Microsoft Word, Adobe Acrobat Pro, and SharePoint.
- Analytical mindset with a proactive approach to problem-solving and process improvement.
Why This Role Matters:
This is a strategic position that directly influences the clarity, compliance, and competitiveness of commercial insurance products. You'll have the opportunity to lead impactful initiatives, shape customer communications, and contribute to a culture of excellence and innovation.
FAQs
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