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Forms Compliance Project Analyst

Forms Compliance Project Analyst

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Proactively handles assigned tasks related to compliance projects, new and revised policy form filings, and changes in laws, statutes and regulatory requirements. Assists with all activities related to the implementation of new and revised policy forms including filing, tracking, approval, versioning and maintenance in assigned states. Consistently monitors and assists with the development of improvements to workflows in the areas of compliance, auditing, forms, legislative/legal tracking and legal research.


  • Responsible for the monitoring and analysis of all compliance related projects through implementation
  • Provides forms and compliance deliverables to appropriate business stakeholders according to project timelines
  • Monitors on-time delivery and sign-off of project briefs and business requirements documents (BRDs)
  • Assists with change management coordination from BRD sign-off to project implementation, ensuring documentation is accurately maintained
  • Provides support to project teams throughout the development and testing project phases to ensure adherence to business requirements
  • Works with business stakeholders to gather, analyze and document business intent
  • Serves as a forms compliance subject matter expert in assigned categories
  • Performs research and analysis of production issues and provides recommendations
  • Monitors policy form filing, tracking, approval, versioning, implementation and maintenance in assigned states
  • Responsible for research and analysis of statutory requirements for form filings in assigned states
  • Assists with the initial analysis of new laws, statutes and regulations in assigned states and monitors changes in workflow through implementation, to include post production testing
  • Maintains forms in assigned states to ensure approved forms are in production, including post production audits
  • Monitors and updates the reporting, tracking and resolution of all non-compliance issues in assigned states
  • Assists in the preparation of presentations for management and staff on process improvement, workflow and ?Lessons Learned? from compliance, rates and forms issues
  • Assists with the development of regular and special reports for management related to compliance projects and audits
  • Monitors weekly updates and publications from Property Casualty Insurers Association of America (?PCI?) on topics related to state form filings requirements in assigned states



  • Ability to analyze and process state statutes and administrative codes
  • Proficient in Microsoft Office products (Word, Excel and Power Point)
  • Excellent organizational skills in coordinating and monitoring progress of projects
  • Ability to thoroughly comprehend and process various mid to complex information
  • Adhere to all organizational policies and procedures
  • Apply industry knowledge and technical skill to performance of job duties
  • Ability to travel on a limited basis
  • Meet deadlines

Experience / Education:

  • Undergraduate degree and/or completion of a Project Management or CPCU professional designation or equivalent work experience
  • 4 years experience in form filing, regulatory compliance, personal automobile or homeowners, underwriting
  • Familiarity with SERFF and I-File electronic filing methods and procedures
  • Project management experience preferred

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