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Form Filing Analyst- Life & Health Insurance

Junior Forms Consultant – Life & Health Insurance

Job Summary / Introduction

An established insurance consulting organization is seeking a Junior Forms Consultant to support the development and compliance of Life and Health insurance products. This role is well suited for a detail oriented professional with early experience in insurance forms, regulatory research, or product support who is looking to build long term expertise in insurance compliance and product design. The position offers exposure to a wide range of insurance programs, regulatory environments, and client engagements within a collaborative consulting setting.

Detailed Job Description

In this role, the Junior Forms Consultant will assist with the research, preparation, and review of insurance policy forms to support compliant product offerings across multiple jurisdictions. The consultant will analyze regulatory requirements, track statutory changes, and contribute to competitive product comparisons to inform coverage design decisions.

Responsibilities include drafting and revising policy forms and related documentation, preparing materials that support state submissions, and assisting with responses to regulator questions. The role requires coordination with internal filing and compliance teams as well as direct interaction with clients to align deliverables with project objectives. The consultant will manage multiple assignments concurrently while maintaining accuracy, organization, and adherence to deadlines. Ongoing awareness of regulatory developments and market trends within Life and Health insurance is a key component of the position.

Skills & Experience

  • At least 1 year of experience supporting Life and Health insurance products
  • Exposure to insurance forms, policy documentation, or regulatory compliance work
  • Working knowledge of underwriting, rating, and regulatory concepts within Life and Health insurance
  • Strong written communication and document drafting skills
  • Ability to prioritize and manage multiple projects in a deadline driven environment
  • Proficiency in Microsoft Word and Excel
  • Bachelor’s degree or equivalent professional experience

If interested, please apply to this job advert or reach out to [email protected]

Please note: At this time, we are unable to offer visa sponsorship or H-1B transfers. Applicants must be authorized to work in the United States without the need for current or future sponsorship.