Sr. Manager, Insurance Product Management (Forms & Compliance)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Sr. Manager, Insurance Product Management (Forms & Compliance): Own the full lifecycle of P&C insurance forms and disclosures, ensuring accuracy, proper regulatory filing, and competitive positioning with an accent on SERFF workflows, multi-state compliance, and governance across Product, Legal, Compliance, and Underwriting. Focus on translating regulatory requirements into actionable guidance and enabling growth through coverage form updates, versioning discipline, and audit-ready documentation.
Location: Dallas, TX / Austin, TX / Morristown, NJ / San Jose, CA
Salary: $134,500.00 - $201,500.00 (Morristown, NJ base pay range)
Company
builds technology-driven insurance products and partners with MGAs to deliver tailored coverage solutions.
What you will do
- Maintain and govern the coverage forms library (policy forms, endorsements, disclosures, notices, and customer correspondence), including HO-1 through HO-8 and related P&C forms.
- Run end-to-end forms lifecycle: drafting, revision, internal review, regulatory filing, versioning, implementation, and retirement.
- Serve as primary compliance partner for Product by advising on regulatory requirements during development, launches, and enhancements.
- Prepare and submit form filings via SERFF, managing objections, extensions, re-submissions, and certifications across active states while maintaining audit trails.
- Monitor ISO, state regulator, and legislative changes; track competitor form language and translate updates into actionable recommendations for Product and Legal.
- Partner cross-functionally (Legal, Compliance, Product, Marketing, Operations, QA, Underwriting) to establish governance frameworks and scalable documentation standards; stand up and lead the forms/compliance capability.
Requirements
- 5+ years in insurance forms management, product compliance, regulatory filings, or P&C product development.
- Strong working knowledge of P&C regulatory requirements, state filing processes, and customer disclosure obligations.
- Hands-on SERFF experience and familiarity with standard homeowners policy forms (ISO HO program) and endorsement structures.
- Exceptional attention to detail with strong organizational, documentation, and version-control skills.
- Ability to translate complex regulatory language into clear business guidance through excellent communication.
Nice to have
- Experience managing multi-state insurance products and navigating state-by-state regulatory complexity.
- Background in homeowners or property insurance.
- Familiarity with ISO form development processes and circular updates.
- Exposure to forms management systems, document automation, or policy administration platforms.
Culture & Benefits
- Multiple medical plan options; 100% employer-covered dental and vision for team members and families.
- 401(k), short & long-term disability, employer-paid life insurance, and Flexible Spending Accounts (FSA) for health and dependent care.
- Employee Assistance Program (EAP), training and internal career growth opportunities, and Flexible Time Off.
- 12 weeks of parental leave for primary and secondary caregivers.
- Equity compensation eligibility; snacks and drinks available for onsite employees.
Hiring process
- Interviews focused on forms/compliance experience, SERFF and multi-state regulatory knowledge, and cross-functional collaboration.
- Discussion of leadership expectations, including hiring and developing an Analyst within the first ~6 months.
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