Job Description

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.

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