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Job Title: Insurance Policy Forms Specialist
Location: Wayne, PA
About Us: At USLI, we’re not just about insurance — we are committed to making a difference, both internally and externally. Our community is built upon five values: Caring, Attitude, Respect, Empathy and Energy. Our commitment to these values leads us to make better decisions and furthers our true sense of community. By joining our team, you'll be part of a vibrant organization that values innovation, collaboration and growth. Here, you’ll have the opportunity to shape the future of insurance and make a meaningful impact.
Your Role: In this role, you will support the creation, review and maintenance of policy forms across our products within the Legal and Compliance team. You will research, draft and revise forms while ensuring accuracy, clarity and regulatory compliance across multiple jurisdictions. You will also play a key role in supporting policy form rewrites and driving consistency and efficiency in form language, including exploring opportunities to leverage artificial intelligence to enhance processes.
Key Responsibilities:
Form drafting: Draft, revise and review new and existing policy forms, endorsements and applications
Research analysis: Conduct regulatory and industry research to support form development and updates
Form rewrites: Assist with policy form rewrites to improve clarity, consistency and compliance
Regulatory updates: Review and implement state-required changes, including amendatories, within required timelines
Documentation tracking: Track and document form changes, including rationale and regulatory drivers
Language accuracy: Ensure all form language is clear, concise and aligned with business intent
Process efficiency: Support timely turnaround of form reviews and identify opportunities to improve workflows
AI integration: Evaluate and leverage artificial intelligence tools to enhance drafting efficiency and simplify language while maintaining compliance
Cross-functional collaboration: Partner with compliance, underwriting, claims and state filings teams to align form development with business needs
What You’ll Bring:
Insurance expertise: Strong knowledge of ISO forms, proprietary forms and state-specific regulatory requirements
Industry knowledge: Deep understanding of commercial P&C insurance concepts and policy structures
Communication skills: Ability to clearly communicate complex information and manage multiple projects and deadlines
Analytical skills: Strong critical thinking skills with the ability to identify trends and recommend improvements
Regulatory interpretation: Ability to interpret multijurisdictional compliance requirements and translate them into clear form language
Technology mindset: Comfort using artificial intelligence and other tools to improve efficiency and document quality
Collaboration skills: Ability to build strong relationships and work cross-functionally with business partners
Qualifications:
Education: Bachelor’s degree in insurance, business, law or a related field preferred, or equivalent experience
Experience: 10+ years of experience in policy form drafting, compliance, legal, regulatory filings, underwriting support, product development or a related field
Technical knowledge: Working knowledge of insurance policy forms, endorsements, applications and product development
Industry familiarity: Experience with commercial insurance products and form change management processes
Technical proficiency: Proficiency in Microsoft Word, Excel, Adobe and SERFF, with the ability to manage detailed documents and tracked changes
AI experience: Experience or demonstrated ability to leverage artificial intelligence tools to improve efficiency and consistency preferred
What We Offer: One of the advantages of working at USLI is the competitive salary and benefits program we offer full-time and eligible part-time employees. Benefits include performance-based triannual bonuses, medical benefits paid at 100% for full-time employees and 80% for eligible part-time employees, a profit-sharing program, free lunch every day while on-site and more than 450 annual personal and professional development courses. Explore more company benefits.
Why USLI? At USLI, we are committed to fostering a vibrant and inclusive community that celebrates the rich diversity of all ethnicities, nationalities, abilities, genders, gender identities, sexual orientations, ages, religions, socioeconomic backgrounds and life experiences. We understand the importance of continuous learning, self-reflection, acknowledging our biases and expanding our perspectives beyond our own. We actively encourage open dialogue on diversity, equity, inclusion and belonging to support a workplace where every individual feels valued, respected and empowered to contribute at their fullest potential. Join us in building a diverse and inclusive environment where our shared values drive us toward excellence.
