Forms And Product Compliance Consultant – Telecommuting Or Office Based (TX, CA, FL)

the opportunity:

We are seeking a Forms and Product Compliance Consultant who will provide multi-consulting services to insurance agencies, insurers, self-insureds and other Perr&Knight clients.This position will work out of our Fort Worth, TX , Boca Raton, FL, or Santa Monica, CA office.  Full-time telecommuting will also be considered.


  • Competitive salary including merit-based bonus plan
  • A comprehensive Flexible Work Program
  • Clear opportunities for career progression
  • Company-funded professional educational program
  • Generous benefits including: PTO, medical/dental/vision insurance and 401K with matching Company contributions
  • Friendly, dynamic work environment
  • Visible management commitment to our company core values of: Diversity & Inclusion, Environmental, Community and Employee Wellbeing, Excellent Work Product, Innovation, Integrity and Superior Customer Experience

What you’ll bE DOING:

  • Accessing and reviewing insurance related laws and regulations
  • Performing competitive research
  • Organizing and presenting competitive information in a meaningful format
  • Drafting basic product documents for new programs and creating state required forms to address compliance issues
  • Preparing support and compliance reviews, including forms checklists and transmittals for form filings, including drafting explanatory language
  • Working directly with state filings analysts
  • Corresponding directly with clients on project goals and results
  • Managing own deadlines and workload for multiple projects
  • Drafting form interrogatory responses
  • Recommending solutions and/or alternatives to clients
  • Keeping informed on industry trends, changes in the marketplace, etc.

What you’ll bring to the table:

  • Bachelor’s degree from an accredited college or university, or equivalent experience
  • Minimum one (1) year Accident/Health, Pet and/or Travel product knowledge and form drafting experience
  • An understanding of basic insurance aspects of underwriting, rating, regulatory compliance and the insurance product
  • Familiarity with contract drafting
  • Basic Microsoft Office skills including Word and Excel
  • Effective verbal and written communication
  • Client and project management