UPC Insurance

Forms Analyst

Job Locations US-FL-St. Petersburg


Summary: This position provides an exceptional opportunity for an experienced personal lines product professional to ensure company forms, filings, and rules conform with regulatory and internal compliance requirements.


This position will report to the Senior Forms Analyst.  The position is located in the St. Petersburg, FL home office; however, a remote position may be considered for a qualified candidate.


Essential Duties/Responsibilities:

This position is responsible for all activities related to forms management within the organization.  Responsibilities may include forms drafting, filing, and implementation, ensuring that forms adhere to system and regulatory requirements as well as organizational standards.  This position will be responsible for writing business requirements and completing user acceptance testing of product changes as they move through the product revision cycle to production.


Supervisory Responsibilities: None


Required Skills:

  • Minimum of 2-4 years personal lines homeowners product development, underwriting, claims, or related experience
  • Experience with drafting language for policy forms and endorsements
  • High degree of familiarity with ISO forms commonly used in homeowners, dwelling fire, and commercial residential programs
  • Proven ability to execute testing of product rule and form revisions through the UAT cycle
  • Development of business requirements and presentations to support user training and system implementation
  • Experienced coordinating and maintaining pertinent compliance documentation for product revisions
  • Highly organized with superior attention to detail
  • Strong oral and written communicator, to team members, company leaders, agents, and regulators
  • Skilled at setting and delivering on a product plan with timelines, metrics, and quality standards
  • Advanced Microsoft Word skills
  • Superior research skills 

Education and/or Experience:

  • Filing experience using SERFF and REFS
  • Experience using ISOnet Forms Library, Circulars, State Filing Handbook, and Participation Supplements
  • Bachelor’s degree, preferably in a business-related area
  • Prefer Advanced education (MBA, MS, JD, etc.) and/or certifications (Paralegal, CPCU, 2-20 General Lines License, etc.)


To perform the job successfully, an individual should demonstrate the following behaviors:

  • Motivation/Initiative: Motivated and curious, willing to ask questions, research issues, and take on challenging projects/assignments; creative, brings new ideas to the table, exhibits self-confidence.  Has strong achievement motivation and tenacity. 
  • Administrative Skills: Possesses the ability to organize and follow-through on multiple tasks; recognizes and attends to important details with accuracy and efficiency; effectively prioritizes staff members' work. Works to complete goals, tasks, and plans; anticipates potential problems and analyzes alternative solutions.
  • Interpersonal Style: (Interpersonal Skills, Communication, Teamwork); develops/ maintains effective working relationships; listens attentively to others; communicates ideas clearly (written & verbal); relates to people in an open/ sincere manner; participates effectively in meetings; assists in finding solutions as well as identifying problems; communicates appropriately with supervisor, managed staff, and co-workers. Able to manage other individuals and maintain a calm and reliable demeanor in the face of challenges.
  • Self-Management: (Adaptability/Flexibility, Stress Tolerance, Autonomy); adapts readily to changes in routine; works effectively in stressful situations; needs limited guidance and direction; is comfortable working in a fast-paced environment; is reliable and dependable; is results-oriented; maintains productivity and composure under pressure; views problems as opportunities to create solutions.
  • Thinking Skills: Diagnoses problems efficiently; gathers sufficient input before making decisions or plans; makes timely decisions, quickly determines the source of problems; identifies information needed to solve problems and analyzes alternative solutions; communicates issues and decisions effectively to team members. 
  • Customer Orientation: Sensitive & responsive to internal and external customer needs; demonstrates skills in customer services and satisfaction; maintains a positive attitude; willing to listen to customer problems and seeks solutions; stays in tune with changing needs of customers.

Other Abilities/Skills:

  • Works effectively with product managers and other product staff to achieve departmental objectives
  • Has a passion for innovation and creativity and the skill to influence and persuade others to embrace new ideas
  • Able to prosper in an intense environment with clear expectations and a no-nonsense approach to evaluation
  • Self-directed and capable of working independently without day-to-day management
  • Skilled at identifying current operational reality and the steps necessary to get to the desired state 


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