Insurance Product Forms Manager

Summary

Join Openly as their Insurance Product Forms Manager and play a critical role in ensuring contract language meets customer needs, is legally sound, and complies with state regulations. Collaborate across the organization to analyze forms performance, propose improvements, and guide a team of forms analysts in implementing changes. This role blends individual contributions with people leadership, requiring experience in P&C product coverage and regulatory knowledge. You will manage and develop a high-performing team, improve processes, maintain forms inventory, stay updated on regulatory changes, and handle state filings. Partner with various departments to create and revise forms, define business requirements, lead forms strategy for new products, conduct competitive research, support audits, and ensure forms align with Openly's customer experience and strategic goals. Openly offers a remote-first culture, competitive salary and equity, comprehensive benefits, and professional development opportunities.

Requirements

• Minimum 6-8 years of experience in Property and Casualty (P&C) product coverage requirements and development, with at least 1 year of people leadership
• Property and Casualty (P&C) regulatory experience and knowledge of state filing requirements
• Understanding of regulatory requirements related to coverage language and form construction of P&C personal lines products
• Proficient in conducting regulatory research
• Excellent written and oral communication skills
• Ability to work independently and as part of a team
• Strong organizational, analytical, and problem-solving skills

Responsibilities

• Manage and develop a high-performing team of forms analysts, including setting direction, coaching, and aligning work to company goals
• Improve processes, team structure, and tools to enhance the speed, quality, and compliance of forms development
• Maintain the forms version inventory using a forms management system
• Stay current on regulatory and industry changes in coverage and forms language; communicate relevant updates to internal teams
• Prepare and submit form filings to state Departments of Insurance, ensuring compliance with requirements and managing approval communications
• Partner cross-functionally with Product, Legal, Claims, Compliance, and Engineering to develop, revise, and implement forms that meet business needs and regulatory standards
• Define forms business requirements, own associated testing and success criteria, and ensure readiness for launch
• Lead forms strategy for new product development and enhancements, including research, roadmap ownership, and implementation
• Conduct and operationalize competitive and regulatory research to identify trends, gaps, and opportunities
• Support internal audits and market conduct exams related to product forms and ensure documentation is thorough and accurate
• Ensure forms support Openly’s customer experience and align with our strategic positioning

Preferred Qualifications

• Experience with forms management tools such as Mozart
• Related insurance, legal and regulatory certifications and/or degrees
• Experience with personal property products and personal lines auto

Benefits

• Remote-First Culture - We supported #remotelife long before it was a given. We'll keep promoting it
• Competitive Salary & Equity
• Comprehensive Medical, Dental, and Vision Plan Offerings
• Life and disability coverage including voluntary options
• Parental Leave - up to 8 weeks (320 hours) of paid parental leave based on meeting eligibility requirements
• 401K Company Contribution - Openly contributes 3% of the employee's gross income, even if the employee does not contribute
• Work-from-home stipend - We provide a $1,500 allowance to spend on setting up your home workplace
• Annual Professional Development Fund: Each employee has $2,000 in professional development (PD) funds to spend on activities or resources annually
• Be Well Program - Employees receive $50 per month to use towards your overall well-being
• Paid Volunteer Service Hours
• Referral Program and Reward
• Depending on position, Employees generally are eligible for cash incentive compensation, including commissions for sales eligible roles