Sr. Forms and Compliance Consultant - Office Based (CA, FL, OH, TX, NJ) or Telecommuting
Santa Monica, California - Full Time

We are currently seeking a seasoned Sr. Forms and Compliance Consultant to work at one of our offices (Santa Monica, CA, Boca Raton, FL, Cincinnati, OH, Fort Worth, TX, or Jersey City, NJ), or as a full-time or part-time telecommuter. The Sr. Forms and Compliance Consultant is responsible for multi-consulting projects for insurance agencies, insurers, self-insureds,  insurtechs, Managing General Agents (“MGAs”) and other Perr&Knight clients.

What We'll Bring to the Table:

  • Competitive salary including merit-based bonus plan
  • 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:  employee development, excellent work product, innovation, integrity, respect for each other and superior customer service

What You'll be Doing:

  • Review insurance company coverage forms for compliance with state specific requirements
  • Draft insurance company coverage forms
  • Perform coverage comparisons of forms of two or more insurance companies
  • Complete state Departments of Insurance (“DOI”) requirements’ checklists
  • Respond to interrogatories from the DOI on form filings
  • Review client operations for compliance risks
  • Lead client projects
  • Effectively complete projects within defined project timelines and budget
  • Assist other consultants with similar responsibilities
  • Peer review of other's work product
  • Effectively interact with other practice groups within the firm
  • Identify risks (e.g. regulatory change management, licensing/appointments, advertising) related to compliance with requirements set forth by regulatory authorities
  • Identify risks (e.g. underwriting and claims manuals, best practices) related to operational gaps and/or inefficiencies

What You'll Bring to the Table

  • Minimum six years Commercial Lines product knowledge and form drafting experience
  • Self-directed, able to create a plan, prioritize initiatives and execute independently and in collaboration with others
  • Strong attention to detail
  • Excellent verbal/written communication skills
  • Effective project and time management
  • Demonstrated experience successfully handling multiple complex projects at one time
  • Proficiency with Microsoft Office products, including Word, Excel and PowerPoint
  • Proficiency with Ratefilings.com, ISONET, NILS, and Lexis Nexis
  • Bachelor’s degree from an accredited college or university, or equal experience

About Perr&Knight:

Founded in 1994, Perr&Knight provides insurance consulting and software solutions to the property & casualty and accident & health industries.  Services include actuarial consulting, product development, insurance policy and forms consulting, regulatory compliance, state filings, licensing, technology consulting, statistical reporting, data services, and predictive analytics.  Software includes StateFilings.com, which is a leasing cloud-based state filings management solution.  With offices in Santa Monica, Boca Raton, the New York metro Area, Fort Worth and Cincinnati, and more than 100 insurance professionals, Perr&Knight is among the largest independent actuarial and insurance consulting firms in the United States.  

Our mission as an actuarial and insurance operations consulting firm is to provide extraordinary value to our clients by offering innovative and unique solutions to complex challenges they face while providing a positive and motivating work environment for our employees that respects diversity and recognizes ingenuity and hard work.