Insurance Product Forms Manager

The Insurance Product Forms Manager plays a critical role for Openly, ensuring that the contract language is meeting the needs of customers, is legally defensible and compliant with state regulations. This person will collaborate across the organization to understand current forms performance, make recommendations for change, and facilitate a team of forms analysts to effect those recommended changes while also supporting broader company initiatives. This role is one that will balance individual contribution and people leadership. 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.