Mercury Insurance Services, LLC

Assistant Forms Manager

Location US-CA-Brea
ID 2025-5464
# of Openings
1
Job Family
Product Management
Position Type
Remote

Overview

Position Summary:

Primary job function is to independently lead Commercial Multi-Peril (BOP), Business Auto, and Commercial Umbrella forms creation and to collaborate with cross-functional teams ensuring compliance with applicable laws, regulations, and DOI filings. Additional functions include establishing and improving business processes (such as forms auditing) to improve efficiency and management of various aspects of the forms development process. Functions include researching/analyzing pending changes to laws and regulations to determine impact on forms while closely collaborating with Legal and Compliance to determine solutions and recommend appropriate action. Also includes researching competitor coverage offerings and proposing enhancements to ensure the Mercury product remains competitive.

 

Geo-Salary Information

State specific pay scales for this role are as follows:

$92,154 to $174,681  (CA, NJ, NY, WA, HI, AK, MD, CT, RI, MA)

$83,776 to $158,801 (NV, OR, AZ, CO, WY, TX, ND, MN, MO, IL, WI, FL, GA, MI, OH, VA, PA, DE, VT, NH, ME)

$75,399 to $142,921  (UT, ID, MT, NM, SD, NE, KS, OK, IA, AR, LA, MS, AL, TN, KY, IN, SC, NC, WV)

The expected base salary for this position will vary depending on a number of factors, including relevant experience, skills and location.

Responsibilities

Essential Job Functions:

Lead the creation of new forms and revision of existing forms for rate level and maintenance rollouts across multiple lines of business. 

  • Independently manage the forms process for CommercialMulti-Peril(BOP), Business Auto, and Commercial Umbrella
  • Support forms development in non-assigned lines of business, including peer-review.
  • Write new and revised policy and forms language in collaboration with the Product Manager/Analyst and the various functional areas, with a focus on clarity and customer experience.
  • Work closely with Legal and Compliance departments to ensure forms continue to remain compliant with applicable laws and regulations.
  • Collaborate with Product teams with DOI filings and objection support. 
  • Lead forms process improvement and forms process documentation. 
  • Lead in identifying forms production issues and maintaining a record of known forms issues and propose and execute solutions.
  • Lead the standardization of forms language and style across forms within an assigned line of business. Propose consistent forms language and drive alignment within a line of business by securing buy-in from key business partners. 
  • Conduct legal research and analysis of existing and pending laws and regulations, and determine forms impact.
  • Support Product Field and Product Research & Development by conducting forms research and analysis.
  • Provide backup support as acting Forms Manager and handle related responsibilities, as needed.

Support the implementation of new and revised forms, working with IT to ensure they are implemented accurately and compliant with regulations and laws, and consistent with DOI filings.

  • Participate in the creation of forms requirements to ensure appropriate triggers are programmed, as needed.
  • Develop improved processes and methods for post-implementation auditing and routine compliance audits of product forms. 
  • Establish process to document the lessons learned from these audits to ensure identified process gaps are remedied.
  • Work closely with the Compliance Manager/Analyst and Legal to determine solutions to identified problems.
  • Execute solutions to ensure compliance issues are prioritized and remedied appropriately.

Propose creative solutions and develop enhanced approaches to new and existing policyholder communications (new business and renewal cover letters, reduction in coverage notices, etc.) with a focus on transparency, relationship-building, and retention.  Drive consistency across lines of business to ensure there is a cohesive and consistent style.

Coordinate updates to the existing Product Forms Library

  • Identify and propose enhancements to the library and develop improved process to ensure the library is up to date and useful to the end-user.
  • Lead efforts to establish a master library of Word templates of all Product forms.
  • Implement enhancements to the library, including appropriate security settings to ensure version history and records integrity are maintained.

Other functions may be assigned.

 

Qualifications

Education:

  • Bachelor’s Degree in Business, English, or Communications 
  • Or equivalent combination of education and/or experience

Experience:

  • 5+ years in Property and Casualty insurance industry, including multiple commercial insurance business areas such as Product Management, Claims, Underwriting, Communications, Customer Experience, or related experience
  • 1+ years project management experience is preferred
  • Leadership experience and/or knowledge of leadership principles is desirable
  • Or equivalent combination of education, training and/or experience  

Knowledge and Skills:

 

  • Completion of at least one course in an insurance-related designation (such as CPCU, AINS, AIC) and commitment to make progress towards completion of CPCU
  • Position requires the ability to work independently and with minimal supervision 
  • Strong interpersonal skills 
  • Excellent written communication skills
  • Strong command of proper language structure
  • Experience catering written communications to the recipient
  • Detail-orientated and focused on high level of accuracy 
  • Knowledge in project management 
  • Experience working with multiple functional business areas such as Underwriting, Legal, Claims, Marketing, Customer Experience, Product Management, and ability to balance each of those areas’ perspectives in forms creation and design
  • Experience providing status updates and providing information to key stakeholders on a regular basis 
  • Strong analytical skills, ability to influence others, build strong rapport, and work collaboratively with others outside of the immediate business function 
  • Ability to concurrently manage multiple tasks/projects and competing deadlines
  • Experience working with long documents, Microsoft Word, Adobe Acrobat Pro, and Microsoft SharePoint
  • Demonstrated learning and growth mindset 

 

About the Company

Why choose a career at Mercury?

At Mercury, we have been guided by our purpose to help people reduce risk and overcome unexpected events for more than 60 years. We are one team with a common goal to help others. Everyone needs insurance and we can’t imagine a world without it.

Our team will encourage you to grow, make time to have fun, and work together to make great things happen. We embrace the strengths and values of each team member. We believe in having diverse perspectives where everyone is included, to serve customers from all walks of life.

We care about our people, and we mean it. We reward our talented professionals with a competitive salary, bonus potential, and a variety of benefits to help our team members reach their health, retirement, and professional goals.

 

Learn more about us here: https://www.mercuryinsurance.com/about/careers

Perks and Benefits

We offer many great benefits, including:

  • Competitive compensation
  • Flexibility to work from anywhere in the United States for most positions
  • Paid time off (vacation time, sick time, 9 paid Company holidays, volunteer hours)
  • Incentive bonus programs (potential for holiday bonus, referral bonus, and performance-based bonus)
  • Medical, dental, vision, life, and pet insurance
  • 401 (k) retirement savings plan with company match
  • Engaging work environment
  • Promotional opportunities
  • Education assistance
  • Professional and personal development opportunities
  • Company recognition program
  • Health and wellbeing resources, including free mental wellbeing therapy/coaching sessions, child and eldercare resources, and more

Mercury Insurance is an equal opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state, or local law.

Pay Range

USD $92,153.73 - USD $174,681.00 /Yr.

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