Forms Analyst

Forms Analyst - Remote or Hybrid

Lilypad Insurance is a dynamic and growing property and casualty insurance carrier, brimming with positive energy about our future. Our team of dedicated professionals work together to create effective products that meet the needs of our policyholders. As a member of Team Lilypad, you’ll tackle exciting challenges while being guided by seasoned pros who are eager to support your professional journey. We’d love for you to join our award-winning team. Ready to be part of something amazing?

Join Our Team as a Forms Analyst Extraordinaire!

Are you ready to make a real impact at Lilypad? As a Forms Analyst, you'll be the hero behind our brand, ensuring our forms are top-notch and reach our partners accurately and on time. You'll navigate the regulatory landscape with ease, keep us competitive, and help us stay profitable while always looking out for future risks and opportunities.

What You'll Do:

• Strengthen Our Brand: Create forms that reinforce our promise to policyholders.
• Ensure Accuracy: Make sure forms reach our partners accurately and timely through our distribution system.
• Stay Compliant: Keep us in line with regulatory requirements.
• Stay Competitive: Help us stay ahead in the business lines we serve.
• Drive Profitability: Ensure we remain profitable to continue helping policyholders.
• Anticipate Future Needs: Be aware of future risks and opportunities to better serve our policyholders.

Your Daily Adventures:

• Form Mastery: Draft, file, and implement forms with our regulatory and internal partners, including system, claims, product, and marketing teams.
• Content Analysis: Analyze, format, and coordinate referencing to related forms.
• Research Guru: Dive into state insurance laws, regulations, bulletins, and competitors’ offerings.
• Claims Consultant: Review claim files and consult with claims teams for adherence to policy guidelines.
• Innovator: Participate in new product research and development.
• Coverage Analyst: Provide coverage analysis for underwriting and product teams on pressing market issues.
• Trend Spotter: Monitor claim activity and loss ratios to identify new trends.
• Relationship Builder: Develop working relationships with State DOIs, Claims, Product, and underwriting teams.
• Library Keeper: Ensure our forms library is relevant, accessible, and effective.

Tools of the Trade:

• Department of Insurance websites, bulletins.
• S&P Global/ISO/Public SERFF Access.
• Microsoft Excel, Word, and Adobe Acrobat.
• System for Electronic Rate and Form Filing (SERFF).

What You Bring to the Table:

• Expertise: High familiarity with personal lines property forms, including endorsements and exclusions.
• Project Management: Ability to prioritize, set expectations, and manage multiple projects under tight deadlines.
• Research Skills: Superior research capabilities.
• Data Interpretation: Ability to interpret data and develop action plans.
• Independence: Comfortable working independently in a dynamic, fast-paced environment.
• Problem-Solving: Strong problem-solving skills with attention to detail.
• Tech Savvy: Ability to learn new applications and systems.
• Team Player: Collaboration within a team environment.
• Curiosity: Willingness to question and challenge the status quo.

Education & Experience:

• Bachelor's degree or equivalent work experience in the insurance industry.
• Minimum of 2 years in personal lines, homeowner’s product development, claims, underwriting, or related experience.

Why You'll Love Us:

• We've Got You Covered: Enjoy comprehensive medical, dental, and vision insurance - all on us!
• Generous 6% 401(k) Match: For every dollar you contributed to your retirement plan, we match it up to 6% of your salary.
• Team Spirit: Join a crew that’s as passionate and driven as you are.
• Work-Life Balance: We believe in working hard and playing hard.
• Plenty of Time Off: Enjoy 12 holidays and flexible PTO.
• Fun Times: Corporate events to bond and celebrate.
• Casual Vibes: Rock your favorite jeans, shorts and comfy tees - no need for stuffy suits here!
• Remote Work: If you are not local to our corporate office, we offer remote work options.
• Hybrid Work: If you are within 30 miles of our office, you can enjoy the flexibility of working from home one day a week.

Welcome to Paradise!

Lilypad is nestled in the stunning Sarasota, right on Florida’s Gulf Coast. Whether you’re into fishing, sailing, swimming, kayaking, biking, golfing, or running, Sarasota offers a plethora of outdoor adventures year-round. For those who appreciate culture, the city boasts museums, art galleries, and a unique array of restaurants that cater to every taste. Families will love the strong economy, excellent schools, diverse churches, and parks perfect for family outings. And the cherry on top? Florida has NO state income tax! 

 Heads Up!

Before you join our awesome team, we’ll need to complete a few checks. This includes a criminal record check, education verification, and reference checks. It’s all part of making sure everything’s in tip-top shape before you start. We use E-Verify.