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Life & Health Insurance Forms Consultant

Perrknight

U.S. Remote or Hybrid (CA, FL, NJ, NC) Remote permanent

Posted: January 8, 2026

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Quick Summary

We're looking for a Life & Health Insurance Forms Consultant to join our team in the US, with a focus on providing excellent customer service and support to our clients. The ideal candidate will have a strong understanding of insurance regulations and a passion for delivering high-quality results. This is a great opportunity to work with a dynamic team and contribute to our company's mission to make a positive impact on people's lives.

Job Description

What We'll Bring to the Table:
• Friendly, dynamic work environment – Includes certification as a Great Place to Work® (five years in a row!) along with Climate Neutral Status
• Competitive salary including merit-based bonus plan
• Flexible Work Program
• Clear opportunities for career progression
• Company-funded professional educational program
• Visible management commitment to our company core values of: Diversity & Inclusion, Environmental, Community and Employee Wellbeing, Excellent Work Product, Innovation, Integrity and Superior Customer Experience
• Generous benefits including:
• Medical, dental, and vision insurance
• Company-paid life insurance
• 401K with matching Company contributions
• PTO
• Community Support Program including VTO and donations with Company match
• Employee Recognition Program

Perr&Knight is adding a Product Design Consultant to our growing team! Our Consultants assist in the completion of competitive research, competitive coverage comparisons, coverage form drafting, coverage forms content reviews, coverage form compliance reviews, form filing support, statutory and regulatory surveys, responses to regulatory inquiries and general legal research and expert testimony.


What You'll Be Doing::
• Accessing/reviewing insurance related laws and regulations
• Performing competitive research
• Organizing/presenting competitive information in a meaningful format
• Drafting basic product documents for new programs and creating state required forms to address compliance issues
• Preparing support and compliance reviews, including forms checklists and transmittals for form filings, including drafting explanatory language
• Working directly with state filings analysts
• Corresponding directly with clients on project goals and results
• Managing own deadlines and workload for multiple projects
• Drafting form interrogatory responses
• Recommending solutions and/or alternatives to clients
• Keeping informed on industry trends, changes in the marketplace, etc.


What You'll Bring to the Table::
• A minimum of 1 year of experience with life and health insurance products
• Familiarity with insurance policy form drafting
• Solid understanding of basic insurance aspects as it pertains to underwriting, rating, regulatory compliance, and L&H insurance product
• Excellent written and verbal communication skills
• Effective project management
• Proficiency with Microsoft Office Products: Word and Excel
• Bachelor's degree from an accredited college/university or equal work experience


About Perr&Knight:
For over 30 years, Perr&Knight has provided exemplary insurance consulting and software solutions to the property & casualty and life, accident & health industries. Services include actuarial consulting, risk strategies & solutions, applied AI consulting, product development, insurance policy and forms consulting, regulatory compliance, compliance and operational assessments/training, state filings, licensing, technology consulting, statistical reporting, data services, predictive analytics, and bureau monitoring & maintenance. Software includes StateFilings.com, the leading cloud-based state filings management solution. With offices nationwide and more than 150 insurance professionals, including 30+ credentialed actuaries, 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.

Perr&Knight is an equal opportunity employer and committed to inclusion and diversity. Perr&Knight does not discriminate in employment on account of race, color, religion, national origin, citizenship status, ancestry, age, sex/gender, sexual orientation, gender identity, marital status, physical or mental disability, Veteran status, or other legally protected characteristics. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements.

Perr&Knight will also provide reasonable accommodation to qualified individuals with disabilities, in accordance with applicable laws. If you need to inquire about an accommodation, or need assistance with completing the application process, please email [email protected]

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