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Insurance Form Analyst Jobs in Texas (NOW HIRING)

Data Analyst

Austin, TX · On-site

  • Medical

  • PTO

Most insurance companies either distribute products or bear the risk - we do both. We back our ... in clean form. What You'll Do Data Modeling & Transformation * Design, build, and maintain dbt ...

Logistics Analyst

Fort Bliss, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Validate accuracy of property records, condition codes, and turn-in documentation (e.g., DA Form ... Must have a valid driver's license with proof of vehicle insurance. * Must be able to obtain and ...

Analyst, Analytics

Plano, TX

  • Medical

  • Retirement

  • PTO

... insurance brand for Toyota and Lexus in North America. While TFS is a separate business entity, it ... form a holistic view in which we find insights and recommendations * In addition to the general ...

Analyst, Analytics

Plano, TX · On-site

  • Medical

  • Retirement

  • PTO

... insurance brand for Toyota and Lexus in North America. While TFS is a separate business entity, it ... form a holistic view in which we find insights and recommendations * In addition to the general ...

Analyst, Analytics

Plano, TX · On-site

  • Medical

  • Retirement

  • PTO

... insurance brand for Toyota and Lexus in North America. While TFS is a separate business entity, it ... form a holistic view in which we find insights and recommendations * In addition to the general ...

New

Financial Analyst

Spring, TX · On-site

$73K - $113K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

... in the form of bonus and/or equity (applies to United States of America candidates only). Pay ... Dental insurance * Vision insurance * Long term/short term disability insurance * Employee ...

Logistics Analyst with Security Clearance

Fort Bliss, TX · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Validate accuracy of property records, condition codes, and turn-in documentation (e.g., DA Form ... Must have a valid driver's license with proof of vehicle insurance. * Must be able to obtain and ...

The NA GIS Team is responsible for providing guidance to EDPR IT and ESRI to insure the GIS ... form * Lifting: Ability to lift items weighing up to 20 pounds * Vision/Hearing: Ability to ...

The NA GIS Team is responsible for providing guidance to EDPR IT and ESRI to insure the GIS ... form * Lifting: Ability to lift items weighing up to 20 pounds * Vision/Hearing: Ability to ...

Data Analyst

Austin, TX · Hybrid

  • Medical

  • PTO

Most insurance companies either distribute products or bear the risk -- we do both. We back our ... in clean form. What You'll Do Data Modeling & Transformation * Design, build, and maintain dbt ...

Technical Accounting Analyst

Spring, TX · On-site

$105K - $161K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

... in the form of bonus and/or equity (applies to United States of America candidates only). Pay ... Dental insurance * Vision insurance * Long term/short term disability insurance * Employee ...

Pricing Analyst

Humble, TX · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

... form * Strong organization and project-management skills, including the ability to meet demanding ... Health, dental, and vision insurance after 30 days of employment * 401k match * Paid maternity and ...

Showing results 21-40

Insurance Form Analyst information

What is an insurance form analyst?

Insurance Form Analysts are professionals who review, evaluate, and ensure the accuracy and compliance of insurance forms and documents. They check that policy forms adhere to state and federal regulations and are consistent with company guidelines. These specialists work closely with underwriters, compliance teams, and legal departments to identify discrepancies or errors and make recommendations for revisions. Their role is crucial in minimizing legal risks and ensuring that insurance products are clearly and accurately described to customers.

What are the key skills and qualifications needed to thrive as an insurance form analyst?

To thrive as an Insurance Form Analyst, you need a solid understanding of insurance products, regulatory compliance, and attention to detail, typically supported by a degree in business, finance, or a related field. Familiarity with insurance management software, document management systems, and often proficiency in Microsoft Office Suite are essential technical requirements. Strong analytical thinking, effective communication, and organizational skills help distinguish top performers in this role. These competencies are crucial for ensuring accurate form preparation, regulatory adherence, and effective collaboration with internal and external stakeholders.

What are some common challenges an insurance form analyst may face when reviewing complex policy documents?

Insurance Form Analysts often encounter challenges such as navigating varying state regulations, identifying inconsistencies or ambiguities in policy language, and ensuring that all forms comply with both internal standards and external legal requirements. These professionals must pay close attention to detail and stay up-to-date with frequent changes in insurance laws. Collaborating with underwriters, legal teams, and compliance officers is essential to resolve discrepancies and ensure accuracy in documentation.

What is the difference between Insurance Form Analyst vs Insurance Underwriter?

AspectInsurance Form AnalystInsurance Underwriter
CredentialsTypically requires a high school diploma or associate degree; certifications like CPCU or AINS are commonRequires a bachelor's degree, often in finance, business, or related fields; certifications like CPCU or ARM are beneficial
Work EnvironmentOffice setting, reviewing insurance forms and data entryOffice setting, assessing risks and approving policies
Employer & Industry UsageInsurance companies, brokers, and agenciesInsurance companies, underwriting firms, and brokers

Insurance Form Analysts focus on reviewing and processing insurance forms, ensuring accuracy and compliance. Insurance Underwriters evaluate risks and determine policy terms. While both roles are essential in the insurance industry, they differ in responsibilities, with underwriters making risk decisions and analysts handling documentation.

What cities in Texas are hiring for Insurance Form Analyst jobs?

Cities in Texas with the most Insurance Form Analyst job openings:

Infographic showing various Insurance Form Analyst job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Full-time

Medical, PTO

Re-posted 25 days ago


Job description

About SafeLease
At SafeLease, we're rethinking how P&C insurance is sold in an age of technological change. We believe the industry's biggest inefficiencies aren't technical problems - they're structural ones. And we're building the team to tackle them.
SafeLease is a profitable insurance business that designs, underwrites, and distributes specialty coverage for commercial property owners and their tenants. Most insurance companies either distribute products or bear the risk - we do both. We back our policies with our own capital, which means we control the full stack: product design, tech, and the speed at which we move. That end-to-end ownership lets us offer customers real flexibility, saving time and money for more than 4,000 properties insured for billions in value nationwide.
We're a team of 70, growing over 100% annually, and we've done it without sacrificing profitability or culture. Here, you'll get high discretion and a wide aperture of problems to solve. We embrace the newest technologies, move fast together, and operate with the intensity of a small company where every person's work is visible. If you're looking for a place to sharpen your craft alongside people who take their work seriously, you'll fit right in.
This position requires working in the office 3 days per week in either New York City or Austin, TX. Applicants who are unable to work from either office location or are not willing to relocate will not be considered.
About The Role
We're looking for an Analytics Engineer / Data Analyst to unlock the value of our data assets by transforming and presenting data in a way that drives action. You'll be a key voice in turning data signals into business decisions.
This isn't a "pull reports on request" role. You'll build the infrastructure that makes reliable reporting possible, go deep on unexplained patterns, and proactively surface insights that change how the business operates. You'll work closely with pricing, sales ops, product, and leadership - translating between technical data realities and business questions that don't always arrive in clean form.
What You'll Do
Data Modeling & Transformation
  • Design, build, and maintain dbt models that transform raw source data into clean, well-documented, analytics-ready tables in Snowflake
  • Establish and enforce naming conventions, testing standards, and documentation practices across the dbt project
  • Own the semantic layer - ensuring consistent metric definitions that all stakeholders can trust

Reporting & Dashboards
  • Build and maintain executive and department-level dashboards that communicate performance clearly and without ambiguity
  • Partner with stakeholders across pricing/actuarial, sales, business development, and operations to understand reporting needs and translate them into durable, self-serve solutions
  • Distinguish between dashboards that inform decisions and dashboards that create noise - and build accordingly

Analysis & Insight
  • Conduct deep-dive analyses to explain anomalies, validate hypotheses, and uncover signals in messy data
  • Synthesize findings into clear, concise narratives - written, visual, and verbal - appropriate for technical and non-technical audiences
  • Proactively identify inflection points in the data and connect them to operational or market causes
  • Contribute to strategic decisions by framing tradeoffs with data, not just describing what happened

Data Quality & Governance
  • Instrument data quality checks and alerting so issues surface before they reach decision-makers
  • Maintain data dictionaries and lineage documentation that make the platform legible to the broader organization
  • Partner with engineering to ensure upstream source data lands in a state that's trustworthy and usable

Required
  • 3-5+ years of experience in analytics engineering, data analysis, or a hybrid role
  • Strong SQL - you write queries from scratch, optimize them, and know when a query is telling you something wrong
  • Hands-on experience with dbt (Core or Cloud) - model structure, ref/source, tests, documentation, incremental strategies
  • Proficiency with Snowflake or a comparable cloud data warehouse
  • Experience building dashboards in Metabase, Looker, Mode, Tableau, or similar
  • Proven ability to go from a vague business question to a structured analysis to a clear recommendation
  • Strong written communication - your documentation and stakeholder write-ups are as clear as your SQL

Strong Plus
  • Experience in insurance, fintech, or real estate data environments
  • Familiarity with property data, underwriting data, or policy/claims datasets
  • Python for data analysis (pandas, notebooks, scripting)
  • Exposure to data modeling patterns - star schema, slowly changing dimensions, wide tables - and when to use which
  • Experience working in a startup or early-stage data team where you had to build the foundation, not just extend it
What Success Looks Like
In your first 90 days, you've learned the data landscape, identified the highest-leverage gaps in our current modeling and reporting, and shipped your first set of dbt models and dashboards into production. Stakeholders know who to come to with data questions - and the answers they get are accurate and on time.
At six months, you've meaningfully improved data reliability and self-serve access across at least two business functions. You've led at least one significant deep-dive that influenced a real business decision.
At a year, you are the person who knows more about how SafeLease data works - end to end - than almost anyone else in the company. You're raising the bar for how we define, measure, and act on data, and you're doing it in a way that makes the whole team better.
Why SafeLease?
The tech: Our prospects convert fast because we're solving real problems and delivering serious value to commercial real estate owners.
The team: We're a team of seasoned pros and sharp operators who know how to move fast and build smart. High standards, low ego.
The stability: We're well-funded, growing fast, and we make sure our team shares in that success with competitive pay and equity.
The employee experience: We also offer unlimited PTO, full health benefits, flexible work setups, and the kind of culture where people want to show up to do their best work.
If you don't have all the qualifications listed, don't worry! We understand everyone's career path is unique and still encourage you to apply if you feel this role is aligned with your career trajectory.
Employment at SafeLease is contingent upon a satisfactory verification of a general and criminal background check.