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Insurance Form Analyst Jobs in Wisconsin (NOW HIRING)

Summary Product Analyst II is responsible for product development and maintenance including ... primarily in insurance policy form development, form and rate filing, and other regulatory ...

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

Meet all performance and behavior expectations outlined in the company performance appraisal form ... Excellent analytical, problem-solving and decision-making skills. * Excellent oral, written and ...

Review invoices received from outside vendors and reconcile back to tax form production * Lead ... insurance coverage; health savings, flexible spending, and dependent care accounts; adoption ...

Health insurance industry experience preferred. * Medicaid experience preferred. For candidates ... Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified ...

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Insurance Form Analyst information

How much does an insurance analyst make?

Insurance analysts typically earn a median annual salary of around $65,000 to $75,000, depending on experience, location, and certifications. Entry-level positions may start lower, while experienced analysts or those with specialized skills can earn over $90,000 annually.

What jobs make $3,000 a day?

High-paying jobs that can earn $3,000 or more per day include specialized roles such as senior insurance analysts, investment bankers, corporate lawyers, and certain medical specialists. These positions typically require advanced skills, extensive experience, and often involve high-pressure environments or significant responsibilities.

What are Insurance Form Analysts?

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 is a forms analyst job description?

An Insurance Form Analyst reviews and processes insurance application forms and related documents to ensure accuracy, completeness, and compliance with company policies. They often use data entry tools and may verify information against policy requirements, supporting claims processing and underwriting functions. Attention to detail and knowledge of insurance policies are essential for this role.

What are the key skills and qualifications needed to thrive as an Insurance Form Analyst, and why are they important?

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 does an insurance analyst do?

An insurance analyst reviews and evaluates insurance policies, claims, and risk data to assess coverage and detect fraud. They analyze financial and statistical information using tools like Excel and specialized software, often working with underwriters and claims adjusters to ensure accurate policy management and compliance.

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 are popular job titles related to Insurance Form Analyst jobs in Wisconsin? For Insurance Form Analyst jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Insurance Form Analyst jobs in Wisconsin look for? The top searched job categories for Insurance Form Analyst jobs in Wisconsin are:
What cities in Wisconsin are hiring for Insurance Form Analyst jobs? Cities in Wisconsin with the most Insurance Form Analyst job openings:
Product Analyst II

Full-time

Retirement, PTO

Posted 24 days ago


Job description

Summary 

Product Analyst II is responsible for product development and maintenance including identifying trends in product experience and making appropriate recommendations. This role will have a focus on compliance ensuring regulatory compliance primarily in insurance policy form development, form and rate filing, and other regulatory compliance areas such a service contract filings. Assist in the administration and development of company products, systems, and reports in such a manner to support the specialized protection and financial security provided to our customers. 

Why Jewelers Mutual 
Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.
As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.
We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.
What You'll Do

  • Ability to work on complex problems/projects where analysis of situations or data requires an in-depth evaluation of multiple factors 
  • Support Product Management by accurately creating, preparing and maintaining ad hoc, weekly, monthly, and quarterly reports and dashboards to monitor performance of JM Group products and initiatives 
  • Schedules and submits filing of new or revised forms/rates/rules with the appropriate regulatory agencies, using industry tools to determine current filing requirements for each state.   
  • Works with forms, product, and other specialists as needed to construct filing transmittal forms, memorandums, supporting documentation, and exhibits.  
  • Monitor marketplace for emerging opportunities, risks/issues; as well as performance and actions of direct competitors 
  • Proactively analyzing data and identifying trends, areas of opportunity, and presenting findings to Product Management 
  • Present and support recommendations for enhancements/restrictions for JMSI, JMIC and/or General Agency products (new and existing) 
  • Ability to query data via creation of queries leveraging existing queries, as well as from scratch 
  • Participate in testing and QA work of: (i) changes to organizational data structure, (ii) products enhancements, and (iii) new products 
  • Draft form language, create/manage SERFF filings, and assist with the review of circulars/state regulatory updates 
  • Assist in updating and pre-deployment verification of JMIC rating tables and algorithms 
  • Represent or lead the department and company on projects and committees as assigned 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Minimum Qualifications  

  • Associate or bachelor’s degree required 
  • Minimum of 2 years of related experience (an equivalent combination of education and/or experience may be considered) 
  • Minimum of 1 year Property & Casualty insurance background experience  
  • Proficient in Microsoft applications (Word, Excel, Outlook, PowerPoint and SharePoint), particularly with data manipulation and pivot tables 
  • Experience with PowerPivot, SQL, PowerBI, and/or other query/reporting skills 
  • Strong analytical skills; ability to identify and translate data into actionable opportunities 
  • Strong written and verbal communication skills  
  • Ability to read, analyze, and interpret policy forms, technical procedures, government regulations, and financial reports  
  • Good interpersonal skills; ability to work autonomously and build relationships across levels  
  • Team-oriented with excellent collaboration skills  
  • Strong attention to detail and organization skills  
  • Critical thinking, problem solving, and data analysis skills 

Preferred Qualifications  

  • Experience with PowerPivot, SQL, PowerBI, and/or other query/reporting skills 

 

What We Offer You 

  • Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes.
  • Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.
  • Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
  • Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.


Accessibility and Accommodations 
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting jmrecruiting@jminsure.com.