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Insurance Form Analyst Jobs in Wisconsin (NOW HIRING)

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 ...

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Insurance Form Analyst information

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 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 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:

$68K - $86K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago


West Bend Insurance rating

9.5

Company rating: 9.5 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

9th of 260 rated insurance


Job description

Recognized as aMilwaukee Journal SentinelTop Workplace for 14 consecutive years, including three years of being honored as number one! Join us at West Bend, where we believe that our associates are our greatest asset. We hire talented individuals who are conscientious, dedicated, customer focused, and able to build lasting relationships. We create and maintain an environment where you feel a sense of belonging and appreciation. Your diversity of thought, experience, and knowledge are valued. We’re committed to fostering a welcoming culture, offering you opportunities for meaningful work and professional growth. More than a workplace, we celebrate our successes and take pride in serving our communities.


The Product Compliance Specialist leads the coordination and implementation of regulatory and bureau changes, ensuring compliance while supporting complex rate, rule, and form updates and maintaining filing accuracy across designated lines of business.

This position offers both remote and hybrid work locations. Candidates who reside within 50 miles of an office location (West Bend, Madison, Appleton) will be offered a hybrid work schedule. Candidates who are fully remote (beyond 50 miles) may occasionally be asked to travel to an office location for in-person engagement activities such as team meetings, training and corporate events.

The internal deadline to apply is 5/28/26. External applications will be accepted on a rolling basis while the position remains open.


Summary of Responsibilities

The Product Compliance Specialist II is responsible for independently managing the coordination, communication, and implementation of regulatory and bureau changes for designated lines of business. This role serves as a key liaison between regulatory organizations and internal teams, ensuring compliance with state and bureau standards. The Product Compliance Specialist II contributes to more complex rate, rule, and form adoptions, and supports product implementation and filing accuracy.

Key Responsibilities

  • Working independently, coordinate, communicate and monitor regulatory changes to designated lines of business.
  • Monitor, coordinate, implement and communicate Rate Service Organization (ISO, NCCI, AAIS, etc.) revisions to designated lines of business. 
  • Participate in line of business rate reviews and provide requirements for more complex bureau rate/rule/form adoptions. 
  • Input, reformat, maintain, produce and revise current forms as needed and maintain insurance form files. 
  • Maintain bureau manuals and internal lines manuals. 
  • Prepare PDF and markup copies of documents requiring filing. 
  • Responsible for the compliance of company forms, procedures and rating programs within state statutes and regulations. 
  • Complete rate/rule & form filings with state insurance departments. 
  • Navigate & research systems for new product implementation as well as for defects & incidents.

Preferred Experience and Skills

  • 2-4 years commercial multi-line underwriting or product development experience
  • Oral and written communication skills
  • Analytical skills
  • Knowledge of personal computers with emphasis on Microsoft Word, Excel, and Adobe PDF.
  • Time management and organizational skills

Preferred Education and Training

  • Bachelor's degree in business, insurance or related field
  • Completion of Program in General Insurance
  • Associate in Underwriting designation

The salary range for this position is $61,549-$108,087.

The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to job-related knowledge/skills, experience, business needs, geographical location, and internal equity. Compensation decisions are made by West Bend and are dependent upon the facts and circumstances of each position and candidate. 


West Bend offers a comprehensive benefit plan including but not limited to: 

  • Medical & Prescription Insurance 
  • Health Savings Account 
  • Dental Insurance 
  • Vision Insurance 
  • Short and Long Term Disability 
  • Flexible Spending Accounts 
  • Life and Accidental Death & Disability 
  • Accident and Critical Illness Insurance 
  • Employee Assistance Program 
  • 401(k) Plan with Company Match 
  • Pet Insurance 
  • Paid Time Off. Standard first year PTO is 17 days, pro-rated based on month of hire. Enhanced PTO may be available for experienced candidates 
  • Bonus eligible based on performance 
  • West Bend will comply with any applicable state and local laws regarding employee leave benefits, including, but not limited to providing time off pursuant to the Colorado Healthy Families and Workplaces Act for Colorado employees, in accordance with its plans and policies.

West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, and promotion.

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