Overview
The Regulatory Forms Manager is a senior individual contributor role within the Legal and Compliance organization, responsible for managing the full lifecycle of regulatory forms. This includes intake, ideation, drafting, review, filing support, and implementation assistance. The role focuses on translating product design into legally and regulatorily compliant, customer-centered coverage documents while ensuring alignment with organizational strategy and goals.
This position collaborates closely with internal stakeholders such as Legal, Compliance, Product, and Operations teams, as well as external regulators, to develop, revise, and implement regulatory forms and related documentation. It provides strategic guidance on regulatory impacts, operational implementation, filing requirements, and standardization initiatives, balancing legal risk, business objectives, and customer experience.
The role requires significant autonomy and advanced judgment in interpreting regulatory requirements, managing complex cross-functional initiatives, and leading enterprise-wide forms governance and modernization efforts in a fast-paced legal and product development environment.
Responsibilities
Forms Strategy & Development
- Lead the end-to-end form development lifecycle, from intake through drafting, approval, state filing, and implementation
- Translate product concepts, business requirements, and customer journeys into clear, compliant coverage documentation
- Draft and refine insurance policies, service contracts, disclosures, and related materials
- Ensure all forms align with approved product design, regulatory requirements, and internal standards
Cross-Functional Leadership
- Partner with Product, Operations, Compliance, and Regulatory Legal teams to define form requirements and structure
- Lead working sessions and "table reads" to validate accuracy, clarity, and operational feasibility
- Serve as the central coordinator for all form-related initiatives across Connected Living Retail Solutions and Mobile
Regulatory Alignment & Filing Support
- Collaborate with Regulatory Legal to incorporate jurisdiction-specific requirements into forms
- Support the State Filings team by preparing forms for submission and assisting with responses to regulatory objections or inquiries
- Maintain awareness of evolving laws impacting insurance, service contracts, and emerging product offerings
Process Ownership & Optimization
- Develop and manage form intake, tracking, and governance processes
- Monitor and report on form development status across lifecycle stages
- Drive continuous improvement of templates, standards, and drafting processes to increase efficiency and consistency
Implementation & Documentation Management
- Coordinate with business and operational teams to ensure accurate implementation of approved forms
- Maintain organized repositories of forms, templates, and supporting documentation
Requirements
- Bachelor’s degree in Legal Studies, Business Administration, Public Policy, Insurance, Risk Management, Communications, or completion of an ABA-approved paralegal certification program
- Minimum of 7 years of industry experience in a law firm or corporation, preferably with experience in the service contract or insurance industry
- Excellent drafting and negotiation skills for extended service contract and insurance policy documents
- Prior experience with state filings, including preparing, submitting, and managing filings with state insurance departments and responding to regulatory inquiries
- Highly autonomous and self-motivated with sound judgment, initiative, and ability to manage multiple priorities with urgency
- Excellent oral and written communication skills, capable of effective communication at all organizational levels internally and externally
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
- Ability to maintain databases and generate reports
- Experience with legal technology such as OneSumX, Apptus/Salesforce is a plus
Preferred Qualifications
- Juris Doctor (JD) or advanced legal/regulatory education
- Knowledge of insurance or extended service protection products
- Familiarity with consumer goods retailing, mobile electronics/telecommunications, or technology industries
- Experience managing complex regulatory forms programs across multiple jurisdictions
Compensation & Benefits
- Pay range: $103,800.00 - $173,300.00
- Compensation considers candidate background, experience, and work location, with potential for salary growth within the position
Location
Not specified
Note: This role may be a pipeline requisition with ongoing application collection or may not have a specified application deadline.