Forms and Compliance Associate

Role Overview

• Support the intake, tracking, and coordination of requests for new or revised forms using established governance processes
• Works under general supervision to design, develop, and revise forms for application, service, and claims workflows in partnership with Operations, Product Development, Underwriting, Claims, Compliance, Product Filing, Legal, and other stakeholders
• Recommend form design and delivery approaches based on usability standards and best practices
• Maintain version control and enforce standards for naming, storage, distribution, and retirement of forms
• Coordinate form updates and implementation with internal teams to ensure correct placement, timing, and stakeholder readiness
• Communicate with internal stakeholders to provide status updates, clarify form requirements, and route questions or issues through established governance and escalation paths
• Modernize forms by converting to electronic formats and enabling automation where feasible while meeting regulatory and company requirements
• Support compliance review of forms and related communications to align with applicable state/federal requirements, company standards, and approved language
• Coordinate compliance-driven changes through intake, review, approval, implementation, and post-release verification, maintaining documentation, approvals, and audit-ready records
• Maintain the form inventory (including effective dates, state variations, required disclosures, and approved language) to support regulatory readiness
• Assist in reviewing form content, distribution, and use to help identify potential compliance risks or gaps; flag and escalate concerns, and support remediation activities through implementation under guidance
• Perform periodic testing/quality checks using established checklists (e.g., confirm correct versions are available in distribution channels and required notices/disclosures are present); respond to routine internal questions on form usage and compliance requirements and route complex issues to appropriate partners

Requirements

• 3–5 years’ hands-on experience in forms, print, or graphic design
• High school diploma required; bachelor’s degree preferred
• Experience in records management, document control, and/or quality assurance within a regulated environment preferred
• Familiarity with group life and health products, with emphasis on regulatory or product compliance
• Proficiency with form design and publishing tools (e.g., Adobe InDesign, Adobe Acrobat Pro, digital PDF design, Adobe Experience Manager) and collaboration platforms (e.g., Microsoft Office and SharePoint)
• Exposure to electronic forms, fillable PDFs, or eSignature workflows
• Strong written and verbal communication skills
• Ability to manage multiple priorities with strong attention to detail
• Familiarity with form design concepts that support data capture and automation

Tech Stack

• AEM

Benefits

• Comprehensive health, dental and vision insurance
• Mental health benefits
• Employee assistance program
• Paid time off
• Paid parental leave
• Short-term disability
• Cultural observance day
• Contributions to healthcare accounts
• Pension plan
• 401(k) plan with company matching
• ProHealth Rewards platform for wellbeing with cash rewards