Prosperity Life · 2 days ago
Sr. Forms Design Specialist
United States
Full-time
Remote
Senior Level
$48K/yr - $53K/yr
Maximize your interview chancesAsset ManagementCommercial Insurance
Insider Connection @Prosperity Life
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Take inventory of all applicable forms, as well as tagging and otherwise electronically organizing the forms, and categorizing content within
The forms must be inventoried/documented in a database, spreadsheet, or another comparable program/tool
Make decisions on the archival of forms to minimize inventory maintenance
Maintain a database of what content is on what forms; including: deletions, state-specific versions, product feature, etc.
Keep track of administrative forms and traffic (who has it, how long they’ve had it)
Audit FormSource, research questionable forms, and make appropriate corrections
Creating a holistic look into the administrative forms process for new and existing forms, reviewing, updating, and documenting the procedures, and assisting with making the procedures accessible and understood by those involved in the process
Plan and conduct meetings related to document management with business owners, including Senior leaders to coordinate form updates and make recommendations in language for ease of business process
Develop the document management plan and update it, as needed
Ensure that organizational documents go through a documented and approved review-and-approval process before being stored
Ensure the security, accessibility, and proper distribution of organizational documents
Develop and enforce documentation design, review, and storage guidelines
Create and maintain on going analytics and the reporting of form requests coming in and being completed on a weekly and monthly basis
Partnering with eApplication support resources to track updates and maintain administration forms that are also on the eApplication platforms
Participate in the user acceptance testing of the eApplication platforms as needed
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
Expert level of technical skill in administrative forms design software applications (Forms Admin, Pubnet, FormSource, Encorr, Ziflow and other applications as needed)
Ability to analyze, test and debug business requirements for the selection or generation of forms
Experience in creating, coordinating, and maintaining standardized administrative forms and form processes
Strong communication skills to work with Project Owners and others involved in the approval process
Experience in auditing forms and making appropriate corrections
Ability to maintain a database of form content including deletions, state-specific versions, product features, etc.
Experience in developing and enforcing documentation design, review, and storage guidelines
Ability to create and maintain ongoing analytics and reporting of form requests
Experience in planning and conducting meetings related to document management with business owners, including Senior leaders
Ability to ensure the security, accessibility, and proper distribution of organizational documents
Experience in developing document management plans and updating them as needed
Ability to participate in user acceptance testing of eApplication platforms as needed
Company
Prosperity Life
Prosperity Life is an insurance agency that provides a wide range of life, health, property, and casualty insurance products and services.
Founded in 1916
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$6.91M2019-11-21Series Unknown· $6.91M
Leadership Team
Nicholas von Moltke
President & CEO
Jon Ambos
VP, Head of Middle Office
Recent News
Company data provided by crunchbase
