The work we do impacts millions of lives, and you can be part of it.

We help protect our customers against life’s uncertainties. Wherever you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

This role combines forms design and management with support for Employee Benefits (EB) compliance. You will help ensure customer- and producer-facing forms and related processes are clear, accurate, operationally efficient, and compliant with applicable regulatory and company requirements. The position manages the full lifecycle of forms—from intake and design through review, approval, production, distribution, and version control—while partnering with Compliance to identify, assess, and implement compliance-driven updates to forms and processes.

**Responsibilities:**
– Support the intake, tracking, and coordination of requests for new or revised forms using established governance processes.
– Under general supervision, 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.
– Provide status updates to internal stakeholders, clarify form requirements, and route questions or issues through established governance and escalation paths.
– Modernize forms by transitioning to electronic formats and enabling automation where feasible, while meeting regulatory and company requirements.
– Support compliance review of forms and related communications to ensure alignment with applicable state/federal requirements, company standards, and approved language.
– Coordinate compliance-driven updates from intake through 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.
– Review form content, distribution, and usage to identify potential compliance risks or gaps; flag and escalate concerns and support remediation efforts under guidance.
– Perform periodic testing and quality checks using established checklists (e.g., confirm correct versions are available in distribution channels and required notices/disclosures are present). Answer routine internal questions about form usage and compliance requirements and route complex issues to appropriate partners.

**Qualifications:**
– 3–5 years of 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 in a regulated environment is preferred.
– Familiarity with group life and health products, with an 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).
– Experience with 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.

$52,500–$70,000 per year

Protective’s targeted salary range for this position is $52,500 to $70,000. Actual salaries may vary based on factors including, but not limited to, location, skills, and experience. This range is only one part of Protective’s total compensation package.

**Employee Benefits:**
We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to comprehensive health, dental, and vision coverage, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance matters, and Protective offers a variety of paid time off benefits (such as paid time off, paid parental leave, short-term disability, and a cultural observance day). We also support financial wellbeing through contributions to healthcare accounts, a pension plan, and a 401(k) plan with company matching. Employees are encouraged to protect their overall wellbeing through ProHealth Rewards, Protective’s platform that helps improve wellbeing while earning cash rewards.

Eligibility for certain benefits may vary by position according to the terms of the Company’s benefit plans.

**Accommodations for Applicants with a Disability:**
If you need an accommodation to complete the application and recruitment process due to a disability, please email eric.hess@protective.com. Your information will be kept confidential and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that this email is intended only for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to inclusion and dedicated to attracting, retaining, and growing an inclusive workforce.