Forms & Compliance Associate

This role combines forms design/management with Employee Benefits (EB) compliance support to ensure customer- and producer-facing forms and related processes are clear, accurate, operationally efficient, and compliant with applicable regulatory and company requirements. The position supports end-to-end form intake, design, review, approval, production, distribution, and version control, while partnering with Compliance to help identify, assess, and implement compliance-driven form and process updates.

* 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.

* 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.

Protective's targeted salary range for this position is $52,500 to $70,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective's total compensation package for employees.

Employee Benefits:

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits ( e.g. , paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.

Accommodations for Applicants with a Disability :