AVP, Forms and Product Development

Berkley•Clearwater, FL

5d•Hybrid

About The Position

W. R. Berkley Corporation is establishing a new operating unit, Berkley Edge . Berkley Edge offers solutions for hard-to-place and distressed risks for both professional and casualty lines of business. Edge will focus on small to mid-sized risks through a wholesale only distribution model. Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States. Along the way, we have been listed on the New York Stock Exchange, seen our revenue soar well past $10 billion, and become a well-respected Fortune 500 Company. The Company is an equal employment opportunity employer. The Product and Forms Analyst will define product vision, lead cross-functional development teams, and oversee project execution to ensure timely and successful product delivery. The Manager ensures product designs meet compliance requirements and provides strategic guidance and technical support throughout the product lifecycle. Policy and endorsement, language creation and oversight are key components of the job. Design policy and endorsement language while contributing to the formulation of underwriting rules that drive consistent and accurate policy issuance and pricing. Maintain and regularly update policy forms, product user guides, and supporting documentation, including conducting a comprehensive annual review to ensure accuracy, compliance, and relevance across all materials. Evaluate insurance products to promote consistent underwriting practices and maintain compliance. Draft tailored (manuscript) and standardized endorsements to address specific coverage needs and ensure product flexibility. Monitor and analyze laws, regulations, case law, and ISO circulars to assess their impact on insurance products, underwriting practices, and internal procedures, ensuring timely updates and compliance across all jurisdictions. Develop policy language and underwriting rules for major program updates that enhance product offerings and deliver added value to clients. Collaborate with Corporate Underwriting, Executive Team and Product Line Leaders to research and evaluate new product opportunities, assess their impact on existing offerings, and coordinate cross-functional efforts to bring new products to the market. Contribute to strategic discussions and planning sessions related to product improvements and new product initiatives. Support the CUO in identifying and addressing emerging risks by conducting research and providing well-informed responses to underwriting inquiries across a broad range of insurance topics. Collaborate with cross-functional stakeholders—including Legal, Claims, Actuarial, Underwriting, Compliance, and Marketing—to ensure insurance products align with internal standards and meet all applicable state regulatory requirements. Work closely with IT teams, including system administrators, to ensure accurate representation of products in the forms library and policy issuance systems, and to coordinate timely implementation of product updates. Upload and maintain policy forms and endorsements within internal systems, ensuring accuracy and proper system integration. Configure and oversee form attachment rules within internal systems to ensure accurate form selection based on underwriting parameters and jurisdictional requirements.

Requirements

Bachelor’s degree or equivalent work experience required; active participation in insurance industry education and professional designations (e.g., CPCU, RPLU, ARM) is a plus.
10+ years of experience in the Property & Casualty (P&C) insurance industry, with a strong background in product development and forms creation.
Exceptional communication skills , both verbal and written, with the ability to present ideas clearly and collaborate effectively across teams.
Strong interpersonal and teamwork skills , with a demonstrated ability to listen actively and contribute meaningfully in group settings.
Proficiency with business and productivity tools , including Microsoft Word, Excel, PowerPoint, and Adobe Acrobat; with familiarity with policy administration systems and form management platforms is preferred.
Familiarity with ISO rating plans and insurance product structures; experience with ISO-based forms is a plus.
Customer-focused mindset , with a proactive approach and a strong sense of urgency in delivering results.
Highly detail-oriented , with strong analytical, problem-solving, and decision-making abilities.
Proven ability to manage multiple priorities and adapt to shifting deadlines, including recognizing when to escalate issues appropriately.
Organized, flexible, and self-motivated , with a proactive approach to managing tasks and driving initiatives forward.
Knowledge of state filing requirements across multiple jurisdictions is preferred.

Responsibilities

Define product vision, lead cross-functional development teams, and oversee project execution to ensure timely and successful product delivery.
Ensure product designs meet compliance requirements and provides strategic guidance and technical support throughout the product lifecycle.
Design policy and endorsement language while contributing to the formulation of underwriting rules that drive consistent and accurate policy issuance and pricing.
Maintain and regularly update policy forms, product user guides, and supporting documentation, including conducting a comprehensive annual review to ensure accuracy, compliance, and relevance across all materials.
Evaluate insurance products to promote consistent underwriting practices and maintain compliance.
Draft tailored (manuscript) and standardized endorsements to address specific coverage needs and ensure product flexibility.
Monitor and analyze laws, regulations, case law, and ISO circulars to assess their impact on insurance products, underwriting practices, and internal procedures, ensuring timely updates and compliance across all jurisdictions.
Develop policy language and underwriting rules for major program updates that enhance product offerings and deliver added value to clients.
Collaborate with Corporate Underwriting, Executive Team and Product Line Leaders to research and evaluate new product opportunities, assess their impact on existing offerings, and coordinate cross-functional efforts to bring new products to the market.
Contribute to strategic discussions and planning sessions related to product improvements and new product initiatives.
Support the CUO in identifying and addressing emerging risks by conducting research and providing well-informed responses to underwriting inquiries across a broad range of insurance topics.
Collaborate with cross-functional stakeholders—including Legal, Claims, Actuarial, Underwriting, Compliance, and Marketing—to ensure insurance products align with internal standards and meet all applicable state regulatory requirements.
Work closely with IT teams, including system administrators, to ensure accurate representation of products in the forms library and policy issuance systems, and to coordinate timely implementation of product updates.
Upload and maintain policy forms and endorsements within internal systems, ensuring accuracy and proper system integration.
Configure and oversee form attachment rules within internal systems to ensure accurate form selection based on underwriting parameters and jurisdictional requirements.