Who are we
Fulcrum Digital is an agile and next-generation digital accelerating company providing digital transformation and technology services right from ideation to implementation. These services have applicability across a variety of industries, including banking & financial services, insurance, retail, higher education, food, healthcare, and manufacturing.
Role:
- Analyze incoming tickets and requests related to insurance forms, ensuring business needs are captured comprehensively.
- Perform forms mapping, ensuring that complex forms align with business and regulatory requirements.
- Collaborate with stakeholders to clarify and document business needs, form workflows, and compliance requirements.
- Ensure that forms adhere to insurance industry standards and align with legal and regulatory requirements.
- Manage and prioritize multiple tickets, providing status updates to relevant stakeholders.
- Provide documentation and support related to forms for business and operational teams.
Requirements
Required Skills and Experience:
- Strong understanding of insurance forms architecture, including declarations, schedules, endorsements, and exclusions.
- Proven experience working with complex forms, including multi-state variations, layered coverage forms, and conditional endorsements.
- Familiarity with regulatory filings and form compliance requirements across states.
- Excellent analytical, communication, and documentation skills.
- Ability to work independently with minimal supervision and collaborate across cross-functional teams.
- Experience with policy administration systems (PAS) and form generation tools is a plus.
- Proficiency in tools like Excel, Word, ADO,Wiki, or similar BA toolsets.
Preferred:
- Experience working on PAS modernization or transformation initiatives.
- Knowledge of other commercial insurance lines (e.g., Property, Auto) is an added advantage.
- Understanding of forms library management and version control processes.
