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Senior Policy Forms & QA Analyst

Branch Financial, LLC· Insurance Product
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Remote$63.6k - $91kFull-timePosted 2mo ago

About the role

Senior Policy Forms & QA Analyst responsible for development and maintenance of personal lines forms and endorsements across multiple states, testing output against filed requirements, and advancing QA automation in collaboration with analytics.

Responsibilities

  • Design, develop and maintain personal lines contracts, forms and endorsements across multiple states and lines of business
  • Complete filings and respond to regulatory inquiries on the contract
  • Serve as a resident expert on the contract terms for our product lines
  • Carry ongoing compliance review as products, systems and regulations change
  • Review competitor offerings and market needs, and bring that read into forms and endorsement development
  • Test product output to confirm that what was filed with departments of insurance is what the system actually produces, in function and in formatting
  • Test rating and pricing changes as rating tables are updated state by state
  • Build and maintain test plans, test cases and defect tracking for contract, rating and system changes
  • Continue the automation of quality assurance work in partnership with the analytics team
  • Partner with Product Management, Underwriting, Pricing, Actuarial, Claims and Technology on changes that cross the contract, the rating and the system
  • Write documentation for contract updates and test cases that the people downstream can actually follow
  • Manage multiple states and workstreams in parallel, through real peaks and valleys in the calendar

Qualifications

  • Personal lines P&C insurance experience (5+ years) in insurance contract and forms development, or in claims where you worked policy language directly
  • Policy language interpretation with ability to compare contracts and identify coverage differences
  • Contract drafting, revision and compliance review in an insurance context
  • State regulatory environments experience preparing filings or responding to regulatory inquiries
  • Quality assurance methodology including test planning, test case development and defect tracking (UAT or regression testing on insurance systems)
  • Reading system output for discrepancies in policy issuance and rating results
  • Cross-functional partnership with Product, Underwriting, Actuarial, Claims and Technology
  • Attention to detail under pace
  • Automation and continuous improvement experience
  • Strong written communication for reporting findings and improvements
  • Bachelor’s degree or equivalent experience
  • Alternate route: exceptional QA and continuous improvement experience in an insurance systems environment can substitute for direct contract or claims background

Skills

Required:Personal lines insurance knowledgePolicy language interpretationContract drafting and compliance reviewRegulatory filings and inquiriesQuality assurance methodology
Nice to have:Automation in QA

Benefits

  • Above-market salary
  • Pay equity and transparency
  • Remote-first (with perks)
  • Flexible YouTime: $1000 toward next vacation after first year
  • Employee stock options
  • Medical, vision, dental
  • 401k with employer matching
Last updated Oct 14, 2026. Interested? Apply on the company site.
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About Branch Financial, LLC

Home and auto insurance that’s simple to buy and built for savings.

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