Rates & Forms Compliance Specialist

Rates & Forms Specialist

The Rates & Forms Specialist supports the development, implementation, and regulatory compliance of title insurance rates, rules, and policy forms across multiple jurisdictions. This role ensures alignment between regulatory filings, underwriting guidance, and operational systems by maintaining accurate rates, forms, and documentation.

This position is well-suited for a self-reliant and analytical professional seeking to build expertise in insurance compliance, product development, and regulatory filings within a highly regulated environment.

Key Responsibilities:

Regulatory Filings & Compliance:

• Prepare, review, and submit rate, rule, and form filings in accordance with state DOI requirements and filing standards.
• Research regulatory updates and compare filings to existing policies, forms, and endorsements.
• Draft regulator-facing responses to objections, including supporting documentation and revisions.
• Maintain audit-ready records and documentation supporting all filing activity.

Rates & Forms Analysis & Management:

• Assist in the development and maintenance of rate manuals, underwriting guidelines, and policy forms.
• Perform document comparisons and redlining to track changes in policy language and coverage.
• Utilize rating manuals to calculate premium rates and ensure accuracy of pricing structures.
• Ensure consistency between approved filings and operational usage across systems.

Systems Implementation & Data Integrity:

• Translate approved rates and forms into system configurations (e.g., rating engines, calculators, production platforms).
• Update web-based premium calculators and internal systems with approved rate and form changes.
• Perform testing, mapping, and validation of rates, forms, and endorsements in production systems.
• Identify, troubleshoot, and resolve discrepancies, including calculation errors and mapping issues.

Quality Control & Vendor Oversight:

• Review policies, rate schedules, and deliverables from third-party vendors for accuracy.
• Identify and document discrepancies between vendor outputs and approved internal source materials.

Cross-Functional Collaboration:

• Partner with Legal, Underwriting, Finance, and Product teams to support filings, implementation, and product development.
• Respond to internal and external inquiries regarding rates, forms, and regulatory requirements.

Documentation, Reporting & Process Improvement:

• Maintain detailed documentation of filing processes, rate logic, and form changes to support audit readiness.
• Monitor filing timelines, approval statuses, and implementation progress.
• Identify compliance risks or gaps and recommend corrective actions.
• Assist in developing and enhancing procedures to improve efficiency, accuracy, and regulatory defensibility.

Qualifications:

Required Experience:

• Proficiency in Microsoft Office (Excel and Word), including data analysis and document comparison/redlining.
• Strong analytical and problem-solving skills with attention to detail and accuracy.
• Process-oriented mindset with a focus on documentation and audit readiness.
• Effective communication skills for regulator-facing and internal correspondence.
• Ability to collaborate across departments and manage multiple priorities.
• Must be able to prioritize according to departmental guidelines, have a high level of organization, ability to consistently meet deadlines, work with constantly changing priorities, demonstrate strong delivery, and follow procedures/processes.

Preferred Experience:

• Experience with insurance policies and rate tables, compliance, underwriting support, or related field
• Ability to work with rating manuals, pricing structures, and data-driven systems.
• Comfort navigating proprietary platforms, databases, and web-based tools.

About TRG:

TRG is one of the nation's largest and fastest-growing title insurance underwriters, delivering trusted solutions to a broad range of customers and protecting property ownership rights across America. At TRG, we don't just underwrite title insurance policies we build partnerships that last.

As part of our broader network, we proudly serve leading affiliate partners, including Anywhere Real Estate, Inc. a subsidiary of Compass, Inc. (d/b/a Compass International Holdings) (NYSE: COMP), HomeServices of America (a Berkshire Hathaway affiliate), Lennar (NYSE: LEN and LEN.B), and Opendoor Technologies Inc. (NYSE: OPEN) and a large network of strong independent agents.

We are powered by our peopletheir expertise, dedication, and passion drive everything we do. As a Great Place to Work-certified company, we believe our employees are our greatest asset. Your success drives ours, and at the core of our company is a commitment to help you own, develop, and nurture your career.

Why Work with Us?

• Lead in the Industry: Join one of the nation's largest and fastest-growing title insurance underwriters.
• Powered by Our People: Be part of a team where your talent and ideas fuel innovation and success.
• Innovate for Impact: Create solutions that solve real problems and deliver value to customers.
• Culture Where Every Voice Counts: Work in a positive, inclusive, and collaborative environment where your ideas matter.
• An Edge for Your Career: Access tools, resources, and training designed to help great talent become even stronger.
• Advancement Opportunities: Take on new opportunities to expand your skills and grow.
• Flexibility That Fits: Hybrid position, must be local to DFW.