17 часов назад
Compliance Technician
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Compliance Technician (Insurance Compliance): Supporting regulatory compliance for life and health insurance clients with an accent on state monitoring, licensing, filings, and regulatory reporting. Focus on preparing SERFF submissions, responding to examinations, researching OFAC alerts, and maintaining accurate compliance records.
Location: Clearwater, Florida, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving agents and clients nationwide.
What you will do
- Monitor regulatory developments in assigned states and prepare weekly compliance research reports.
- Process complaints and inquiries according to established procedures.
- Prepare documents for TPA licensing, annual reporting, license renewals, rate increase filings, and regulatory submissions through SERFF or paper processes.
- Respond to regulatory and market conduct examination requests and support dispute resolution and litigation documentation.
- Maintain electronic records of filings, reports, complaints, and audits for multiple clients.
- Research potential OFAC alerts, coordinate with operations teams, and support client year-end data requests.
Requirements
- Bachelor’s degree or FLMI designation.
- 2–5 years of health or life insurance experience preferred.
- Familiarity with Microsoft Office, including Word and Excel.
- Strong communication, documentation, research, prioritization, and time-management skills.
- Reliable transportation and the ability to work punctually and dependably in Clearwater, Florida.
- An agent license may be held, but active appointments are not required.
Culture & Benefits
- Family-like work environment focused on employee support and professional growth.
- Career opportunities within a hyper-growth company.
- Competitive compensation package with benefits for employees and their families.
- Work supporting independent insurance agents and clients across the United States.
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