What are the responsibilities and job description for the Compliance Specialist position at Confie?
Pay Range
$21 - $24 / hour
Our Perks
Generous PTO plans, sick pay and health benefits
Annual bonus based on employment standing*
Work from home and hybrid model employment
Confie Enablement Fund/ Scholarship Program
I-Care Recognition Program
Corporate Social Responsibility Program
Diversity, Equity and Inclusion Initiatives
Confie Hub and Discount Programs (Gym Membership)
Purpose
Provide support to the M&A Team on acquisitions, the Sales Team on carrier setup, and Customer Service on complaints, and all departments regarding compliance issues. Monitor all communications from insurance companies and relay information to sales as necessary; Manage the the Confie Carrier Management system ensuring data integrity of commissions and agreements and maintaining the agreements
Essential Duties & Responsibilities
Coordinate with the M&A team, sales leadership, and insurance companies to ensure all documentation needed for new agency appointments and notifications of change in ownership are submitted accurately and processed timely
Accurately track the progress of changes and requests and share with appropriate teams
Complete documents timely, request signatures from agency principals or executive leadership, update banking information
Maintain producer agreements and commission rates ensuring accurate information is entered and updated as necessary in the carrier management system
Assist with setting up new locations with all carriers, process requests to add new carriers, ensuring all information is gathered and communicated with sales leadership
Respond to the state governments on complaints, ensure all internal forms and disclosures are kept in compliance with state requirements
Qualifications and Education Requirements
High school diploma. Bachelor's degree preferred
2 - 4 years experience in auto/home insurance
Requires advanced knowledge of carrier/insurance operations
Knowledge in excel
Preferred Skills
Knowledge of insurance company requirements for appointing agencies or agency operations experience
Detail-oriented mindset, excellent organization skills, and ability to adhere to deadlines
Proven success working with various levels of management
Ability to coordinate, execute, and track projects with minimal oversight
Ability to evaluate situations, problem-solve, and overcome hurdles
Ability to multi-task
Ability to communicate effectively, orally and in writing. Excellent interpersonal skills, with an ability to communicate across departments
Ability to establish and maintain effective working relationships with team members, peers, sales staff, and insurance company contact
Highly proficient in Excel, some knowledge of Smartsheet
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice
Salary : $21 - $24
