Compliance Analyst, Agent Conduct

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

This position will be primarily responsible for coordinating, researching, and responding to carrier requests, particularly related to agent conduct matters. This role will help ensure that the company is completely and accurately responding to requests from its carrier partners to demonstrate compliance with regulations and contractual obligations.

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Respond to requests for information from insurance carriers in connection with their oversight of their distribution partners’ sales practices.
• Ensure that responses from agents are timely, accurate, and complete.
• Conduct agent coaching in response to corrective action plans.
• Track agent conduct cases in software system
• Assist in the creation, implementation, and maintenance of compliance policies, procedures and work instructions.
• Assist in the identification, analysis, and resolution of compliance issues.
• Maintain and review regulatory documentation necessary to maintain corporate standards.
• Work with internal and external partners on compliance and business initiatives.
• Participate in compliance projects as needed.

QUALIFICATIONS:

• Undergraduate degree preferred or equivalent work experience
• 2+ years relevant experience
• Background in the insurance industry or compliance-related position preferred
• Experience with CMS/Carrier sales requirements preferred
• Skill in using computer applications including MS Office
• Strong communication skills, both written and oral, with ability to communicate well to both senior management and sales professionals.
• Ability to build business partnerships and work collaboratively with others to meet shared objectives.
• Ability to prioritize work appropriately to ensure we focus our resources on the highest-risk matters.

 

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

 

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.

 

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

 

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.