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Integrity

Life and health insurance distribution network

Compliance Technician

Regulatory Compliance & EthicsConfirmed live in the last 24 hours
Full-timeClearwater, FL, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree or FLMI designation is required.
  • Familiarity with Microsoft Office products is required.
  • Ability to read and interpret procedure manuals and written handouts is required.
  • Strong communication, documentation, and research skills are required.
  • Ability to multitask, prioritize, and manage time effectively and efficiently is required.
  • Reliable transportation and punctuality and dependability are required.
  • The candidate may hold an agent license but must have no active appointments.

Responsibilities

  • Monitor regulatory developments in assigned states and document them for weekly distribution.
  • Process complaints and inquiries promptly according to established procedures.
  • Assist with preparing TPA license documents for annual reporting and license renewals.
  • Respond to regulatory examination and market conduct examination requests as required.
  • Produce documents for dispute resolution and litigation support in a timely manner.
  • Create electronic records of filings, reports, complaints, and audits for multiple clients in appropriate directories for record retention.
  • Prepare and submit regulatory reports through SERFF or on paper, as required by line of business.
  • Research potential OFAC hits using Bridger XG software and assign alerts to appropriate operations areas according to established procedures.
  • Create Word documents and draft letters and memoranda.
  • Update Excel spreadsheets.
  • Call and email State Insurance Departments to obtain answers as needed.
  • Assist client compliance departments with year-end data requests and policy data for reporting.
  • Prepare and facilitate rate increase filings for clients.
  • Research insurance-related subjects in assigned states and release the weekly TRAX report on a rotating basis.

Desired Qualifications

  • Two to five years of health or life insurance experience is preferred.

About the Company

Integrity

Life and health insurance distribution network

Integrity Marketing Group builds and supports a large network of life and health insurance agents and agencies by acquiring or partnering with independent marketing organizations (IMOs) across the United States. It distributes a wide range of life and health insurance products, plus retirement solutions, with a focus on serving the senior market. Its core product is a proprietary platform that provides marketing support, data analytics, and technology tools to help its partner network operate more efficiently and grow sales. Revenue comes mainly from commissions on policies sold through its network. Compared with competitors, Integrity combines a scalable agent-network model with an integrated technology and marketing platform, allowing partners to access resources, analytics, and support at scale. The company’s goal is to help its partners expand their business, increase sales to the expanding senior population, and grow its footprint through strategic partnerships and acquisitions.

Company size
1,001-5,000
Company stage
Growth Equity (Non-Venture Capital)
Total funding
$1.2B
Headquarters
Dallas, TX
Founded
2006

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