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Insurance Compliance Analyst

Pyramid Consulting, Inc San Antonio, TX (Onsite) Full-Time
Immediate need for a talented Insurance Compliance Analyst. This is a 06+months contract opportunity with long-term potential and is located in San Antonio, TX (Onsite). Please review the job description below and contact me ASAP if you are interested.
 
Job ID:24-50709
 
Pay Range: $20 - $25/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
 
Key Responsibilities:
  • Conducts suitability reviews of insurance products including life, health, and annuity recommendations and transactions within agreed-upon SLOs and with a high degree of efficiency and effectiveness.
  • Review regulatory rules and opportunities, critically think, and draw reasonable conclusions based primarily on regulatory requirements.
  • Effectively communicates findings to management for appropriate action/resolution.
Key Requirements and Technology Experience:
  • Key Skills:Suitability Review; Review sales calls for Compliance; Review regulatory rules (NAIC, State, FINRA); Experience as a Life Insurance Agent; Reports.
  • Task-oriented.
  • Strong attention to detail.
  • Ability to review/listen to sales calls for compliance.
  • Knowledge of suitability reviews/recommendations.
  • Knowledge of regulatory requirements (NAIC, State, and/or FINRA).
  • Experience as a Life insurance agent and/or FINRA registered representative. (preferred)
  • Relevant FINRA or Life/Health licensing is required based on the specific discipline.
  • Technical skills to pull reports and analyze trends.
  • Microsoft Office.
Our client is a leading Banking and Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
 
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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Job Snapshot

Employee Type

Full-Time

Location

San Antonio, TX (Onsite)

Job Type

QA - Quality Control

Experience

Not Specified

Date Posted

11/18/2024

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