Compliance Analyst, Commercial Risk-Middle Market
Core
Ensures client insurance requirements are met and maintained by reviewing coverage documentation, managing renewals, and coordinating with external partners.
Role type
Compliance Analyst (Commercial Risk)
Builds
Audit-ready compliance documentation and monitoring reports for clients and the firm.
Domain
Insurance brokerage / Commercial Risk Management
Deliverable
dashboards & analysis
Required skills
Commercial insurance coverage knowledge, Certificate of Insurance review, policy interpretation, deficiency documentation, renewal tracking, Microsoft Office proficiency, agency management systems experience
Preferred skills
3-5 years in insurance compliance or operations, 4-40 license, experience with Applied Epic or similar platforms
Technologies
Microsoft Office (Outlook, Excel, Word), Applied Epic
Responsibilities
Review Certificates of Insurance against client agreements and compliance criteria; manage monthly renewal tracking and follow-up cadence; coordinate with agents to resolve non-compliant coverage issues; prepare monthly compliance monitoring reports; escalate complex coverage questions to senior colleagues.
Seniority
Mid-level IC