Compliance Administrator

Lexi Morgan

Urgently hiring Compliance Administrator

This role manages and maintains all records to insure their clients are in compliance and have the proper insurance levels. Working from home a portion of the time may be an option for this position.

Responsibilities:

  • Create and maintain a positive relationship between the company and clients.
  • Monitor and communicate with clients to obtain proper coverage limits required by law and by the lender.
  • Evaluate business or individual customer needs, financial status and propose protection plans that meet the criteria.
  • Report the progress of monthly/quarterly initiatives to stakeholders.
  • Monitor insurance claims to insure mutual satisfaction
  • Achieve customer acquisition and revenue growth objectives
  • Constantly update job knowledge and learn about new products and services
  • Fulfill all policy requirements.
  • Collect Proof of full Coverage Insurance from clients and upload into tracking system
  • Develop marketing strategies and promote new products to insure our clients have adequate insurance contracts or suggest additions/changes to existing ones.

Requirements:

  • Familiarity with auto insurance plans is preferred
  • Basic computer knowledge and statistical analysis
  • Proven ability to meet goals and deadliness
  • Demonstrated ability to communicate, present and influence clients effectively
  • Experience in delivering client focused solutions and creating long-lasting relationships
  • High School, some post-secondary preferred
  • Strong attention to detail
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