Job Description

POSITION SUMMARY:

The Compliance Consultant is responsible for executing and supporting Compliance Services deliverables across client accounts, including implementation support, compliance-related tasks, data validation, and service execution. This role serves as a key individual contributor within the Compliance Services team, ensuring that work is completed accurately, on time, and in alignment with regulatory and internal standards.

This position plays a critical role in supporting implementation success, ongoing service delivery, and retention outcomes by delivering consistent, high-quality compliance work. The Compliance Consultant partners with internal stakeholders to support execution and contributes to the overall effectiveness and reliability of the Compliance Services function.

Primary outcome: Deliver accurate, timely, and consistent Compliance Services work that supports implementation success, service delivery, and client retention.

SCOPE OF RESPONSIBILITY (What the role owns):

• Execution of Compliance Services deliverables across assigned clients
• Support of implementation, onboarding, and service activities
• Data validation, auditing, and compliance-related processing
• Ownership of assigned work items and deliverables
• Documentation and record-keeping for compliance activities
• Identification and escalation of issues, risks, or inconsistencies
• Contribution to process improvement and execution efficiency

KEY RESPONSIBILTIES (What the leader does to delivery results):

Compliance Services Execution

Execute assigned compliance tasks accurately and on time

Support recurring deliverables, reporting, and compliance-related activities

Ensure all work aligns with regulatory requirements and internal standards

Implementation & Client Support

• Support implementation and onboarding activities for Compliance Services
• Assist with client-related deliverables and ensure timely follow-through
• Provide updates and visibility on assigned work

Data & Quality Assurance

• Validate data for accuracy and completeness
• Identify discrepancies and perform necessary corrections
• Ensure all deliverables meet quality and documentation standards

Documentation & Process Discipline

• Maintain accurate and complete documentation for all work
• Follow established workflows, procedures, and service standards
• Support consistency and repeatability across processes

Issue Identification & Escalation

• Identify risks, issues, or delays early
• Escalate concerns appropriately to management
• Support resolution of issues as needed

Team Collaboration

• Partner with team members and cross-functional stakeholders to meet deliverables
• Contribute to team success through reliable execution and communication

CORE COMPETENCIES (How the leader leads & performs):

· Attention to detail

· Execution consistency

· Time management and organization

· Problem-solving

· Communication and responsiveness

· Process discipline

· Accountability and follow-through

· Adaptability

WHAT SUCCESS LOOKS LIKE:

• Assigned work is completed accurately and on time
• Compliance deliverables meet quality and documentation standards
• Implementation and service activities are supported effectively
• Errors and rework are minimized
• Issues are identified and escalated appropriately
• The team can depend on consistent throughput and execution

REQUIRED QUALIFICATIONS:

• Bachelor’s degree preferred or equivalent experience
• 3–6+ years of experience in compliance, benefits administration, EDI, implementation, or related operations
• Experience in insurance, benefits, or insurtech environments preferred
• Strong attention to detail and organizational skills
• Ability to manage multiple tasks and deadlines
• Strong written and verbal communication skills
• Life & Health license preferred or required

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