Compliance Analyst

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IMA Financial Group, Inc.

WebsiteLinkedInAll Job Openings

Insurance • Surety • Employee Benefits • Risk Management

1001 - 5000 employees

Founded 1980

💸 Finance

🏢 Enterprise

💰 Private Equity Round on 2020-11

Description

• Help maintain the IMA compliance deliverable standard throughout all U.S. markets by educating our internal stakeholders • Build and improve IMA compliance brand in all U.S. markets to bolster networking opportunities • Responsible for client facing activities as necessary, to include answering compliance questions and conducting compliance checklist reviews • Work closely with IMA teams to manage compliance-related activities • Work with Compliance Practice Leader to implement processes to help markets build a compliance deliverable • Provide guidance to IMA teams and clients, as needed • Assist in identifying areas needing improvement and partner with market leaders to implement new workflows, as necessary • Work with Marketing to ensure IMA compliance content is uploaded to internal sites • Lead initiatives to bolster the IMA Mineral platform as directed by the Compliance Practice Leader • Stay up to date with Mineral products and services • Monitor relevant statutes and regulations • Collaborate with National Compliance Leader to develop strategies or processes to attract new business • Support the Compliance team on overflow projects as necessary which might include authoring blogs, developing video content, and creating scripts for content • Answer compliance questions both internal and external, as necessary • Organize internal sites to keep all information updated

Requirements

• Minimum 5 years of EB experience within the retail insurance brokerage industry • Proficient with Microsoft Office products (specifically PowerPoint, Outlook, Word, and Excel) • Ability to learn and work in agency/client management systems and other related software and technology platforms • Attain and maintain state life and health license in accordance with IMA standards • Strong analytical skills with the ability to interpret data, trends, and solve complex scenarios • Passion for learning and teaching others • Intermediate organizational skills including the ability to manage multiple projects with variable deadlines • Possesses high degree of diplomacy and tact while maintaining confidentially

Benefits

• Annual Performance Bonus • Stock Purchase • Medical Plans • Prescription Drugs • Dental • Vision • Family Assistance Program • FSA • HSA • Pre-Tax Parking Plan • 401(k) • Life/AD&D • Accident • Critical Illness • Hospital Indemnity • Long Term Care • Short-term Disability • Long-term Disability • Business Travel Accident • Identity Theft • Paid Time Off • Flexible Work Options • Paid Holidays • Sabbatical • Gift Matching • Health Club Reimbursement • Personal and Professional Development