AmeriLife · 1 month ago
Compliance Specialist
AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. The Compliance Specialist supports the Compliance Department by ensuring adherence to federal and state regulations, maintaining documentation accuracy, and assisting with audits and reporting.
Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing
Responsibilities
Assist the Compliance Officer with maintaining and updating internal compliance policies and procedures
Support agent onboarding by verifying licensing, appointments, and certifications
Monitor ongoing agent compliance with carrier and state requirements
Help prepare reports, audits, and documentation for regulatory reviews
Track renewals, continuing education, and licensing deadlines to ensure timely completion
Maintain organized digital and physical compliance files for all agents and agency entities
Respond to internal compliance-related inquiries and provide accurate information or guidance
Assist with training coordination and communication of compliance updates
Ensure confidentiality and accuracy in all recordkeeping and reporting processes
Support other administrative tasks within the Compliance Department as needed
Qualification
Required
Associate's degree in Business, Administration, or related field preferred (or equivalent experience)
Experience in insurance, compliance, or administrative support strongly preferred
Strong attention to detail, accuracy, and organization
Excellent communication and interpersonal skills
Ability to manage multiple deadlines and priorities effectively
Proficiency with Microsoft Office Suite and CRM systems
Familiarity with insurance licensing processes and regulations is a plus
Company
AmeriLife
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Recent News
2026-01-16
Company data provided by crunchbase