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AmeriLife · 13 hours ago

Sr. Director, Compliance

Clearwater, FL

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. The Sr. Director, Compliance will ensure adherence to CMS marketing requirements and oversee the company's Health Distribution compliance program, collaborating closely with management and staff to address compliance matters related to health insurance marketing and sales practices.

Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing

Responsibilities

Monitor, interpret, and ensure compliance with CMS and carrier sales regulations, particularly as they pertain to marketing and advertising practices within AmeriLife’s health affiliates

Provide subject matter expertise and guidance on CMS sales and marketing requirements in the development, implementation, and revision of marketing policies, procedures, and training materials

Support internal partners in understanding and meeting compliance obligations for marketing campaigns, sales presentations, websites, lead vendor materials, and other public-facing communications

Oversee and lead AmeriLife’s advertising review unit, which is responsible for reviewing and approving marketing materials to ensure alignment with CMS standards and industry best practices and filing such materials with carriers and CMS

Assist in the identification and resolution of compliance issues, specifically related to the marketing and sale of health insurance products, both in retail and wholesale environments across all AmeriLife Health Distribution affiliates and partners

Develop and deliver training or informational resources to keep internal staff and affiliate management informed of evolving CMS marketing requirements

Work with data analytics and reporting tools to monitor marketing compliance risks, document findings, and implement corrective actions, as needed, and report to Compliance and Health Distribution leadership

Implement new sales material review system and ensure smooth roll-out to affiliates for submission and review processes

Qualification

Compliance expertiseCMS regulationsHealth insurance experienceMS Office proficiencyAnalytical skillsTask prioritizationCommunication skillsCollaboration skillsLeadership skills

Required

8+ years of relevant experience, preferably in a compliance role within the health insurance industry

Experience with CMS and carrier sales requirements, with a strong understanding of their application to marketing practices

Proficient in the use of MS Office applications, with intermediate to advanced Excel skills to support compliance monitoring and reporting

Demonstrated ability to communicate complex regulatory information effectively to various audiences, including senior management and sales professionals

Analytical skills to assess marketing activities and identify potential compliance risks

Ability to collaborate across teams to ensure shared compliance objectives are met, especially in high-risk marketing contexts

Skill in prioritizing tasks to focus resources on matters of greatest compliance risk related to CMS marketing requirements

Ability to lead, manage, and motivate a group of compliance professionals that manages a high-volume workload to ensure they are motivated and performing at a high level