Insurance Compliance Analyst

United States | Full-time | Fully remote


Agentero is looking for an Insurance Compliance Analyst.


We are looking for an entrepreneurial-minded, high energy and positive person who is curious, detailed oriented and resilient.  This role will be responsible for coordinating initial and ongoing agency appointments with carriers.  Candidates should have strong communication skills and  be capable of independently handling all aspects of verifying the status of a license and E&O policies and be able to extract and integrate data from various resources to coordinate and submit to insurance providers.   



  • Conducts analysis against multiple appointment data sources to determine if a producer/agency meets the qualifications for initial and ongoing appointments with carriers
  • Confirms that records are updated/in agreement with, and in compliance with all applicable State Department of Insurance records.
  • Acts as a liaison between the carrier and the agency to resolve any issues related to producer appointment/licensing records
  • Participates and contributes to initiatives and encourages process improvements that enhance efficiency and agent experience
  • Composes and prepares correspondence to agencies/producers/partners as it relates to appointment processing.
  • Responsible for analyzing, maintaining, and keeping up to date, licensing/appointment data for all states utilizing multiple producer data sources to keep records updated.
  • Researches, documents and communicates resolutions to external and internal business partners for all inquiries regarding the agent appointment and maintenance processes.
  • Distributes listing of producer renewal data to agencies for review before processing terminations for non-compliance. 
  • Updates appointment records in the agency tracking system to reflect terminations. 
  • Composes and prepares correspondence to agencies/producers/partners as it relates to appointment termination processing.

Minimum Qualifications

  • Bachelor’s degree preferred in Business or related field.
  • 1-2 years of insurance industry related experience
  • Proficient in Microsoft office Suite (WORD, EXCEL, AND OUTLOOK)
  • Excellent verbal and written communication skills
  • Ability to meet established deadlines
  • Self-starter who can work independently as well as being a team player
  • Strong organizational and time management skills
  • Ability to work in a fast-paced environment
  • Project a positive and professional image
  • Attention to detail