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The Policy and Compliance Lead plays a crucial role to the Company’s new policy issuance process, termination, policy changes, and policy maintenance, and is responsible for ensuring all policies are in compliance with applicable state rate and rule filings.
Key Accountabilities/Deliverables:
Handles new policy issuance, changes to existing policies, renewals, and terminations for both admitted and Excess and Surplus Lines policies.
Serves as a resource for policy-related questions.
Reviews new policy submissions, renewals, and endorsement requests within established guidelines.
Verifies rate documentation for policy submissions according to state approved rate and rule filings.
Responsible for the preparation of all policy documents for various products (including, but not limited to, CPI, LSI, MSI, IPP, EPD, Auto Default, and GAP Waiver).
Prepares and issues policy and agent terminations.
Effectively communicates with agents and develop relationships.
Works directly with the FSD licensing team, finance team, underwriting team, and operations team regarding information for accounts/agencies and maintains specific policy/agency documentation.
Supports audit processes by providing necessary documentation and information.
Manages and maintains policy listings for each agent.
Processes correspondence between agents, policy and compliance team, and other FSD team members.
Technical Knowledge and Understanding:
Strong verbal and written communication skills
Proficient in MS Office applications
Excellent organizational skills and attention to detail
Familiarity with state rate and rule filings
Ability to manage time and projects effectively
Experience:
Associate degree or equivalent work experience
3-5 years of experience
Technical knowledge/proficiency
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa for this position.
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At Core Specialty, you will receive a competitive salary and opportunities for professional development and advancement. We offer medical, dental, vision, and life insurances; short and long-term disability; a Company-match of 100% of a 6% contribution 401(k) plan; an Employee Assistance Plan; Health Savings Account, Flexible Spending Account, Health Reimbursement Account, and a wellness program
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