Compliance & Licensing Analyst

Private Client Select; New York (NY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Private Client Select in New York is seeking a Compliance & Licensing Analyst to support producer management and ensure compliant processing of licensing and appointments for broker-partner relationships. The role emphasizes clear communication with internal and external partners and a meticulous approach to detail.

You will research data, verify submissions, and work with licensing systems to interpret information, making recommendations to improve processes while maintaining the highest

Qualifications

• Knowledge of insurance and P&C products.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication.
• Proven organization and attention to detail.

Responsibilities

• Assist with producer management tasks including licensing and appointments.
• Research and compile data from internal and external sources.
• Validate cases and submissions to ensure regulatory compliance.
• Respond to internal partners and producers with accuracy.
• Utilize licensing systems to interpret data.
• Handle agent and agency changes, terminations, and mergers.

Skills

P&C knowledge

Problem solving

Attention to detail

Relationship building

Organizational skills

Critical thinking

Communication skills

MS Word & Excel

Fast-paced environment

Tools

Insurance licensing systems

Job description

PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. Private Client Select offers property and casualty personal insurance solutions and risk management services that meet the unique and complex needs of High-Net-Worth clients. We understand their passions and are committed to preserving the life that they have built.

PCS employs approximately five hundred staff members. The company has offices in New York, NY, Edison, NJ, St. Petersburg, FL, Schaumburg, IL, and San Diego, CA. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. This role is considered hybrid; the expectation is two days' presence in the New York, NY office.

About the Position

The Compliance & Licensing Analyst will report directly to the Producer Management Specialist and will assist with producer management tasks to support Private Client Select’s personal lines business. This role ensures seamless and consistent experience for all stakeholders and the ideal candidate will excel in communicating effectively and fostering trust and collaboration with internal and external partners. Attention to detail, critical thinking skills and customer service excellence are critical components of this position.

Key Responsibilities

• Assists in producer management functions, including but not limited to licensing and appointment analysis and implementation for broker-partner relationships.
• Ability to research, collect, evaluate data, and compile information from internal and external parties to meet producer management objectives.
• Validate and investigate producer case and issue submissions to ensure business practice standards are being met in compliance with relevant regulations and statutes.
• Respond to internal partners, external agencies, and producers, and interested parties with accuracy and independency.
• Work with insurance licensing administration systems to interpret data and conduct research.
• Ability to execute producer management service tasks including:
  • Agent & Agency appointments
  • Organizational changes
  • Agent & Agency terminations
  • Mergers & acquisitions

Required Skills, Knowledge, and Education

• Knowledge of insurance/P&C industry and products.
• Independent problem-solver with keen analytical skills.
• Detail oriented with strong attention to quality.
• Ability to build relationships and provide best-in-class service.
• Excellent organizational and critical thinking skills.
• Strong written and verbal communication.
• Advanced aptitude for working with Word and Excel.
• Ability to work in a fast-paced and ever-changing environment.
• Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future.

Equal Employment Opportunity Policy

PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.