Remote Policy Compliance & Records Analyst

Talentoma; New York (NY); À distance; USD 105 000 - 115 000; Plein temps

Résumé du poste

Talentoma is seeking a policy compliance reviewer to support review across coverage files, endorsements, renewals, and premium-related records. This fully remote role, based in Washington, collaborates with agency contacts, carrier teams, and internal operations staff to identify documentation gaps and maintain clear records.

The role emphasizes reviewing changes, ensuring completeness of documentation, and managing workflow items with discretion.

Qualifications

• Experience with policy documents, coverage terminology, renewals, or related financial records.
• Knowledge of internal controls, record-retention practices, or regulatory guidance.
• Proficiency with Microsoft Excel for trackers, filters, and basic data validation.
• Ability to interpret written procedures and apply them consistently to file reviews.
• Comfort handling sensitive policyholder and premium information with discretion.
• Associate-level judgment in prioritizing review queues and communicating exceptions clearly.
• Remote-work flexibility with digital collaboration tools and defined workflows.
• Structured onboarding with policy, documentation, and system training.
• Professional development exposure across compliance operations and policy services.

Responsabilités

• Daily reconciliation of policy records, endorsements, and renewal documentation against established requirements.
• Review of coverage changes, premium records, and supporting forms for completeness and consistency.
• Documentation of exceptions, missing information, and follow-up items within workflow systems.
• Coordination of clarification requests with agency contacts, carrier teams, and policy service partners.
• Maintenance of compliance trackers, review notes, and evidence files for internal reference.
• Trend identification across recurring file issues and escalation of material concerns to leadership.

Connaissances

Policy docs

Excel proficiency

Discretion with data

Remote work

Procedure interpretation

Queue prioritization

Collaboration tools

Policy services exposure

Outils

Microsoft Excel

Description du poste

Talentoma is seeking a policy compliance reviewer to support review across coverage files, endorsements, renewals, and premium-related records. This fully remote role, based in Washington, collaborates with agency contacts, carrier teams, and internal operations staff to identify documentation gaps and maintain clear records.

The role emphasizes reviewing changes, ensuring completeness of documentation, and managing workflow items with discretion.