Senior BOLI Analyst

Socket.dev; Cincinnati (OH); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare coverage

Life insurance

401(k) plan with matching

Job summary

Socket.dev is seeking a Senior BOLI Analyst to provide operational, analytical, compliance, and administrative expertise across the Bank-Owned Life Insurance (BOLI) lifecycle. You will ensure quality assurance, data integrity, and effective support for contract, policy, and distribution operations.

The role offers hybrid or remote work with local Cincinnati proximity, collaborating with internal teams, vendors, and distribution partners to improve controls and service delivery.

Qualifications

• 4+ years relevant experience in life insurance, BOLI, financial services, insurance operations, or a related field.
• Experience with Bank-Owned Life Insurance (BOLI) preferred.
• Experience supporting insurance policy administration, agent contracting, licensing, or compensation processes preferred.
• Experience using Salesforce or a comparable CRM or workflow management platform.

Responsibilities

• BOLI Quality Assurance & Compliance responsibilities across processes.
• Salesforce & Data Administration to maintain data quality and accuracy.
• Marketing & Field Communications support and coordination.
• Agent Contracting & Compensation administration and oversight.
• Inforce Policy Administration and policyholder support tasks.
• Illustration activities and policy issuance support; Business Continuity & Team support.

Skills

BOLI experience

Life insurance/financial services

Salesforce experience

Data analysis

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Salesforce

CRM / workflow platforms

Job description

Senior BOLI Analyst provides operational, analytical, compliance, and administrative expertise across the Bank-Owned Life Insurance (BOLI) business. This position supports the full BOLI lifecycle, including quality assurance and compliance controls, agent contracting and compensation, policy administration, financial underwriting, Salesforce administration, operational reporting, and distribution support. The role partners with internal teams, distribution partners, vendors, and technology resources to ensure accurate and compliant execution of BOLI processes while identifying opportunities to improve operational efficiency, controls, data quality, and service delivery.

This position is can be hybrid or remote but must be local to the Cincinnati area.

Your role and impact

Here's a glimpse of your responsibilities and the meaningful impact you'll create as the Senior BOLI Analyst:

• BOLI Quality Assurance & Compliance
• Salesforce & Data Administration
• Marketing & Field Communications
• Agent Contracting & Compensation
• Inforce Policy Administration
• Illustration, Policy Issue & Policyholder Support
• Business Continuity & Team Support

What's in it for you

• Competitive pay: Fair compensation for your hard work.
• Healthcare coverage: Comprehensive medical, dental, and vision from day one.
• Life insurance: Company-paid coverage for you and your loved ones.
• 401(k) plan: Matching contributions to help secure your financial future.
• Family support: Paid parental leave and reimbursement for adoption and surrogacy expenses.
• Work-life balance: Flexible time-off policy to recharge and pursue passions.
• Dress for your day: Express your style comfortably at work.
• Inclusion and Culture: A respectful environment that values unique contributions.
• Flexible work options: Remote, hybrid, and onsite opportunities at various locations across the U.S. for better work-life integration.
• Well-being focus: Programs to support a healthy balance between work and home life.
• Community connections: Build strong relationships through virtual and in-person interactions, with resources for your growth.

Qualifications

What sets you up for success

• High school diploma or equivalent, bachelors degree preferred
• 4+ years relevant experience in life insurance, BOLI, financial services, insurance operations, or a related field.
• Experience with Bank-Owned Life Insurance (BOLI) preferred.
• Experience supporting insurance policy administration, agent contracting, licensing, or compensation processes preferred.
• Experience using Salesforce or a comparable CRM or workflow management platform.