Senior BOLI Ops & Compliance Lead

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

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.