Cruise Planners Travel Agency

Compliance

• Provide support to franchisees via email and phone by responding to and resolving compliance-related inquiries and requests within SLA time frames
• Enter and update franchisee information in the Cruise Planners® CRM system and remove data for terminated franchisees and associates
• Process associate applications and review/approve franchisee banking information
• Maintain electronic filing systems and ensure proper document retention for franchisee paperwork and related documents
• Collaborate with internal departments to resolve compliance-related concerns
• Send and process various agreements and forms, and assist with printing and mailing Compliance correspondence
• Verify accuracy of franchisee data in the CRM and send weekly compliance status emails to new franchisees and those coming out of suspension
• Perform legal entity transfers for franchisees if assigned and attend bi-monthly franchisee STAR University training on behalf of Compliance
• Handle franchisee phone number and address change requests and perform other assigned tasks and projects

Compliance Coordinator