Compliance Analyst
Harbor IT
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $50,000 - $60,000 per year
Job Level
Mid-LevelSenior
About the role
- Prepare compliance applications, ensuring accuracy and adherence to filing standards.
- Research state-specific requirements and contact agencies directly when clarification is needed.
- Complete filings using the most current client data while proactively clarifying incomplete or ambiguous information.
- Act as the primary client contact for assigned filings, ensuring a positive and professional client experience.
- Maintain 90% or higher client satisfaction (CSAT) through clear, warm, and organized communication.
- De-escalate client concerns and provide proactive updates through email, phone, or video as appropriate.
- Invoice filing fees and follow up on outstanding items in a timely manner.
- Identify opportunities to recommend additional services based on client needs.
- Contribute to team retention goals and generate at least one client referral annually.
Requirements
- 1–3 years of professional experience
- Previous success in a client-facing role such as customer service or sales
- Proven ability to manage detail-heavy or complex tasks (e.g., accounting, operations, insurance, medical records, banking)
- Demonstrated history of meeting deadlines consistently
- Strong written and verbal communication skills.
- Proficiency with Microsoft Office and/or Google Suite, email, CRM tools, and online software platforms.
Benefits
- health benefits
- flexible paid time off
- parental leave
- fertility and adoption assistance
- 401(k)
- educational reimbursement
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
compliance applicationsfiling standardsdetail-heavy tasksaccountingoperationsinsurancemedical recordsbanking
Soft skills
client-facingclient satisfactioncommunicationde-escalationorganizationproactive updatesteam retentionclient referrals