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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in compliance management, project coordination, and technical systems oversight, with a strong focus on surplus lines compliance across all states. Proficient in leveraging AI tools for workflow automation and maintaining effective communication with stakeholders.
Highest-signal resume keywords
Surplus Lines ComplianceProject ManagementAI Tools ProficiencyMicrosoft OfficeJira
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Compliance ManagementProject CoordinationTechnical Systems ManagementRegulatory ResearchData Analysis
Soft Skills
Organizational SkillsAnalytical SkillsCommunication SkillsCustomer Service
Tools & Technologies
ConfluenceGoogle WorkspaceAI ToolsJira
Certifications & Qualifications
SILAASLIARCCPCU
Industry Keywords
Insurance IndustrySurplus Lines FilingCompliance RequirementsRegulatory UpdatesAutomation
About the role
Key responsibilities & impact- Serve as the primary liaison between the Compliance and Product teams
- Coordinate and execute technical systems projects and updates
- Manage and maintain internal system settings for accuracy and compliance alignment
- Research, track, and maintain state laws and regulations
- Prepare reports and present compliance updates to leadership
- Ensure compliance requirements are met across all states and jurisdictions
- Assist in implementing training for regulatory changes
- Coordinate project plan activities, meetings, documentation, milestones, and action items
- Respond to Jira tickets and coordinate escalated client issues with customer service and cross-functional teams
- Provide customer service and maintain relationships with states, carriers, and clients
- Support customers with technical issues through troubleshooting, resolution, and follow-up
- Create, maintain, and audit SOPs and Confluence documentation
- Leverage AI tools to create compliance workflows, draft documentation, and support planning and communication
- Participate in initiatives to automate tasks and workflows
- Support the Compliance Manager and VP of Tax Compliance with ad hoc requests and special projects
- Stay current on compliance trends, regulatory updates, and emerging AI tools
- Perform other duties as requested, directed, or assigned
Requirements
What you’ll need- Bachelor's degree in Accounting, Risk Management, Business Administration, or a related field, or equivalent experience
- 5+ years of experience in the insurance industry
- 2+ years of experience in surplus lines filing, accounting, or compliance
- Comprehensive understanding of surplus lines compliance requirements across all 50 states and U.S. territories
- 2+ years of experience in project management or process coordination
- Strong technical aptitude
- Proficiency in Microsoft Office, Google Workspace, Confluence, and Jira
- Demonstrated ability to leverage AI tools, including Claude, ChatGPT, Gemini, Copilot, or similar, in daily workflows
- Enthusiasm for emerging AI technologies and automation/process improvement initiatives
- Excellent organizational, analytical, and communication skills
- Industry certification (SILA, ASLI, ARC, CPCU, or equivalent) preferred
Benefits
Comp & perks- Health, dental, and vision plans
- 4 weeks of Paid Time Off
- 10 Paid Company Holidays
- 2 floating holidays
- 401K Programs with employer match
- Personal assistance programs for support in a healthy personal and work life
- Work on cutting-edge projects that are reshaping an industry
- Collaborate with a team of passionate, like-minded professionals
- Culture that values flexibility, innovation, and personal growth