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Compliance Associate
One80 IntermediariesCompliance Associate responsible for gathering client-specific data and preparing reports for captive programs. Working in a dynamic compliance environment at Oxford Risk Management Group, LLC.
About the role
Key responsibilities & impact- Review and prepare client specific forms required for tax filing purposes, including Form 8886, Form 8275 and additional forms, as required.
- Track progress of form preparation to ensure timely filing requirements are met.
- Assist with data gathering, analysis and submission for compliance purposes.
- Enter data into client management software to track progress.
- Periodically interface with clients/brokers regarding client specific state and federal reporting requirements.
- Assist with the implementation and coordination of any new compliance processes.
- Coordinate document requests, procedure changes, and other quality projects.
- Compile various reports for the Compliance Department.
- Participate in various compliance projects, as requested.
Requirements
What you’ll need- Practical experience within the insurance industry in a Compliance role preferred but not required.
- Comprehensive knowledge of relevant software: Windows, Word®/ Excel®/ Powerpoint.
- Professional, flexible, team player with acute attention to detail/ excellent organizational skills and a passion for working cross-functionally.
- Skilled in tracking and monitoring workflow, deadlines, and performance metrics.
- Ability to effectively communicate, both verbal and written, with all levels in the organization.
- Proactive and dynamic personality with superior communication skills (written, verbal and presentation).
- Ability to follow instructions and to work both independently and within a team environment.
- Ability to work in a fast-paced environment, prioritizing multiple time-sensitive projects.
- Proven ability to handle confidential information with discretion.
- Demonstrated ability to prioritize responsibilities.
- Ability to adhere to confidentiality expectations.
- Strong decision-making and problem-solving skills.
- Excellent communication skills, including written, verbal and presentation.
Benefits
Comp & perks- Health insurance
- Flexible work arrangements
- Professional development opportunities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisform preparationcompliance processesreport compilationworkflow trackingperformance metrics
Soft Skills
attention to detailorganizational skillscommunication skillsteam playerproactive personalitydecision-makingproblem-solving