National Life Group · 1 day ago
Life & Annuity Compliance Analyst - SPG
Montpelier, VT
Full-time
Onsite
Mid Level
$57K/yr - $84K/yr
3+ years expNational Life Group is one of America’s fastest-growing insurance companies, aiming to provide families with stability and peace of mind. They are seeking a Life & Annuity Compliance Analyst to join their Sales Practice Guidance team, where the successful candidate will review consumer complaints and non-fraud agent matters while fostering collaborative relationships.
Health CareInsuranceLife Insurance
No H1B
Responsibilities
Contribute to the research, analysis, solution, and response to consumer complaints made by customers, attorneys, customer representatives, and regulators using learned techniques and departmental tools
Assist with the review and investigation of non-fraud agent matter referrals, including interviewing and file reviews, and working with business partners on disciplinary recommendations, if warranted
Use knowledge and skills to complete moderate scope routine and ad-hoc tasks within internally established time standards
Work under general supervision with work reviewed at key milestones and for approval of significant exceptions by management or designated senior colleagues
Build relationships with internal and external (including regulators) peers
Exercise judgment within defined procedures and practices contributing to problem-solving and determining appropriate action
Consistently demonstrate NLG values and Servant Leadership Tenets by actively seeking opportunities to align work with these principles
Qualification
Required
3+ years of relevant combination of compliance and/or life insurance and annuity work experience
Proficiency in Microsoft Office Suite
Ability to provide exceptional customer service through empathy, listening, and understanding client needs
Ability to understand and communicate basic compliance topics with training and guidance from more experienced team members
Demonstrate tact and professionalism and the ability to interact with individuals and leaders at all levels of the Company, the Field, and with the public on sensitive matters
Excellent written and verbal communication skills
Ability to work in a fast-paced environment, with a high degree of accuracy
Ability to maintain confidentiality on sensitive matters
Strong organizational, time management, qualitative, and analytical skills
Demonstrate understanding of Company and departmental goals by designing and aligning individual goals to support annual goals and initiatives
Effectively work in a team environment, closely collaborating with business partners
All other duties as assigned
Preferred
Compliance-related experience
Demonstrated basic product knowledge of fixed life insurance and annuities
Benefits
401(k) eligibility
Various paid time off benefits, such as vacation, sick time, and parental leave
National Life’s discretionary annual incentive programs
Company
National Life Group
National Life Group offers life insurance, and annuity products to help individuals, families and businesses pursue financial needs.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
M
Mehran Assadi
Chairman, CEO & President
Recent News
2025-11-26
2025-11-08
Company data provided by crunchbase