Full Job Description
Salary Range: $75,000 - $105,000
COMMERCIAL ACCOUNT MANAGEMENT COMPLIANCE SPECIALIST
We currently have an opening for a Commercial Account Management Compliance Specialist. This position can sit in Lynchburg (VA), Richmond (VA), Charlotte (NC), Raleigh (NC), or Greensboro (NC). If you enjoy working in a dynamic environment that rewards excellence and encourages entrepreneurial thinking, we would like to hear from you!
Principal Objectives of the Position:
Commercial Account Management Compliance Specialist supports P&C Operations and the Commercial Compliance team through recurring compliance audits, documentation review, regulatory support, coverage support, and follow-up. This role is primarily compliance-focused but also requires practical commercial insurance knowledge to assist with coverage questions, certificate wording issues, subpoena/document requests, and operational training needs.
This will be an on-site position with the opportunity to move to a hybrid schedule (3 days in-office per week + 2 days remote) once training is complete.
Principal Duties & Responsibilities:
• Administer recurring audits, including ResourcePro account manager audits, E&S/surplus lines audits, and consulting fee audits; track findings, responses, corrective actions, and documentation.
• Assist with subpoena requests and document gathering, including locating, organizing, and coordinating responsive records as directed.
• Support coverage and technical operations questions from account managers, account executives, producers, RPG, and operations team members, escalating complex issues as appropriate.
• Assist with certificate wording queries, including review of requested wording against policy, endorsement, and agency procedure considerations.
• Help with coverage audits for prospective accounts when needed, including review of existing coverage, limits, forms, endorsements, and potential gaps.
• Communicate recurring issues, training needs, and recommendations for additional support to managers and members of the operations team.
• Maintain compliance procedures, audit templates, checklists, and internal guidance documents so records remain organized, current, and easy to retrieve.
• Assist with agency licensing, regulatory compliance projects, carrier compliance requests, and related follow-up as assigned.
• Support and, when needed, lead P&C Academy training sessions, with opportunity for greater training involvement over time.
Position Qualifications & Requirements:
• Prior commercial account manager or account executive experience preferred.
• Depth of knowledge across all lines of insurance, with ability to recognize coverage, documentation, or procedural concerns that need to be addressed or escalated.
• Strong verbal and written communication skills, including the ability to discuss audit findings, coverage questions, documentation needs, and process concerns with operations and management.
• Strong attention to detail and ability to manage recurring processes, deadlines, audit tracking, and follow-up communications.
• Comfort working with spreadsheets, audit logs, documentation repositories, agency systems, Microsoft Office, Teams, SharePoint, OneDrive, Outmarket and Copilot.
• Ability to work with confidential client, employee, audit, regulatory, and subpoena-related information.
• Insurance designation such as CISR, CIC, CRM, ACSR, or similar professional development is preferred but not required.
• Bachelor's degree is preferred but not required.
