Compliance Analyst

DTG Consulting Solutions, Inc.

Process routine transactions on life products with regard to Term Conversions.

Job Description:
The Attained Aged Term Conversion analyst (Compliance Analyst) will conduct reviews to ensure for accuracy and that quality standards are met for all customer information included in Term Conversion applications.
  • Process routine transactions on life products with regard to Term Conversions.
  • Retrieve assigned work in the new business processing system and accurately complete in a timely manner.
  • Review and facilitate revisions of term conversion cases for accuracy and ensuring all quality standards are met.
Responsibilities:
  • Review Term Conversion cases for completeness and accuracy to determine if they are contractually eligible to convert to a permanent policy. This tends to be a high volume; therefore, it is imperative that one is efficient without compromising attention to detail.
  • Communicate the non-contractual conversion requests from clients to the Underwriting team in a timely manner.
  • Maintain production standards and turnaround times established by management.
Qualifications:
  • Experience working in a production environment working on several computer systems at the same time, while producing quality work.
  • College Degree Preferred
  • 0-3 years of relevant experience