Compliance Advisor III

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November 22

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Bestow

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Fintech • Insurance • SaaS

Bestow is a leading life insurance SaaS platform provider that offers innovative technology solutions for life and annuity insurance carriers. By providing tools such as digital applications, customizable underwriting engines, and comprehensive customer portals, Bestow helps streamline the entire insurance process from quoting to policy administration. The company focuses on enhancing the speed and efficiency of insurance operations, enabling carriers to launch new products swiftly and optimize their customer service capabilities.

51 - 200 employees

Founded 2017

💳 Fintech

☁️ SaaS

📋 Description

• Provide a hands-on view into the design of the Bestow digital experience to advise and work with Product Managers, UX Designers and Engineers to build a seamless and friction-free digital experience to the Bestow customer. • Ownership of the legislative and regulatory monitoring platform. • Review state and federal regulatory compliance requirements to include analysis of business impact/operational risk assessment for enacted laws/regulations and recommended company compliance actions to ensure regulatory compliance. • Advise on and anticipate strategic and tactical regulatory solutions by providing compliance subject matter expertise for project/process/product initiatives. • Ownership of the learning management system and the compliance training program. • Advise on annuity product compliance and development. Collaborate with Product, Engineering, and Program Management on product builds. • Assist with the implementation of appropriate strategic/tactical solutions for compliance business requirements. • Assist in the enhancement of the compliance program and compliance policies to foster continued regulatory and customer trust of Bestow. • Assist in audit readiness efforts by preparing, verifying, and maintaining documentation to support compliance with internal controls and external regulatory standards. • Support ongoing QA and compliance initiatives through scheduled control reviews, control testing activities, and monitoring of remediation activities.

🎯 Requirements

• Bachelor’s Degree or equivalent experience required • 8+ years of life insurance, legal and/or compliance industry experience • Continuing progress toward or completion of insurance compliance certifications such as: CCEP, FLMI, ALMI, AIRC, or CLU • Experience with regulatory examinations, analyzing new laws and regulations, testing, and monitoring • Experience analyzing state and federal regulations and providing an analysis as to the possible impact • Experience administering a compliance training learning management system • Annuity product knowledge • Excellent written and oral communication skills • Ability to work both independently and in a team environment with compliance and business personnel • Strong partnering skills and ability to think creatively • Ability to manage multiple projects with minimal to limited supervision • Highly organized and you pay close attention to detail • You are proficient with Google Apps, Zoom, and online chat/communication tools • Ability to travel to Dallas 3-4x/year for team on-sites (2-3 day duration)

🏖️ Benefits

• Competitive salary and equity based on role • Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs • 100% paid-premium option for medical, dental, and vision insurance • Lifestyle stipend to support your physical, emotional, and financial wellbeing • Flexible work-from-home policy and open to remote • Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting • Employee-led diversity, equity, and inclusion initiatives