Compliance and Licensing Analyst (Remote)

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About Patriot Growth Insurance Services: Founded in 2019, Patriot Growth Insurance Services (Patriot) is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2024 Inc. 5000 list of fastest-growing companies. With over 2,000 employees operating in 170 locations and across 48 states, Patriot\'s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
Position Overview: We are seeking an experienced Compliance and Licensing Analyst to support the development and implementation of the company\'s compliance and licensing program to join our Agency Growth Team (Corporate team). In this role you will assist with conducting agency audits, monitoring compliance with laws and regulations, providing administrative support to agencies and employees surrounding licensing, carrier appointment, and integration issues, and ensuring that employees understand their obligations related to compliance and licensing.
Work Arrangement: This is a full-time, fully remote position, with an expectation of minimal travel for team and company sponsored meetings when required, which is 1-2 times a year.
Professional Responsibilities:

  • Assist the compliance team, carrier team, agencies, and outside vendors with licensing and compliance issues and requests (including but not limited to sending requested licenses and documents and creating and distributing any applicable Certificates of Insurance)
  • Handle the onboarding and offboarding of new agencies and individual licensees
  • Work closely with third-party licensing vendors to manage complex licensing and compliance issues and to implement new processes and procedures
  • Collaborate with other departments, such as Legal, HR, IT and Finance, to on-board new agencies successfully and to ensure that compliance risks are identified and addressed in a timely manner following integration
  • Conduct audits and/or risk assessments to identify areas of potential compliance risk and develop risk management strategies
  • Coordinate with third-party licensing vendors to address compliance and regulatory needs, ensuring timely processing of licenses and appointments.
  • Work closely with vendor partners to resolve licensing issues and implement process improvements.
  • Monitor compliance with laws and regulations, including internal policies and procedures
  • Analyze data related to compliance, including monitoring reports and audit findings, to identify trends and areas for improvement
  • Other duties and projects assigned by the Compliance and Licensing Manager or Deputy General Counsel
Qualifications and Requirements:
  • A Bachelor of Science degree in Business Administration, Risk Management, or a related field
  • 3+ years of relevant work experience in the insurance industry
  • An active Insurance license in any state (EB or P&C) preferred but not required
  • Experience collaborating with third-party vendors to manage licensing and compliance operations preferred.
  • Exceptional organizational skills and attention to detail
  • Ability to independently prioritize tasks, manage time effectively, and oversee multiple projects simultaneously while meeting deadlines without requiring constant supervision
  • Proficient in use of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, Teams, etc.)
  • Excellent interpersonal and communication skills (both oral and written)
  • Ability to effectively manage communication, documentation, and reporting
  • Ability to quickly learn and adapt to new technology platforms
  • Authorized to work in the U.S. without sponsorship now and in the future
Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
  • Medical, Dental, and Vision Benefits
  • Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
  • Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
  • Company Paid Employee Assistance Program
  • Paid Parental Leave
  • Paid holidays
  • Personalized PTO
  • 401 (k)

Compensation Range: A starting base salary in the $60,000 - $65,000 range, depending on the candidate\'s experience. This position is also eligible for additional incentive compensation that is performance based.
*A wide salary range is posted for this position, and any job offer is based upon a salary analysis to comply with the required state pay transparency law. The salary analysis considers relevant experience, education, certifications, and seniority as compared to others doing substantially similar work. There is no guarantee an offer will be at the top of the posted range based on the salary analysis.
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot will make hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our . Salary: USD 60000 - 65000 per year Experience: 3 years required
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