Commercial Account Mgmt Compliance Specialist
About The Position
Scott Insurance, an employee-owned company with over 160 years of experience, is a leader in developing customized strategies and innovative programs for mid-market companies. They offer a comprehensive range of insurance solutions including property & casualty, employee benefits, captive insurance, and surety bonds, along with personal risk services. As one of the largest independent agencies in the Southeast, Scott Insurance has a strong, team-centric culture that fosters entrepreneurial thinking and rewards excellence. They are recognized as a Best Practices Agency for 30 years and consistently ranked among the top agencies nationally. This role supports P&C Operations and the Commercial Compliance team through audits, documentation review, regulatory support, coverage assistance, and training. The position is initially on-site with the potential for a hybrid schedule after training.
Requirements
- 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.
Nice To Haves
- Prior commercial account manager or account executive experience preferred.
- 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.
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.
Benefits
- excellent benefits
- retirement programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
