Oversee all aspects of insurance licensing for agents and entities, including applications, renewals, appointments, and terminations
Monitor and interpret changes in state and federal insurance laws, implementing updated requirements promptly
Lead and formalize carrier audit processes, coordinate with internal teams, and follow up on audit findings
Conduct comprehensive risk assessments and support business development with regulatory feasibility reviews
Develop and maintain compliance policies, documentation, and training resources
Prepare reports and communicate compliance status and risks to senior leadership
Manage relationships with external vendors supporting licensing and compliance
Utilize systems such as Applied Epic and Dynamics CRM for compliance tracking and reporting
Collaborate with Legal and agency leadership to stay abreast of regulatory changes and ensure alignment with company-wide initiatives

Broad experience in Property & Casualty insurance, preferably from an independent agency or enterprise (agency viewpoint, not underwriting)
Demonstrated autonomy, initiative, and assertiveness with the ability to work independently and thrive in ambiguous environments
Experience working with insurance management software, preferably systems such as Applied Epic and Dynamics CRM, for compliance tracking, licensing management, and reporting
Strong analytical, organizational, and communication skills; able to extract, formulate, and “tell the story” of compliance data for leaders and stakeholders
Passion for compliance, eager to own and elevate processes, and committed to best practices.

Commercial P&C Compliance & Risk Manager

Key skills