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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in resolving complex member complaints within the life insurance and investment sectors, while ensuring compliance with regulatory standards. Strong analytical and communication skills are essential for effective collaboration with stakeholders and delivering clear resolutions.
Highest-signal resume keywords
Life Insurance Industry ExperienceInvestment Industry ExperienceConflict ResolutionRegulatory ComplianceFINRA Series 7 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Complaint ResolutionRoot Cause AnalysisProcess ImprovementAnalytical ThinkingAttention to Detail
Soft Skills
Effective CommunicationEmpathyOrganizational SkillsProfessionalism
Tools & Technologies
Windows-Based Environment
Certifications & Qualifications
FINRA Series 7 LicenseGroup 1 Life & Health License
Industry Keywords
Regulatory AgenciesService-Level ExpectationsRisk and Compliance CultureStakeholder Collaboration
About the role
Key responsibilities & impact- Investigate and resolve moderately complex to complex Life and Investment member complaints, including those submitted through regulatory agencies
- Conduct thorough research and collaborate with internal and external partners to determine appropriate resolutions
- Identify process breakdowns, service issues, or regulatory concerns that may have contributed to member complaints
- Partner with Legal, Compliance, Operations, and other stakeholders to ensure accurate and compliant outcomes
- Prepare clear and concise written communications detailing findings, root cause analysis, and resolutions
- Communicate resolutions to members and regulatory agencies with professionalism, empathy, and confidence
- Serve as a subject matter expert and resource for follow-up questions and escalations
- Manage a dynamic workload while consistently meeting regulatory deadlines and service-level expectations
- Identify trends, compliance gaps, and process improvement opportunities and escalate recommendations when appropriate
- Support a strong risk and compliance culture by adhering to company policies and regulatory requirements
Requirements
What you’ll need- Bachelor's degree OR 4 years of relevant education and/or professional experience
- 4+ years of experience in the life insurance and/or investment industry
- 2+ years of experience handling escalations, complaints, or conflict resolution
- Ability to communicate effectively with members, executives, regulators, and internal stakeholders
- Experience working in a Windows-based environment and managing multiple priorities simultaneously
- Strong attention to detail, analytical thinking, and organizational skills
- Licensing Requirement FINRA Series 7 or Group 1 Life & Health License required (or ability to obtain within 90 days of hire)
Benefits
Comp & perks- Comprehensive medical, dental and vision plans
- 401(k)
- Pension
- Life insurance
- Parental benefits
- Adoption assistance
- Paid time off program with paid holidays plus 16 paid volunteer hours
- Various wellness programs
- Career path planning and continuing education