2 compliance analyst jobs found in Santa Clarita, CA

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Manager to their LBW team in Valencia, CA.  This role can be on-site, hybrid or remote.  Job Summary: The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting (the Team) with the retention/growth efforts associated with multiple assigned client accounts (Book of Business).  Key Responsibilities:   Manage the client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).  With guidance and supervision, work on client related deliverables of increasing complexity.  Beyond foundational knowledge (i.e., industry, product...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Account Specialist to their LBW team in Valencia, CA.  *On-site, Hybrid, and Remote options available.  Job Summary: Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is an entry-level position, responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).    Essential Functions: As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by: Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)...