Compliance Analyst

About Us:

At Everly, our vision is to change the paradigm of insurance. We know insurance can be confusing and complex. We know that most people purchase insurance at a milestone moment and file it away for the future. We want to change how people think about, buy, and use life insurance and annuities by being a partner in life’s journey.  We are focused on making things that matter, making meaningful connections, and making things work WAY better. Our goal is to provide radically transparent, consumer-first insurance solutions.

We are looking for people with a continuous improvement mindset. Those who think the opposite of “This is how we’ve always done it”. We want people on our team who are always asking “How can we do this better?” 

Our company values are a guide to our behavior and help inform our decisions.  We want people who embody those values of breaking down barriers, owning the outcome, embracing the journey, and sparking joy.

This is a remote position based in the US with occasional travel.

About the role:

We’re looking for a Compliance Analyst to join our Legal & Compliance team. In this role, you’ll have the opportunity to join a team that is in the early stages of building a collaborative, proactive and technology-forward Legal & Compliance department that delivers exceptional value to a new and disruptive player in the life insurance industry.

The successful candidate is hard-working, curious, adaptable and a great teammate. The successful candidate is willing to tackle matters outside their area of expertise, can resolve complex issues in creative and effective ways and has the ability and confidence to work proactively, independently and reliably under tight timeframes in a fast-paced environment. The successful candidate is confident counseling business partners and making decisions that have both legal and business impacts.

The ability to prioritize, scope, and manage multiple initiatives simultaneously is required. A facility with technology and comfort dealing in nuance are highly desired. Common sense, great judgment, a broad perspective and a good sense of humor are of great interest to us.

This position will report directly to the General Counsel & Chief Compliance Officer.

What You’ll Do:

• Assist in researching and analyzing statutes, regulations, and case law to communicate trends and action plans to leaders and impacted business units
• Review corporate policies, procedures, and processes for compliance with applicable federal and state regulatory and statutory requirements
• Develop processes to communicate, implement and validate compliance with regulatory changes
• Review the organization’s marketing materials for compliance with applicable laws and file as necessary
• Support product development and form and rate filings
• Prepare reports to regulatory bodies and craft responses to state objections
• Provide oversight and monitoring of issues identified during compliance risk assessments, other functional reviews, and/or regulatory interactions. Assist business partners in developing appropriate controls
• Support the implementation of enterprise compliance projects and initiatives including compliance risk assessments and compliance trainings
• Work with technology partners to build solutions capable of automating and optimizing repeatable tasks

Skills and Experience:

• Bachelor’s degree required
• Minimum of 2 years’ experience in a compliance-related or audit-related field
• Prior life insurance experience strongly desired
• Exceptional communication and relationship building capabilities
• Efficiently and effectively manages a variety of assignments and competing priorities
• Strong analytical skills with high attention to detail and accuracy
• Exhibits a desire to continuously learn and develop
• Consistently demonstrates exemplary and unwavering ethics and values

At Everly, we celebrate our diverse backgrounds and support our differences, and we are dedicated to equal employment opportunities regardless of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.

We’re also committed to adding new perspectives to our team and invite applications from people of all walks of life. We understand that experience comes in many forms, so if you believe you’re close to what we’re looking for, please consider applying.

Everly offers a competitive salary and as a full-time employee you are eligible for our robust benefits package including:

• Employees are eligible for an annual incentive bonus designed to reward for performance.
• The salary range for this job in most geographic locations in the US is $73,000 - $86,000.
• Candidates hired to work in other locations will be subject to the pay range associated with that location and will be reflected in the candidate’s offer letter. 
• 20 days of paid time off for PTO, plus paid holidays, days of Significance, and a Volunteer Day
• Paid parental leave eligible after one year of service
• Medical, Dental & Vision Insurance
• 401k with company match
• Profit Sharing & Savings Plan
• Short-term and long-term disability insurance
• Flexible spending account
• Life insurance
• Educational Assistance
• Associate Assistance Programs and more!

Visit the career section to apply and submit your resume. EOE